Frankly Finances, LLC Portfolio Holdings

Frankly Finances, LLC

  • $115 Billion
  • Q4 2025

Frankly Finances, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $24.7B, Vanguard Bd Index Fd Inc Short with a value of $13.1B, Vanguard Bd Index Fd Inc Inter with a value of $11.5B, Dimensional ETF Tr with a value of $5.27B, and Dimensional ETF Tr U S Small C with a value of $5.13B.

Examining the 13F form we can see an increase of $115B in the current position value.

Frankly Finances, LLC is based out at Winter Park, FL

Below you can find more details about Frankly Finances, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $95.5 Billion
Technology: $377 Million
Energy: $250 Million
Communication Services: $6.96 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $115 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 63 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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