Freedom Financial Partners

Freedom Financial Partners as of Dec. 31, 2025

Portfolio Holdings for Freedom Financial Partners

Freedom Financial Partners holds 87 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.8 $27M 43k 627.14
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.6 $21M 253k 82.32
American Centy Etf Tr Us Eqt Etf (AVUS) 7.4 $20M 183k 111.78
Apple (AAPL) 5.6 $16M 57k 271.86
Vanguard Index Fds Mid Cap Etf (VO) 5.0 $14M 47k 290.22
Capital Group International SHS (CGIE) 4.7 $13M 373k 34.82
Ssga Active Etf Tr State Street Mul (RLY) 3.8 $10M 329k 31.45
Vanguard Index Fds Growth Etf (VUG) 3.7 $10M 21k 487.87
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.6 $9.9M 129k 77.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $9.6M 179k 53.76
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.4 $9.3M 409k 22.64
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.2 $8.7M 219k 39.59
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 3.0 $8.4M 93k 90.07
Capital Group Dividend Value Shs Creation Uni (CGDV) 3.0 $8.2M 188k 43.64
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.6 $7.1M 240k 29.55
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 2.4 $6.7M 253k 26.52
Ssga Active Etf Tr State Street Dou (TOTL) 2.0 $5.5M 137k 40.25
Pimco Etf Tr Active Bd Etf (BOND) 1.7 $4.7M 51k 93.08
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.6 $4.4M 129k 34.15
Strategic Trust Running Gwth Etf (RUNN) 1.5 $4.2M 125k 33.34
Ecolab (ECL) 1.1 $3.1M 12k 262.52
Entegris (ENTG) 1.0 $2.9M 34k 84.25
Wp Carey (WPC) 1.0 $2.9M 44k 64.36
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $2.5M 95k 26.49
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $2.4M 47k 50.59
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.9 $2.4M 86k 27.38
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $1.8M 16k 110.19
Amazon (AMZN) 0.6 $1.7M 7.6k 230.82
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.6 $1.6M 54k 29.04
Select Sector Spdr Tr State Street Uti (XLU) 0.5 $1.5M 35k 42.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.4M 55k 26.23
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.5 $1.4M 22k 64.39
Vanguard Index Fds Value Etf (VTV) 0.5 $1.4M 7.2k 190.99
Ishares Tr Select Divid Etf (DVY) 0.5 $1.3M 8.9k 141.15
Spdr Series Trust State Street Spd (SDY) 0.4 $1.2M 8.8k 139.16
NVIDIA Corporation (NVDA) 0.4 $1.2M 6.5k 186.51
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.4 $1.2M 54k 22.00
Microsoft Corporation (MSFT) 0.4 $1.2M 2.5k 483.67
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.2M 4.6k 257.95
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $1.2M 22k 52.41
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.4 $1.1M 30k 35.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.0M 17k 62.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $976k 1.6k 614.22
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.4 $967k 35k 28.06
Spdr Series Trust State Street Spd (JNK) 0.3 $894k 9.2k 97.21
Tesla Motors (TSLA) 0.3 $844k 1.9k 449.72
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $776k 18k 43.43
Delta Air Lines Inc Del Com New (DAL) 0.3 $758k 11k 69.40
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $715k 39k 18.22
Spdr Gold Tr Gold Shs (GLD) 0.2 $650k 1.6k 396.31
Us Bancorp Del Com New (USB) 0.2 $596k 11k 53.36
UnitedHealth (UNH) 0.2 $587k 1.8k 330.11
Ishares Tr Esg Select Scre (XVV) 0.2 $566k 11k 52.70
First Tr Exchange Traded Multi Asset Di (MDIV) 0.2 $561k 36k 15.72
Amplify Etf Tr Blockchain Techn (BLOK) 0.2 $554k 9.7k 56.89
Pepsi (PEP) 0.2 $529k 3.7k 143.50
Dimensional Etf Trust International (DFSI) 0.2 $509k 12k 42.84
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $499k 11k 46.80
Johnson & Johnson (JNJ) 0.2 $495k 2.4k 206.97
Xcel Energy (XEL) 0.2 $486k 6.6k 73.86
Caterpillar (CAT) 0.2 $466k 814.00 572.72
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $430k 10k 41.48
3M Company (MMM) 0.2 $423k 2.6k 160.13
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $407k 846.00 480.51
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $403k 1.6k 252.94
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $402k 664.00 605.01
Procter & Gamble Company (PG) 0.1 $350k 2.4k 143.30
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $338k 4.7k 71.61
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $332k 922.00 360.15
Main Street Capital Corporation (MAIN) 0.1 $323k 5.4k 60.39
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $320k 13k 25.48
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $305k 6.4k 47.56
JPMorgan Chase & Co. (JPM) 0.1 $304k 942.00 322.24
Constellation Energy (CEG) 0.1 $300k 849.00 353.27
Enterprise Products Partners (EPD) 0.1 $278k 8.7k 32.06
Alphabet Cap Stk Cl C (GOOG) 0.1 $259k 825.00 313.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $258k 6.8k 38.11
Emcor (EME) 0.1 $243k 397.00 611.07
Cameco Corporation (CCJ) 0.1 $232k 2.5k 91.49
Matthews Intl Fds India Active Etf (INDE) 0.1 $232k 7.7k 30.00
Api Group Corp Com Stk (APG) 0.1 $232k 6.1k 38.26
Alphabet Cap Stk Cl A (GOOGL) 0.1 $227k 726.00 312.97
Meta Platforms Cl A (META) 0.1 $225k 341.00 660.92
Ishares Tr Esg Select Scre (XJH) 0.1 $210k 4.7k 44.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $208k 982.00 211.69
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $207k 1.2k 177.41
Home Depot (HD) 0.1 $206k 598.00 344.10