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.
Frankly Finances, LLC (CIK 2096338) reported $126.5M across 90 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUV ($14.8M, 11.66%), BSV ($14.0M, 11.08%), BIV ($13.0M, 10.24%), DFAS ($6.1M, 4.81%), AVEM ($5.9M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL US | $14.8M | 11.66% | 268,240 | Hold |
| 2 | BSV | VANGUARD SHORT-TERM BOND | $14.0M | 11.08% | 179,877 | Added |
| 3 | BIV | VANGUARD | $13.0M | 10.24% | 168,951 | Added |
| 4 | DFAS | DIMENSIONAL U.S. SMALL | $6.1M | 4.81% | 73,891 | Hold |
| 5 | AVEM | AVANTIS EMERGING MARKETS | $5.9M | 4.66% | 61,125 | Added |
| 6 | AVGE | AVANTIS ALL EQUITY | $5.8M | 4.62% | 58,958 | Added |
| 7 | DFIV | DIMENSIONAL | $5.7M | 4.52% | 105,851 | Hold |
| 8 | DFUS | DIMENSIONAL U.S. EQUITY | $5.5M | 4.37% | 67,435 | Hold |
| 9 | DFAT | DIMENSIONAL U.S. | $5.0M | 3.95% | 71,580 | Hold |
| 10 | AVIV | AVANTIS INTERNATIONAL | $4.2M | 3.29% | 53,780 | Added |
| 11 | VEA | VANGUARD FTSE DEVELOPED | $4.1M | 3.24% | 57,581 | Added |
| 12 | VTI | VANGUARD TOTAL STOCK | $4.0M | 3.14% | 10,747 | Added |
| 13 | AVLV | AVANTIS US LARGE CAP | $3.8M | 3.02% | 41,894 | Trimmed |
| 14 | VNQ | VANGUARD REAL ESTATE | $2.7M | 2.17% | 28,518 | Added |
| 15 | AVDV | AVANTIS INTERNATIONAL | $2.6M | 2.08% | 25,558 | Trimmed |
| 16 | VTES | VANGUARD SHORT-TERM | $2.4M | 1.87% | 23,301 | Added |
| 17 | AVUS | AVANTIS US EQUITY ETF | $2.2M | 1.72% | 16,964 | Added |
| 18 | VEU | VANGUARD FTSE ALL-WORLD | $2.0M | 1.55% | 23,448 | Added |
| 19 | VTEI | VANGUARD | $1.9M | 1.54% | 19,295 | Added |
| 20 | AVUV | AVANTIS US SMALL CAP | $1.9M | 1.50% | 15,214 | Added |
| 21 | AAUS | ALPHA ARCHITECT US | $1.9M | 1.48% | 31,331 | Hold |
| 22 | DFIS | DIMENSIONAL | $1.9M | 1.47% | 53,162 | Added |
| 23 | AVSC | AVANTIS US SMALL CAP | $1.4M | 1.11% | 19,230 | Trimmed |
| 24 | DFAX | DIMENSIONAL WORLD EX | $1.3M | 1.03% | 35,487 | Added |
| 25 | AVDE | AVANTIS INTERNATIONAL | $1.3M | 1.02% | 14,530 | Added |
Source: SEC Form 13F filings · as of 2026-06-30