StockDriftsStockDriftsTop 50 Frankly Finances, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL US | 11.66% | 268.2K | $14.8M | +0.00%(+0) | $45.66(+25.61%) | 2026-06-30 | |
| BSV | VANGUARD SHORT-TERM BOND | 11.08% | 179.9K | $14.0M | +4.96%(+8.51K) | $78.82(-1.66%) | 2026-06-30 | |
| BIV | VANGUARD | 10.24% | 169.0K | $13.0M | +7.67%(+12.03K) | $77.88(-3.01%) | 2026-06-30 | |
| DFAS | DIMENSIONAL U.S. SMALL | 4.81% | 73.9K | $6.1M | +0.00%(+0) | $69.07(+21.07%) | 2026-06-30 | |
| AVEM | AVANTIS EMERGING MARKETS | 4.66% | 61.1K | $5.9M | +7.17%(+4.09K) | $76.83(+20.40%) | 2026-06-30 | |
| AVGE | AVANTIS ALL EQUITY | 4.62% | 59.0K | $5.8M | +11.12%(+5.90K) | $85.48(+18.93%) | 2026-06-30 | |
| DFIV | DIMENSIONAL | 4.52% | 105.9K | $5.7M | +0.00%(+0) | $48.02(+20.66%) | 2026-06-30 | |
| DFUS | DIMENSIONAL U.S. EQUITY | 4.37% | 67.4K | $5.5M | +0.00%(+0) | $73.31(+15.44%) | 2026-06-30 | |
| DFAT | DIMENSIONAL U.S. | 3.95% | 71.6K | $5.0M | +0.00%(+0) | $58.88(+22.60%) | 2026-06-30 | |
| AVIV | AVANTIS INTERNATIONAL | 3.29% | 53.8K | $4.2M | +3.07%(+1.60K) | $69.50(+19.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.67% |
Frankly Finances, LLC reports $126.51M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are DFUV (11.7%), BSV (11.1%) and BIV (10.2%). The top 20 holdings account for 85.03% of reported assets. Its disclosed equity book has returned +10.11% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Frankly Finances, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2096338). View Frankly Finances, LLC’s 13F filings on SEC