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CIK: 0002063947
Total reported value
$256.1M
$256.1M
103 檔
23.2%
As reported in its official Q1 2026 Form 13F filing, Byrne Financial Freedom, LLC's tracked investment portfolio stood at $256.1M with 103 total positions.
Byrne Financial Freedom, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 8 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.93% | -0.66% | +1.83% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.42% | -0.09% | -2.75% | |
| 3 | ARKK | Ark Innovation ETF | ETF-Other | 3.76% | +0.07% | -0.74% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | -0.49% | +10.83% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.60% | -1.15% | +1.02% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.58% | -0.94% | -3.38% | |
| 7 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 3.55% | -0.30% | -4.44% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 3.55% | +6.31% | +4.15% | |
| 9 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 3.54% | -0.34% | +2.00% | |
| 10 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 3.45% | -0.57% | -1.04% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.23% | -5.73% | |
| 12 | FDIQ | Inv Blb Fin Data Prv Etf-usi | ETF-Other | 2.71% | -0.67% | +0.11% | |
| 13 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 2.57% | -0.16% | +10.46% | |
| 14 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 2.47% | -0.80% | — | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.36% | +0.07% | -2.51% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.92% | +0.05% | +1.36% | |
| 17 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.81% | -0.17% | -27.16% | |
| 18 | DIEM | Franklin Emerging Market Cor | ETF-Emerging Markets | 1.79% | -1.36% | +3.50% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | +0.21% | +693.76% | |
| 20 | JSI | Jh Securitized Income ETF | ETF-Other | 1.68% | -0.43% | +17.11% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.62% | -1.45% | +44.08% | |
| 22 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.52% | +0.22% | +1.86% | |
| 23 | FLQS | Franklin U.s. Small Cap Mult | ETF-Small Cap | 1.46% | -0.60% | -17.99% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 1.44% | -0.09% | -14.44% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.08% | +3.99% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.29% | -0.52% | +3.63% | |
| 27 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.99% | -0.44% | -3.98% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | — | -1.84% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | -0.01% | -21.39% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.87% | -0.05% | -3.64% | |
| 31 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.87% | -0.05% | +11.88% | |
| 32 | PTH | Invesco Dorsey Wright Health | ETF-Other | 0.79% | -0.02% | -5.50% | |
| 33 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.69% | -0.10% | -1.91% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.09% | -0.81% | |
| 35 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.65% | -0.07% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.05% | -20.36% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.54% | -0.15% | -1.56% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | -0.01% | +15.54% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.46% | -0.06% | -6.73% | |
| 40 | DELL | Dell Technologies -c | Stock-Tech | 0.46% | +0.07% | +20.01% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | -0.05% | +0.02% | |
| 42 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.45% | +0.44% | -19.44% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.10% | +6.90% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.05% | -11.93% | |
| 45 | SNDA | Sonida Senior Living Inc | Stock-Other | 0.42% | -0.06% | — | |
| 46 | AIRR | First Trust Rba American Ind | ETF-Other | 0.42% | -0.03% | -6.12% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.14% | -1.55% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.34% | -0.06% | -13.01% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.31% | -0.07% | -60.93% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.04% | -34.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.5% | +693.76% | Add |
| 2 | MU | Micron Technology Inc | +0.8% | +4.15% | Add |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.6% | +44.08% | Add |
| 4 | WMT | Walmart Inc | +0.4% | -3.38% | Trim |
| 5 | FDIQ | Inv Blb Fin Data Prv Etf-usi | +0.4% | +0.11% | Add |
| 6 | JSI | Jh Securitized Income ETF | +0.3% | +17.11% | Add |
| 7 | IUS | Invesco Rafi Strategic US Et | +0.3% | +2.00% | Add |
| 8 | DIEM | Franklin Emerging Market Cor | +0.2% | +3.50% | Add |
| 9 | DELL | Dell Technologies -c | +0.2% | +20.01% | Add |
| 10 | CAH | Cardinal Health Inc | +0.2% | +11.88% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -1.55% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | +6.90% | Add |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +3.63% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +0.58% | Add |
| 15 | FTNT | Fortinet Inc | +0.1% | +19.81% | Add |
| 16 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +26.81% | Add |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +44.15% | Add |
| 19 | PWR | Quanta Services Inc | +0.1% | — | Unchanged |
| 20 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | — | Unchanged |
| 21 | AIRR | First Trust Rba American Ind | 0% | -6.12% | Trim |
| 22 | FTXL | First Trust Nasdaq Semicondu | 0% | — | Unchanged |
| 23 | CIBR | First Trust Nasdaq Cybersecu | 0% | +34.19% | Add |
| 24 | NVDA | Nvidia CORP | 0% | +3.99% | Add |
| 25 | RTX | Rtx CORP | 0% | +1.35% | Add |
| 26 | PEP | Pepsico Inc | 0% | +2.25% | Add |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | 0% | -4.25% | Trim |
| 28 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 29 | XLP | Ss Consumer Staples Sel Sect | 0% | -3.57% | Trim |
| 30 | EEM | Ishares Msci Emerging Market | 0% | +0.16% | Add |
| 31 | SBUX | Starbucks CORP | 0% | -1.48% | Trim |
| 32 | TJX | Tjx Companies Inc | 0% | +0.05% | Add |
| 33 | XBI | Ss Spdr S&p Biotech ETF | 0% | -2.00% | Trim |
| 34 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 35 | TMUS | T-mobile US Inc | 0% | +0.30% | Add |
| 36 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.02% | Add |
| 37 | XLI | Ss Industrial Select Sector | 0% | -3.04% | Trim |
| 38 | VFLO | Victoryshares Free Cash Flow | 0% | -1.09% | Trim |
| 39 | CSCO | Cisco Systems Inc | 0% | -1.08% | Trim |
| 40 | MUNI | Pimco Intermediate Municipal | 0% | — | Unchanged |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | — | Unchanged |
| 42 | RWJ | Invesco S&p Smallcap 600 | 0% | -3.88% | Trim |
| 43 | PYLD | Pimco Multisector Bond Actv | — | -1.91% | Trim |
| 44 | BA | Boeing Co/the | — | — | Unchanged |
| 45 | ABBV | Abbvie Inc | — | -3.33% | Trim |
| 46 | XHB | Ss Spdr S&p Homebldrs ETF | — | — | Unchanged |
| 47 | AMGN | Amgen Inc | — | -8.69% | Trim |
| 48 | VIG | Vanguard Dividend Apprec ETF | — | +0.06% | Add |
| 49 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 0% | -1.04% | Trim |
| 50 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.36% | 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 103 disclosed positions in Q1 2026.
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, ARKK) accounted for 23.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SIVR
市值: $5.2M
Top Position Liquidated / Trimmed
WCLD
前期市值: $4.2M
During Q1 2026, Byrne Financial Freedom, LLC's top holdings by market value included AMZN (8.9%)、GOOG (8.4%)、ARKK (3.8%). The largest single position, AMZN, represented 8.9% of total portfolio value.
In Q1 2026, Byrne Financial Freedom, LLC made 99 total portfolio adjustments, initiating 12 new buys, adding to 34 positions, trimming 45 holdings, and fully liquidating 8 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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