13F Filings History of Francis Financial, Inc.

Latest 13F report
Q3 2025 - 06 Nov 2025
Value $
$491,614,029
Signature - Title
Avani Ramnani - Managing Director
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Francis Financial, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Francis Financial, Inc. reported 173 stock holdings with total value $491,614,029 as of Q3 2025. Top holdings included VOO, BIV, META, FLXR, and DFSI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 173 $491,614,029 +$53,895,831 -$17,823,670 +$36,072,161 VOO, BIV, META, FLXR, DFSI 13F-HR 05 Nov 2025, 21:47
Q2 2025 92 $432,703,153 +$54,248,671 -$65,557,783 -$11,309,112 VOO, BIV, META, FLXR, DFSI 13F-HR 08 Aug 2025, 12:14
Q1 2025 87 $411,171,585 +$62,297,049 -$26,376,045 +$35,921,004 VOO, BIV, META, DFSI, VUG 13F-HR 12 May 2025, 17:52
Q4 2024 106 $382,835,436 +$22,807,013 -$13,987,907 +$8,819,106 VOO, BIV, META, VUG, DFSI 13F-HR 14 Feb 2025, 14:37
Q3 2024 90 $378,048,169 +$35,503,238 -$6,836,425 +$28,666,813 VOO, BIV, META, VUG, DFSI 13F-HR 01 Nov 2024, 12:43
Q2 2024 78 $329,171,445 +$28,524,204 -$13,337,569 +$15,186,635 VOO, BIV, META, VUG, VYM 13F-HR 12 Jul 2024, 15:03
Q1 2024 69 $309,030,971 +$64,294,849 -$3,100,934 +$61,193,915 VOO, BIV, META, VYM, VUG 13F-HR 17 Apr 2024, 18:20
Q4 2023 59 $233,024,638 +$23,528,416 -$1,130,119 +$22,398,297 VOO, BIV, VYM, VUG, DFSI 13F-HR 18 Jan 2024, 09:47
Q3 2023 49 $191,647,029 +$15,801,175 -$2,640,676 +$13,160,499 VOO, BIV, VYM, VUG, SUSB 13F-HR 24 Oct 2023, 21:26
Q2 2023 44 $185,039,143 +$34,892,008 -$2,952,396 +$31,939,612 VOO, BIV, VYM, DSI, SUSB 13F-HR 26 Jul 2023, 20:48
Q1 2023 44 $147,570,884 +$37,833,617 -$3,440,260 +$34,393,357 VOO, VYM, BIV, DSI, SUSB 13F-HR 03 May 2023, 21:30
Q4 2022 37 $106,327,512 +$11,058,433 -$7,829,579 +$3,228,854 VOO, VYM, IJR, DSI, DFUV 13F-HR 07 Feb 2023, 19:44
Q3 2022 36 $97,841,000 +$7,151,098 -$8,387,934 -$1,236,836 VOO, VYM, IJR, META, DSI 13F-HR 13 Oct 2022, 07:00
Q2 2022 37 $112,427,000 $0 VOO, VYM, VWO, IJR, META 13F-HR 08 Sep 2022, 13:12
Q1 2018 21 $43,536,000 +$638,279 -$1,333,491 -$695,212 META, VWO, VOO, VGK, VYM 13F-HR 08 May 2018, 11:55
Q4 2017 20 $46,354,000 $0 META, VWO, VOO, VGK, VYM 13F-HR 29 Jan 2018, 10:03