Frankly Finances, LLC

13F Portfolio Filings

Most recent 13F: Q1 2026
Location: Winter Park, FL
CIK: 0002096338
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q1 2026	64	110,498	BSV, DFUV, BIV, DFIV	13F-HR	4/29/2026	000209633826000003
Q4 2025	63	105,453	BSV, DFUV, BIV, DFIV	RESTATEMENT	4/28/2026	000209633826000002

Additional filings from Frankly Finances, LLC that have since been restated

Q4 2025