Francis Financial, Inc.
Francis Financial, Inc. reported 134 positions worth $610.4M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VOO (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $84.5M | 13.84% | 122,978 | — | — | |
| ▸ 2 | FLXR | SH | $49.8M | 8.17% | 1,271,353 | — | — | |
| ▸ 3 | BIV | SH | $48.1M | 7.88% | 626,906 | — | — | |
| ▸ 4 | DFSI | SH | $34.6M | 5.67% | 767,312 | — | — | |
| ▸ 5 | JIRE | SH | $32.7M | 5.35% | 396,161 | — | — | |
| ▸ 6 | VUG | SH | $30.8M | 5.05% | 358,024 | — | — | |
| ▸ 7 | NBSD | SH | $24.9M | 4.08% | 493,314 | — | — | |
| ▸ 8 | IVOO | SH | $23.7M | 3.89% | 182,027 | — | — | |
| ▸ 9 | META | SH | $19.1M | 3.13% | 33,904 | — | — | |
| ▸ 10 | SPYV | SH | $18.7M | 3.07% | 308,267 | — | — |
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Frequently Asked Questions
What stocks does Francis Financial, Inc. hold as of Q2 2026?
Francis Financial, Inc. reported 134 positions worth $610.4M in its Q2 2026 13F filing. Largest positions: VOO (13.8%), FLXR (8.2%), BIV (7.9%), DFSI (5.7%) and JIRE (5.4%).
What did Francis Financial, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Francis Financial, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.