Francis Financial, Inc.: 13F holdings
CIK 17275142026Q2
| Positions | 131 |
|---|---|
| Reported value | $610.4m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 122,978 | $84.5m | 13.8% |
| TCW ETF TRUST | 1,271,353 | $49.8m | 8.2% |
| BIV VANGUARD BD INDEX FDS | 626,906 | $48.1m | 7.9% |
| DIMENSIONAL ETF TRUST | 767,312 | $34.6m | 5.7% |
| JIRE J P MORGAN EXCHANGE TRADED F | 396,161 | $32.7m | 5.4% |
| VUG VANGUARD INDEX FDS | 358,024 | $30.8m | 5.1% |
| NEUBERGER BERMAN ETF TRUST | 493,314 | $24.9m | 4.1% |
| IVOO VANGUARD ADMIRAL FDS INC | 182,027 | $23.7m | 3.9% |
| META META PLATFORMS INC | 33,904 | $19.1m | 3.1% |
| SPYV SPDR SERIES TRUST | 308,267 | $18.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1727514")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.