Frankly Finances, LLC: 13F holdings
CIK 20963382026Q2
| Positions | 90 |
|---|
| Reported value | $126.5m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 90 (+26 vs prior quarter) |
|---|
| Reported value | $126.5m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| YM=F DIMENSIONAL US | 268,240 | $14.8m | 11.7% |
| BSV VANGUARD SHORT-TERM BOND | 179,877 | $14.0m | 11.1% |
| BIV VANGUARD | 168,951 | $13.0m | 10.2% |
| DIMENSIONAL U.S. SMALL | 73,891 | $6.1m | 4.8% |
| AVEM AVANTIS EMERGING MARKETS | 61,125 | $5.9m | 4.7% |
| AVANTIS ALL EQUITY | 58,958 | $5.8m | 4.6% |
| DFIV DIMENSIONAL | 105,851 | $5.7m | 4.5% |
| DFUS DIMENSIONAL U.S. EQUITY | 67,435 | $5.5m | 4.4% |
| DIMENSIONAL U.S. | 71,580 | $5.0m | 4.0% |
| AVIV AVANTIS INTERNATIONAL | 53,780 | $4.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2096338")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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