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CIK: 0002054598
Total reported value
$306.9M
$306.9M
87 檔
31.7%
During the Q4 2025 filing period, Freedom Financial Partners LLC (CIK: 0002054598) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $306.9M across 87 reported positions.
In Q4 2025, Freedom Financial Partners LLC displayed an active expansion posture, initiating 4 new positions and adding to 31 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 | 9.82% | +0.47% | +0.73% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 7.58% | -0.27% | +2.62% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.43% | +0.11% | -9.42% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.64% | -0.65% | -1.69% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.96% | +0.23% | +4.71% | |
| 6 | CGIE | Cap Group Intl Equity | ETF-Other | 4.72% | +0.38% | +34.51% | |
| 7 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 3.76% | -0.51% | +5.71% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.66% | +0.27% | +0.57% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.61% | +0.33% | +4.26% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.50% | +0.10% | +5.04% | |
| 11 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.37% | -0.89% | +6.74% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.15% | +0.07% | -0.72% | |
| 13 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 3.04% | +1.07% | +21.15% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 2.99% | +0.49% | +48.50% | |
| 15 | CGXU | Cap Group Intl Focus | ETF-Other | 2.58% | -0.12% | -24.97% | |
| 16 | CGCB | Cap Group Core Bond | ETF-Other | 2.44% | -0.17% | +2.92% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.01% | -0.20% | +5.50% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.71% | -0.16% | +3.69% | |
| 19 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.60% | -0.13% | +5.95% | |
| 20 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.52% | -0.10% | +4.38% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.12% | -0.06% | -0.19% | |
| 22 | ENTG | Entegris Inc | Stock-Tech | 1.04% | +0.21% | +105.85% | |
| 23 | WPC | Wp Carey Inc | Stock-Real Estate | 1.04% | -0.06% | -3.21% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.92% | -0.08% | +7.86% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.86% | -0.59% | +36.09% | |
| 26 | CGMU | Cap Group Municipal Income | ETF-Other | 0.85% | -0.09% | +5.60% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.64% | -0.04% | +6.43% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.02% | +1.12% | |
| 29 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.57% | -0.10% | +3.99% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.55% | -0.06% | +96.80% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.52% | +0.02% | -0.21% | |
| 32 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.52% | -0.07% | -41.28% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | +0.01% | +0.47% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.46% | -0.02% | -5.75% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.45% | -0.01% | -0.14% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.02% | -2.05% | |
| 37 | PID | Invesco International Divide | ETF-Other | 0.44% | -0.03% | +1.02% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.03% | -2.19% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | +0.01% | -13.88% | |
| 40 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.43% | -0.06% | +15.51% | |
| 41 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.38% | -0.03% | +5.28% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.01% | -10.10% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.05% | — | |
| 44 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.35% | -0.08% | +7.05% | |
| 45 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.33% | -0.03% | +1.55% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | — | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.28% | -0.02% | +0.21% | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.28% | +0.07% | +0.03% | |
| 49 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.26% | — | +2.59% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGIE | Cap Group Intl Equity | +1.2% | +34.51% | Add |
| 2 | CGDV | Cap Group Dividend Value | +1% | +48.50% | Add |
| 3 | ENTG | Entegris Inc | +0.5% | +105.85% | Add |
| 4 | JTEK | Jpmorgan US Tech Leaders | +0.4% | +21.15% | Add |
| 5 | JPST | Jpmorgan Ultra-short Income | +0.2% | +36.09% | Add |
| 6 | AVDE | Avantis International Equity | +0.2% | +2.62% | Add |
| 7 | RLY | Ss Multi-asset Real Ret ETF | +0.1% | +5.71% | Add |
| 8 | AVEM | Avantis Emerging Markets Eq | +0.1% | +4.26% | Add |
| 9 | CGCP | Cap Group Core Plus Income | +0.1% | +6.74% | Add |
| 10 | MUNI | Pimco Intermediate Municipal | 0% | +15.51% | Add |
| 11 | DAL | Delta Air Lines Inc | 0% | +0.03% | Add |
| 12 | BLOK | Amplify Blockchain Tech ETF | 0% | +41.51% | Add |
| 13 | CAT | Caterpillar Inc | 0% | +0.12% | Add |
| 14 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 15 | USB | US Bancorp | 0% | +0.55% | Add |
| 16 | AAPL | Apple Inc | 0% | -1.69% | Trim |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | 0% | +5.95% | Add |
| 18 | SCHP | Schwab U.s. Tips ETF | 0% | +7.86% | Add |
| 19 | CGMU | Cap Group Municipal Income | 0% | +5.60% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +1.12% | Add |
| 21 | JNJ | Johnson & Johnson | 0% | +0.76% | Add |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | — | +5.50% | Add |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | +6.43% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.04% | Add |
| 25 | BOND | Pimco Active Bond Exchange-t | 0% | +3.69% | Add |
| 26 | CGCB | Cap Group Core Bond | 0% | +2.92% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -23.04% | Trim |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | -10.10% | Trim |
| 29 | RUNN | Running Oak Efficient Gr ETF | 0% | +4.38% | Add |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +96.80% | Add |
| 31 | DVY | Ishares Select Dividend ETF | -0.1% | -5.75% | Trim |
| 32 | MSFT | Microsoft CORP | -0.1% | -2.19% | Trim |
| 33 | VO | Vanguard Mid-cap ETF | -0.1% | +4.71% | Add |
| 34 | VB | Vanguard Small-cap ETF | -0.1% | -13.88% | Trim |
| 35 | VUG | Vanguard Growth ETF | -0.1% | +0.57% | Add |
| 36 | DFAC | Dimensional US Core Equity 2 | -0.1% | -0.72% | Trim |
| 37 | MMM | 3m Co | -0.1% | -38.10% | Trim |
| 38 | ECL | Ecolab Inc | -0.1% | -0.19% | Trim |
| 39 | ETH | Grayscale Ethereum Staking M | -0.1% | +7.05% | Add |
| 40 | WPC | Wp Carey Inc | -0.1% | -3.21% | Trim |
| 41 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.73% | Add |
| 42 | ARKB | Ark 21shares Bitcoin ETF | -0.2% | +3.99% | Add |
| 43 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -0.4% | -41.28% | Trim |
| 44 | AVUS | Avantis U.s. Equity ETF | -0.9% | -9.42% | Trim |
| 45 | CGXU | Cap Group Intl Focus | -1% | -24.97% | Trim |
| 46 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 48 | APG | Api Group CORP | — | NEW | New buy |
| 49 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 50 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Freedom Financial Partners LLC reported a total U.S. public equity portfolio value of $306.9M across 87 disclosed positions in Q4 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, AVDE, AVUS) accounted for 31.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
UNH
市值: $587.3K
Top Position Liquidated / Trimmed
COST
前期市值: $202.0K
During Q4 2025, Freedom Financial Partners LLC's top holdings by market value included VOO (9.8%)、AVDE (7.6%)、AVUS (7.4%). The largest single position, VOO, represented 9.8% of total portfolio value.
In Q4 2025, Freedom Financial Partners LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 31 positions, trimming 13 holdings, and fully liquidating 1 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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