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CIK: 0002054598
Total reported value
$305.3M
$305.3M
75 檔
31.2%
In Q2 2025, Freedom Financial Partners LLC's U.S. equity holdings reached a combined market value of $305.3M, distributed across 75 disclosed stock positions.
During Q2 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 | 10.57% | +0.09% | +4.66% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.07% | +0.54% | +3.12% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 7.51% | +0.31% | +4.48% | |
| 4 | CGXU | Cap Group Intl Focus | ETF-Other | 6.91% | -0.01% | +7.22% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.15% | +0.61% | -1.61% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.11% | +0.10% | +5.28% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.78% | +0.24% | +1.07% | |
| 8 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 3.67% | +0.39% | +6.17% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.52% | +0.06% | +5.95% | |
| 10 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.51% | -0.39% | +3.73% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.48% | +0.17% | +6.07% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.35% | -3.09% | EXIT | |
| 13 | CGCB | Cap Group Core Bond | ETF-Other | 2.58% | -0.04% | +1.76% | |
| 14 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 2.33% | -0.01% | +4.25% | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.06% | -0.35% | +3.73% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.82% | -0.01% | +2.88% | |
| 17 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.63% | +0.06% | +5.66% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.57% | — | +4.33% | |
| 19 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.48% | +0.05% | +8.81% | |
| 20 | ECL | Ecolab Inc | Stock-Materials | 1.37% | -0.06% | -3.21% | |
| 21 | WPC | Wp Carey Inc | Stock-Real Estate | 1.20% | -0.07% | +0.28% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.93% | -0.02% | +3.33% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-Other | 0.82% | -0.02% | +4.13% | |
| 24 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.76% | +0.17% | +195.73% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.02% | +3.15% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.66% | -0.02% | +1.64% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.65% | -0.05% | -1.26% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.60% | -0.07% | -1.73% | |
| 29 | ENTG | Entegris Inc | Stock-Tech | 0.58% | -0.22% | +0.05% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | +0.01% | -4.39% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | -0.02% | -0.54% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | -0.01% | +0.35% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +0.08% | -0.44% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.52% | -0.02% | +0.57% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.50% | -0.03% | +0.57% | |
| 36 | PID | Invesco International Divide | ETF-Other | 0.45% | -0.02% | +1.05% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | — | -0.58% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.22% | +0.97% | |
| 39 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.38% | -0.05% | +3.66% | |
| 40 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.38% | -0.06% | +5.33% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | — | +0.13% | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.36% | +0.01% | +4.75% | |
| 43 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.31% | +0.12% | -0.13% | |
| 44 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.30% | +0.01% | +22.01% | |
| 45 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.27% | -0.02% | -0.24% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.03% | -0.63% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.01% | -16.11% | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.23% | -0.03% | +0.69% | |
| 49 | MDIV | Ft Multi-asset Divers Inc | ETF-Other | 0.23% | -0.03% | -3.88% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.22% | +0.03% | +29.95% |
According to official SEC Form 13F filings, Freedom Financial Partners LLC reported a total U.S. public equity portfolio value of $305.3M across 75 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AVUS, VOO, AVDE) accounted for 31.2% of total reported equity market value during Q2 2025.
During Q2 2025, Freedom Financial Partners LLC's top holdings by market value included AVUS (10.6%)、VOO (10.1%)、AVDE (7.5%). The largest single position, AVUS, represented 10.6% of total portfolio value.
In Q2 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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