Portfolio (Quarterly) Guide ↗

Frankly Finances, LLC

· CIK 0002096338

13F Portfolio $110M AUM 64 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 19 Added 6 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	840	$101K	0.10%	SOLD

Sector Allocation

Financial Services 72.3%

Technology 14.4%

Energy 13.1%

Communication Services 0.3%