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Freedom Financial Partners LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$280.8M

Reporting period: 2026-03-31 · Number of holdings: 88

Freedom Financial Partners LLC disclosed 88 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $280.8M and a quarterly turnover rate of 9.1%.

Personality snowflake

Concentration
16.47
Portfolio Stability
9.15
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
83.71

Recent moves

  • Add CGIE

    +20.2%　$2.2M

  • Trim CGXU

    -23.2%　-$1.7M

  • Add RLY

    +2.9%　$1.9M

  • Trim AAPL

    -1.4%　-$1.2M

  • Add CGDV

    +23.8%　$1.7M

  • Trim AVUS

    -4.7%　-$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth9.46%-0.36%+3.27%
2AVDEAvantis International EquityETF-Other7.84%+0.26%+2.44%
3AVUSAvantis U.s. Equity ETFETF-Other6.89%-0.54%-4.73%
4CGIECap Group Intl EquityETF-Other5.39%+0.67%+20.17%
5AAPLApple INCStock-Tech5.09%-0.55%-1.36%
6VOVanguard Mid-cap ETFETF-Other5.01%+0.05%+4.25%
7RLYSs Multi-asset Real Ret ETFETF-Other4.35%+0.59%+2.88%
8AVEMAvantis Emerging Markets EqETF-Emerging Markets3.80%+0.19%+2.83%
9VWOVanguard Ftse Emerging MarkeETF-Emerging Markets3.56%+0.06%+3.35%
10CGDVCap Group Dividend ValueETF-Other3.53%+0.54%+23.75%
11CGCPCap Group Core Plus IncomeETF-Other3.38%+0.01%+3.99%
12VUGVanguard Growth ETFETF-Other3.24%-0.42%+1.05%
13JTEKJpmorgan US Tech LeadersETF-Tech3.04%—+15.57%
14DFACDimensional US Core Equity 2ETF-Other3.02%-0.13%-0.46%
15CGCBCap Group Core BondETF-Other2.49%+0.05%+5.48%
16TOTLSs Doubleline Tr Tact ETFETF-Other1.99%-0.02%+2.67%
17CGXUCap Group Intl FocusETF-Other1.94%-0.64%-23.18%
18BONDPimco Active Bond Exchange-tETF-Other1.81%+0.10%+8.66%
19HTRBHartford Ttl Rtrn Bnd ETFETF-Other1.66%+0.06%+7.66%
20RUNNRunning Oak Efficient Gr ETFETF-Other1.48%—+2.98%
21ENTGEntegris INCStock-Tech1.42%+0.38%-0.26%
22JPSTJpmorgan Ultra-short IncomeETF-Other1.17%+0.31%+39.45%
23WPCWp Carey INCStock-Real Estate1.11%+0.07%+3.50%
24ECLEcolab INCStock-Materials1.05%-0.07%-5.74%
25SCHPSchwab U.s. Tips ETFETF-Other0.93%+0.01%+3.20%
26CGMUCap Group Municipal IncomeETF-Other0.85%—+2.25%
27LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds0.62%—+0.01%
28XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.59%+0.04%+2.24%
29AMZNAmazon.com INCStock-Consumer Disc0.55%-0.08%-0.99%
30VTVVanguard Value ETFETF-Other0.51%—+0.26%
31DVYIshares Select Dividend ETFETF-Other0.48%+0.02%+0.50%
32SCHBSchwab US Broad Market ETFETF-Other0.48%-0.04%-2.81%
33ARKBArk 21shares Bitcoin ETFETF-Crypto0.46%-0.11%+6.84%
34PIDInvesco International DivideETF-Other0.43%—+0.73%
35MUNIPimco Intermediate MunicipalETF-Other0.43%—+4.01%
36SDYSs Spdr S&p Dividend ETFETF-Other0.43%—-6.66%
37VBVanguard Small-cap ETFETF-Other0.42%—-1.03%
38CSREC&s Real Estate Active ETFETF-Other0.40%+0.40%NEW
39NVDANvidia CORPStock-Tech0.40%-0.04%+0.11%
40VEAVanguard Ftse Developed ETFETF-Other0.38%—-0.50%
41PHYLPgim Active High Yield BondETF-High Yield0.35%-0.03%-5.18%
42JNKSs Spdr Bb High Yield BondETF-High Yield0.33%—+4.70%
43QQQInvesco Qqq Trust Series 1ETF-Tech0.33%——
44JMEEJPM Sma & Mid Cap En Eq Et-uETF-Other0.30%-0.22%-42.75%
45ETHGrayscale Ethereum Staking METF-Other0.26%-0.09%+8.33%
46MSFTMicrosoft CORPStock-Tech0.26%-0.17%-18.44%
47DFSUDimensional US Sus Core1 ETFETF-Other0.26%—+0.76%
48DALDelta Air Lines INCStock-Industrials0.26%—+0.03%
49FPEFt-preferred Secur & INC ETFETF-Other0.25%—+2.41%
50TSLATesla INCStock-Consumer Disc0.25%-0.06%—
1–50 of 88

Holding changes this quarter

Freedom Financial Partners LLC's most significant position changes for 2026-03-31: New buy: C&s Real Estate Active ETF (CSRE); Sold out: Jpmorgan Chase & Co (JPM); New buy: Avantis Core Fixed Income (AVIG); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Chevron CORP (CVX).

