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CIK: 0002063947
Total reported value
$256.1M
$256.1M
97 檔
19.1%
The Q1 2025 SEC filing reveals that Byrne Financial Freedom, LLC held a total portfolio value of $256.1M, covering 97 public equity positions.
Byrne Financial Freedom, LLC executed strategic sector rebalancing during Q1 2025, establishing 4 new positions while fully exiting 6 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.50% | -0.66% | -1.20% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.06% | -0.09% | -0.01% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.51% | -0.23% | -2.25% | |
| 4 | ARKK | Ark Innovation ETF | ETF-Other | 4.40% | +0.07% | -0.95% | |
| 5 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 4.37% | -0.57% | +6.46% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -0.49% | -0.86% | |
| 7 | FLQS | Franklin U.s. Small Cap Mult | ETF-Small Cap | 3.95% | -0.60% | -1.45% | |
| 8 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 3.56% | -0.44% | -3.16% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.13% | -0.06% | +2.83% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.12% | +0.07% | +70.63% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.97% | -0.94% | -0.63% | |
| 12 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 2.72% | -0.16% | -0.31% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.71% | -1.15% | -49.22% | |
| 14 | PTH | Invesco Dorsey Wright Health | ETF-Other | 2.67% | -0.02% | -1.23% | |
| 15 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.62% | -0.34% | -15.19% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.50% | -0.12% | EXIT | |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.07% | -0.04% | +1.80% | |
| 18 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.02% | -0.01% | +0.49% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.00% | +0.05% | +2.45% | |
| 20 | FDIQ | Inv Blb Fin Data Prv Etf-usi | ETF-Other | 1.97% | -0.67% | -2.94% | |
| 21 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 1.73% | — | +0.78% | |
| 22 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.49% | -0.17% | +15.69% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | — | -0.22% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.31% | -0.01% | +0.05% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | — | -8.28% | |
| 26 | PAVE | Global X US Infrastructure | ETF-Other | 1.16% | -0.09% | +42.06% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.96% | -0.06% | +2.61% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.86% | -0.15% | -2.70% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | -0.08% | -0.38% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.76% | -0.05% | +9.76% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.09% | -6.92% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.71% | +0.11% | NEW | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.65% | -0.05% | +6.10% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.64% | +0.07% | +49.08% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.63% | -0.01% | -85.78% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.04% | +0.14% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.60% | -0.05% | +0.97% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.05% | +2.43% | |
| 39 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.56% | -0.07% | -1.30% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | -0.12% | EXIT | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.55% | — | +13.05% | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.50% | +0.15% | -1.09% | |
| 43 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.48% | -0.01% | -81.47% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.46% | -0.07% | +0.90% | |
| 45 | U | Unity Software Inc | Stock-Tech | 0.38% | +0.03% | +75.39% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.38% | +0.07% | +5.42% | |
| 47 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 0.37% | — | +59.40% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.35% | +0.05% | +12.66% | |
