Forbes Financial Planning, Inc.
Forbes Financial Planning, Inc. reported 38 holdings worth US$186M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Forbes Financial Planning, Inc. reported 38 holdings worth US$186M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Philip Morris International Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$186M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 19,797 | US$5.73M | 3.1% |
| Microsoft Corp. | 1,948 | US$727K | 0.39% |
| Philip Morris International Inc | 3,461 | US$626K | 0.34% |
| Amazon.com, Inc. | 2,801 | US$568K | 0.30% |
| Amphenol Corporation | 2,700 | US$476K | 0.26% |
| Alphabet Inc (google) Class C | 939 | US$336K | 0.18% |
| Visa Inc. | 904 | US$310K | 0.17% |
| Amgen Inc. | 341 | US$232K | 0.12% |
| Southern Company (the) | 2,404 | US$230K | 0.12% |
| Energy Transfer Lp | 10,700 | US$205K | 0.11% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |