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Freedom Financial Partners

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

Top 5 stock holdings are VOO, AVDE, AVUS, AAPL, VO, and represent 35.44% of Freedom Financial Partners's stock portfolio.
Added to shares of these 10 stocks: CGIE, CGDV, ENTG, JTEK, XLU, JPST, VO, UNH, CGCP, RLY.
Started 4 new stock positions in UNH, APG, GOOGL, GOOG.
Reduced shares in these 10 stocks: CGXU, AVUS, JMEE, AAPL, MMM, , VB, VEA, WPC, JPM.
Sold out of its position in COST.
Freedom Financial Partners was a net buyer of stock by $10M.
Freedom Financial Partners has $275M in assets under management (AUM), dropping by 4.74%.
Central Index Key (CIK): 0002054598

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Portfolio Holdings for Freedom Financial Partners

Freedom Financial Partners holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.8	$27M		43k	627.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.6	$21M	+2%	253k	82.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	7.4	$20M	-9%	183k	111.78	View chart
Apple (AAPL)	5.6	$16M		57k	271.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.0	$14M	+4%	47k	290.22	View chart
Capital Group International SHS (CGIE)	4.7	$13M	+34%	373k	34.82	View chart
Ssga Active Etf Tr State Street Mul (RLY)	3.8	$10M	+5%	329k	31.45	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$10M		21k	487.87	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.6	$9.9M	+4%	129k	77.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$9.6M	+5%	179k	53.76	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.4	$9.3M	+6%	409k	22.64	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.2	$8.7M		219k	39.59	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	3.0	$8.4M	+21%	93k	90.07	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	3.0	$8.2M	+48%	188k	43.64	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	2.6	$7.1M	-24%	240k	29.55	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.4	$6.7M	+2%	253k	26.52	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	2.0	$5.5M	+5%	137k	40.25	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.7	$4.7M	+3%	51k	93.08	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.6	$4.4M	+5%	129k	34.15	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.5	$4.2M	+4%	125k	33.34	View chart
Ecolab (ECL)	1.1	$3.1M		12k	262.52	View chart
Entegris (ENTG)	1.0	$2.9M	+105%	34k	84.25	View chart
Wp Carey (WPC)	1.0	$2.9M	-3%	44k	64.36	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$2.5M	+7%	95k	26.49	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$2.4M	+36%	47k	50.59	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.9	$2.4M	+5%	86k	27.38	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$1.8M	+6%	16k	110.19	View chart
Amazon (AMZN)	0.6	$1.7M		7.6k	230.82	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.6	$1.6M	+3%	54k	29.04	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.5M	+96%	35k	42.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.4M		55k	26.23	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.5	$1.4M	-41%	22k	64.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.4M		7.2k	190.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$1.3M	-5%	8.9k	141.15	View chart
Spdr Series Trust State Street Spd (SDY)	0.4	$1.2M		8.8k	139.16	View chart
NVIDIA Corporation (NVDA)	0.4	$1.2M	-2%	6.5k	186.51	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.4	$1.2M		54k	22.00	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	-2%	2.5k	483.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.2M	-13%	4.6k	257.95	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$1.2M	+15%	22k	52.41	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.4	$1.1M	+5%	30k	35.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.0M	-10%	17k	62.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$976k		1.6k	614.22	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.4	$967k	+7%	35k	28.06	View chart
Spdr Series Trust State Street Spd (JNK)	0.3	$894k		9.2k	97.21	View chart
Tesla Motors (TSLA)	0.3	$844k		1.9k	449.72	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$776k		18k	43.43	View chart
Delta Air Lines Inc Del Com New (DAL)	0.3	$758k		11k	69.40	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$715k	+2%	39k	18.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$650k		1.6k	396.31	View chart
Us Bancorp Del Com New (USB)	0.2	$596k		11k	53.36	View chart
UnitedHealth (UNH)	0.2	$587k	NEW	1.8k	330.11	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$566k		11k	52.70	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.2	$561k	+2%	36k	15.72	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.2	$554k	+41%	9.7k	56.89	View chart
Pepsi (PEP)	0.2	$529k		3.7k	143.50	View chart
Dimensional Etf Trust International (DFSI)	0.2	$509k		12k	42.84	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$499k	-10%	11k	46.80	View chart
Johnson & Johnson (JNJ)	0.2	$495k		2.4k	206.97	View chart
Xcel Energy (XEL)	0.2	$486k		6.6k	73.86	View chart
Caterpillar (CAT)	0.2	$466k		814.00	572.72	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$430k		10k	41.48	View chart
3M Company (MMM)	0.2	$423k	-38%	2.6k	160.13	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$407k		846.00	480.51	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$403k	-4%	1.6k	252.94	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$402k		664.00	605.01	View chart
Procter & Gamble Company (PG)	0.1	$350k		2.4k	143.30	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$338k		4.7k	71.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$332k		922.00	360.15	View chart
Main Street Capital Corporation (MAIN)	0.1	$323k	+3%	5.4k	60.39	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$320k	+4%	13k	25.48	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$305k	+14%	6.4k	47.56	View chart
JPMorgan Chase & Co. (JPM)	0.1	$304k	-23%	942.00	322.24	View chart
Constellation Energy (CEG)	0.1	$300k		849.00	353.27	View chart
Enterprise Products Partners (EPD)	0.1	$278k	+4%	8.7k	32.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$259k	NEW	825.00	313.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$258k		6.8k	38.11	View chart
Emcor (EME)	0.1	$243k		397.00	611.07	View chart
Cameco Corporation (CCJ)	0.1	$232k	+3%	2.5k	91.49	View chart
Matthews Intl Fds India Active Etf (INDE)	0.1	$232k		7.7k	30.00	View chart
Api Group Corp Com Stk (APG)	0.1	$232k	NEW	6.1k	38.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$227k	NEW	726.00	312.97	View chart
Meta Platforms Cl A (META)	0.1	$225k		341.00	660.92	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$210k		4.7k	44.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$208k		982.00	211.69	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$207k		1.2k	177.41	View chart
Home Depot (HD)	0.1	$206k		598.00	344.10	View chart

Past Filings by Freedom Financial Partners

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

Freedom Financial Partners 2025 Q4 filed Jan. 6, 2026
Freedom Financial Partners 2025 Q3 filed Oct. 20, 2025
Freedom Financial Partners 2025 Q2 filed Aug. 14, 2025
Freedom Financial Partners 2025 Q1 filed April 10, 2025

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