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Freedom Financial Partners

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

Central Index Key (CIK): 0002054598

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Positions held by Freedom Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Freedom Financial Partners

Freedom Financial Partners holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	10.2	$22M	238k	92.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.8	$21M	41k	513.91	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.1	$15M	231k	66.27	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	6.4	$14M	564k	24.48	View chart
Apple (AAPL)	6.3	$13M	61k	222.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.0	$11M	41k	258.62	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	3.7	$8.1M	282k	28.54	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.7	$8.0M	357k	22.45	View chart
Vanguard Index Fds Growth Etf (VUG)	3.5	$7.5M	20k	370.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.5	$7.4M	226k	32.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.3	$7.1M	157k	45.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.2	$6.9M	115k	60.17	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.8	$6.0M	229k	26.28	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	2.3	$5.0M	89k	55.98	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.2	$4.7M	117k	40.29	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.0	$4.2M	45k	92.47	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.7	$3.6M	105k	33.86	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.6	$3.5M	108k	32.43	View chart
Ecolab (ECL)	1.5	$3.2M	13k	253.51	View chart
Wp Carey (WPC)	1.3	$2.9M	46k	63.11	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	1.2	$2.6M	38k	67.19	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.0	$2.2M	80k	26.89	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.9	$1.9M	70k	26.82	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$1.6M	14k	108.69	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$1.5M	30k	50.63	View chart
Entegris (ENTG)	0.7	$1.5M	17k	87.48	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.7	$1.4M	17k	82.20	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.4M	18k	78.85	View chart
Amazon (AMZN)	0.6	$1.4M	7.2k	190.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.3M	59k	21.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$1.2M	9.3k	134.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.2M	7.1k	172.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.2M	5.4k	221.77	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.5	$1.2M	8.6k	135.68	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.5	$979k	51k	19.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$949k	19k	50.83	View chart
Microsoft Corporation (MSFT)	0.4	$944k	2.5k	375.40	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$883k	17k	51.55	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.4	$832k	24k	34.82	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.4	$795k	8.3k	95.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$744k	1.6k	469.04	View chart
Pepsi (PEP)	0.3	$743k	5.0k	149.95	View chart
NVIDIA Corporation (NVDA)	0.3	$703k	6.5k	108.38	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$642k	37k	17.59	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.3	$576k	35k	16.35	View chart
Xcel Energy (XEL)	0.2	$534k	7.5k	70.79	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.2	$529k	31k	17.22	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$523k	15k	35.81	View chart
Tesla Motors (TSLA)	0.2	$493k	1.9k	259.16	View chart
Johnson & Johnson (JNJ)	0.2	$485k	2.9k	165.85	View chart
Procter & Gamble Company (PG)	0.2	$483k	2.8k	170.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$473k	1.6k	288.14	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$473k	11k	43.60	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$458k	12k	38.44	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$377k	2.0k	192.98	View chart
Us Bancorp Del Com New (USB)	0.2	$374k	8.9k	42.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$356k	847.00	419.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$352k	1.7k	211.47	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.2	$344k	8.0k	42.78	View chart
Dimensional Etf Trust International (DFSI)	0.2	$339k	9.7k	34.89	View chart
JPMorgan Chase & Co. (JPM)	0.1	$298k	1.2k	245.23	View chart
Main Street Capital Corporation (MAIN)	0.1	$276k	4.9k	56.56	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$275k	8.2k	33.68	View chart
Caterpillar (CAT)	0.1	$268k	813.00	329.64	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$239k	651.00	366.54	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$238k	9.5k	25.06	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$234k	5.2k	44.88	View chart
Travelers Companies (TRV)	0.1	$227k	860.00	264.33	View chart
Waste Management (WM)	0.1	$221k	952.00	231.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$217k	1.2k	186.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$213k	6.8k	31.23	View chart
Fastenal Company (FAST)	0.1	$207k	2.7k	77.55	View chart
Costco Wholesale Corporation (COST)	0.1	$206k	218.00	944.27	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$205k	3.5k	58.98	View chart
Enterprise Products Partners (EPD)	0.1	$205k	6.0k	34.14	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$200k	1.2k	160.49	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 Q1 filed April 10, 2025

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