Frankly Finances, LLC — 13F holdings

Frankly Finances, LLC reported 90 holdings worth $127M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

  1. DFUV DIMENSIONAL ETF TRUST — $14.8M (11.7%)
  2. BSV VANGUARD BD INDEX FDS — $14.0M (11.1%)
  3. BIV VANGUARD BD INDEX FDS — $13.0M (10.2%)
  4. DIMENSIONAL ETF TRUST — $6.08M (4.8%)
  5. AVEM AMERICAN CENTY ETF TR — $5.90M (4.7%)
  6. AVGE AMERICAN CENTY ETF TR — $5.84M (4.6%)
  7. DFIV DIMENSIONAL ETF TRUST — $5.72M (4.5%)
  8. DFUS DIMENSIONAL ETF TRUST — $5.53M (4.4%)
  9. DIMENSIONAL ETF TRUST — $5.00M (4.0%)
  10. AVIV AMERICAN CENTY ETF TR — $4.16M (3.3%)