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CIK: 0002002798
Total reported value
$866.9M
$866.9M
2 檔
100.8%
In Q3 2025, Freedom Together Foundation's U.S. equity holdings reached a combined market value of $866.9M, distributed across 2 disclosed stock positions.
In Q3 2025, Freedom Together Foundation adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 21 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP) accounted for 100.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
RSP
市值: $208.7M
Top Position Liquidated / Trimmed
AAPL
前期市值: $15.0M
| # | 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 | 76.11% | +0.70% | — | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 23.89% | -0.70% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | -15.2% | — | Trim |
| 2 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | EXIT | Sold out |
| 4 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 5 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 6 | ADP | Automatic Data Processing | — | EXIT | Sold out |
| 7 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 8 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 9 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 10 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 11 | A | Agilent Technologies Inc | — | EXIT | Sold out |
| 12 | AXP | American Express Co | — | EXIT | Sold out |
| 13 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 14 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 15 | KEYS | Keysight Technologies In | — | EXIT | Sold out |
| 16 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 17 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 18 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 19 | T | At&t Inc | — | EXIT | Sold out |
| 20 | BNY | Bank Of New York Mellon CORP | — | EXIT | Sold out |
| 21 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 22 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 23 | DELL | Dell Technologies -c | — | EXIT | Sold out |
According to official SEC Form 13F filings, Freedom Together Foundation reported a total U.S. public equity portfolio value of $866.9M across 2 disclosed positions in Q3 2025.
During Q3 2025, Freedom Together Foundation's top holdings by market value included SPY (76.1%)、RSP (23.9%). The largest single position, SPY, represented 76.1% of total portfolio value.
In Q3 2025, Freedom Together Foundation made 23 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 21 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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