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CIK: 0002054598
Total reported value
$306.9M
$306.9M
88 檔
31.7%
At the close of Q1 2026, Freedom Financial Partners LLC disclosed equity holdings valued at approximately $306.9M, spread across 88 reported holdings.
In Q1 2026, Freedom Financial Partners LLC displayed an active expansion posture, initiating 6 new positions and adding to 53 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 | 9.46% | +0.47% | +3.27% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 7.84% | -0.27% | +2.44% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.89% | +0.11% | -4.73% | |
| 4 | CGIE | Cap Group Intl Equity | ETF-Other | 5.39% | +0.38% | +20.17% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.09% | -0.65% | -1.36% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.01% | +0.23% | +4.25% | |
| 7 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 4.35% | -0.51% | +2.88% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.80% | +0.33% | +2.83% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.56% | +0.10% | +3.35% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 3.53% | +0.49% | +23.75% | |
| 11 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.38% | -0.89% | +3.99% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 3.24% | +0.27% | +1.05% | |
| 13 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 3.04% | +1.07% | +15.57% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.02% | +0.07% | -0.46% | |
| 15 | CGCB | Cap Group Core Bond | ETF-Other | 2.49% | -0.17% | +5.48% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.99% | -0.20% | +2.67% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.94% | -0.12% | -23.18% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.81% | -0.16% | +8.66% | |
| 19 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.66% | -0.13% | +7.66% | |
| 20 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.48% | -0.10% | +2.98% | |
| 21 | ENTG | Entegris Inc | Stock-Tech | 1.42% | +0.21% | -0.26% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.17% | -0.59% | +39.45% | |
| 23 | WPC | Wp Carey Inc | Stock-Real Estate | 1.11% | -0.06% | +3.50% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.05% | -0.06% | -5.74% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.93% | -0.08% | +3.20% | |
| 26 | CGMU | Cap Group Municipal Income | ETF-Other | 0.85% | -0.09% | +2.25% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.62% | -0.04% | +0.01% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.59% | -0.06% | +2.24% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.02% | -0.99% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.01% | +0.26% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.48% | -0.02% | +0.50% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.48% | +0.02% | -2.81% | |
| 33 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.46% | -0.10% | +6.84% | |
| 34 | PID | Invesco International Divide | ETF-Other | 0.43% | -0.03% | +0.73% | |
| 35 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.43% | -0.06% | +4.01% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.43% | -0.01% | -6.66% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | +0.01% | -1.03% | |
| 38 | CSRE | C&s Real Estate Active ETF | ETF-Other | 0.40% | +0.12% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.02% | +0.11% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.01% | -0.50% | |
| 41 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.35% | -0.03% | -5.18% | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.33% | -0.03% | +4.70% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.05% | — | |
| 44 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.30% | -0.07% | -42.75% | |
| 45 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.26% | -0.08% | +8.33% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.03% | -18.44% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.26% | -0.02% | +0.76% | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.26% | +0.07% | +0.03% | |
| 49 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.25% | — | +2.41% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | — |
According to official SEC Form 13F filings, Freedom Financial Partners LLC reported a total U.S. public equity portfolio value of $306.9M across 88 disclosed positions in Q1 2026.
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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 Q1 2026.
Top New Position Initiated
CSRE
市值: $1.1M
Top Position Liquidated / Trimmed
JPM
前期市值: $303.5K
During Q1 2026, Freedom Financial Partners LLC's top holdings by market value included VOO (9.5%)、AVDE (7.8%)、AVUS (6.9%). The largest single position, VOO, represented 9.5% of total portfolio value.
In Q1 2026, Freedom Financial Partners LLC made 87 total portfolio adjustments, initiating 6 new buys, adding to 53 positions, trimming 23 holdings, and fully liquidating 5 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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