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, ARKK, PLTR, and represent 31.84% of Byrne Financial Freedom's stock portfolio.
- Added to shares of these 10 stocks: DIEM, RECS, SPDW, AIQ, GOOG, COST, KBWR, SMLF, IUS, AIRR.
- Started 10 new stock positions in CIBR, DIEM, SBUX, SPTL, AMGN, SMLF, SBND, AIRR, IJR, ZROZ.
- Reduced shares in these 10 stocks: FLQM, ARKK, FLQS, PTH, VFLO, MOAT, AAPL, PLTR, QQQM, EEM.
- Sold out of its positions in AXON, BMRN, PFD, PFO, IHI, LLY, LMT, PGR, CRM, TSM. TXN, VTI.
- Byrne Financial Freedom was a net seller of stock by $-20M.
- Byrne Financial Freedom has $201M in assets under management (AUM), dropping by 0.44%.
- Central Index Key (CIK): 0002063947
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Portfolio Holdings for Byrne Financial Freedom
Byrne Financial Freedom holds 98 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 9.6 | $19M | 88k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 8.0 | $16M | +10% | 66k | 243.55 |
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| Microsoft Corporation (MSFT) | 4.9 | $9.9M | 19k | 517.94 |
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| Ark Etf Tr Innovation Etf (ARKK) | 4.9 | $9.8M | -29% | 114k | 86.30 |
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| Palantir Technologies Cl A (PLTR) | 4.5 | $9.0M | -18% | 50k | 182.42 |
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| Ark Etf Tr Fintech Innova (ARKF) | 3.8 | $7.7M | -7% | 135k | 56.80 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 3.7 | $7.4M | -5% | 649k | 11.39 |
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| Apple (AAPL) | 3.5 | $7.0M | -23% | 28k | 254.63 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 3.5 | $7.0M | +20% | 126k | 55.21 |
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| Wal-Mart Stores (WMT) | 3.2 | $6.4M | 62k | 103.06 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 3.0 | $5.9M | +99% | 147k | 40.35 |
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| Costco Wholesale Corporation (COST) | 2.9 | $5.7M | +27% | 6.2k | 925.70 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.6 | $5.3M | -27% | 21k | 247.12 |
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| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 2.5 | $5.1M | +31% | 84k | 60.69 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $4.1M | -13% | 6.9k | 600.33 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 1.9 | $3.9M | +16% | 111k | 35.17 |
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| Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) | 1.9 | $3.9M | -48% | 89k | 43.95 |
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| Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM) | 1.6 | $3.2M | NEW | 101k | 32.13 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 1.6 | $3.2M | +12% | 66k | 47.63 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.6 | $3.1M | +16% | 63k | 49.83 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.5 | $3.0M | -2% | 28k | 104.51 |
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| Global X Fds Artificial Etf (AIQ) | 1.3 | $2.6M | +221% | 53k | 49.39 |
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| NVIDIA Corporation (NVDA) | 1.2 | $2.4M | -10% | 13k | 186.57 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 1.2 | $2.3M | -64% | 42k | 56.45 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.1 | $2.2M | +450% | 52k | 42.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.0M | -14% | 3.0k | 666.20 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $2.0M | +17% | 25k | 78.37 |
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| Amphenol Corp Cl A (APH) | 1.0 | $1.9M | -10% | 16k | 123.75 |
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| Invesco Exchange Traded Fd T Dorsey Wright He (PTH) | 0.8 | $1.5M | -70% | 35k | 44.08 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $1.5M | -13% | 5.3k | 281.86 |
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| Broadcom (AVGO) | 0.7 | $1.5M | +89% | 4.4k | 329.93 |
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| Franklin Templeton Etf Tr High Yield Corp (FLHY) | 0.7 | $1.4M | +117% | 58k | 24.53 |
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| Intuit (INTU) | 0.7 | $1.4M | 2.0k | 682.91 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.6 | $1.3M | -12% | 5.4k | 234.96 |
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| Home Depot (HD) | 0.6 | $1.2M | 2.9k | 405.18 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.6 | $1.2M | NEW | 16k | 74.35 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $1.2M | -47% | 4.8k | 239.66 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $1.1M | -18% | 8.1k | 139.17 |
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| International Business Machines (IBM) | 0.5 | $1.1M | -3% | 3.9k | 282.18 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $1.1M | -4% | 20k | 53.87 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.1M | -20% | 3.3k | 315.45 |
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| Ishares Tr Expanded Tech (IGV) | 0.5 | $1.0M | +44% | 9.1k | 115.01 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $997k | -72% | 10k | 99.11 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.4 | $829k | NEW | 8.6k | 96.68 |
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| Paypal Holdings (PYPL) | 0.4 | $817k | -5% | 12k | 67.06 |
