FL

FreeGulliver LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$237.2M

Reporting period: 2026-03-31 · Number of holdings: 160

FreeGulliver LLC disclosed 160 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $237.2M and a quarterly turnover rate of 47.2%.

Personality snowflake

Concentration
30.41
Portfolio Stability
47.24
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
72.05

Recent moves

  • Trim SPY

    -87.4%　-$43.9M

  • Add GSST

    +406.5%　$12.2M

  • Trim VIGI

    -56.2%　-$8.1M

  • Add VTI

    +1257.6%　$5.2M

  • Add XMMO

    +20.0%　$2.2M

  • Add SCHK

    +90.4%　$2.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 115 holdings (of 160 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1JPMJpmorgan Chase & CoStock-Financials19.81%+0.80%-0.34%
2IWLIshares Russell Top 200 ETFETF-Other14.60%+0.83%-1.56%
3GSSTGoldman Sachs Ultra Short BoETF-Commodities6.38%+5.28%+406.45%
4XMMOInvesco S&p Midcap MomentumETF-Other4.56%+1.39%+19.98%
5CGDVCap Group Dividend ValueETF-Other4.04%+0.70%+8.16%
6BUFRFt Vest Lad Buffervetf-usd IETF-Other3.29%—+0.16%
7SPTMSs Spdr P S&p 1500 Comp ETFETF-Other3.29%—+1.94%
8BUFGFt Vest Buffered AllocationETF-Other2.87%+0.21%-3.48%
9SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.53%-15.85%-87.40%
10VIGIVanguard Int Div App Indx FdETF-Other2.52%-2.68%-56.18%
11VTIVanguard Total Stock Mkt ETFETF-Other2.38%+2.22%+1257.61%
12GLDSpdr Gold SharesETF-Commodities2.19%+1.01%+49.63%
13SCHKSchwab 1000 Index ETFETF-Large Cap & Growth1.94%+1.01%+90.40%
14IEFIshares 7-10 Year Treasury BETF-Gov Bonds1.82%+0.37%+10.39%
15VOVanguard Mid-cap ETFETF-Other1.59%—+0.05%
16AAPLApple INCStock-Tech1.47%—-6.96%
17NVDANvidia CORPStock-Tech1.27%—+0.65%
18DFAUDimensional US Core Equity METF-Other1.25%+1.25%NEW
19IGEBIshares Investment Grade SysETF-Corp Bonds1.05%—+0.38%
20GOOGLAlphabet Inc-cl AStock-Comm Services0.76%—-0.16%
21KOCoca-cola Co/theStock-Consumer Staples0.74%+0.19%+7.86%
22MSFTMicrosoft CORPStock-Tech0.72%-0.12%-2.06%
23AMZNAmazon.com INCStock-Consumer Disc0.70%—+1.57%
24NEARIshares Sh Dba ETF Usd INCETF-Other0.67%+0.67%NEW
25SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.64%—-0.31%
26AVGOBroadcom INCStock-Tech0.61%—-3.54%
27PYLDPimco Multisector Bond ActvETF-Other0.60%+0.60%NEW
28BIVVanguard Intermediate-term BETF-Other0.58%+0.58%NEW
29BILZPimco Ultra Shrt Govt ActiveETF-Other0.55%+0.37%+161.32%
30MINTPimco Enhanced Short MaturitETF-Other0.48%+0.48%NEW
31JHMMJohn Hancock Multi Fact MidETF-Other0.48%—-7.38%
32GOOGAlphabet Inc-cl CStock-Comm Services0.47%—-3.09%
33VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.42%—+4.90%
34VBVanguard Small-cap ETFETF-Other0.40%—+0.39%
35SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.39%-0.06%-19.31%
36GSATGlobalstar INCStock-Other0.36%—+8.32%
37PDBCInvesco Optimum Yield DiversETF-Other0.36%—-4.34%
38FIWFirst Trust Water ETFETF-Other0.35%—+6.90%
39BFSTBusiness First BancsharesStock-Other0.34%+0.34%NEW
40METAMeta Platforms Inc-class AStock-Comm Services0.33%-0.73%-68.25%
41BRK-BBerkshire Hathaway Inc-cl BStock-Other0.32%—+11.05%
42PFEBInnovator U.s. Equity PowerETF-Other0.31%+0.31%NEW
43SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.30%—-15.23%
44TSLATesla INCStock-Consumer Disc0.30%-0.69%-68.29%
45VVisa Inc-class A SharesStock-Financials0.27%—+4.63%
46WMTWalmart INCStock-Consumer Staples0.27%—-5.17%
47LLYEli Lilly & CoStock-Healthcare0.25%—+4.05%
48VDEVanguard Energy ETFETF-Other0.22%——
49DGRWWisdomtree U.s. Quality DiviETF-Other0.22%+0.22%NEW
50SPABSs Spdr P Agg Bond ETFETF-Other0.22%—-0.47%
1–50 of 115

Holding changes this quarter

FreeGulliver LLC's most significant position changes for 2026-03-31: New buy: Dimensional US Core Equity M (DFAU); New buy: Ishares Sh Dba ETF Usd INC (NEAR); New buy: Pimco Multisector Bond Actv (PYLD); New buy: Vanguard Intermediate-term B (BIV); Sold out: Oncology Institute Inc/the (TOI).

