Byrne Financial Freedom

Byrne Financial Freedom as of June 30, 2026

Portfolio Holdings for Byrne Financial Freedom

Byrne Financial Freedom holds 119 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
Micron Technology (MU) 9.9 $25M 22k 1154.29
Alphabet Cap Stk Cl C (GOOG) 8.3 $21M 60k 353.33
Amazon (AMZN) 8.3 $21M 89k 238.34
Ark Etf Tr Innovation Etf (ARKK) 3.8 $9.8M 121k 80.82
Columbia Etf Tr I Resh Enhnc Cor (RECS) 3.3 $8.3M 192k 43.28
Microsoft Corporation (MSFT) 3.2 $8.2M 22k 373.02
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 3.2 $8.2M 125k 65.58
Apple (AAPL) 2.9 $7.5M 26k 289.36
Nuveen Insured Tax-Free Adv Munici (NEA) 2.9 $7.4M 628k 11.74
Wal-Mart Stores (WMT) 2.6 $6.8M 60k 113.26
Mfs Active Exchange Traded F Blend Intl Etf (BRIE) 2.5 $6.5M 215k 30.32
Palantir Technologies Cl A (PLTR) 2.5 $6.3M 54k 116.67
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.4 $6.2M 21k 302.97
Ark Etf Tr Bloc Fin Inn Etf (ARKF) 2.4 $6.2M 157k 39.46
Invesco Exch Traded Fd Tr Ii Bloom Data Etf (FDIQ) 2.0 $5.2M 82k 63.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $5.0M 6.9k 736.40
Meta Platforms Cl A (META) 2.0 $5.0M 8.9k 563.27
Global X Fds Artificial Etf (AIQ) 1.7 $4.5M 68k 65.61
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 1.7 $4.3M 76k 56.22
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.6 $4.2M 85k 49.55
Global X Fds Us Infr Dev Etf (PAVE) 1.4 $3.5M 59k 58.92
NVIDIA Corporation (NVDA) 1.3 $3.2M 16k 200.09
Janus Detroit Str Tr Hend Secu In Etf (JSI) 1.2 $3.2M 62k 51.21
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $2.3M 3.1k 746.65
Spdr Series Trust ST STR P500GRW (SPYG) 0.9 $2.3M 19k 118.99
Ishares Tr Us Sml Cap Eqt (SMLF) 0.9 $2.3M 26k 89.14
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS) 0.9 $2.2M 45k 48.80
Cardinal Health (CAH) 0.8 $2.1M 8.9k 237.57
Amphenol Corp Cl A (APH) 0.8 $2.1M 12k 176.32
Invesco Exchange Traded Fd T Dors Wr Heal Etf (PTH) 0.8 $2.0M 33k 59.76
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $2.0M 39k 50.49
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.8 $2.0M 10k 190.52
Broadcom (AVGO) 0.6 $1.6M 4.4k 377.79
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $1.5M 57k 26.52
Spdr Series Trust St Str Sp Aero (XAR) 0.6 $1.5M 5.3k 283.79
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.6 $1.4M 25k 57.88
Dell Technologies CL C (DELL) 0.5 $1.3M 3.1k 431.46
International Business Machines (IBM) 0.5 $1.3M 4.6k 281.20
Ishares Tr Ishares Semicdtr (SOXX) 0.5 $1.2M 1.9k 640.82
Fortinet (FTNT) 0.5 $1.2M 7.5k 153.63
Caterpillar (CAT) 0.4 $1.1M 1.0k 1064.90
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM) 0.4 $1.1M 25k 43.40
Ge Vernova (GEV) 0.4 $1.1M 908.00 1174.86
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.4 $1.0M 8.8k 117.28
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.4 $1.0M 19k 53.61
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $1.0M 7.6k 133.25
JPMorgan Chase & Co. (JPM) 0.4 $1.0M 3.1k 327.34
Select Sector Spdr Tr St Str Care Etf (XLV) 0.4 $1.0M 6.4k 158.65
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.4 $945k 3.3k 284.95
Qualcomm (QCOM) 0.4 $944k 5.1k 184.78
Capital Sr Living Corp (SNDA) 0.4 $918k 23k 40.80
Johnson & Johnson (JNJ) 0.3 $871k 3.4k 253.95
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.3 $822k 9.1k 89.85
Ge Aerospace Com New (GE) 0.3 $810k 2.2k 373.81
Oracle Corporation (ORCL) 0.3 $786k 5.4k 146.55
Vanguard World Industrial Etf (VIS) 0.3 $721k 2.0k 360.43
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $715k 6.9k 103.96
