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Eqis Capital Management

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

Top 5 stock holdings are DUHP, DFUS, DFIC, VTV, EZM, and represent 48.88% of Freedom Investment Management's stock portfolio.
Added to shares of these 10 stocks: BRK.A, FOCT, BAI, Blackrock Etf Trust, KVLE, DLS, EES, VTEI, BUG, CLOU.
Started 5 new stock positions in FOCT, Blackrock Etf Trust, BRK.A, BAI, DLS.
Reduced shares in these 10 stocks: SPY (-$62M), BIL (-$23M), IEFA (-$21M), AGG (-$18M), IJH (-$16M), NVDA (-$14M), SGOL (-$13M), GOOGL (-$12M), MSFT (-$12M), VONG (-$11M).
Sold out of its positions in ADMA, AES, ASX, ABT, ABBV, BCD, SIVR, SGOL, ADTN, ADBE.
Freedom Investment Management was a net seller of stock by $-923M.
Freedom Investment Management has $378M in assets under management (AUM), dropping by -69.79%.
Central Index Key (CIK): 0001566653

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Positions held by Eqis Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Freedom Investment Management

Freedom Investment Management holds 140 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
Dimensional Etf Trust Us High Profitab (DUHP)	14.6	$55M	-8%	1.5M	37.77	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	12.0	$45M	-6%	625k	72.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.6	$33M	-2%	993k	32.79	View chart
Vanguard Index Fds Value Etf (VTV)	8.3	$31M	-4%	168k	186.50	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	5.4	$21M	-4%	313k	65.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.0	$19M	-3%	603k	31.53	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	4.3	$16M	-6%	242k	67.55	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	3.4	$13M		363k	35.48	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	3.3	$12M	-3%	390k	31.89	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.7	$10M	-7%	316k	31.84	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	2.7	$10M	-9%	175k	57.25	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.5	$9.6M	-40%	103k	93.30	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.9	$3.6M	-44%	65k	55.33	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.9	$3.3M	-30%	74k	44.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.9	$3.2M		55k	58.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$3.2M	-2%	47k	68.46	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.8	$3.2M	-31%	117k	27.29	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$2.8M	-71%	10k	281.87	View chart
Apple (AAPL)	0.7	$2.8M	-79%	11k	254.63	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.7	$2.6M	-81%	25k	104.51	View chart
Kraneshares Trust Kraneshares Valu (KVLE)	0.6	$2.2M	+28%	80k	27.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.2M	-20%	3.5k	612.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$2.1M	-4%	55k	38.57	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$2.0M	-44%	32k	64.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$2.0M	-29%	43k	46.12	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$1.9M	-47%	63k	30.39	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$1.8M	-39%	37k	50.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.7M	-30%	22k	78.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M	NEW	2.00	754200.00	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.4	$1.5M	-41%	61k	24.67	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$1.5M	-82%	17k	89.65	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$1.4M	-83%	27k	53.87	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.4	$1.4M		14k	100.33	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$1.4M	-77%	12k	118.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.3M	-98%	1.9k	666.18	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.1M	-83%	8.1k	139.18	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$1.1M	-81%	4.6k	239.62	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.0M	-91%	8.6k	120.50	View chart
NVIDIA Corporation (NVDA)	0.3	$1.0M	-93%	5.6k	186.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.0M	-95%	12k	87.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$1.0M	-49%	19k	55.15	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$1.0M	-7%	14k	71.94	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$1.0M	-36%	6.5k	154.24	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$964k	-33%	9.7k	99.45	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$945k	-21%	27k	35.43	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$920k	-39%	18k	50.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$915k	-87%	29k	31.91	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$883k	-51%	10k	88.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$839k	-11%	11k	73.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$836k	-89%	1.2k	669.48	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$814k	-45%	8.6k	94.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$812k	-68%	1.7k	479.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$800k	-37%	3.1k	254.28	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.2	$775k	-36%	10k	75.35	View chart
Global X Fds Conscious Cos (KRMA)	0.2	$752k	-32%	17k	43.15	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$751k	-3%	24k	31.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$748k	NEW	16k	47.51	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$746k	-34%	2.5k	293.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$734k	-76%	12k	59.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$733k	-96%	7.5k	97.60	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.2	$727k	-23%	10k	72.11	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$654k	-81%	8.3k	78.37	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.2	$641k	-87%	7.7k	83.41	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$631k	-49%	18k	36.03	View chart
Microsoft Corporation (MSFT)	0.2	$626k	-94%	1.2k	518.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$592k	-88%	3.0k	194.49	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$567k	-58%	6.5k	87.21	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$567k	-67%	6.3k	89.62	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$555k	-33%	13k	44.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$554k	-67%	6.2k	89.34	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$526k	NEW	15k	34.16	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$522k	NEW	21k	25.31	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$517k	-58%	12k	42.13	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$516k	-61%	5.6k	91.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$493k	-74%	821.00	600.37	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$491k	-75%	11k	46.71	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$482k	-78%	9.4k	51.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$480k	-96%	2.0k	243.04	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$469k	-42%	6.2k	75.74	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$466k	-42%	11k	43.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$462k	-74%	1.9k	243.59	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$440k	NEW	5.5k	79.51	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$437k	-43%	11k	40.18	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$435k		12k	35.19	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$431k	-94%	8.4k	51.23	View chart
Oracle Corporation (ORCL)	0.1	$422k	-80%	1.5k	281.30	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$413k	-80%	15k	26.84	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$409k	-81%	7.6k	54.09	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$405k	-22%	6.6k	61.12	View chart
Global X Fds Cloud Computng (CLOU)	0.1	$398k		17k	23.26	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$393k	+41%	7.0k	55.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$386k	-61%	1.6k	242.00	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$383k	-98%	4.2k	92.21	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$377k	-77%	3.1k	120.73	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$377k	-88%	7.6k	49.46	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$370k	-40%	9.8k	37.86	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$369k	-49%	2.4k	155.89	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$366k	-41%	1.6k	233.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$360k	-77%	6.1k	59.20	View chart
Amazon (AMZN)	0.1	$358k	-95%	1.6k	219.60	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$355k	-87%	5.2k	68.13	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$354k	-55%	3.3k	106.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$352k	-72%	8.2k	42.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$349k	-76%	5.1k	67.82	View chart
Global X Fds E Commerce Etf (EBIZ)	0.1	$344k		9.8k	35.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$336k	-97%	5.1k	65.27	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$332k	-49%	12k	27.20	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$329k	-77%	13k	24.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$315k	-44%	4.2k	75.11	View chart
Meta Platforms Cl A (META)	0.1	$315k	-95%	429.00	734.40	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$312k	-49%	2.6k	119.92	View chart
Bondbloxx Etf Trust Bbb Rated 5 10 Y (BBBI)	0.1	$307k	-83%	5.9k	52.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$305k	-96%	1.2k	247.04	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.1	$300k	-82%	6.5k	46.26	View chart
Visa Com Cl A (V)	0.1	$300k	-88%	879.00	341.38	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.1	$297k	-82%	13k	23.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$285k	-38%	868.00	328.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$280k	-82%	5.2k	54.18	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$276k	-52%	3.8k	72.58	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$272k	-83%	5.7k	47.74	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$270k		2.7k	100.22	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$267k	-49%	7.6k	35.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$267k	-88%	6.0k	44.69	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$246k	-88%	1.8k	139.65	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$240k	-29%	7.5k	32.07	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$238k	-93%	4.9k	48.31	View chart
McKesson Corporation (MCK)	0.1	$237k	-29%	307.00	772.90	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$237k	-52%	4.1k	57.31	View chart
Booking Holdings (BKNG)	0.1	$228k	-83%	42.00	5429.36	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$227k	-96%	4.8k	46.97	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$225k	-59%	1.6k	141.50	View chart
Intuit (INTU)	0.1	$225k	-87%	329.00	683.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$223k	-56%	1.6k	142.45	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$222k	-83%	3.9k	56.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$221k	-88%	3.0k	72.78	View chart
Stryker Corporation (SYK)	0.1	$219k	-88%	592.00	369.41	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$217k	-77%	3.3k	65.92	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$216k	-34%	6.8k	31.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$210k	-82%	1.0k	206.57	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$204k	-79%	795.00	256.60	View chart

