Byrne Financial Freedom

Byrne Financial Freedom as of Dec. 31, 2025

Portfolio Holdings for Byrne Financial Freedom

Byrne Financial Freedom holds 99 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
Amazon (AMZN) 9.3 $20M 88k 230.82
Alphabet Cap Stk Cl C (GOOG) 9.1 $20M 63k 313.80
Microsoft Corporation (MSFT) 4.2 $9.1M 19k 483.61
Palantir Technologies Cl A (PLTR) 4.2 $9.0M 51k 177.75
Ark Etf Tr Innovation Etf (ARKK) 4.1 $9.0M 117k 76.92
Columbia Etf Tr I Resh Enhnc Cor (RECS) 3.7 $8.1M 199k 40.84
Nuveen Insured Tax-Free Adv Munici (NEA) 3.5 $7.5M 649k 11.63
Apple (AAPL) 3.4 $7.5M 28k 271.86
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 3.3 $7.2M 125k 57.16
Wal-Mart Stores (WMT) 3.2 $6.9M 62k 111.41
Ark Etf Tr Blockchain & Fin (ARKF) 2.8 $6.1M 128k 47.63
Micron Technology (MU) 2.8 $6.0M 21k 285.40
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.5 $5.4M 21k 252.92
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.4 $5.2M 105k 49.59
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 2.3 $5.1M 83k 61.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $4.2M 6.8k 614.32
Wisdomtree Tr Cloud Computng (WCLD) 1.9 $4.2M 119k 35.01
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) 1.7 $3.8M 87k 43.19
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM) 1.6 $3.4M 102k 33.61
Global X Fds Artificial Etf (AIQ) 1.6 $3.4M 67k 50.86
Global X Fds Us Infr Dev Etf (PAVE) 1.5 $3.3M 69k 47.79
Janus Detroit Str Tr Henderson Securi (JSI) 1.4 $3.0M 58k 52.06
NVIDIA Corporation (NVDA) 1.3 $2.8M 15k 186.50
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $2.6M 52k 50.58
Spdr Series Trust State Street Spd (SPYG) 1.2 $2.6M 24k 106.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $2.3M 52k 44.41
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.0 $2.2M 39k 56.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.0M 3.0k 681.81
Amphenol Corp Cl A (APH) 0.9 $2.0M 15k 135.14
Invesco Exchange Traded Fd T Dorsey Wright He (PTH) 0.8 $1.8M 36k 49.70
Broadcom (AVGO) 0.8 $1.7M 5.0k 346.10
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $1.6M 32k 50.59
Cardinal Health (CAH) 0.7 $1.6M 7.7k 205.50
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $1.5M 11k 143.97
Pimco Etf Tr Multisector Bd (PYLD) 0.7 $1.5M 56k 26.68
Intuit (INTU) 0.6 $1.3M 2.0k 662.42
Spdr Series Trust State Street Spd (XAR) 0.6 $1.3M 5.4k 241.24
Select Sector Spdr Tr State Street Hea (XLV) 0.6 $1.2M 7.8k 154.80
Ishares Tr Us Sml Cap Eqt (SMLF) 0.5 $1.1M 15k 74.88
International Business Machines (IBM) 0.5 $1.1M 3.9k 296.22
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.6k 322.21
Select Sector Spdr Tr State Street Con (XLY) 0.5 $1.1M 9.5k 119.41
Select Sector Spdr Tr State Street Fin (XLF) 0.5 $1.0M 19k 54.77
Home Depot (HD) 0.5 $1.0M 3.0k 344.12
Oracle Corporation (ORCL) 0.4 $963k 4.9k 194.91
Thermo Fisher Scientific (TMO) 0.4 $872k 1.5k 579.45
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $862k 8.3k 103.56
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $821k 8.3k 98.32
Ge Aerospace Com New (GE) 0.4 $790k 2.6k 308.06
Johnson & Johnson (JNJ) 0.3 $735k 3.5k 206.98
Qualcomm (QCOM) 0.3 $686k 4.0k 171.04
Dell Technologies CL C (DELL) 0.3 $608k 4.8k 125.87
Adobe Systems Incorporated (ADBE) 0.3 $597k 1.7k 349.99
Exxon Mobil Corporation (XOM) 0.3 $567k 4.7k 120.34
Meta Platforms Cl A (META) 0.2 $529k 801.00 660.14
Fortinet (FTNT) 0.2 $515k 6.5k 79.41
Alphabet Cap Stk Cl A (GOOGL) 0.2 $501k 1.6k 313.06
Amgen (AMGN) 0.2 $497k 1.5k 327.28
Caterpillar (CAT) 0.2 $496k 865.00 572.87
Select Sector Spdr Tr State Street Con (XLP) 0.2 $485k 6.2k 77.68
Wells Fargo & Company (WFC) 0.2 $481k 5.2k 93.21
Cisco Systems (CSCO) 0.2 $479k 6.2k 77.02
Unity Software (U) 0.2 $477k 11k 44.17
Spdr Series Trust State Street Spd (XBI) 0.2 $451k 3.7k 121.93
Uber Technologies (UBER) 0.2 $451k 5.5k 81.71
Lowe's Companies (LOW) 0.2 $444k 1.8k 241.16
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.2 $428k 3.3k 129.53
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $421k 2.9k 144.14
Raytheon Technologies Corp (RTX) 0.2 $409k 2.2k 183.40
Victory Portfolios Ii Shares Free Cash (VFLO) 0.2 $400k 10k 39.38
Boeing Company (BA) 0.2 $400k 1.8k 217.07
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $394k 8.5k 46.29
Bank of America Corporation (BAC) 0.2 $386k 7.0k 55.00
Ishares Tr Core Msci Eafe (IEFA) 0.2 $376k 4.2k 89.46
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $366k 1.7k 219.76
Spdr Series Trust State Street Spd (XHB) 0.2 $356k 3.5k 102.97
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $342k 6.2k 54.71
Ge Vernova (GEV) 0.2 $335k 512.00 653.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $333k 5.0k 66.00
Select Sector Spdr Tr State Street Ind (XLI) 0.2 $331k 2.1k 155.09
Costco Wholesale Corporation (COST) 0.2 $327k 379.00 862.95
TJX Companies (TJX) 0.1 $317k 2.1k 153.59
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $312k 6.0k 52.41
Abbvie (ABBV) 0.1 $309k 1.4k 228.56
Spdr Series Trust State Street Spd (SPYV) 0.1 $290k 5.1k 56.81
Quanta Services (PWR) 0.1 $287k 681.00 421.76
Starbucks Corporation (SBUX) 0.1 $278k 3.3k 84.20
Spdr Series Trust State Street Spd (SPTL) 0.1 $271k 10k 26.47
Tesla Motors (TSLA) 0.1 $251k 559.00 449.72
Spdr Gold Tr Gold Shs (GLD) 0.1 $245k 619.00 396.31
Palo Alto Networks (PANW) 0.1 $245k 1.3k 184.20
Pepsi (PEP) 0.1 $243k 1.7k 143.49
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $242k 3.4k 71.44
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $235k 2.7k 87.16
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $222k 4.6k 48.72
Paypal Holdings (PYPL) 0.1 $207k 3.5k 58.37
Metropcs Communications (TMUS) 0.1 $204k 1.0k 202.95
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.1 $204k 3.2k 64.26
Nike CL B (NKE) 0.1 $202k 3.2k 63.70