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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
Page 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVUS AVANTIS US EQUITY ETF 13,720.0 $1.5M 1.38% +6K +80.9% $111.18 +11.7%
22 VANGUARD 14,819.0 $1.5M 1.34% +840.0 +6.0% $99.94
23 IAU ISHARES GOLD TRUST Financial Services 15,868.0 $1.4M 1.27% $88.16 -2.7%
24 AVSC AVANTIS US SMALL CAP 19,930.0 $1.2M 1.12% $62.30 +7.1%
25 AVDE AVANTIS INTERNATIONAL 9,500.0 $806K 0.73% +900.0 +10.5% $84.84 +6.2%
26 DFAX DIMENSIONAL WORLD EX 21,449.0 $729K 0.66% +3K +15.6% $33.97 +8.2%
27 IJS ISHARES S&P SMALL-CAP 5,889.0 $698K 0.63% $118.45 +6.6%
28 DFAR DIMENSIONAL US REAL 24,493.0 $579K 0.52% $23.65 +8.5%
29 DISV DIMENSIONAL 11,542.0 $455K 0.41% $39.44 +6.5%
30 FNDF SCHWAB FUNDAMENTAL 9,214.0 $451K 0.41% $48.93 +8.2%
31 DFAE DIMENSIONAL EMERGING 11,983.0 $406K 0.37% $33.86 +13.6%
32 QUAL ISHARES MSCI USA QUALITY 2,062.0 $396K 0.36% $191.81 +10.0%
33 DFSV DIMENSIONAL US SMALL CAP 10,901.0 $382K 0.35% $35.04 +4.9%
34 IYW ISHARES U.S. TECHNOLOGY 1,960.0 $356K 0.32% $181.42 +30.3%
35 SPY STATE STREET SPDR S&P Financial Services 545.0 $354K 0.32% $650.34 +13.6%
36 AAPL APPLE INC Technology 1,323.0 $336K 0.30% $253.71 +17.4%
37 VT VANGUARD TOTAL WORLD 2,016.0 $279K 0.25% +271.0 +15.5% $138.32 +11.1%
38 DBMF IMGP DBI MANAGED FUTURES 7,640.0 $230K 0.21% $30.15 +3.8%
39 DFEM DIMENSIONAL EMERGING 6,310.0 $218K 0.20% +1K +22.5% $34.55 +13.3%
40 AVNM AVANTIS ALL 2,742.0 $209K 0.19% $76.17 +8.0%
Page 2 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 72.3%
Technology 14.4%
Energy 13.1%
Communication Services 0.3%