13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001566653
Total reported value
$359.2M
$359.2M
140 檔
51.5%
In Q3 2025, Freedom Investment Management, Inc.'s U.S. equity holdings reached a combined market value of $359.2M, distributed across 140 disclosed stock positions.
In Q3 2025, Freedom Investment Management, Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 18 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DUHP, DFUS, DFIC) accounted for 51.5% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
SGOL
前期市值: $13.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 14.55% | +0.12% | -8.20% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.97% | +0.31% | -6.06% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 8.61% | -0.12% | -2.90% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.30% | +0.21% | -4.53% | |
| 5 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 5.45% | +0.13% | -4.12% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.02% | +0.17% | -3.58% | |
| 7 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 4.31% | +0.01% | -6.92% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 3.40% | -0.21% | -0.32% | |
| 9 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.29% | -0.02% | -3.42% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.66% | -0.08% | -7.20% | |
| 11 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 2.65% | -0.04% | -9.91% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.53% | -0.16% | -40.35% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.94% | -0.08% | -44.39% | |
| 14 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.87% | -0.05% | -30.88% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 0.85% | +0.03% | -1.98% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.85% | +0.06% | -2.11% | |
| 17 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.84% | -0.06% | -31.78% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | -0.01% | -71.69% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.05% | -79.60% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.01% | -81.29% | |
| 21 | KVLE | Kraneshares Value Line Dynam | ETF-Other | 0.59% | +0.01% | +28.08% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.04% | -20.17% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.56% | +0.06% | -4.43% | |
| 24 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.54% | -0.01% | -44.57% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.53% | -0.04% | -29.81% | |
| 26 | DIHP | Dimensional International Hi | ETF-Other | 0.50% | +0.01% | -47.84% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.49% | -0.03% | -39.45% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.04% | -30.97% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | — | — | |
| 30 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.40% | -0.03% | -41.56% | |
| 31 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.39% | -0.03% | -82.65% | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | -0.02% | -83.68% | |
| 33 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.38% | -0.03% | +0.67% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.37% | — | -77.26% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.07% | -98.02% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 0.30% | -0.06% | EXIT | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.29% | — | -81.61% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.27% | +0.01% | -91.60% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.02% | -93.02% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.27% | -0.01% | -95.33% | |
| 41 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.27% | — | -49.33% | |
| 42 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.27% | +0.02% | -7.07% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-Other | 0.27% | -0.01% | -36.80% | |
| 44 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.25% | +0.02% | -33.31% | |
| 45 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.25% | — | -21.79% | |
| 46 | FMB | First Trust Managed Municipa | ETF-Other | 0.24% | — | -39.39% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.24% | +0.04% | -87.40% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.23% | -0.08% | -51.56% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.22% | — | -11.51% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.06% | -89.39% |
According to official SEC Form 13F filings, Freedom Investment Management, Inc. reported a total U.S. public equity portfolio value of $359.2M across 140 disclosed positions in Q3 2025.
During Q3 2025, Freedom Investment Management, Inc.'s top holdings by market value included DUHP (14.6%)、DFUS (12.0%)、DFIC (8.6%). The largest single position, DUHP, represented 14.6% of total portfolio value.
In Q3 2025, Freedom Investment Management, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 29 holdings, and fully liquidating 18 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.