Byrne Financial Freedom
Latest statistics and disclosures from Byrne Financial Freedom's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MU, GOOG, AMZN, ARKK, RECS, and represent 33.53% of Byrne Financial Freedom's stock portfolio.
- Added to shares of these 10 stocks: BRIE (+$6.5M), META, SOXX, SMLF, VIS, ARKF, SPYM, GEV, PULS, MSFT.
- Started 21 new stock positions in SPYM, SOXX, TER, XCEM, VUG, AMD, INTU, STX, NOW, IMCB. VIS, VTI, MRCY, ITA, BRIE, VTV, IHI, LRCX, RBIL, VOX, TSLA.
- Reduced shares in these 10 stocks: DIEM, SPDW, FLQS, DELL, FLQM, JAAA, APH, GOOG, , JSI.
- Sold out of its positions in ADBE, COST, TMUS, TMO, VZ.
- Byrne Financial Freedom was a net buyer of stock by $5.6M.
- Byrne Financial Freedom has $256M in assets under management (AUM), dropping by 22.57%.
- Central Index Key (CIK): 0002063947
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Portfolio Holdings for Byrne Financial Freedom
Byrne Financial Freedom holds 119 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Micron Technology (MU) | 9.9 | $25M | 22k | 1154.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $21M | 60k | 353.33 |
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| Amazon (AMZN) | 8.3 | $21M | 89k | 238.34 |
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| Ark Etf Tr Innovation Etf (ARKK) | 3.8 | $9.8M | +4% | 121k | 80.82 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 3.3 | $8.3M | 192k | 43.28 |
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| Microsoft Corporation (MSFT) | 3.2 | $8.2M | +5% | 22k | 373.02 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 3.2 | $8.2M | -2% | 125k | 65.58 |
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| Apple (AAPL) | 2.9 | $7.5M | 26k | 289.36 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 2.9 | $7.4M | -2% | 628k | 11.74 |
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| Wal-Mart Stores (WMT) | 2.6 | $6.8M | 60k | 113.26 |
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| Mfs Active Exchange Traded F Blend Intl Etf (BRIE) | 2.5 | $6.5M | NEW | 215k | 30.32 |
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| Palantir Technologies Cl A (PLTR) | 2.5 | $6.3M | +4% | 54k | 116.67 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.4 | $6.2M | 21k | 302.97 |
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| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 2.4 | $6.2M | +10% | 157k | 39.46 |
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| Invesco Exch Traded Fd Tr Ii Bloom Data Etf (FDIQ) | 2.0 | $5.2M | 82k | 63.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $5.0M | 6.9k | 736.40 |
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| Meta Platforms Cl A (META) | 2.0 | $5.0M | +39% | 8.9k | 563.27 |
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| Global X Fds Artificial Etf (AIQ) | 1.7 | $4.5M | 68k | 65.61 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.7 | $4.3M | +5% | 76k | 56.22 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.6 | $4.2M | +11% | 85k | 49.55 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 1.4 | $3.5M | 59k | 58.92 |
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| NVIDIA Corporation (NVDA) | 1.3 | $3.2M | 16k | 200.09 |
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| Janus Detroit Str Tr Hend Secu In Etf (JSI) | 1.2 | $3.2M | -8% | 62k | 51.21 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $2.3M | +6% | 3.1k | 746.65 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.9 | $2.3M | 19k | 118.99 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.9 | $2.3M | +106% | 26k | 89.14 |
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| Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) | 0.9 | $2.2M | -37% | 45k | 48.80 |
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| Cardinal Health (CAH) | 0.8 | $2.1M | +3% | 8.9k | 237.57 |
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| Amphenol Corp Cl A (APH) | 0.8 | $2.1M | -16% | 12k | 176.32 |
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| Invesco Exchange Traded Fd T Dors Wr Heal Etf (PTH) | 0.8 | $2.0M | -2% | 33k | 59.76 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.8 | $2.0M | -27% | 39k | 50.49 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.8 | $2.0M | -3% | 10k | 190.52 |
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| Broadcom (AVGO) | 0.6 | $1.6M | +10% | 4.4k | 377.79 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.6 | $1.5M | +2% | 57k | 26.52 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 0.6 | $1.5M | 5.3k | 283.79 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.6 | $1.4M | -34% | 25k | 57.88 |
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| Dell Technologies CL C (DELL) | 0.5 | $1.3M | -46% | 3.1k | 431.46 |
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| International Business Machines (IBM) | 0.5 | $1.3M | +3% | 4.6k | 281.20 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $1.2M | NEW | 1.9k | 640.82 |
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| Fortinet (FTNT) | 0.5 | $1.2M | -2% | 7.5k | 153.63 |
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| Caterpillar (CAT) | 0.4 | $1.1M | +18% | 1.0k | 1064.90 |
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| Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM) | 0.4 | $1.1M | -76% | 25k | 43.40 |
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| Ge Vernova (GEV) | 0.4 | $1.1M | +77% | 908.00 | 1174.86 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.4 | $1.0M | 8.8k | 117.28 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $1.0M | 19k | 53.61 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.4 | $1.0M | -3% | 7.6k | 133.25 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.0M | 3.1k | 327.34 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.4 | $1.0M | -16% | 6.4k | 158.65 |
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| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.4 | $945k | 3.3k | 284.95 |
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| Qualcomm (QCOM) | 0.4 | $944k | +4% | 5.1k | 184.78 |
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| Capital Sr Living Corp (SNDA) | 0.4 | $918k | -17% | 23k | 40.80 |
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| Johnson & Johnson (JNJ) | 0.3 | $871k | -9% | 3.4k | 253.95 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.3 | $822k | +101% | 9.1k | 89.85 |
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| Ge Aerospace Com New (GE) | 0.3 | $810k | +6% | 2.2k | 373.81 |
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| Oracle Corporation (ORCL) | 0.3 | $786k | +42% | 5.4k | 146.55 |
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| Vanguard World Industrial Etf (VIS) | 0.3 | $721k | NEW | 2.0k | 360.43 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $715k | -5% | 6.9k | 103.96 |
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| Home Depot (HD) | 0.3 | $673k | 1.9k | 352.68 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $624k | 4.6k | 136.73 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $622k | -2% | 12k | 50.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $608k | +28% | 811.00 | 749.34 |
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| Cisco Systems (CSCO) | 0.2 | $570k | -21% | 4.9k | 117.45 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $559k | NEW | 6.4k | 87.88 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.2 | $558k | -2% | 3.5k | 158.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $543k | -5% | 1.5k | 357.45 |
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| Amgen (AMGN) | 0.2 | $527k | +4% | 1.5k | 362.22 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $482k | -3% | 5.8k | 83.06 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.2 | $451k | 9.9k | 45.75 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $448k | -88% | 8.9k | 50.39 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $447k | -7% | 2.6k | 173.55 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $430k | -10% | 7.2k | 59.73 |
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| Palo Alto Networks (PANW) | 0.2 | $429k | -5% | 1.3k | 341.02 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $426k | -17% | 4.4k | 96.59 |
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| Boeing Company (BA) | 0.2 | $425k | +6% | 2.0k | 216.42 |
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| Quanta Services (PWR) | 0.2 | $425k | -13% | 590.00 | 719.51 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $424k | +7% | 1.8k | 236.57 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $407k | -4% | 5.9k | 68.41 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $406k | +5% | 2.2k | 185.27 |
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| Lowe's Companies (LOW) | 0.2 | $405k | 1.8k | 220.49 |
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| Wells Fargo & Company (WFC) | 0.2 | $405k | 4.9k | 82.63 |
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| Spdr Series Trust St Str Sp Home (XHB) | 0.2 | $400k | 3.5k | 115.57 |
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| Sap Se Spon Adr (SAP) | 0.2 | $395k | +80% | 2.6k | 154.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $389k | 5.0k | 77.11 |
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| Bank of America Corporation (BAC) | 0.2 | $386k | 6.8k | 56.98 |
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| Uber Technologies (UBER) | 0.1 | $378k | 5.2k | 72.17 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $372k | +10% | 4.3k | 86.42 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $368k | NEW | 7.5k | 49.41 |
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| RBB Fm Ultrashort Tr (RBIL) | 0.1 | $359k | NEW | 7.2k | 49.89 |
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| Unity Software (U) | 0.1 | $351k | +13% | 12k | 28.58 |
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| Abbvie (ABBV) | 0.1 | $334k | 1.3k | 251.72 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $332k | NEW | 1.4k | 242.47 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $326k | +5% | 5.4k | 60.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $326k | NEW | 3.8k | 86.14 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $323k | NEW | 3.3k | 96.55 |
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| Advanced Micro Devices (AMD) | 0.1 | $321k | NEW | 553.00 | 580.91 |
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| Ciena Corp Com New (CIEN) | 0.1 | $321k | +24% | 654.00 | 490.56 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $319k | +2% | 6.1k | 52.60 |
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| TJX Companies (TJX) | 0.1 | $313k | 2.1k | 151.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $310k | -27% | 1.6k | 189.71 |
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| Starbucks Corporation (SBUX) | 0.1 | $308k | -7% | 3.0k | 102.20 |
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| Intuit (INTU) | 0.1 | $294k | NEW | 1.1k | 261.00 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $290k | -5% | 3.5k | 82.84 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $273k | NEW | 630.00 | 433.33 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $271k | -5% | 568.00 | 477.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $260k | +14% | 707.00 | 368.38 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $260k | 4.4k | 59.51 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $246k | -2% | 6.4k | 38.23 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $245k | NEW | 1.1k | 217.86 |
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| Spdr Series Trust St Long Bd Etf (SPLB) | 0.1 | $242k | 11k | 22.40 |
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| Pepsi (PEP) | 0.1 | $232k | 1.7k | 135.43 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $229k | NEW | 1.2k | 183.99 |
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| Tesla Motors (TSLA) | 0.1 | $223k | NEW | 529.00 | 420.60 |
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| Teradyne (TER) | 0.1 | $220k | NEW | 455.00 | 483.84 |
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| Mercury Computer Systems (MRCY) | 0.1 | $217k | NEW | 1.8k | 122.33 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $212k | NEW | 4.0k | 52.88 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $209k | NEW | 217.00 | 965.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $208k | NEW | 561.00 | 370.04 |
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| Servicenow (NOW) | 0.1 | $203k | NEW | 2.0k | 99.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $201k | -17% | 1.4k | 148.34 |
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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 2026 Q2 filed July 30, 2026
- 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