Past Filings by Freedom Investment Management

SEC 13F filings are viewable for Freedom Investment Management going back to 2012

Freedom Investment Management 2025 Q3 filed Nov. 14, 2025
Freedom Investment Management 2025 Q2 filed July 30, 2025
Freedom Investment Management 2025 Q1 filed May 14, 2025
Freedom Investment Management 2024 Q4 filed Feb. 13, 2025
Freedom Investment Management 2024 Q3 filed Nov. 13, 2024
Freedom Investment Management 2024 Q2 filed Aug. 13, 2024
Freedom Investment Management 2024 Q1 filed May 14, 2024
Freedom Investment Management 2023 Q3 filed Nov. 13, 2023
Eqis Capital Management 2023 Q2 filed Aug. 14, 2023
Eqis Capital Management 2023 Q1 filed May 15, 2023
Eqis Capital Management 2022 Q4 filed Feb. 14, 2023
Eqis Capital Management 2022 Q3 filed Oct. 24, 2022
Eqis Capital Management 2022 Q2 filed Aug. 8, 2022
Eqis Capital Management 2022 Q1 filed May 16, 2022
Eqis Capital Management 2021 Q4 filed Feb. 14, 2022
Eqis Capital Management 2021 Q3 filed Nov. 12, 2021

View all past filings

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