Position changes disclosed by Freedom Financial Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CGIECap Group Intl Equity+0.7%+20.17%Add
2RLYSs Multi-asset Real Ret ETF+0.6%+2.88%Add
3CGDVCap Group Dividend Value+0.5%+23.75%Add
4ENTGEntegris INC+0.4%-0.26%Trim
5JPSTJpmorgan Ultra-short Income+0.3%+39.45%Add
6AVDEAvantis International Equity+0.3%+2.44%Add
7AVEMAvantis Emerging Markets Eq+0.2%+2.83%Add
8BONDPimco Active Bond Exchange-t+0.1%+8.66%Add
9WPCWp Carey INC+0.1%+3.50%Add
10VWOVanguard Ftse Emerging Marke+0.1%+3.35%Add
11HTRBHartford Ttl Rtrn Bnd ETF+0.1%+7.66%Add
12VOVanguard Mid-cap ETF+0.1%+4.25%Add
13CGCBCap Group Core Bond+0.1%+5.48%Add
14XLUSt Sr Utl Sl Se Spdr Etf-usd0%+2.24%Add
15JNJJohnson & Johnson0%+0.08%Add
16DVYIshares Select Dividend ETF0%+0.50%Add
17CATCaterpillar INC0%-6.14%Trim
18CGCPCap Group Core Plus Income0%+3.99%Add
19SCHPSchwab U.s. Tips ETF0%+3.20%Add
20JTEKJpmorgan US Tech Leaders—+15.57%Add
21TOTLSs Doubleline Tr Tact ETF0%+2.67%Add
22PHYLPgim Active High Yield Bond0%-5.18%Trim
23BITBBitwise Bitcoin ETF0%-1.56%Trim
24UNHUnitedhealth Group INC0%+0.06%Add
25SCHBSchwab US Broad Market ETF0%-2.81%Trim
26NVDANvidia CORP0%+0.11%Add
27TSLATesla INC-0.1%—Unchanged
28ECLEcolab INC-0.1%-5.74%Trim
29AMZNAmazon.com INC-0.1%-0.99%Trim
30ETHGrayscale Ethereum Staking M-0.1%+8.33%Add
31ARKBArk 21shares Bitcoin ETF-0.1%+6.84%Add
32DFACDimensional US Core Equity 2-0.1%-0.46%Trim
33MSFTMicrosoft CORP-0.2%-18.44%Trim
34JMEEJPM Sma & Mid Cap En Eq Et-u-0.2%-42.75%Trim
35VOOVanguard S&p 500 ETF-0.4%+3.27%Add
36VUGVanguard Growth ETF-0.4%+1.05%Add
37AVUSAvantis U.s. Equity ETF-0.5%-4.73%Trim
38AAPLApple INC-0.6%-1.36%Trim
39CGXUCap Group Intl Focus-0.6%-23.18%Trim
40CSREC&s Real Estate Active ETF—NEWNew buy
41JPMJpmorgan Chase & Co—EXITSold out
42AVIGAvantis Core Fixed Income—NEWNew buy
43BRK-BBerkshire Hathaway Inc-cl B—NEWNew buy
44CVXChevron CORP—NEWNew buy
45CAIECalamos Autocallable INC ETF—NEWNew buy
46INDEMatthews India ETF—EXITSold out
47METAMeta Platforms Inc-class A—EXITSold out
48COSTCostco Wholesale CORP—NEWNew buy
49VBRVanguard Small-cap Value ETF—EXITSold out
50HDHome Depot INC—EXITSold out

FAQ

What is Freedom Financial Partners LLC and what type of investor is it?
Freedom Financial Partners 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 $280.8M, spread across 88 disclosed positions.
What are Freedom Financial Partners LLC's largest equity positions?
Based on the latest 13F filing, Freedom Financial Partners LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $26.6M (9.5%) 2. Avantis International Equity (AVDE) — $22.0M (7.8%) 3. Avantis U.s. Equity ETF (AVUS) — $19.4M (6.9%) 4. Cap Group Intl Equity (CGIE) — $15.1M (5.4%) 5. Apple INC (AAPL) — $14.3M (5.1%)
What changes did Freedom Financial Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, Freedom Financial Partners LLC made 49 notable position adjustments: 6 new positions were initiated, 25 existing holdings were added to, 13 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: C&s Real Estate Active ETF (CSRE); Sold out: Jpmorgan Chase & Co (JPM); New buy: Avantis Core Fixed Income (AVIG); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Chevron CORP (CVX)
What sectors does Freedom Financial Partners LLC focus on?
Freedom Financial Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 72.5% • Consumer Discretionary: 10.1% • Consumer Staples: 4.9% • Health Care: 4.8% • Industrials: 2.4% • Communication Services: 2.0%