account_balance

Investment manager · 13F filer · SEC CIK 1727514

Francis Financial, Inc.

Reported value$641Mas of Sep 30, 2026
Positions138 10 new, 3 sold out
Top 10 weight61.4%VOO alone is 14%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 13.7% Held
FLXR TCW ETF Trust 8.4% Added +12%
BIV Vanguard Bd Index FDS 7.9% Added +11%
DFSI Dimensional ETF Trust 5.8% Added +6%
JIRE J P Morgan Exchange Traded F 5.4% Added +7%
VUG Vanguard Index FDS 5.3% Added +6%
NBSD Neuberger Berman ETF Trust 4.3% Added +11%
META Meta Platforms, Inc. 3.7% Trimmed −3%
IVOO Vanguard Admiral FDS Inc 3.6% Added +5%
SPYV SPDR Series Trust 3.2% Added +10%
MUNY Vanguard Ny Tax Free FDS 2.9% Added +11%
IJR iShares Tr 2.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • SCHF $525K
  • BSCS $379K
  • PLTR $322K
  • BSCR $304K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist