Francis Financial, Inc. — 13F holdings

Francis Financial, Inc. reported 250 holdings worth $610M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $84.5M (13.8%)
  2. FLXR TCW ETF TRUST — $49.8M (8.2%)
  3. BIV VANGUARD BD INDEX FDS — $48.1M (7.9%)
  4. DFSI DIMENSIONAL ETF TRUST — $34.6M (5.7%)
  5. JIRE J P MORGAN EXCHANGE TRADED F — $32.7M (5.4%)
  6. VUG VANGUARD INDEX FDS — $30.8M (5.1%)
  7. NBSD NEUBERGER BERMAN ETF TRUST — $24.9M (4.1%)
  8. IVOO VANGUARD ADMIRAL FDS INC — $23.7M (3.9%)
  9. META META PLATFORMS INC — $19.4M (3.2%)
  10. SPYV SPDR SERIES TRUST — $18.7M (3.1%)