Freedom Financial Partners

Freedom Financial Partners as of March 31, 2026

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