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CIK: 0001566653
Total reported value
$359.2M
$359.2M
117 檔
49.7%
According to the latest 13F quarterly dataset, Freedom Investment Management, Inc. managed an equity portfolio of $359.2M at the end of Q4 2025, spanning 117 distinct U.S. exchange-listed positions.
In Q4 2025, Freedom Investment Management, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 20 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 15.26% | +0.12% | -5.30% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.54% | +0.31% | -6.99% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 9.40% | -0.12% | -5.58% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.85% | +0.21% | -5.33% | |
| 5 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 5.86% | +0.13% | -3.53% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.14% | +0.17% | -10.00% | |
| 7 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 4.61% | +0.01% | -6.00% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 3.76% | -0.21% | -6.38% | |
| 9 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.44% | -0.02% | -9.96% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.93% | -0.08% | -3.04% | |
| 11 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 2.84% | -0.04% | -5.13% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.39% | -0.16% | -13.72% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.11% | -0.08% | +3.91% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 0.96% | +0.03% | -0.36% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.94% | +0.06% | -0.46% | |
| 16 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.82% | -0.05% | -13.43% | |
| 17 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.80% | -0.06% | -13.79% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.01% | +2.73% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.05% | -19.24% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | +0.06% | +3.02% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.04% | -1.07% | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 0.63% | -0.04% | -0.09% | |
| 23 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.60% | -0.01% | -0.27% | |
| 24 | DIHP | Dimensional International Hi | ETF-Other | 0.58% | +0.01% | -0.02% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.04% | +0.90% | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.44% | -0.03% | -0.77% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.43% | -0.03% | -19.21% | |
| 28 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.42% | -0.03% | +0.87% | |
| 29 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.38% | -0.02% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.07% | -13.11% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | -0.01% | +2.30% | |
| 32 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.31% | +0.02% | +103.07% | |
| 33 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.30% | +0.02% | +0.31% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.30% | +0.01% | -3.06% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.27% | +0.04% | -1.78% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.27% | -0.08% | +1.00% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | -0.01% | -37.18% | |
| 38 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.25% | +0.19% | — | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | — | +0.92% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.24% | -0.05% | +1.19% | |
| 41 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.24% | -0.03% | -44.94% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | +0.02% | +0.54% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | +0.02% | -1.42% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.23% | +0.01% | -0.11% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.22% | -0.10% | +2.84% | |
| 46 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.22% | +0.01% | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | — | -0.69% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.22% | — | -50.00% | |
| 49 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.19% | -0.08% | +2.45% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.19% | -0.02% | -56.29% |
According to official SEC Form 13F filings, Freedom Investment Management, Inc. reported a total U.S. public equity portfolio value of $359.2M across 117 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 DUHP, DFUS, DFIC) accounted for 49.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
MINO
市值: $1.3M
Top Position Liquidated / Trimmed
FFEB
前期市值: $1.0M
During Q4 2025, Freedom Investment Management, Inc.'s top holdings by market value included DUHP (15.3%)、DFUS (12.5%)、DFIC (9.4%). The largest single position, DUHP, represented 15.3% of total portfolio value.
In Q4 2025, Freedom Investment Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 1 positions, trimming 25 holdings, and fully liquidating 20 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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