FT
Freedom Together Foundation 13F Holdings & Recent Stock Buys (Q2 2026)
Freedom Together FoundationCIK: 0002002798
Concentrated strategyQuality / disciplined sizingLong-term holder
Total reported value
$866.9M
Reporting period: 2026-06-30 · Number of holdings: 2
Freedom Together Foundation disclosed 2 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $866.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 93.49
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SPY
0.0% $81.7M
Trim RSP
0.0% $22.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 73.00% | +0.70% | — | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 27.00% | -0.70% | — |
Portfolio Performance
Performance for Q3 2026
+3.1%
Performance Last 4 Quarters
+20%
- Stdev
- +11.5%
- Beta
- +0.9
- Alpha
- +2.4%
- Max Drawdown
- -7.7%
- Annualized Perf
- +20.2%
- Batting Avg vs S&P
- +53.3%
- Sortino
- +3.45
- Stutzer
- +0.48
- Treynor
- +0.21
- Sterling
- +1.23
- Calmar
- +2.63
- Information Ratio
- +0.18
- Tracking Error
- +3.6%
- Stdev Down
- +5.5%
- Winning Months %
- +73.3%
- Losing Months %
- +26.7%
- Best 12 Months
- +29.3%
- Worst 12 Months
- +11.2%
- Efficiency Ratio
- +0.67
- Sharpe
- +1.67
- Stdev Sectors
- —
- Skewness
- -0.16
- Kurtosis
- +0.01
- Upside Potential
- +4.87
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | — | Unchanged |
| 2 | RSP | Invesco S&p 500 Equal Weight | -0.7% | — | Unchanged |
Filing History
FAQ
What is Freedom Together Foundation and what type of investor is it?
Freedom Together Foundation is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $866.9M, spread across 2 disclosed positions.
What are Freedom Together Foundation's largest equity positions?
Based on the latest 13F filing, Freedom Together Foundation's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $632.8M (73.0%)
2. Invesco S&p 500 Equal Weight (RSP) — $234.0M (27.0%)
What changes did Freedom Together Foundation make in its most recent portfolio filing?
No notable portfolio changes were recorded for Freedom Together Foundation in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Freedom Together Foundation focus on?
Sector breakdown data is not yet available for Freedom Together Foundation. Check back after the next 13F processing cycle.
Investment Profile
Freedom Together Foundation returned an annualized 20.2% over the trailing 30 months — outperforming the S&P 500 by 2.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.90 (roughly in line with the market) and a 53% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has added to its RSP position for two straight quarters, increasing it by $23.3M to reach $234.0M.
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Developer Access
Access Freedom Together Foundation's institutional profile programmatically:
REST API
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