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CIK: 0002054598
Total reported value
$306.9M
$306.9M
84 檔
31.1%
According to the latest 13F quarterly dataset, Freedom Financial Partners LLC managed an equity portfolio of $306.9M at the end of Q3 2025, spanning 84 distinct U.S. exchange-listed positions.
In Q3 2025, Freedom Financial Partners LLC displayed an active expansion posture, initiating 11 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.97% | +0.47% | +1.57% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 8.36% | +0.11% | -18.91% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 7.42% | -0.27% | +2.48% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.63% | -0.65% | -2.48% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.03% | +0.23% | +3.58% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.75% | +0.27% | +0.32% | |
| 7 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 3.66% | -0.51% | +3.80% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 3.61% | -0.12% | -47.04% | |
| 9 | CGIE | Cap Group Intl Equity | ETF-Other | 3.56% | +0.38% | — | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.54% | +0.33% | +1.56% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.52% | +0.10% | +2.25% | |
| 12 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.32% | -0.89% | +3.52% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.24% | +0.07% | -0.66% | |
| 14 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 2.68% | +1.07% | +84.31% | |
| 15 | CGCB | Cap Group Core Bond | ETF-Other | 2.48% | -0.17% | +5.35% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-Other | 2.03% | +0.49% | — | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.01% | -0.20% | +6.88% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.73% | -0.16% | +4.42% | |
| 19 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.59% | -0.13% | +10.41% | |
| 20 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.56% | -0.10% | +4.92% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.23% | -0.06% | -2.54% | |
| 22 | WPC | Wp Carey Inc | Stock-Real Estate | 1.18% | -0.06% | +0.28% | |
| 23 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.92% | -0.07% | -59.33% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.91% | -0.08% | +6.41% | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 0.85% | -0.09% | +11.09% | |
| 26 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.75% | -0.10% | +2.30% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.66% | -0.59% | +10.71% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.64% | -0.04% | +6.13% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | -0.02% | +0.01% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.59% | -0.06% | +2.61% | |
| 31 | ENTG | Entegris Inc | Stock-Tech | 0.58% | +0.21% | -2.75% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | +0.02% | -3.11% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.51% | +0.01% | -0.80% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.51% | -0.02% | +1.68% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.01% | +0.17% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.03% | +0.12% | |
| 37 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.48% | -0.08% | +4.98% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.47% | -0.01% | +1.86% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.02% | +0.69% | |
| 40 | PID | Invesco International Divide | ETF-Other | 0.44% | -0.03% | +3.81% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.01% | -0.57% | |
| 42 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.39% | -0.06% | +8.99% | |
| 43 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.38% | -0.03% | +12.04% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.05% | — | |
| 45 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.34% | -0.03% | +3.64% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | — | -0.74% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.29% | -0.02% | -0.01% | |
| 48 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.27% | — | +5.06% | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.25% | -0.04% | — | |
| 50 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.24% | +0.07% | +0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JTEK | Jpmorgan US Tech Leaders | +1.5% | +84.31% | Add |
| 2 | AVEM | Avantis Emerging Markets Eq | +0.3% | +1.56% | Add |
| 3 | AVDE | Avantis International Equity | +0.3% | +2.48% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.3% | +0.32% | Add |
| 5 | ETH | Grayscale Ethereum Staking M | +0.2% | +4.98% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.57% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +2.25% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +0.69% | Add |
| 9 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | +2.30% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | -0.74% | Trim |
| 11 | VO | Vanguard Mid-cap ETF | +0.1% | +3.58% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +0.12% | Trim |
| 13 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | -0.01% | Add |
| 14 | XVV | Ishares Esg Select Screened | +0.1% | -0.07% | Add |
| 15 | USB | US Bancorp | 0% | -3.47% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Add |
| 17 | PHYL | Pgim Active High Yield Bond | 0% | +12.04% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +0.01% | Add |
| 19 | PID | Invesco International Divide | 0% | +3.81% | Add |
| 20 | CGMU | Cap Group Municipal Income | 0% | +11.09% | Add |
| 21 | JPST | Jpmorgan Ultra-short Income | -0.1% | +10.71% | Add |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +2.61% | Add |
| 23 | RUNN | Running Oak Efficient Gr ETF | -0.1% | +4.92% | Add |
| 24 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.1% | +10.41% | Add |
| 25 | RLY | Ss Multi-asset Real Ret ETF | -0.1% | +3.80% | Add |
| 26 | SCHP | Schwab U.s. Tips ETF | -0.1% | +6.41% | Add |
| 27 | PEP | Pepsico Inc | -0.2% | -11.31% | Trim |
| 28 | WPC | Wp Carey Inc | -0.2% | +0.28% | Add |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | -0.2% | +6.88% | Add |
| 30 | DFAC | Dimensional US Core Equity 2 | -0.2% | -0.66% | Trim |
| 31 | BOND | Pimco Active Bond Exchange-t | -0.2% | +4.42% | Add |
| 32 | CGCB | Cap Group Core Bond | -0.3% | +5.35% | Add |
| 33 | CGCP | Cap Group Core Plus Income | -0.4% | +3.52% | Add |
| 34 | AAPL | Apple Inc | -0.6% | -2.48% | Trim |
| 35 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -1.4% | -59.33% | Trim |
| 36 | CGXU | Cap Group Intl Focus | -2.8% | -47.04% | Trim |
| 37 | CGIE | Cap Group Intl Equity | — | NEW | New buy |
| 38 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 39 | MMM | 3m Co | — | NEW | New buy |
| 40 | BLOK | Amplify Blockchain Tech ETF | — | NEW | New buy |
| 41 | CEG | Constellation Energy | — | NEW | New buy |
| 42 | EME | Emcor Group Inc | — | NEW | New buy |
| 43 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 44 | HD | Home Depot Inc | — | NEW | New buy |
| 45 | TRV | Travelers Cos Inc/the | — | EXIT | Sold out |
| 46 | INDE | Matthews India ETF | — | NEW | New buy |
| 47 | WM | Waste Management Inc | — | EXIT | Sold out |
| 48 | FAST | Fastenal Co | — | EXIT | Sold out |
| 49 | CCJ | Cameco CORP | — | NEW | New buy |
| 50 | XJH | Ishare Esg Ss S&p Midcap ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Freedom Financial Partners LLC reported a total U.S. public equity portfolio value of $306.9M across 84 disclosed positions in Q3 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 VOO, AVUS, AVDE) accounted for 31.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGIE
市值: $9.3M
Top Position Liquidated / Trimmed
TRV
前期市值: $227.3K
During Q3 2025, Freedom Financial Partners LLC's top holdings by market value included VOO (10.0%)、AVUS (8.4%)、AVDE (7.4%). The largest single position, VOO, represented 10.0% of total portfolio value.
In Q3 2025, Freedom Financial Partners LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 29 positions, trimming 7 holdings, and fully liquidating 3 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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