Byrne Financial Freedom
Latest statistics and disclosures from Byrne Financial Freedom's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GOOG, MSFT, PLTR, ARKK, and represent 30.87% of Byrne Financial Freedom's stock portfolio.
- Added to shares of these 10 stocks: MU (+$6.0M), JSI, JAAA, RECS, PULS, CAH, PYLD, JPST, XLK, AIQ.
- Started 10 new stock positions in TLT, JAAA, IEFA, CAT, JSI, PYLD, PWR, FTXL, CAH, MU.
- Reduced shares in these 10 stocks: COST (-$5.0M), XLP, FLHY, IGV, GOOG, PYPL, SPYG, ARKF, SO, IJR.
- Sold out of its positions in ABR, AUR, SBND, FLHY, IGV, IJR, NMT, SO, VZ.
- Byrne Financial Freedom was a net buyer of stock by $14M.
- Byrne Financial Freedom has $218M in assets under management (AUM), dropping by 8.46%.
- Central Index Key (CIK): 0002063947
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Portfolio Holdings for Byrne Financial Freedom
Byrne Financial Freedom holds 99 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 9.3 | $20M | 88k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 9.1 | $20M | -3% | 63k | 313.80 |
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| Microsoft Corporation (MSFT) | 4.2 | $9.1M | 19k | 483.61 |
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| Palantir Technologies Cl A (PLTR) | 4.2 | $9.0M | +2% | 51k | 177.75 |
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| Ark Etf Tr Innovation Etf (ARKK) | 4.1 | $9.0M | +3% | 117k | 76.92 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 3.7 | $8.1M | +35% | 199k | 40.84 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 3.5 | $7.5M | 649k | 11.63 |
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| Apple (AAPL) | 3.4 | $7.5M | 28k | 271.86 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 3.3 | $7.2M | 125k | 57.16 |
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| Wal-Mart Stores (WMT) | 3.2 | $6.9M | 62k | 111.41 |
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| Ark Etf Tr Blockchain & Fin (ARKF) | 2.8 | $6.1M | -5% | 128k | 47.63 |
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| Micron Technology (MU) | 2.8 | $6.0M | NEW | 21k | 285.40 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.5 | $5.4M | 21k | 252.92 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.4 | $5.2M | +67% | 105k | 49.59 |
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| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 2.3 | $5.1M | 83k | 61.84 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $4.2M | 6.8k | 614.32 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 1.9 | $4.2M | +7% | 119k | 35.01 |
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| Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) | 1.7 | $3.8M | 87k | 43.19 |
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| Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM) | 1.6 | $3.4M | 102k | 33.61 |
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| Global X Fds Artificial Etf (AIQ) | 1.6 | $3.4M | +26% | 67k | 50.86 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 1.5 | $3.3M | +4% | 69k | 47.79 |
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| Janus Detroit Str Tr Henderson Securi (JSI) | 1.4 | $3.0M | NEW | 58k | 52.06 |
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| NVIDIA Corporation (NVDA) | 1.3 | $2.8M | +17% | 15k | 186.50 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.2 | $2.6M | NEW | 52k | 50.58 |
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| Spdr Series Trust State Street Spd (SPYG) | 1.2 | $2.6M | -13% | 24k | 106.70 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.1 | $2.3M | 52k | 44.41 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 1.0 | $2.2M | -6% | 39k | 56.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.0M | 3.0k | 681.81 |
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| Amphenol Corp Cl A (APH) | 0.9 | $2.0M | -4% | 15k | 135.14 |
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| Invesco Exchange Traded Fd T Dorsey Wright He (PTH) | 0.8 | $1.8M | +2% | 36k | 49.70 |
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| Broadcom (AVGO) | 0.8 | $1.7M | +12% | 5.0k | 346.10 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $1.6M | +214% | 32k | 50.59 |
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| Cardinal Health (CAH) | 0.7 | $1.6M | NEW | 7.7k | 205.50 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $1.5M | +99% | 11k | 143.97 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.7 | $1.5M | NEW | 56k | 26.68 |
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| Intuit (INTU) | 0.6 | $1.3M | 2.0k | 662.42 |
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| Spdr Series Trust State Street Spd (XAR) | 0.6 | $1.3M | 5.4k | 241.24 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $1.2M | -3% | 7.8k | 154.80 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.5 | $1.1M | -2% | 15k | 74.88 |
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| International Business Machines (IBM) | 0.5 | $1.1M | 3.9k | 296.22 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.1M | +6% | 3.6k | 322.21 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.5 | $1.1M | +97% | 9.5k | 119.41 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $1.0M | -3% | 19k | 54.77 |
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| Home Depot (HD) | 0.5 | $1.0M | 3.0k | 344.12 |
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| Oracle Corporation (ORCL) | 0.4 | $963k | +83% | 4.9k | 194.91 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $872k | +7% | 1.5k | 579.45 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $862k | -17% | 8.3k | 103.56 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.4 | $821k | -2% | 8.3k | 98.32 |
