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Francis Financial, Inc.
Francis Financial, Inc. is an SEC-registered investment adviser offering services such as individual portfolio management, financial planning, and divorce financial planning.
Investment Strategy
The firm provides personalized investment advice based on client needs, offering discretionary and non-discretionary management services including exchange-listed securities, corporate debt, and municipal securities.
Latest 13F Filing Activity
Francis Financial, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions and 3 options positions with a total 13F market value of $435M. The fund increased holdings in TCW Etf Trust, Vanguard Index FDS, Meta Platforms Inc. among other positions. Francis Financial, Inc. reduced exposure to Vanguard Index FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.25% | $70.7M | 124,459 | $357.08 | $568.03 | +$2.9M |
B BIV | VANGUARD BD INDEX FDS | 10.37% | $45.1M | 583,192 | $75.80 | $77.34 | +$1.1M |
M META | META PLATFORMS INC | 8.73% | $38.0M | 51,477 | $532.80 | $738.09 | +$5.6M |
F FLXR | TCW ETF TRUST | 6.87% | $29.9M | 757,595 | $39.28 | $39.45 | +$11.9M |
D DFSI | DIMENSIONAL ETF TRUST | 6.29% | $27.4M | 694,253 | $31.84 | $39.41 | +$3.9M |
Options Positions (3)
Industry Allocation
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