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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 48.27% of Freedom Investment Management's stock portfolio.
Added to shares of these 10 stocks: PNOV, VUG, SFLR, AVDS, SPHQ, BIL, ACWV, UMMA, QQQ, NOCT.
Started 13 new stock positions in GWX, BIL, SPHQ, AVEM, FLRN, ACWX, QQQ, IVW, GSY, AMZN. VWO, DYNF, UMMA.
Reduced shares in these 10 stocks: DUHP, DFUS, DFAE, AVSC, DFEV, EZM, DFSV, IVLU, REET, LNGX.
Sold out of its positions in BBBI, FENY, PICB, IWS, IGIB, EFV, IEUR, IAGG, BBCB, PYLD. XLV, VNQI, VGLT.
Freedom Investment Management was a net seller of stock by $-13M.
Freedom Investment Management has $359M in assets under management (AUM), dropping by 6.59%.
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 106 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
Dimensional Etf Trust Us High Prof Etf (DUHP)	13.1	$47M	-5%	1.1M	41.72	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	11.1	$40M	-5%	487k	81.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.1	$33M		875k	37.26	View chart
Vanguard Index Fds Value Etf (VTV)	9.0	$33M		149k	217.96	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	6.0	$22M	-3%	284k	75.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.4	$19M	-7%	478k	40.21	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	4.4	$16M	+2%	210k	75.26	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	3.6	$13M	-4%	311k	41.82	View chart
Ishares Tr Global Reit Etf (REET)	3.4	$12M	-4%	447k	27.62	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	2.9	$11M	-10%	144k	73.34	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	2.9	$11M	-6%	270k	38.78	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.7	$9.7M	-11%	228k	42.67	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.6	$9.5M		103k	92.21	View chart
Global X Fds Us Natural Gas (LNGX)	1.6	$5.9M	-9%	147k	40.21	View chart
Spdr Series Trust St Str P500val (SPYV)	1.1	$3.9M	-7%	64k	60.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$3.7M		54k	69.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$3.7M		45k	82.34	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.9	$3.2M		75k	43.48	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.9	$3.1M		116k	26.84	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.8	$2.7M	-10%	23k	118.99	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.8	$2.7M		61k	44.36	View chart
Apple (AAPL)	0.7	$2.6M		9.0k	289.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.4M	-2%	3.4k	686.91	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$2.3M		42k	54.02	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$2.2M	-5%	30k	74.96	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$2.2M		64k	34.10	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$1.7M	-10%	16k	106.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.6M		21k	77.91	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$1.6M		31k	50.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.6M	+12%	2.1k	746.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$1.6M	+74%	35k	44.35	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.4	$1.4M		14k	100.97	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$1.4M		30k	45.76	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.3	$1.1M		14k	81.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.1M	-3%	12k	96.58	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.3	$1.1M		40k	27.74	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$980k	-5%	7.7k	127.82	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.3	$949k	+76%	25k	38.58	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$898k		24k	36.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$883k	-3%	2.9k	303.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$823k		16k	52.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$817k	+7%	24k	33.84	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$802k	-8%	32k	25.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$800k		9.4k	85.49	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$771k	-27%	6.5k	119.13	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$766k	-31%	7.0k	109.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$749k		1.00	748850.00	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$684k	+76%	5.7k	120.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$607k	+506%	7.0k	86.14	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.2	$601k	+73%	9.6k	62.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$574k	+44%	767.00	748.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$551k	-3%	7.7k	71.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$511k	-30%	2.7k	190.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$502k	+75%	1.5k	342.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$499k	+10%	6.5k	77.11	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$496k	+71%	5.5k	89.87	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$482k	+73%	13k	36.99	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$476k		9.0k	52.72	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$475k		4.1k	117.06	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$475k	+5%	7.0k	67.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$464k	-40%	4.7k	98.98	View chart
Kraneshares Trust Valu Line Dy Etf (KVLE)	0.1	$453k		16k	28.16	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$452k		9.0k	50.39	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$445k		5.3k	83.80	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$440k	+54%	5.5k	79.41	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$438k	-40%	4.6k	94.84	View chart
NVIDIA Corporation (NVDA)	0.1	$410k	+17%	2.1k	200.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$410k	+10%	1.1k	357.12	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.1	$401k	+5%	4.6k	87.17	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$394k	-38%	3.5k	112.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$393k	+16%	7.1k	55.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$376k	+11%	1.2k	306.30	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$365k		7.8k	46.63	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$351k	-20%	6.6k	53.61	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$339k		926.00	365.87	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$333k		8.2k	40.64	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$325k	-29%	1.1k	287.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$323k	NEW	3.6k	90.09	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$313k	+36%	6.8k	46.15	View chart
Microsoft Corporation (MSFT)	0.1	$313k	+13%	839.00	372.67	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$312k	-33%	1.6k	195.44	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$307k		5.9k	52.12	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$303k		12k	25.98	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$298k	+9%	4.5k	66.60	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$297k	NEW	3.2k	91.64	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$289k	-6%	5.3k	54.69	View chart
Listed Fds Tr Wahed Dow Jones (UMMA)	0.1	$281k	NEW	7.1k	39.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$279k	NEW	379.00	736.40	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$266k		2.8k	93.27	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$266k	-2%	4.8k	55.31	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$265k		3.1k	84.60	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$248k	NEW	3.3k	76.11	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$236k		2.9k	80.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$231k	NEW	1.7k	137.53	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$227k		4.5k	51.00	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$226k	-15%	1.2k	185.15	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$224k	+6%	4.8k	46.81	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$222k	NEW	5.1k	43.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$221k	NEW	3.3k	68.01	View chart
Amazon (AMZN)	0.1	$216k	NEW	904.00	238.34	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$214k	NEW	2.2k	96.49	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$210k	-24%	5.8k	36.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$206k	-17%	4.3k	48.43	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$206k	NEW	6.7k	30.85	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$206k	NEW	4.1k	50.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$203k	NEW	3.4k	59.69	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 Q2 filed Aug. 10, 2026
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

View all past filings

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