Forbes Financial Planning, Inc. ETF holdings
East Greenwich, RI
Reported $177.0M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$177.0M
ETFs held
28
Change from prior quarter
+7.5%
With price moves
ETFs as a share of its 13F
94.9%
of $186.4M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $17.2M | 22,945 | −226 shares |
| FBND | Fidelity Total Bond ETF | $16.3M | 358,978 | −6,557 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $16.0M | 202,765 | −2,116 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $14.0M | 196,183 | −716 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $13.1M | 53,767 | −312 shares |
| FENI | Fidelity Enhanced International ETF | $11.8M | 293,507 | −421 shares |
| VTV | Vanguard Morningstar Value ETF | $11.4M | 52,084 | −69 shares |
| DGRO | iShares Core Dividend Growth ETF | $11.3M | 148,966 | +435 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $10.9M | 29,829 | −86 shares |
| SPIB | State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF | $8.4M | 251,705 | −1,526 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001911316. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Forbes Financial Planning, Inc. own?
Forbes Financial Planning, Inc. reported 28 ETF positions worth $177.0M in its Form 13F for June 30, 2026. The largest was IVV, at $17.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.