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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, CGIE, AAPL, and represent 34.67% of Freedom Financial Partners's stock portfolio.
Added to shares of these 10 stocks: CGIE, CGDV, JTEK, CSRE, JPST, VOO, VO, AVDE, BOND, CGCP.
Started 6 new stock positions in AVIG, CAIE, COST, BRK.B, CSRE, CVX.
Reduced shares in these 10 stocks: CGXU, AVUS, JMEE, , INDE, , VBR, HD, AAPL, ECL.
Sold out of its positions in META, HD, JPM, INDE, VBR.
Freedom Financial Partners was a net buyer of stock by $8.9M.
Freedom Financial Partners has $281M in assets under management (AUM), dropping by 2.14%.
Central Index Key (CIK): 0002054598

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Portfolio Holdings for Freedom Financial Partners

Freedom Financial Partners holds 88 positions in its portfolio as reported in the March 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)	9.5	$27M	+3%	44k	597.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.8	$22M	+2%	259k	84.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.9	$19M	-4%	174k	111.18	View chart
Capital Group International SHS (CGIE)	5.4	$15M	+20%	448k	33.82	View chart
Apple (AAPL)	5.1	$14M		56k	253.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.0	$14M	+4%	49k	287.18	View chart
Ssga Active Etf Tr State Street Mul (RLY)	4.4	$12M	+2%	338k	36.15	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.8	$11M	+2%	133k	80.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.6	$10M	+3%	185k	54.05	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	3.5	$9.9M	+23%	233k	42.54	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.4	$9.5M	+3%	425k	22.34	View chart
Vanguard Index Fds Growth Etf (VUG)	3.2	$9.1M		21k	436.80	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	3.0	$8.5M	+15%	107k	79.54	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.0	$8.5M		218k	38.86	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.5	$7.0M	+5%	266k	26.26	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	2.0	$5.6M	+2%	141k	39.73	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.9	$5.4M	-23%	185k	29.49	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.8	$5.1M	+8%	55k	92.28	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.7	$4.7M	+7%	138k	33.74	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.5	$4.1M	+2%	129k	32.21	View chart
Entegris (ENTG)	1.4	$4.0M		34k	117.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$3.3M	+39%	65k	50.61	View chart
Wp Carey (WPC)	1.1	$3.1M	+3%	46k	67.96	View chart
Ecolab (ECL)	1.1	$3.0M	-5%	11k	266.03	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$2.6M	+3%	98k	26.61	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.8	$2.4M	+2%	88k	27.15	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$1.7M		16k	109.02	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$1.7M	+2%	36k	45.89	View chart
Amazon (AMZN)	0.6	$1.6M		7.5k	208.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.4M		7.2k	196.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$1.4M		9.0k	151.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.3M	-2%	53k	25.10	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.5	$1.3M	+6%	58k	22.49	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.4	$1.2M		55k	22.26	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$1.2M	+4%	23k	52.19	View chart
Spdr Series Trust State Street Spd (SDY)	0.4	$1.2M	-6%	8.3k	146.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.2M		4.5k	261.91	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.4	$1.1M	NEW	43k	26.28	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M		6.5k	174.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M		17k	64.08	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.3	$975k	-5%	28k	34.63	View chart
Spdr Series Trust State Street Spd (JNK)	0.3	$922k	+4%	9.6k	95.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$917k		1.6k	577.28	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.3	$851k	-42%	13k	66.77	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.3	$742k	+8%	37k	19.86	View chart
Microsoft Corporation (MSFT)	0.3	$740k	-18%	2.0k	370.23	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$740k		18k	41.09	View chart
Delta Air Lines Com New (DAL)	0.3	$727k		11k	66.48	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$713k	+2%	40k	17.76	View chart
Tesla Motors (TSLA)	0.2	$697k		1.9k	371.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$687k	-2%	1.6k	430.29	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.2	$607k	+5%	38k	16.17	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$591k	+11%	12k	49.22	View chart
Johnson & Johnson (JNJ)	0.2	$585k		2.4k	244.45	View chart
Caterpillar (CAT)	0.2	$541k	-6%	764.00	708.47	View chart
Us Bancorp Com New (USB)	0.2	$531k	-8%	10k	52.01	View chart
Pepsi (PEP)	0.2	$528k	-7%	3.4k	155.27	View chart
Dimensional Etf Trust International (DFSI)	0.2	$506k		12k	42.40	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.2	$497k	+2%	10k	49.81	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$482k		11k	45.12	View chart
UnitedHealth (UNH)	0.2	$482k		1.8k	270.62	View chart
Xcel Energy (XEL)	0.2	$468k	-10%	5.9k	79.44	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$461k	+4%	11k	42.37	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$392k		846.00	463.35	View chart
3M Company (MMM)	0.1	$384k		2.6k	145.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$379k		1.6k	237.55	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$363k	+7%	5.1k	71.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$354k		922.00	383.43	View chart
Procter & Gamble Company (PG)	0.1	$351k		2.4k	144.44	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$350k		670.00	522.71	View chart
Enterprise Products Partners (EPD)	0.1	$344k	+4%	9.1k	37.84	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$343k	+7%	14k	25.32	View chart
Main Street Capital Corporation (MAIN)	0.1	$295k	+4%	5.6k	52.96	View chart
Cameco Corporation (CCJ)	0.1	$275k		2.5k	108.61	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$264k	+23%	5.8k	45.37	View chart
Api Group Corp Com Stk (APG)	0.1	$258k	+5%	6.4k	40.52	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$258k	NEW	6.2k	41.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$258k	-2%	6.6k	38.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$246k	NEW	514.00	479.20	View chart
Chevron Corporation (CVX)	0.1	$242k	NEW	1.2k	206.93	View chart
Emcor (EME)	0.1	$242k	-17%	328.00	737.75	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$240k	NEW	9.5k	25.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$237k		827.00	286.95	View chart
Constellation Energy (CEG)	0.1	$237k		849.00	279.25	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$232k		6.3k	36.81	View chart
Costco Wholesale Corporation (COST)	0.1	$217k	NEW	218.00	997.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$216k		1.2k	184.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$210k		729.00	287.70	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 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

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