Francis Financial Inc Q2 2026 Portfolio Activity: Significant ETF Purchases Observed
Francis Financial Inc's portfolio saw notable changes during the second quarter of 2026, with substantial increases in holdings like VUG and FLXR.
As reported by InsiderSet for the period ending June 30th, 2026, Francis Financial, Inc has shown active investment behavior within its portfolio. The total value stands at $590 million.
The most significant change observed during this quarter was a substantial increase in holdings of VUG (Vanguard Information Technology ETF). This fund experienced an unprecedented share growth of 487% and a corresponding stock value increase, suggesting strong conviction behind its technology focus. Similarly, FLXR (TCW Focus Return & Alpha ETF) saw a significant boost with a +13.07% change in shares.
Several other positions were notably increased or maintained at high levels. VOO and BIV, both Vanguard funds, showed modest but positive share growths of -2.2% (-$8 million value decrease) and +3.44%, respectively. NBSD continued its upward trajectory with a steady increase. MGK (Vanguard World Fund Admiral Shares) also saw substantial buying activity despite being categorized as 'Unknown'.
On the other side of the spectrum, DFLV (Dimensional ETF LV) was decreased by 20.74%, indicating an exit from this Dimensional fund. SPYV maintained its position with a moderate increase in shares (+11.27%). Other minor changes included VCEB and ESGD showing significant growth through new share purchases.
Overall, the portfolio demonstrated a preference for broad-based ETFs, particularly those focused on technology (VUG) and Dimensional funds (DFSI). The 'Unknown' sector remains dominant at 87% allocation. For detailed analysis of Francis Financial Inc's holdings and their performance, visit Francis Financial Inc.