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CIK: 0002054598
Total reported value
$306.9M
$306.9M
69 檔
27.8%
According to the latest 13F quarterly dataset, Freedom Financial Partners LLC managed an equity portfolio of $306.9M at the end of Q4 2024, spanning 69 distinct U.S. exchange-listed positions.
During Q4 2024, Freedom Financial Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.80% | +0.47% | — | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.71% | +0.11% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.36% | -0.65% | — | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 6.26% | -0.27% | — | |
| 5 | CGXU | Cap Group Intl Focus | ETF-Other | 5.97% | -0.12% | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.88% | +0.23% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.99% | +0.27% | — | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.81% | +0.07% | — | |
| 9 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.61% | -0.89% | — | |
| 10 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 3.33% | -0.51% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.09% | +0.10% | — | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.01% | +0.33% | — | |
| 13 | CGCB | Cap Group Core Bond | ETF-Other | 2.73% | -0.17% | — | |
| 14 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 2.46% | -0.07% | — | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.99% | -0.20% | — | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.91% | -0.16% | — | |
| 17 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.62% | -0.10% | — | |
| 18 | ECL | Ecolab Inc | Stock-Materials | 1.41% | -0.06% | — | |
| 19 | WPC | Wp Carey Inc | Stock-Real Estate | 1.26% | -0.06% | — | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.96% | -0.13% | — | |
| 21 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.92% | +1.07% | — | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.80% | -0.08% | — | |
| 23 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.77% | -0.10% | — | |
| 24 | CGMU | Cap Group Municipal Income | ETF-Other | 0.77% | -0.09% | — | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.75% | -0.04% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.02% | — | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | -0.59% | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | +0.01% | — | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | +0.02% | — | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.66% | -0.06% | — | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.59% | -0.02% | — | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | +0.01% | — | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.55% | -0.01% | — | |
| 34 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.54% | — | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.03% | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | -0.01% | — | |
| 37 | PID | Invesco International Divide | ETF-Other | 0.46% | -0.03% | — | |
| 38 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.45% | -0.08% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.02% | — | |
| 40 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.40% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.05% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 43 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.38% | -0.06% | — | |
| 44 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.37% | -0.03% | — | |
| 45 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.32% | +0.07% | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.09% | — | |
| 47 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.31% | — | — | |
| 48 | MDIV | Ft Multi-asset Divers Inc | ETF-Other | 0.27% | -0.02% | — | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.27% | -0.02% | — | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.26% | +0.07% | — |
According to official SEC Form 13F filings, Freedom Financial Partners LLC reported a total U.S. public equity portfolio value of $306.9M across 69 disclosed positions in Q4 2024.
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 VOO, AVUS, AAPL) accounted for 27.8% of total reported equity market value during Q4 2024.
During Q4 2024, Freedom Financial Partners LLC's top holdings by market value included VOO (10.8%)、AVUS (10.7%)、AAPL (7.4%). The largest single position, VOO, represented 10.8% of total portfolio value.
In Q4 2024, Freedom Financial Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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