Home Depot (HD) 0.3 $673k 1.9k 352.68
Exxon Mobil Corporation (XOM) 0.2 $624k 4.6k 136.73
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $622k 12k 50.57
Ishares Tr Core S&p500 Etf (IVV) 0.2 $608k 811.00 749.34
Cisco Systems (CSCO) 0.2 $570k 4.9k 117.45
Spdr Series Trust St Str P500etf (SPYM) 0.2 $559k 6.4k 87.88
Spdr Series Trust St Str Sp Biot (XBI) 0.2 $558k 3.5k 158.25
Alphabet Cap Stk Cl A (GOOGL) 0.2 $543k 1.5k 357.45
Amgen (AMGN) 0.2 $527k 1.5k 362.22
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.2 $482k 5.8k 83.06
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) 0.2 $451k 9.9k 45.75
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $448k 8.9k 50.39
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $447k 2.6k 173.55
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $430k 7.2k 59.73
Palo Alto Networks (PANW) 0.2 $429k 1.3k 341.02
Ishares Tr Core Msci Eafe (IEFA) 0.2 $426k 4.4k 96.59
Boeing Company (BA) 0.2 $425k 2.0k 216.42
Quanta Services (PWR) 0.2 $425k 590.00 719.51
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $424k 1.8k 236.57
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $407k 5.9k 68.41
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.2 $406k 2.2k 185.27
Lowe's Companies (LOW) 0.2 $405k 1.8k 220.49
Wells Fargo & Company (WFC) 0.2 $405k 4.9k 82.63
Spdr Series Trust St Str Sp Home (XHB) 0.2 $400k 3.5k 115.57
Sap Se Spon Adr (SAP) 0.2 $395k 2.6k 154.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $389k 5.0k 77.11
Bank of America Corporation (BAC) 0.2 $386k 6.8k 56.98
Uber Technologies (UBER) 0.1 $378k 5.2k 72.17
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $372k 4.3k 86.42
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $368k 7.5k 49.41
RBB Fm Ultrashort Tr (RBIL) 0.1 $359k 7.2k 49.89
Unity Software (U) 0.1 $351k 12k 28.58
Abbvie (ABBV) 0.1 $334k 1.3k 251.72
Ishares Tr Us Aer Def Etf (ITA) 0.1 $332k 1.4k 242.47
Spdr Series Trust St Str P500val (SPYV) 0.1 $326k 5.4k 60.79
Vanguard Index Fds Growth Etf (VUG) 0.1 $326k 3.8k 86.14
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $323k 3.3k 96.55
Advanced Micro Devices (AMD) 0.1 $321k 553.00 580.91
Ciena Corp Com New (CIEN) 0.1 $321k 654.00 490.56
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $319k 6.1k 52.60
TJX Companies (TJX) 0.1 $313k 2.1k 151.48
Raytheon Technologies Corp (RTX) 0.1 $310k 1.6k 189.71
Starbucks Corporation (SBUX) 0.1 $308k 3.0k 102.20
Intuit (INTU) 0.1 $294k 1.1k 261.00
Ishares Core Msci Emkt (IEMG) 0.1 $290k 3.5k 82.84
Lam Research Corp Com New (LRCX) 0.1 $273k 630.00 433.33
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $271k 568.00 477.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $260k 707.00 368.38
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $260k 4.4k 59.51
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $246k 6.4k 38.23
Vanguard Index Fds Value Etf (VTV) 0.1 $245k 1.1k 217.86
Spdr Series Trust St Long Bd Etf (SPLB) 0.1 $242k 11k 22.40
Pepsi (PEP) 0.1 $232k 1.7k 135.43
Vanguard World Comm Srvc Etf (VOX) 0.1 $229k 1.2k 183.99
Tesla Motors (TSLA) 0.1 $223k 529.00 420.60
Teradyne (TER) 0.1 $220k 455.00 483.84
Mercury Computer Systems (MRCY) 0.1 $217k 1.8k 122.33
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $212k 4.0k 52.88
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $209k 217.00 965.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $208k 561.00 370.04
Servicenow (NOW) 0.1 $203k 2.0k 99.28
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $201k 1.4k 148.34