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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, AVUS, AVDE, AAPL, VO, and represent 36.40% of Freedom Financial Partners's stock portfolio.
Added to shares of these 10 stocks: CGIE (+$9.3M), CGDV (+$5.3M), JTEK, MMM, AVDE, BLOK, VO, VOO, HTRB, RLY.
Started 9 new stock positions in MMM, CCJ, CGDV, XJH, VBR, VOE, HD, BLOK, CGIE.
Reduced shares in these 10 stocks: CGXU (-$8.4M), AVUS (-$5.1M), JMEE, AAPL, ECL, QQQM, XEL, PEP, DFAC, SCHB.
Freedom Financial Partners was a net buyer of stock by $7.2M.
Freedom Financial Partners has $262M in assets under management (AUM), dropping by 10.63%.
Central Index Key (CIK): 0002054598

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Portfolio Holdings for Freedom Financial Partners

Freedom Financial Partners holds 84 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
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.0	$26M		43k	612.39	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	8.4	$22M	-18%	202k	108.70	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.4	$20M	+2%	247k	78.90	View chart
Apple (AAPL)	5.6	$15M	-2%	58k	254.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.0	$13M	+3%	45k	293.74	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$9.8M		21k	479.60	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	3.7	$9.6M	+3%	311k	30.88	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.6	$9.5M	-47%	320k	29.62	View chart
Capital Group International SHS (CGIE)	3.6	$9.3M	NEW	277k	33.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.5	$9.3M		124k	75.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$9.2M	+2%	171k	54.18	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.3	$8.7M	+3%	383k	22.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.2	$8.5M		221k	38.57	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	2.7	$7.0M	+84%	77k	91.97	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.5	$6.5M	+5%	245k	26.58	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.0	$5.3M	NEW	127k	42.03	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.0	$5.3M	+6%	130k	40.57	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.7	$4.6M	+4%	49k	93.35	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.6	$4.2M	+10%	121k	34.29	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.6	$4.1M	+4%	120k	34.27	View chart
Ecolab (ECL)	1.2	$3.2M	-2%	12k	273.85	View chart
Wp Carey (WPC)	1.2	$3.1M		46k	67.57	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.9	$2.4M	-59%	38k	63.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$2.4M	+6%	88k	26.95	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.8	$2.2M	+11%	81k	27.29	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.7	$2.0M	+2%	52k	38.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$1.7M	+10%	34k	50.73	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$1.7M	+6%	15k	111.47	View chart
Amazon (AMZN)	0.6	$1.6M		7.5k	219.57	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$1.6M	+2%	18k	87.21	View chart
Entegris (ENTG)	0.6	$1.5M	-2%	17k	92.46	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.4M	-3%	55k	25.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.3M		5.3k	254.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$1.3M		9.5k	142.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.3M		7.2k	186.48	View chart
Microsoft Corporation (MSFT)	0.5	$1.3M		2.5k	518.04	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.5	$1.3M	+4%	32k	39.18	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.5	$1.2M		8.9k	140.06	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M		6.6k	186.58	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.4	$1.1M	+3%	54k	21.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M		19k	59.92	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$1.0M	+8%	19k	52.28	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.4	$1.0M	+12%	28k	35.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$954k		1.6k	600.31	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.3	$888k	+3%	9.1k	97.99	View chart
Tesla Motors (TSLA)	0.3	$834k		1.9k	444.72	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$757k		18k	42.47	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$697k	+5%	38k	18.24	View chart
3M Company (MMM)	0.3	$663k	NEW	4.3k	155.19	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$620k		11k	56.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$583k		1.6k	355.47	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.2	$558k	+2%	35k	16.04	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$552k		11k	51.52	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$547k		12k	45.76	View chart
Us Bancorp Del Com New (USB)	0.2	$537k	-3%	11k	48.33	View chart
Xcel Energy (XEL)	0.2	$530k	-12%	6.6k	80.65	View chart
Pepsi (PEP)	0.2	$518k	-11%	3.7k	140.42	View chart
Dimensional Etf Trust International (DFSI)	0.2	$484k		12k	40.95	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.2	$461k	NEW	6.9k	67.04	View chart
Johnson & Johnson (JNJ)	0.2	$440k		2.4k	185.42	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$423k		10k	41.09	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$413k	-16%	1.7k	247.10	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$392k		845.00	463.99	View chart
Caterpillar (CAT)	0.1	$388k		813.00	477.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$386k		1.2k	315.47	View chart
Procter & Gamble Company (PG)	0.1	$375k		2.4k	153.67	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$363k		664.00	546.75	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$350k		5.6k	62.22	View chart
Main Street Capital Corporation (MAIN)	0.1	$330k		5.2k	63.59	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$326k		4.7k	69.37	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$306k	+28%	12k	25.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$301k	-5%	921.00	326.36	View chart
Constellation Energy (CEG)	0.1	$279k		849.00	329.07	View chart
Enterprise Products Partners (EPD)	0.1	$259k	+5%	8.3k	31.27	View chart
Emcor (EME)	0.1	$258k		396.00	650.17	View chart
Meta Platforms Cl A (META)	0.1	$251k	+4%	342.00	734.99	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$250k		6.9k	36.35	View chart
Home Depot (HD)	0.1	$242k	NEW	598.00	405.19	View chart
Matthews Intl Fds India Active Etf (INDE)	0.1	$224k		7.6k	29.41	View chart
Cameco Corporation (CCJ)	0.1	$206k	NEW	2.5k	83.86	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$205k	NEW	4.7k	43.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$204k	NEW	978.00	208.64	View chart
Costco Wholesale Corporation (COST)	0.1	$202k		218.00	926.56	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$202k	NEW	1.2k	174.56	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 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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