| 49 | EPI | Wisdomtree India Earnings | ETF-Other | 0.34% | — | +5.04% | |
| 50 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.33% | -0.30% | +177.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +1.6% | +70.63% | Add |
| 2 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +1.1% | +6.46% | Add |
| 3 | AMZN | Amazon.com Inc | +0.8% | -1.20% | Trim |
| 4 | FLQS | Franklin U.s. Small Cap Mult | +0.6% | -1.45% | Trim |
| 5 | MOAT | Vaneck Morningstar Wide Moat | +0.6% | +2.83% | Add |
| 6 | FLQM | Franklin U.s. Mid Cap Multif | +0.6% | -3.16% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.6% | +0.74% | Add |
| 8 | WMT | Walmart Inc | +0.6% | -0.63% | Trim |
| 9 | PTH | Invesco Dorsey Wright Health | +0.5% | -1.23% | Trim |
| 10 | PULS | Pgim Ultra Short Bond ETF | +0.5% | +15.69% | Add |
| 11 | PAVE | Global X US Infrastructure | +0.5% | +42.06% | Add |
| 12 | DXJ | Wisdomtree Japan Hedged Eq | +0.5% | +1.80% | Add |
| 13 | MSFT | Microsoft CORP | +0.5% | -0.86% | Trim |
| 14 | VFLO | Victoryshares Free Cash Flow | +0.5% | +0.49% | Add |
| 15 | AAPL | Apple Inc | +0.4% | -2.25% | Trim |
| 16 | ARKF | Ark Blockchain & Fintech Inn | +0.3% | -0.31% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.45% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.3% | -0.22% | Trim |
| 19 | QCOM | Qualcomm Inc | +0.3% | +49.08% | Add |
| 20 | FDIQ | Inv Blb Fin Data Prv Etf-usi | +0.3% | -2.94% | Trim |
| 21 | ARKK | Ark Innovation ETF | +0.3% | -0.95% | Trim |
| 22 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +9.76% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.2% | -0.01% | Trim |
| 24 | RECS | Columbia Resear Enh Cor ETF | +0.2% | +177.50% | Add |
| 25 | XLV | Ss Health Care Select Sector | +0.2% | -2.70% | Trim |
| 26 | IUS | Invesco Rafi Strategic US Et | +0.2% | -15.19% | Trim |
| 27 | FLHY | Franklin High Yield Corporat | +0.2% | +59.40% | Add |
| 28 | U | Unity Software Inc | +0.2% | +75.39% | Add |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +0.05% | Add |
| 30 | WCLD | Wisdomtree Cloud Computing | +0.2% | +0.78% | Add |
| 31 | JPM | Jpmorgan Chase & Co | +0.2% | +2.43% | Add |
| 32 | XLF | Ss Financial Select Sector | +0.2% | +0.97% | Add |
| 33 | INTU | Intuit Inc | +0.2% | +0.15% | Add |
| 34 | XOM | Exxon Mobil CORP | +0.1% | +31.06% | Add |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +6.10% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -8.28% | Trim |
| 37 | XLY | Ss Consumer Disc Select Sect | +0.1% | +2.61% | Add |
| 38 | JPST | Jpmorgan Ultra-short Income | +0.1% | +0.90% | Add |
| 39 | FTNT | Fortinet Inc | +0.1% | -1.09% | Trim |
| 40 | JNJ | Johnson & Johnson | +0.1% | -1.31% | Trim |
| 41 | HD | Home Depot Inc | +0.1% | +0.14% | Add |
| 42 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | -1.30% | Trim |
| 43 | ABBV | Abbvie Inc | +0.1% | +5.26% | Add |
| 44 | TMO | Thermo Fisher Scientific Inc | +0.1% | -5.75% | Trim |
| 45 | CSCO | Cisco Systems Inc | +0.1% | +10.37% | Add |
| 46 | EPI | Wisdomtree India Earnings | +0.1% | +5.04% | Add |
| 47 | PANW | Palo Alto Networks Inc | +0.1% | +5.42% | Add |
| 48 | IGV | Ishares Expanded Tech-softwa | +0.1% | +22.02% | Add |
| 49 | TMUS | T-mobile US Inc | +0.1% | +0.29% | Add |
| 50 | RTX | Rtx CORP | +0.1% | +1.99% | Add |
According to official SEC Form 13F filings, Byrne Financial Freedom, LLC reported a total U.S. public equity portfolio value of $256.1M across 97 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, GOOG, AAPL) accounted for 19.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
UBER
市值: $298.7K
Top Position Liquidated / Trimmed
SPTL
前期市值: $7.2M
During Q1 2025, Byrne Financial Freedom, LLC's top holdings by market value included AMZN (9.5%)、GOOG (5.1%)、AAPL (4.5%). The largest single position, AMZN, represented 9.5% of total portfolio value.
In Q1 2025, Byrne Financial Freedom, LLC made 91 total portfolio adjustments, initiating 4 new buys, adding to 45 positions, trimming 36 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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