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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHB SCHWAB U.S. BROAD MARKET 7,686.0 $193K 0.17% $25.10 +12.3%
42 DFAC DIMENSIONAL U.S. CORE 4,460.0 $173K 0.16% -5K -53.8% $38.86 +9.8%
43 DFAW DIMENSIONAL WORLD EQUITY 2,300.0 $170K 0.15% +33.0 +1.5% $73.78 +9.0%
44 VGIT VANGUARD INTER-TERM 2,810.0 $167K 0.15% $59.55 -1.8%
45 PAA PLAINS ALL AMERICAN P LP Energy 7,400.0 $165K 0.15% +3K +68.2% $22.33 +3.8%
46 ET ENERGY TRANSFER L P LP Energy 7,850.0 $152K 0.14% +4K +84.7% $19.30 +4.6%
47 VOO VANGUARD S&P 500 ETF 220.0 $131K 0.12% $597.55 +12.9%
48 DLN WISDOMTREE U.S. LARGECAP 1,290.0 $115K 0.10% $89.33 +6.3%
49 VXUS VANGUARD TOTAL 1,350.0 $104K 0.09% $77.11 +7.4%
50 IVW ISHARES S&P 500 GROWTH 912.0 $103K 0.09% $113.11 +18.9%
51 IJR ISHARES CORE S&P 690.0 $86K 0.08% $124.31 +7.1%
52 VUSB VAN ULTRA SHRT BND 1,557.0 $78K 0.07% -100.0 -6.0% $49.78 -0.2%
53 JPMORGAN ULTRA-SHORT 1,425.0 $72K 0.07% NEW $50.61
54 SCHA SCHWAB U.S. SMALL-CAP 2,168.0 $63K 0.06% $29.08 +10.2%
55 IWM ISHARES RUSSELL 2000 242.0 $60K 0.05% $248.00 +10.1%
56 SCHM SCHWAB U.S. MID-CAP ETF 1,890.0 $59K 0.05% $30.96 +8.4%
57 USFR WISDOMTREE FLOATING RATE 980.0 $49K 0.04% NEW $50.34 +0.2%
58 USMV ISHARES MSCI USA MIN VOL 262.0 $24K 0.02% $92.74 +3.3%
59 DON WISDOMTREE U.S. MIDCAP 362.0 $19K 0.02% $52.54 +2.9%
60 IXG ISHARES GLOBAL 150.0 $17K 0.01% $114.00 +5.6%
Page 3 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%