Frankly Finances, LLC - Portfolio Stock Holdings
Frankly Finances, LLC disclosed 93 stock positions in a recent SEC 13F filing. $126,514,761 of stock holdings were filed, with the largest holdings including DFUV, BSV, and BIV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $204,153,330 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
93Est. Stock Holding Value:
$126,514,761Top Stock Holdings By Sector
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Portfolio Stock Holdings - Frankly Finances, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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