Francis Financial, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Managing Director Avani Ramnani, lists a total of 261 holdings across various sectors.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. The top holdings include Apple Inc., with 18,248 shares, and Microsoft Corporation, with 7,294 shares. Other significant positions include NVIDIA Corporation, with 36,943 shares, and Alphabet Inc. Class A shares, totaling 11,658 shares.
Healthcare names such as Eli Lilly & Co. (4,812 shares) and Johnson & Johnson (4,590 shares) also feature prominently. Additionally, the filing includes a substantial number of exchange-traded funds (ETFs), including the Invesco S&P 500 ETF Trust, the iShares Core S&P 500 ETF, and various Dimensional ETF Trust funds covering international and small-cap equities.
