Francis Financial, Inc. - Portfolio overview

Francis Financial, Inc. has 140 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 15.25%
2. BIV - VANGUARD BD INDEX FDS, 9.49%
3. FLXR - TCW ETF TRUST, 8.96%

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

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