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CIK: 0001566653
Total reported value
$359.2M
$359.2M
106 檔
44.7%
As reported in its official Q1 2026 Form 13F filing, Freedom Investment Management, Inc.'s tracked investment portfolio stood at $359.2M with 106 total positions.
In Q1 2026, Freedom Investment Management, Inc. adopted a defensive or profit-taking posture, trimming 66 positions and completely liquidating 16 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 | 12.94% | +0.12% | -14.08% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.79% | +0.31% | -11.85% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 9.20% | -0.12% | -6.93% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.83% | +0.21% | -4.86% | |
| 5 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 5.87% | +0.13% | -2.48% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.18% | +0.17% | -4.97% | |
| 7 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 4.38% | +0.01% | -9.61% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 3.83% | -0.21% | -4.22% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 3.50% | -0.06% | — | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.00% | -0.08% | -5.98% | |
| 11 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 2.98% | -0.04% | -3.05% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.80% | -0.16% | +15.49% | |
| 13 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.73% | -0.02% | -26.69% | |
| 14 | LNGX | Global X US Ntrl Gas ETF | ETF-Other | 2.24% | -0.59% | — | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.17% | -0.08% | +3.96% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.01% | +0.03% | -1.51% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.97% | +0.06% | -1.49% | |
| 18 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.95% | -0.05% | +14.85% | |
| 19 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.93% | -0.06% | +14.66% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.01% | +0.62% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.69% | +0.06% | +6.34% | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 0.67% | -0.04% | -1.93% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.05% | +0.70% | |
| 24 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.63% | -0.01% | -0.03% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.04% | +0.37% | |
| 26 | DIHP | Dimensional International Hi | ETF-Other | 0.60% | +0.01% | +0.56% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.49% | -0.04% | -4.83% | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.49% | -0.03% | +5.93% | |
| 29 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.46% | -0.03% | +3.92% | |
| 30 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.43% | -0.03% | +0.55% | |
| 31 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.40% | -0.02% | +4.44% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | +0.07% | +13.43% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | +0.12% | |
| 34 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.30% | +0.02% | -1.49% | |
| 35 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.29% | +0.02% | -3.57% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.29% | -0.08% | +1.88% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.26% | +0.01% | -3.01% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.26% | -0.05% | +2.34% | |
| 39 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.25% | -0.03% | +4.04% | |
| 40 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.24% | +0.19% | -4.47% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.24% | +0.01% | +0.60% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.23% | +0.02% | -4.74% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.10% | +2.68% | |
| 44 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.22% | +0.01% | — | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.22% | — | -17.28% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.21% | — | — | |
| 47 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.20% | -0.08% | -0.99% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.19% | +0.04% | -20.33% | |
| 49 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.16% | -0.05% | -0.88% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | — | -33.76% |
According to official SEC Form 13F filings, Freedom Investment Management, Inc. reported a total U.S. public equity portfolio value of $359.2M across 106 disclosed positions in Q1 2026.
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 44.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
REET
市值: $11.8M
Top Position Liquidated / Trimmed
XLC
前期市值: $396.0K
During Q1 2026, Freedom Investment Management, Inc.'s top holdings by market value included DUHP (12.9%)、DFUS (10.8%)、DFIC (9.2%). The largest single position, DUHP, represented 12.9% of total portfolio value.
In Q1 2026, Freedom Investment Management, Inc. made 119 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 66 holdings, and fully liquidating 16 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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