Francis Financial, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 610,359
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 134 | 610,359 | 13F-HR | Francis Financial, Inc. |
| Q1 2026 | 5/7/2026 | 115 | 539,425 | 13F-HR | Francis Financial, Inc. |
| Q4 2025 | 2/11/2026 | 111 | 512,145 | 13F-HR | Francis Financial, Inc. |
| Q3 2025 | 11/6/2025 | 130 | 562,419 | 13F-HR | Francis Financial, Inc. |
| Q2 2025 | 8/8/2025 | 95 | 435,089 | 13F-HR | Francis Financial, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
845
(0.1% of total reported value)
· QoQ Δ:
-132
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.36 K | 14.0% | 12.88 K | 0 | 12.88 K |
| ETFs | 512.1 K | 84.0% | 57.89 K | 0 | 57.89 K |
| Debt | 12.1 K | 2.0% | 304 | 0 | 304 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
610,359
Holdings
134
QoQ value change ($000)
70,934
(13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.