Frankly Finances, LLC - Portfolio overview

Frankly Finances, LLC has 64 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD SHORT-TERM BOND, 12.16%
2. DFUV - DIMENSIONAL US, 11.76%
3. BIV - VANGUARD, 10.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.