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CIK: 0002054598
Total reported value
$306.9M
$306.9M
76 檔
27.8%
As reported in its official Q1 2025 Form 13F filing, Freedom Financial Partners LLC's tracked investment portfolio stood at $306.9M with 76 total positions.
During Q1 2025, 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 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.22% | +0.11% | +3.77% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.76% | +0.47% | -1.87% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 7.11% | -0.27% | +8.93% | |
| 4 | CGXU | Cap Group Intl Focus | ETF-Other | 6.43% | -0.12% | +12.36% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.25% | -0.65% | -0.78% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.96% | +0.23% | +7.55% | |
| 7 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 3.75% | -0.51% | +10.38% | |
| 8 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.73% | -0.89% | +5.64% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.49% | +0.27% | +0.40% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.46% | +0.07% | -1.32% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.31% | +0.10% | +8.07% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.22% | +0.33% | +8.09% | |
| 13 | CGCB | Cap Group Core Bond | ETF-Other | 2.80% | -0.17% | +4.09% | |
| 14 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 2.33% | -0.07% | +6.21% | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.20% | -0.20% | +11.78% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.95% | -0.16% | +3.46% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.66% | -0.13% | +76.58% | |
| 18 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.63% | -0.10% | +5.71% | |
| 19 | ECL | Ecolab Inc | Stock-Materials | 1.48% | -0.06% | +0.01% | |
| 20 | WPC | Wp Carey Inc | Stock-Real Estate | 1.34% | -0.06% | -5.27% | |
| 21 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.19% | +1.07% | +51.39% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.00% | -0.08% | +24.58% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-Other | 0.88% | -0.09% | +18.92% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.73% | -0.04% | -1.17% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.72% | -0.59% | +6.44% | |
| 26 | ENTG | Entegris Inc | Stock-Tech | 0.69% | +0.21% | — | |
| 27 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.65% | -0.10% | -0.72% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.65% | -0.06% | -1.87% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.02% | +3.49% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.59% | +0.02% | -2.20% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.58% | -0.02% | -0.44% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | +0.01% | +0.18% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | +0.01% | -5.96% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.55% | -0.01% | +0.51% | |
| 35 | PID | Invesco International Divide | ETF-Other | 0.46% | -0.03% | -1.32% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | -0.01% | -12.91% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.03% | -0.24% | |
| 38 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.41% | -0.06% | +13.07% | |
| 39 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.39% | -0.03% | +85.56% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.37% | -0.03% | +2.52% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.05% | -0.31% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.09% | +17.17% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.02% | +2.12% | |
| 44 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.30% | — | +0.66% | |
| 45 | MDIV | Ft Multi-asset Divers Inc | ETF-Other | 0.27% | -0.02% | +0.18% | |
| 46 | XEL | Xcel Energy Inc | Stock-Utilities | 0.25% | -0.04% | +0.01% | |
| 47 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.25% | -0.08% | +3.51% | |
| 48 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.24% | -0.02% | +0.22% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | -3.65% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.01% | — |
According to official SEC Form 13F filings, Freedom Financial Partners LLC reported a total U.S. public equity portfolio value of $306.9M across 76 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AVUS, VOO, AVDE) accounted for 27.8% of total reported equity market value during Q1 2025.
During Q1 2025, Freedom Financial Partners LLC's top holdings by market value included AVUS (10.2%)、VOO (9.8%)、AVDE (7.1%). The largest single position, AVUS, represented 10.2% of total portfolio value.
In Q1 2025, 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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