Francis Financial, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $353 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $70.7M, Vanguard Bd Index Fd Inc Inter with a value of $45.1M, Meta Platforms, Inc. with a value of $38M, J P Morgan Exchg Traded Fd Tr with a value of $23.1M, and Vanguard Whitehall Fds (Vangua with a value of $16M.
Examining the 13F form we can see an decrease of $1.08M in the current position value, from $354M to 353M.
Francis Financial, Inc. is based out at New York, NY
Below you can find more details about Francis Financial, Inc. portfolio as well as his latest detailed transactions.
