Francis Financial, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $354 Million distributed in 152 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 $67.8M, Vanguard Bd Index Fd Inc Inter with a value of $44M, Meta Platforms, Inc. with a value of $32.4M, Vanguard Growth ETF with a value of $21.7M, and J P Morgan Exchg Traded Fd Tr with a value of $19.3M.
Examining the 13F form we can see an decrease of $48.3M in the current position value, from $402M to 354M.
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.
