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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 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC Communication Services 50.0 $5K 0.00% NEW $93.76 -7.2%
62 DIS DISNEY WALT CO Communication Services 20.0 $2K 0.00% NEW $113.75 -9.7%
63 TRACK DATA CORP 1.0 $20.0 NEW $20.00
Page 4 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%