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CIK: 0002096483
Total reported value
$641.4M
$641.4M
97 檔
125.4%
According to the latest 13F quarterly dataset, True Freedom Investing, LLC managed an equity portfolio of $641.4M at the end of Q2 2026, spanning 97 distinct U.S. exchange-listed positions.
In Q2 2026, True Freedom Investing, LLC adopted a defensive or profit-taking posture, trimming 75 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 17.68% | -16.69% | -1.75% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 17.56% | -16.58% | -1.76% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 17.47% | -17.47% | EXIT | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 7.26% | -6.98% | -1.49% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.00% | +3.20% | -2.57% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 2.76% | +3.80% | -3.66% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.63% | +3.94% | -4.12% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.44% | +2.51% | -5.06% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.21% | +3.21% | -4.11% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +2.03% | -1.17% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.10% | +0.83% | -6.97% | |
| 12 | COP | Conocophillips | Stock-Energy | 0.82% | +0.89% | -1.05% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.78% | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +1.17% | -1.13% | |
| 15 | PSX | Phillips 66 | Stock-Energy | 0.58% | +0.78% | -0.50% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 0.55% | +1.01% | -1.20% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 0.53% | +0.56% | -0.54% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | +0.77% | -0.58% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | +0.47% | -0.57% | |
| 20 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.51% | +0.38% | -0.51% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | +0.62% | -2.13% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.83% | — | |
| 23 | C | Citigroup Inc | Stock-Financials | 0.48% | +0.61% | -0.53% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | +0.70% | -0.56% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.71% | -0.48% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.62% | -0.49% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.47% | +0.69% | -1.93% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | +0.35% | -0.54% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.45% | +0.54% | -2.13% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.44% | +0.58% | -5.89% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 0.44% | +0.39% | -0.57% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.44% | +0.44% | -0.91% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.44% | +0.37% | -0.56% | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.44% | +0.41% | -0.50% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.59% | -1.15% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.43% | +0.73% | -0.58% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | +0.37% | -0.55% | |
| 38 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.40% | +0.46% | -0.55% | |
| 39 | OMC | Omnicom Group | Stock-Comm Services | 0.40% | +0.43% | -0.53% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | +0.48% | -0.54% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | +0.46% | -1.69% | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.39% | +0.41% | -0.57% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.39% | -0.35% | -4.91% | |
| 44 | MET | Metlife Inc | Stock-Financials | 0.37% | +0.66% | -0.57% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.37% | +0.56% | -1.92% | |
| 46 | IP | International Paper Co | Stock-Consumer Disc | 0.36% | +0.46% | -0.53% | |
| 47 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.35% | +0.50% | -0.52% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | +0.53% | -0.55% | |
| 49 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.35% | +0.59% | -0.53% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.34% | +0.60% | -0.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | -1.72% | Trim |
| 2 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -1.75% | Trim |
| 3 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.76% | Trim |
| 4 | GLD | Spdr Gold Shares | 0% | -1.49% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.17% | Trim |
| 6 | MSFT | Microsoft CORP | 0% | -1.13% | Trim |
| 7 | QCOM | Qualcomm Inc | 0% | -1.20% | Trim |
| 8 | XOM | Exxon Mobil CORP | 0% | -0.39% | Trim |
| 9 | PSX | Phillips 66 | 0% | -0.50% | Trim |
| 10 | AMGN | Amgen Inc | 0% | -0.56% | Trim |
| 11 | AZN | AstraZeneca PLC | 0% | -0.51% | Trim |
| 12 | C | Citigroup Inc | 0% | -0.53% | Trim |
| 13 | PEP | Pepsico Inc | 0% | -0.54% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | 0% | -0.49% | Trim |
| 15 | WM | Waste Management Inc | 0% | -0.50% | Trim |
| 16 | AMT | American Tower CORP | 0% | -0.57% | Trim |
| 17 | KMB | Kimberly-clark CORP | 0% | -0.55% | Trim |
| 18 | OMC | Omnicom Group | 0% | -0.53% | Trim |
| 19 | ABT | Abbott Laboratories | 0% | -0.55% | Trim |
| 20 | IP | International Paper Co | 0% | -0.53% | Trim |
| 21 | GPC | Genuine Parts Co | 0% | -0.53% | Trim |
| 22 | ADP | Automatic Data Processing | 0% | -0.52% | Trim |
| 23 | AAPL | Apple Inc | 0% | — | Unchanged |
| 24 | WMT | Walmart Inc | 0% | — | Unchanged |
| 25 | SCHD | Schwab US Dvd Equity ETF | — | -2.13% | Trim |
| 26 | BPRE | Bluerock Private Real Estate | — | -3.51% | Trim |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | -2.13% | Trim |
| 28 | SCHB | Schwab US Broad Market ETF | — | -1.93% | Trim |
| 29 | COP | Conocophillips | — | -1.05% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | — | -1.92% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | — | -1.69% | Trim |
| 32 | SCHO | Schwab Short-term US Treas | — | -3.03% | Trim |
| 33 | IQV | Iqvia Holdings Inc | — | -2.12% | Trim |
| 34 | ELV | Elevance Health Inc | — | -2.07% | Trim |
| 35 | META | Meta Platforms Inc-class A | — | -2.09% | Trim |
| 36 | PANW | Palo Alto Networks Inc | — | -2.14% | Trim |
| 37 | NVDA | Nvidia CORP | — | -1.86% | Trim |
| 38 | CRM | Salesforce Inc | — | -2.18% | Trim |
| 39 | VEEV | Veeva Systems Inc-class A | — | -2.08% | Trim |
| 40 | DXCM | Dexcom Inc | — | -2.06% | Trim |
| 41 | GD | General Dynamics CORP | — | -1.99% | Trim |
| 42 | AVGO | Broadcom Inc | — | -1.15% | Trim |
| 43 | INTU | Intuit Inc | — | -2.04% | Trim |
| 44 | AMZN | Amazon.com Inc | — | -1.89% | Trim |
| 45 | MA | Mastercard Inc - A | — | -2.07% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | — | -1.73% | Trim |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | — | -0.91% | Trim |
| 48 | MRK | Merck & Co. Inc. | — | -0.58% | Trim |
| 49 | VZ | Verizon Communications Inc | — | -0.57% | Trim |
| 50 | CVX | Chevron CORP | — | -0.54% | Trim |
According to official SEC Form 13F filings, True Freedom Investing, LLC reported a total U.S. public equity portfolio value of $641.4M across 97 disclosed positions in Q2 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 IJS, IWM, IJK) accounted for 125.4% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
IYW
前期市值: $287.9K
During Q2 2026, True Freedom Investing, LLC's top holdings by market value included IJS (17.7%)、IWM (17.6%)、IJK (17.5%). The largest single position, IJS, represented 17.7% of total portfolio value.
In Q2 2026, True Freedom Investing, LLC made 76 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 75 holdings, and fully liquidating 1 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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