Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Byrne Financial Freedom

Latest statistics and disclosures from Byrne Financial Freedom's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, GOOG, ARKK, MSFT, PLTR, and represent 28.41% of Byrne Financial Freedom's stock portfolio.
Added to shares of these 10 stocks: SIVR (+$5.2M), META, SPDW, SNDA, MSFT, JSI, ARKF, FTSM, IVV, AMZN.
Started 12 new stock positions in IVV, IEMG, FTSM, SNDA, IJR, SIVR, CIEN, VZ, SPLB, SAP. TSM, SGOL.
Reduced shares in these 10 stocks: WCLD, PULS, INTU, JPST, FLQS, SPYG, PAVE, GOOG, TMO, AAPL.
Sold out of its positions in INTU, NKE, PYPL, ZROZ, SPTL, TSLA, EPI, WCLD.
Byrne Financial Freedom was a net buyer of stock by $1.5M.
Byrne Financial Freedom has $209M in assets under management (AUM), dropping by -4.11%.
Central Index Key (CIK): 0002063947

Tip: Access up to 7 years of quarterly data

Positions held by Byrne Financial Freedom consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Byrne Financial Freedom

Byrne Financial Freedom holds 103 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	8.9	$19M		90k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	8.4	$18M	-2%	61k	286.86	View chart
Ark Etf Tr Innovation Etf (ARKK)	3.8	$7.9M		116k	67.59	View chart
Microsoft Corporation (MSFT)	3.7	$7.7M	+10%	21k	370.17	View chart
Palantir Technologies Cl A (PLTR)	3.6	$7.5M		51k	146.28	View chart
Wal-Mart Stores (WMT)	3.6	$7.5M	-3%	60k	124.28	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	3.6	$7.4M	-4%	191k	38.98	View chart
Micron Technology (MU)	3.5	$7.4M	+4%	22k	337.84	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	3.5	$7.4M	+2%	128k	57.91	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	3.5	$7.2M		642k	11.23	View chart
Apple (AAPL)	3.1	$6.6M	-5%	26k	253.79	View chart
Invesco Exch Traded Fd Tr Ii Bloomberg Financ (FDIQ)	2.7	$5.7M		83k	68.47	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	2.6	$5.4M	+10%	141k	38.01	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	2.5	$5.2M	NEW	72k	71.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.4	$4.9M	-2%	21k	237.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$4.0M		6.9k	577.18	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.8	$3.8M	-27%	76k	49.50	View chart
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM)	1.8	$3.7M	+3%	106k	35.35	View chart
Meta Platforms Cl A (META)	1.7	$3.6M	+693%	6.4k	572.10	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.7	$3.5M	+17%	68k	51.55	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.6	$3.4M	+44%	74k	45.65	View chart
Global X Fds Artificial Etf (AIQ)	1.5	$3.2M		68k	46.67	View chart
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS)	1.5	$3.1M	-17%	72k	42.68	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.4	$3.0M	-14%	59k	50.81	View chart
NVIDIA Corporation (NVDA)	1.3	$2.8M	+3%	16k	174.40	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$2.7M	+3%	54k	50.37	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.0	$2.1M	-3%	38k	54.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.9M		2.9k	650.34	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$1.9M	-21%	19k	97.91	View chart
Amphenol Corp Cl A (APH)	0.9	$1.8M	-3%	14k	126.35	View chart
Cardinal Health (CAH)	0.9	$1.8M	+11%	8.6k	211.31	View chart
Invesco Exchange Traded Fd T Dorsey Wright He (PTH)	0.8	$1.7M	-5%	34k	49.00	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$1.4M		55k	26.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$1.4M		11k	132.90	View chart
Spdr Series Trust State Street Spd (XAR)	0.7	$1.4M		5.4k	253.98	View chart
Broadcom (AVGO)	0.6	$1.2M	-20%	4.0k	309.49	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$1.1M		7.6k	146.60	View chart
International Business Machines (IBM)	0.5	$1.1M	+15%	4.5k	242.38	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.5	$969k	-6%	8.9k	108.98	View chart
Dell Technologies CL C (DELL)	0.5	$951k	+20%	5.8k	164.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$941k		19k	49.37	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$934k	-19%	12k	75.49	View chart
Johnson & Johnson (JNJ)	0.4	$927k	+6%	3.8k	244.43	View chart
