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Portfolio (Quarterly) Guide ↗

Frankly Finances, LLC

· CIK 0002096338
13F Portfolio $105.5B AUM 63 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVNM AVANTIS ALL INTRNL MKT EQT ETF 2,742.0 $202K 0.19% NEW $73.52 +11.9%
42 DFEM DIMENSIONAL EMERG MARK CRE EQY 2 ETF 5,150.0 $170K 0.16% NEW $33.08 +18.3%
43 VGIT VANGUARD INTER-TERM TREAS INDEX FD 2,810.0 $168K 0.16% NEW $59.93 -2.2%
44 DFAW DIMENSIONAL WORLD EQUITY ETF 2,267.0 $168K 0.16% NEW $73.98 +9.3%
45 VOO VANGUARD S&P 500 ETF 220.0 $138K 0.13% NEW $627.13 +8.3%
46 DLN WISDOMTREE US LARGECAP DIVIDEND ETF 1,290.0 $114K 0.11% NEW $88.08 +8.0%
47 IVW ISHARES S&P 500 GROWTH ETF 912.0 $112K 0.11% NEW $123.26 +10.2%
48 VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 1,350.0 $102K 0.10% NEW $75.44 +10.7%
49 XOM EXXON MOBIL CORP Energy 840.0 $101K 0.10% NEW $120.34 +31.2%
50 IJR ISHARES CORE S&P SMALL CAP ETF 690.0 $83K 0.08% NEW $120.18 +11.8%
51 VUSB VAN ULTRA SHRT BND 1,657.0 $83K 0.08% NEW $49.84 -0.3%
52 PAA PLAINS ALL AMERICAN P LP Energy 4,400.0 $79K 0.07% NEW $17.96 +27.5%
53 ET ENERGY TRANSFER L P LP Energy 4,250.0 $70K 0.07% NEW $16.49 +22.2%
54 SCHA SCHWAB US SMALL CAP ETF 2,168.0 $62K 0.06% NEW $28.48 +13.6%
55 IWM ISHARES RUSSELL 2000 ETF 242.0 $60K 0.06% NEW $246.16 +12.1%
56 SCHM CHARLES SCHWAB US MC ETF 1,890.0 $57K 0.05% NEW $30.07 +12.4%
57 USMV ISHARES MSCI USA MIN VOL FCTR ETF 262.0 $25K 0.02% NEW $94.16 +2.0%
58 DON WISDOMTREE US MIDCAP DIVIDEND ETF 362.0 $19K 0.02% NEW $51.60 +5.5%
59 IXG ISHARES GLOBAL FINANCIALS ETF 150.0 $18K 0.02% NEW $120.79 -0.2%
60 QCOM QUALCOMM INC Technology 100.0 $17K 0.02% NEW $171.05 +17.8%
Page 3 of 4  ·  63 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 72.4%
Technology 16.4%
Energy 10.9%
Communication Services 0.3%