Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Francis Financial, Inc. (CIK 1727514) reported $539.4M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($75.1M, 13.93%), BIV ($46.8M, 8.67%), FLXR ($44.2M, 8.19%), DFSI ($32.2M, 5.97%), JIRE ($29.6M, 5.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $75.1M | 13.93% | 125,749 | Trimmed |
| 2 | BIV | VANGUARD BD INDEX FDS | $46.8M | 8.67% | 606,080 | Added |
| 3 | FLXR | TCW ETF TRUST | $44.2M | 8.19% | 1.1M | Added |
| 4 | DFSI | DIMENSIONAL ETF TRUST | $32.2M | 5.97% | 759,106 | Added |
| 5 | JIRE | J P MORGAN EXCHANGE TRADED F | $29.6M | 5.49% | 390,783 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $26.6M | 4.94% | 60,967 | Added |
| 7 | NBSD | NEUBERGER BERMAN ETF TRUST | $22.8M | 4.22% | 449,307 | New |
| 8 | META | META PLATFORMS INC | $22.2M | 4.12% | 38,864 | Trimmed |
| 9 | IVOO | VANGUARD ADMIRAL FDS INC | $20.2M | 3.74% | 176,517 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $15.7M | 2.91% | 277,032 | Added |
| 11 | MUNY | VANGUARD NY TAX FREE FDS | $15.3M | 2.84% | 149,626 | Added |
| 12 | IJR | ISHARES TR | $15.3M | 2.83% | 122,979 | Added |
| 13 | VYM | VANGUARD WHITEHALL FDS | $12.0M | 2.23% | 81,308 | Trimmed |
| 14 | BGRN | ISHARES TR | $11.8M | 2.19% | 248,407 | Trimmed |
| 15 | DSI | ISHARES TR | $11.1M | 2.06% | 91,578 | Trimmed |
| 16 | SUSB | ISHARES TR | $10.1M | 1.88% | 404,435 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $7.3M | 1.35% | 25,319 | Trimmed |
| 18 | FSMB | FIRST TR EXCH TRADED FD III | $7.1M | 1.32% | 357,351 | Added |
| 19 | NULG | NUSHARES ETF TR | $6.1M | 1.14% | 67,602 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $6.1M | 1.13% | 34,999 | Added |
| 21 | AAPL | APPLE INC | $5.7M | 1.06% | 22,434 | Trimmed |
| 22 | VTI | VANGUARD INDEX FDS | $5.0M | 0.93% | 15,604 | Added |
| 23 | VCEB | VANGUARD WORLD FD | $4.4M | 0.82% | 70,682 | Added |
| 24 | DFSE | DIMENSIONAL ETF TRUST | $4.4M | 0.82% | 104,993 | Trimmed |
| 25 | DFLV | DIMENSIONAL ETF TRUST | $4.2M | 0.78% | 117,957 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31