Institutions / Freedom Financial Partners LLC

Freedom Financial Partners LLC

CIK 2054598 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$274.87M
Positions
87
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Index Fdsโ€”$26.99M43,0389.8%
American Centy ETF Trโ€”$20.85M253,2327.6%
American Centy ETF Trโ€”$20.43M182,7447.4%
Apple Inc.โ€”$15.51M57,0445.6%
Vanguard Index Fdsโ€”$13.65M47,0175.0%
Capital Group Internationalโ€”$12.98M372,6444.7%
Ssga Active ETF Trโ€”$10.34M328,7243.8%
Vanguard Index Fdsโ€”$10.06M20,6243.7%
American Centy ETF Trโ€”$9.93M128,9243.6%
Vanguard Intl Equity Index Fโ€”$9.63M179,1603.5%
Capital Grp Fixed Incm ETF Tโ€”$9.25M408,7603.4%
Dimensional ETF Trustโ€”$8.67M218,9903.2%
J P Morgan Exchange Traded Fโ€”$8.36M92,7843.0%
Capital Group Dividend Valueโ€”$8.21M188,0873.0%
Capital Group Intl Focus Eqtโ€”$7.10M240,1562.6%
Capital Grp Fixed Incm ETF Tโ€”$6.70M252,5092.4%
Ssga Active ETF Trโ€”$5.52M137,2162.0%
PIMCO ETF Trโ€”$4.71M50,5771.7%
Hartford Fds Exchange Tradedโ€”$4.39M128,5461.6%
Strategic Trustโ€”$4.17M124,9971.5%
Ecolab Inc.โ€”$3.09M11,7721.1%
Entegris, Inc.โ€”$2.87M34,0511.0%
WP Carey Incโ€”$2.85M44,2881.0%
Schwab Strategic Trโ€”$2.52M95,0620.9%
J P Morgan Exchange Traded Fโ€”$2.35M46,4560.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.