Position changes disclosed by FreeGulliver LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GSSTGoldman Sachs Ultra Short Bo+5.3%+406.45%Add
2VTIVanguard Total Stock Mkt ETF+2.2%+1257.61%Add
3XMMOInvesco S&p Midcap Momentum+1.4%+19.98%Add
4SCHKSchwab 1000 Index ETF+1%+90.40%Add
5GLDSpdr Gold Shares+1%+49.63%Add
6IWLIshares Russell Top 200 ETF+0.8%-1.56%Trim
7JPMJpmorgan Chase & Co+0.8%-0.34%Trim
8CGDVCap Group Dividend Value+0.7%+8.16%Add
9BILZPimco Ultra Shrt Govt Active+0.4%+161.32%Add
10IEFIshares 7-10 Year Treasury B+0.4%+10.39%Add
11BUFGFt Vest Buffered Allocation+0.2%-3.48%Trim
12KOCoca-cola Co/the+0.2%+7.86%Add
13AAPLApple INC—-6.96%Trim
14SPYGSs Spdr P S&p 500 Growth ETF-0.1%-19.31%Trim
15MSFTMicrosoft CORP-0.1%-2.06%Trim
16DIBS1stdibs.com INC-0.6%-89.69%Trim
17TSLATesla INC-0.7%-68.29%Trim
18VNCEVince Holding CORP-0.7%-94.74%Trim
19METAMeta Platforms Inc-class A-0.7%-68.25%Trim
20VIGIVanguard Int Div App Indx Fd-2.7%-56.18%Trim
21SPYSs Spdr S&p 500 ETF Trust-us-15.9%-87.40%Trim
22DFAUDimensional US Core Equity M—NEWNew buy
23NEARIshares Sh Dba ETF Usd INC—NEWNew buy
24PYLDPimco Multisector Bond Actv—NEWNew buy
25BIVVanguard Intermediate-term B—NEWNew buy
26TOIOncology Institute Inc/the—EXITSold out
27MINTPimco Enhanced Short Maturit—NEWNew buy
28✓ Mdxhealth SA—EXITSold out
29BFSTBusiness First Bancshares—NEWNew buy
30PFEBInnovator U.s. Equity Power—NEWNew buy
31URAGlobal X Uranium ETF—EXITSold out
32DGRWWisdomtree U.s. Quality Divi—NEWNew buy
33AONAon plc—EXITSold out
34OCTWAlianzim US Eq Bfr20 Oct-usd—NEWNew buy
35SCHDSchwab US Dvd Equity ETF—NEWNew buy
36CMPSCompass Pathways PLC—EXITSold out
37MARWAlianzim US Eq Bfr20 Mar-usd—NEWNew buy
38TPLTexas Pacific Land CORP—NEWNew buy
39IWMIshares Russell 2000 ETF—EXITSold out
40BACBank Of America CORP—EXITSold out
41TALKTalkspace INC—EXITSold out
42STIMNeuronetics INC—EXITSold out
43MUNIPimco Intermediate Municipal—NEWNew buy
44ATAIAtaibeckley INC—EXITSold out
45QQnity Electronics INC—NEWNew buy
46COOKTraeger, Inc.—EXITSold out
47EPDEnterprise Products Partners—NEWNew buy
48NEENextera Energy INC—NEWNew buy
49MCDMcdonald's CORP—NEWNew buy
50CATCaterpillar INC—NEWNew buy

FAQ

What is FreeGulliver LLC and what type of investor is it?
FreeGulliver LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $237.2M, spread across 160 disclosed positions.
What are FreeGulliver LLC's largest equity positions?
Based on the latest 13F filing, FreeGulliver LLC's top holdings by market value are: 1. Jpmorgan Chase & Co (JPM) — $47.0M (19.8%) 2. Ishares Russell Top 200 ETF (IWL) — $34.6M (14.6%) 3. Goldman Sachs Ultra Short Bo (GSST) — $15.1M (6.4%) 4. Invesco S&p Midcap Momentum (XMMO) — $10.8M (4.6%) 5. Cap Group Dividend Value (CGDV) — $9.6M (4.0%)
What changes did FreeGulliver LLC make in its most recent portfolio filing?
In the latest reported quarter, FreeGulliver LLC made 50 notable position adjustments: 18 new positions were initiated, 9 existing holdings were added to, 12 positions were partially reduced, and 11 were completely exited. The largest of these moves: New buy: Dimensional US Core Equity M (DFAU); New buy: Ishares Sh Dba ETF Usd INC (NEAR); New buy: Pimco Multisector Bond Actv (PYLD); New buy: Vanguard Intermediate-term B (BIV); Sold out: Oncology Institute Inc/the (TOI)
What sectors does FreeGulliver LLC focus on?
FreeGulliver LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 64.0% • Information Technology: 15.6% • Communication Services: 5.4% • Consumer Staples: 3.9% • Consumer Discretionary: 3.5% • Health Care: 2.5%