Portfolio (Quarterly) Guide ↗

Forbes Financial Planning, Inc.

· CIK 0001911316

13F Portfolio $186M AUM 38 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 4 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLE	SELECT SECTOR SPDR TR	—	3,580	$219K	0.13%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,425	$208K	0.12%	SOLD

Sector Allocation

Technology 44.3%

Financial Services 43.8%

Consumer Defensive 4.0%

Consumer Cyclical 3.6%

Healthcare 1.5%

Utilities 1.5%

Energy 1.3%