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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 47.62% of Freedom Investment Management's stock portfolio.
Added to shares of these 10 stocks: REET (+$12M), LNGX (+$7.5M), BOND, AGGY, BAB, GLDM, BDVL, DMXF, SPYV, SPY.
Started 5 new stock positions in LNGX, GLDM, BDVL, DMXF, REET.
Reduced shares in these 10 stocks: DUHP (-$7.1M), DFUS, DFEV, DFIC, AVDS, VTV, DFAE, DFSV, IVLU, EZM.
Sold out of its positions in AVEM, DYNF, THRO, QQQ, QQQM, IAU, IVW, IVE, IWP, QUAL. ORCL, GWX, XLY, XLC, VWO, VTI.
Freedom Investment Management was a net seller of stock by $-8.1M.
Freedom Investment Management has $337M in assets under management (AUM), dropping by -2.03%.
Central Index Key (CIK): 0001566653

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Portfolio Holdings for Freedom Investment Management

Freedom Investment Management holds 106 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
Dimensional Etf Trust Us High Profitab (DUHP)	12.9	$44M	-14%	1.2M	36.76	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	10.8	$36M	-11%	513k	70.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.2	$31M	-6%	873k	35.53	View chart
Vanguard Index Fds Value Etf (VTV)	8.8	$30M	-4%	152k	196.22	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	5.9	$20M	-2%	294k	67.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.2	$18M	-4%	515k	33.86	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	4.4	$15M	-9%	205k	71.85	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	3.8	$13M	-4%	326k	39.68	View chart
Ishares Tr Global Reit Etf (REET)	3.5	$12M	NEW	469k	25.15	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.0	$10M	-5%	288k	35.03	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	3.0	$10M	-3%	161k	62.30	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.8	$9.4M	+15%	102k	92.25	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.7	$9.2M	-26%	257k	35.80	View chart
Global X Fds Us Natural Gas (LNGX)	2.2	$7.5M	NEW	162k	46.68	View chart
Spdr Series Trust State Street Spd (SPYV)	1.2	$3.9M	+3%	70k	56.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$3.4M		54k	62.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$3.3M		46k	71.13	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.0	$3.2M	+14%	74k	43.45	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.9	$3.1M	+14%	116k	26.96	View chart
Spdr Series Trust State Street Spd (SPYG)	0.7	$2.5M		26k	97.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$2.3M	+6%	60k	38.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$2.2M		43k	52.78	View chart
Apple (AAPL)	0.7	$2.2M		8.8k	253.57	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$2.1M		32k	67.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.1M		3.5k	597.54	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$2.0M		63k	32.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.7M	-4%	21k	78.41	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$1.6M	+5%	17k	93.74	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$1.5M	+3%	31k	49.99	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.4	$1.5M		15k	99.94	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$1.4M	+4%	30k	45.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.2M	+13%	1.9k	650.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.1M		12k	90.53	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$1.0M		14k	72.08	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.3	$982k	-3%	40k	24.31	View chart
Spdr Series Trust State Street Spd (SLYV)	0.3	$970k		10k	94.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$890k	-3%	8.1k	109.70	View chart
Spdr Series Trust State Street Spd (SLYG)	0.3	$863k	+2%	8.9k	96.62	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.3	$856k	+4%	35k	24.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$819k	-4%	20k	40.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$817k		24k	33.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$789k	-4%	3.0k	261.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$787k	+2%	7.9k	99.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$751k		16k	47.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$735k	-17%	9.5k	77.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k		1.00	718140.00	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$663k		7.8k	85.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$653k	-20%	22k	29.13	View chart
Spdr Series Trust State Street Spd (MDYG)	0.2	$550k		5.7k	95.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$517k	-33%	8.1k	64.08	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$512k	-38%	3.9k	132.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$508k	-30%	1.2k	436.79	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$492k	-4%	14k	35.41	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$450k		13k	34.02	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$437k	-2%	5.4k	81.50	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$410k	-2%	16k	26.20	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$409k	-29%	8.3k	49.37	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$409k		9.0k	45.65	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$403k		2.4k	167.22	View chart
Kraneshares Trust Kraneshares Valu (KVLE)	0.1	$400k	-17%	16k	24.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$395k	+21%	5.9k	67.53	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$386k	-5%	6.7k	58.05	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$386k	-4%	3.2k	119.51	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$369k	-8%	4.1k	90.94	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$366k	+2%	1.6k	229.04	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$359k	-11%	6.7k	53.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$358k	-10%	7.1k	50.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$347k	-38%	531.00	653.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$332k	NEW	3.6k	92.70	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.1	$324k	-16%	4.4k	74.24	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$321k	-8%	7.8k	41.09	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$312k	-4%	5.5k	56.37	View chart
NVIDIA Corporation (NVDA)	0.1	$305k	-9%	1.8k	174.41	View chart
Bondbloxx Etf Trust Bbb Rated 5 10 Y (BBBI)	0.1	$304k		5.9k	51.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$298k	+4%	1.0k	287.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$297k	+2%	6.1k	48.46	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$296k	-19%	9.0k	32.95	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.1	$295k		6.5k	45.35	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$295k	+54%	926.00	318.07	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$290k	NEW	12k	24.65	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.1	$289k		13k	23.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$283k	-23%	1.1k	257.35	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$280k	+5%	8.1k	34.55	View chart
Microsoft Corporation (MSFT)	0.1	$274k	+18%	739.00	370.63	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$273k	-16%	4.1k	67.00	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$273k	-19%	3.9k	70.28	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$265k	-8%	5.9k	45.06	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$262k	-4%	7.5k	35.05	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$261k	-11%	3.5k	74.35	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$258k	-10%	5.7k	45.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$253k	+12%	7.7k	32.95	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$251k		5.7k	44.45	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$251k	-4%	3.2k	78.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$249k	-30%	5.2k	48.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$248k		1.7k	145.74	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$242k	+10%	2.9k	84.44	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$235k	-31%	1.5k	161.67	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$234k	NEW	3.1k	75.45	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$230k	-48%	5.0k	46.19	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$229k		4.9k	46.68	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$227k	+2%	4.4k	50.98	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$217k		3.9k	55.36	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$211k	-12%	4.5k	46.95	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$211k	-43%	1.4k	146.61	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$205k	-6%	2.9k	70.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$200k	-7%	835.00	239.99	View chart

Past Filings by Freedom Investment Management

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

Freedom Investment Management 2026 Q1 filed April 22, 2026
Freedom Investment Management 2025 Q4 filed Feb. 6, 2026
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

View all past filings

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