JPMorgan Chase & Co. (JPM)	0.4	$921k	-11%	3.1k	294.20	View chart
Capital Sr Living Corp (SNDA)	0.4	$883k	NEW	27k	32.25	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$868k	-6%	7.8k	110.78	View chart
Exxon Mobil Corporation (XOM)	0.4	$787k		4.6k	169.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$701k	-13%	7.2k	96.71	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$640k	-60%	13k	50.61	View chart
Home Depot (HD)	0.3	$637k	-34%	1.9k	328.82	View chart
Fortinet (FTNT)	0.3	$635k	+19%	7.8k	81.72	View chart
Qualcomm (QCOM)	0.3	$629k	+21%	4.9k	128.79	View chart
Caterpillar (CAT)	0.3	$616k		870.00	708.46	View chart
Ge Aerospace Com New (GE)	0.3	$578k	-20%	2.0k	283.82	View chart
Oracle Corporation (ORCL)	0.3	$554k	-23%	3.8k	147.13	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$494k	-3%	6.0k	81.98	View chart
Amgen (AMGN)	0.2	$488k	-8%	1.4k	351.84	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$487k		3.3k	147.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$482k	+26%	5.3k	90.53	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$479k	NEW	8.0k	59.78	View chart
Cisco Systems (CSCO)	0.2	$477k		6.2k	77.59	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$463k		3.6k	127.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$463k		1.6k	287.62	View chart
Ge Vernova (GEV)	0.2	$447k		512.00	872.90	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$443k	-4%	2.8k	158.56	View chart
Raytheon Technologies Corp (RTX)	0.2	$436k		2.3k	192.90	View chart
Lowe's Companies (LOW)	0.2	$435k		1.8k	236.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$411k	NEW	629.00	652.94	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$397k		10k	39.48	View chart
Wells Fargo & Company (WFC)	0.2	$394k	-4%	4.9k	79.62	View chart
Uber Technologies (UBER)	0.2	$380k	-4%	5.3k	71.93	View chart
Quanta Services (PWR)	0.2	$374k		681.00	548.65	View chart
Boeing Company (BA)	0.2	$367k		1.8k	198.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$358k		1.7k	215.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$355k		6.3k	56.79	View chart
Adobe Systems Incorporated (ADBE)	0.2	$347k	-16%	1.4k	243.08	View chart
Spdr Series Trust State Street Spd (XHB)	0.2	$342k		3.5k	98.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$341k		5.0k	67.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$337k	+44%	3.9k	86.68	View chart
Bank of America Corporation (BAC)	0.2	$337k		6.9k	48.75	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$335k	-3%	2.1k	161.73	View chart
TJX Companies (TJX)	0.2	$329k		2.1k	159.67	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$311k		6.0k	52.19	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$295k	NEW	6.6k	44.62	View chart
Starbucks Corporation (SBUX)	0.1	$292k		3.3k	89.58	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$289k		5.1k	56.58	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$285k	+34%	4.5k	62.67	View chart
Abbvie (ABBV)	0.1	$284k	-3%	1.3k	217.56	View chart
Pepsi (PEP)	0.1	$269k	+2%	1.7k	155.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$266k		619.00	430.29	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$258k	NEW	3.7k	69.76	View chart
Costco Wholesale Corporation (COST)	0.1	$248k	-34%	249.00	997.69	View chart
Thermo Fisher Scientific (TMO)	0.1	$244k	-66%	497.00	491.57	View chart
Sap Se Spon Adr (SAP)	0.1	$243k	NEW	1.4k	171.21	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$239k	NEW	11k	22.22	View chart
Unity Software (U)	0.1	$237k		11k	21.94	View chart
Verizon Communications (VZ)	0.1	$231k	NEW	4.6k	50.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$221k	-3%	4.4k	50.48	View chart
Palo Alto Networks (PANW)	0.1	$213k		1.3k	160.32	View chart
Metropcs Communications (TMUS)	0.1	$212k		1.0k	210.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$205k	NEW	1.7k	124.29	View chart
Ciena Corp Com New (CIEN)	0.1	$204k	NEW	525.00	388.23	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$203k	NEW	600.00	337.95	View chart

Past Filings by Byrne Financial Freedom

SEC 13F filings are viewable for Byrne Financial Freedom going back to 2025

Byrne Financial Freedom 2026 Q1 filed April 27, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z