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| Ge Aerospace Com New (GE) | 0.4 | $769k | +6% | 2.6k | 300.83 |
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| Oracle Corporation (ORCL) | 0.4 | $758k | -31% | 2.7k | 281.25 |
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| Dell Technologies CL C (DELL) | 0.4 | $726k | +21% | 5.1k | 141.77 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $677k | 1.4k | 485.00 |
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| Johnson & Johnson (JNJ) | 0.3 | $632k | 3.4k | 185.41 |
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| Uber Technologies (UBER) | 0.3 | $613k | +43% | 6.3k | 97.97 |
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| Meta Platforms Cl A (META) | 0.3 | $584k | -3% | 795.00 | 734.32 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $521k | -17% | 10k | 50.73 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $506k | -3% | 4.5k | 112.75 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $495k | 1.4k | 352.75 |
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| Fortinet (FTNT) | 0.2 | $486k | -36% | 5.8k | 84.09 |
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| Lowe's Companies (LOW) | 0.2 | $462k | 1.8k | 251.31 |
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| Unity Software (U) | 0.2 | $444k | -61% | 11k | 40.04 |
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| Wells Fargo & Company (WFC) | 0.2 | $433k | 5.2k | 83.83 |
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| Qualcomm (QCOM) | 0.2 | $415k | -63% | 2.5k | 166.34 |
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| Boeing Company (BA) | 0.2 | $411k | -9% | 1.9k | 215.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $401k | -15% | 1.6k | 243.14 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $396k | -46% | 3.1k | 128.04 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $395k | -6% | 2.4k | 167.36 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.2 | $390k | -32% | 8.8k | 44.20 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $386k | -88% | 10k | 37.50 |
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| Spdr Series Trust S&p Homebuild (XHB) | 0.2 | $384k | 3.5k | 110.81 |
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| Bank of America Corporation (BAC) | 0.2 | $367k | 7.1k | 51.59 |
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| Cisco Systems (CSCO) | 0.2 | $362k | -15% | 5.3k | 68.42 |
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| Amgen (AMGN) | 0.2 | $359k | NEW | 1.3k | 282.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $359k | 1.7k | 215.81 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $329k | -8% | 2.1k | 154.22 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $329k | 5.0k | 65.26 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.2 | $325k | -22% | 3.2k | 100.20 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $321k | -85% | 6.0k | 53.40 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $311k | 6.0k | 52.28 |
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| Abbvie (ABBV) | 0.2 | $310k | -32% | 1.3k | 231.62 |
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| Ge Vernova (GEV) | 0.1 | $300k | -9% | 487.00 | 614.90 |
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| TJX Companies (TJX) | 0.1 | $298k | 2.1k | 144.52 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $282k | 5.1k | 55.33 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $278k | NEW | 4.1k | 67.96 |
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| Palo Alto Networks (PANW) | 0.1 | $271k | -67% | 1.3k | 203.62 |
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| Starbucks Corporation (SBUX) | 0.1 | $257k | NEW | 3.0k | 84.59 |
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| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.1 | $254k | NEW | 9.4k | 26.95 |
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| Tesla Motors (TSLA) | 0.1 | $249k | -51% | 559.00 | 444.72 |
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| Metropcs Communications (TMUS) | 0.1 | $243k | -2% | 1.0k | 239.48 |
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| Pepsi (PEP) | 0.1 | $238k | 1.7k | 140.41 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $234k | NEW | 3.1k | 76.01 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $222k | -76% | 4.6k | 48.30 |
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| Southern Company (SO) | 0.1 | $219k | -7% | 2.3k | 94.76 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $212k | NEW | 1.8k | 118.84 |
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| Nuveen Massachusetts Pre Income Mun (NMT) | 0.1 | $211k | 18k | 11.65 |
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| Columbia Etf Tr I Short Duration (SBND) | 0.1 | $209k | NEW | 11k | 18.98 |
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| Nike CL B (NKE) | 0.1 | $207k | -2% | 3.0k | 69.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $206k | -32% | 580.00 | 355.47 |
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| Verizon Communications (VZ) | 0.1 | $201k | -4% | 4.6k | 43.95 |
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| Arbor Realty Trust (ABR) | 0.1 | $192k | 16k | 12.21 |
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| Aurora Innovation Class A Com (AUR) | 0.0 | $76k | 14k | 5.39 |
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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 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