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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 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCOM QUALCOMM INC Technology 100.0 $13K 0.01% $128.78 +56.5%
62 NFLX NETFLIX INC Communication Services 50.0 $5K 0.00% $96.16 -9.5%
63 DIS DISNEY WALT CO Communication Services 20.0 $2K 0.00% $96.40 +6.6%
64 TRACK DATA CORP 1.0 $20.0 $20.00
Page 4 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%