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| Ge Aerospace Com New (GE) | 0.4 | $790k | 2.6k | 308.06 |
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| Johnson & Johnson (JNJ) | 0.3 | $735k | +4% | 3.5k | 206.98 |
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| Qualcomm (QCOM) | 0.3 | $686k | +60% | 4.0k | 171.04 |
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| Dell Technologies CL C (DELL) | 0.3 | $608k | -5% | 4.8k | 125.87 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $597k | +21% | 1.7k | 349.99 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $567k | +5% | 4.7k | 120.34 |
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| Meta Platforms Cl A (META) | 0.2 | $529k | 801.00 | 660.14 |
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| Fortinet (FTNT) | 0.2 | $515k | +12% | 6.5k | 79.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $501k | -3% | 1.6k | 313.06 |
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| Amgen (AMGN) | 0.2 | $497k | +19% | 1.5k | 327.28 |
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| Caterpillar (CAT) | 0.2 | $496k | NEW | 865.00 | 572.87 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $485k | -74% | 6.2k | 77.68 |
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| Wells Fargo & Company (WFC) | 0.2 | $481k | 5.2k | 93.21 |
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| Cisco Systems (CSCO) | 0.2 | $479k | +17% | 6.2k | 77.02 |
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| Unity Software (U) | 0.2 | $477k | -2% | 11k | 44.17 |
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| Spdr Series Trust State Street Spd (XBI) | 0.2 | $451k | +14% | 3.7k | 121.93 |
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| Uber Technologies (UBER) | 0.2 | $451k | -11% | 5.5k | 81.71 |
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| Lowe's Companies (LOW) | 0.2 | $444k | 1.8k | 241.16 |
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| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.2 | $428k | NEW | 3.3k | 129.53 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $421k | -5% | 2.9k | 144.14 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $409k | -5% | 2.2k | 183.40 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $400k | 10k | 39.38 |
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| Boeing Company (BA) | 0.2 | $400k | -3% | 1.8k | 217.07 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.2 | $394k | -3% | 8.5k | 46.29 |
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| Bank of America Corporation (BAC) | 0.2 | $386k | 7.0k | 55.00 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $376k | NEW | 4.2k | 89.46 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $366k | 1.7k | 219.76 |
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| Spdr Series Trust State Street Spd (XHB) | 0.2 | $356k | 3.5k | 102.97 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $342k | +4% | 6.2k | 54.71 |
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| Ge Vernova (GEV) | 0.2 | $335k | +5% | 512.00 | 653.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $333k | 5.0k | 66.00 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $331k | 2.1k | 155.09 |
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| Costco Wholesale Corporation (COST) | 0.2 | $327k | -93% | 379.00 | 862.95 |
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| TJX Companies (TJX) | 0.1 | $317k | 2.1k | 153.59 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $312k | 6.0k | 52.41 |
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| Abbvie (ABBV) | 0.1 | $309k | 1.4k | 228.56 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $290k | 5.1k | 56.81 |
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| Quanta Services (PWR) | 0.1 | $287k | NEW | 681.00 | 421.76 |
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| Starbucks Corporation (SBUX) | 0.1 | $278k | +8% | 3.3k | 84.20 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.1 | $271k | +8% | 10k | 26.47 |
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| Tesla Motors (TSLA) | 0.1 | $251k | 559.00 | 449.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $245k | +6% | 619.00 | 396.31 |
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| Palo Alto Networks (PANW) | 0.1 | $245k | 1.3k | 184.20 |
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| Pepsi (PEP) | 0.1 | $243k | 1.7k | 143.49 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $242k | +10% | 3.4k | 71.44 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $235k | NEW | 2.7k | 87.16 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $222k | 4.6k | 48.72 |
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| Paypal Holdings (PYPL) | 0.1 | $207k | -70% | 3.5k | 58.37 |
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| Metropcs Communications (TMUS) | 0.1 | $204k | 1.0k | 202.95 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $204k | -22% | 3.2k | 64.26 |
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| Nike CL B (NKE) | 0.1 | $202k | +6% | 3.2k | 63.70 |
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Past Filings by Byrne Financial Freedom
SEC 13F filings are viewable for Byrne Financial Freedom going back to 2025
- Byrne Financial Freedom 2025 Q4 filed Feb. 4, 2026
- Byrne Financial Freedom 2025 Q3 filed Nov. 14, 2025
- Byrne Financial Freedom 2025 Q2 filed Aug. 14, 2025
- Byrne Financial Freedom 2024 Q4 filed April 29, 2025
- Byrne Financial Freedom 2025 Q1 filed April 29, 2025