Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, CGIE, VO, and represent 35.51% of Freedom Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VO (+$12M), VUG (+$9.0M), AVIG, CGIE, FTMN, CGDV, JTEK, CSRE, JPM, DE.
Started 4 new stock positions in JPM, HD, FTMN, DE.
Reduced shares in these 10 stocks: AAPL, CGCP, JPST, ENTG, AVUS, CGXU, JMEE, CVX, , BITB.
Sold out of its positions in BITB, CVX, EME.
Freedom Financial Partners was a net buyer of stock by $17M.
Freedom Financial Partners has $307M in assets under management (AUM), dropping by 9.33%.
Central Index Key (CIK): 0002054598

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Freedom Financial Partners

Freedom Financial Partners holds 89 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
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.9	$31M		44k	686.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.6	$23M		260k	89.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	7.0	$22M	-3%	168k	128.08	View chart
Capital Group International SHS (CGIE)	5.8	$18M	+7%	482k	36.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.2	$16M	+307%	200k	80.57	View chart
Apple (AAPL)	4.4	$14M	-16%	47k	289.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.1	$13M		131k	96.49	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	4.1	$13M	+5%	113k	111.55	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.0	$12M	+7%	250k	49.28	View chart
Ssga Active Etf Tr State Street Mul (RLY)	3.8	$12M		342k	34.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$11M		188k	59.69	View chart
Vanguard Index Fds Growth Etf (VUG)	3.5	$11M	+499%	125k	86.14	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.1	$9.5M		214k	44.36	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.5	$7.7M	-19%	343k	22.29	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.3	$7.1M		272k	26.18	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.8	$5.6M	-12%	161k	34.62	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.8	$5.5M		139k	39.47	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.7	$5.1M		55k	92.21	View chart
Entegris (ENTG)	1.6	$5.0M	-17%	28k	179.86	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.5	$4.7M		139k	33.73	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.4	$4.2M		131k	32.40	View chart
Wp Carey (WPC)	1.1	$3.2M		45k	71.50	View chart
Ecolab (ECL)	1.0	$3.0M		11k	278.60	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$2.6M		98k	26.50	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.8	$2.3M	-2%	85k	27.47	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.6	$1.8M	+596%	43k	41.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$1.8M		16k	109.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$1.8M	-45%	35k	50.57	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.6M		36k	45.34	View chart
Amazon (AMZN)	0.5	$1.6M	-9%	6.8k	238.34	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.5	$1.6M	+30%	56k	28.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.6M		7.3k	217.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.5M		53k	28.96	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$1.4M		9.1k	156.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.3M	-3%	4.4k	303.11	View chart
Spdr Series Trust State Street Spd (SDY)	0.4	$1.3M	+2%	8.5k	152.19	View chart
NVIDIA Corporation (NVDA)	0.4	$1.3M		6.4k	200.09	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.4	$1.2M		55k	22.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.2M		1.6k	736.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M	-2%	16k	71.25	View chart
Putnam Etf Trust Franklin Minneso (FTMN)	0.4	$1.1M	NEW	127k	8.92	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$1.1M	-8%	21k	52.60	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.4	$1.1M		57k	19.46	View chart
Delta Air Lines Com New (DAL)	0.3	$1.0M		11k	93.66	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.3	$993k		29k	34.88	View chart
Spdr Series Trust State Street Spd (JNK)	0.3	$925k		9.6k	96.37	View chart
Tesla Motors (TSLA)	0.3	$768k	-2%	1.8k	420.60	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$763k	+6%	43k	17.88	View chart
UnitedHealth (UNH)	0.2	$744k		1.8k	415.64	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$727k	-13%	16k	46.63	View chart
Microsoft Corporation (MSFT)	0.2	$708k	-5%	1.9k	373.01	View chart
Caterpillar (CAT)	0.2	$707k	-13%	664.00	1065.24	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$691k	-30%	8.9k	78.03	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.2	$627k		10k	62.63	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.2	$624k		38k	16.52	View chart
Us Bancorp Com New (USB)	0.2	$617k		10k	60.40	View chart
Johnson & Johnson (JNJ)	0.2	$608k		2.4k	253.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$605k		922.00	655.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$588k		1.6k	368.38	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$585k	-14%	10k	56.79	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$553k		11k	51.69	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.2	$545k	-2%	36k	15.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$484k		1.6k	303.01	View chart
Dimensional Etf Trust International (DFSI)	0.2	$478k	-11%	11k	45.10	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$456k	-14%	9.3k	48.88	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$449k	+73%	17k	27.21	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$442k		847.00	522.12	View chart
Xcel Energy (XEL)	0.1	$414k	-12%	5.2k	80.31	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$362k	+3%	14k	25.85	View chart
Procter & Gamble Company (PG)	0.1	$357k		2.4k	146.63	View chart
Enterprise Products Partners (EPD)	0.1	$343k	+2%	9.3k	36.76	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$336k	-19%	4.1k	82.33	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$307k		680.00	450.98	View chart
3M Company (MMM)	0.1	$303k	-29%	1.9k	161.89	View chart
Pepsi (PEP)	0.1	$295k	-35%	2.2k	135.38	View chart
Main Street Capital Corporation (MAIN)	0.1	$294k		5.7k	51.88	View chart
Api Group Corp Com Stk (APG)	0.1	$294k	+8%	6.9k	42.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$293k		828.00	353.21	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$275k		6.7k	41.25	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$257k	-15%	4.9k	52.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$255k		509.00	500.39	View chart
Cameco Corporation (CCJ)	0.1	$228k	-11%	2.2k	101.86	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$226k	-2%	1.1k	197.53	View chart
JPMorgan Chase & Co. (JPM)	0.1	$222k	NEW	679.00	327.45	View chart
Deere & Company (DE)	0.1	$220k	NEW	347.00	634.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$215k	-17%	603.00	357.25	View chart
Home Depot (HD)	0.1	$211k	NEW	598.00	352.68	View chart
Constellation Energy (CEG)	0.1	$211k		849.00	248.37	View chart
Costco Wholesale Corporation (COST)	0.1	$204k		218.00	936.41	View chart

Past Filings by Freedom Financial Partners

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

Freedom Financial Partners 2026 Q2 filed Aug. 6, 2026
Freedom Financial Partners 2026 Q1 filed April 16, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z