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Byrne Financial Freedom, LLC Top Holdings and 13F Report (2026)

About Byrne Financial Freedom, LLC

Investment Activity

  • Byrne Financial Freedom, LLC has $208.96 million in total holdings as of March 31, 2026.
  • Byrne Financial Freedom, LLC owns shares of 103 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 8.22% of the portfolio was purchased this quarter.
  • About 7.50% of the portfolio was sold this quarter.
  • This quarter, Byrne Financial Freedom, LLC has purchased 99 new stocks and bought additional shares in 34 stocks.
  • Byrne Financial Freedom, LLC sold shares of 45 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Amazon.com
$18,653,785
Alphabet
$17,601,668
ARK ETF TR
$7,865,930
Microsoft
$7,723,303
PALANTIR TECHNOLOGIES INC
$7,522,534

Largest New Holdings this Quarter

003264108 - abrdn Physical Silver Shares ETF
$5,169,104 Holding
140475203 - SONIDA SENIOR LIVING INC
$883,174 Holding
33739Q408 - First Trust Enhanced Short Maturity ETF
$478,837 Holding
464287200 - iShares Core S&P 500 ETF
$410,699 Holding
00326A104 - abrdn Physical Gold Shares ETF
$294,716 Holding

Largest Purchases this Quarter

abrdn Physical Silver Shares ETF
72,184 shares (about $5.17M)
Meta Platforms
5,557 shares (about $3.18M)
SPDR Portfolio Developed World ex-US ETF
22,744 shares (about $1.04M)
SONIDA SENIOR LIVING INC
27,385 shares (about $883.17K)
Microsoft
2,039 shares (about $754.78K)

Largest Sales this Quarter

PGIM Ultra Short Bond ETF
28,439 shares (about $1.41M)
JPMorgan Ultra-Short Income ETF
19,719 shares (about $997.97K)
Franklin U.S. Small Cap Multifactor Index ETF
15,694 shares (about $669.82K)
SPDR Portfolio S&P 500 Growth ETF
5,218 shares (about $510.90K)
Global X U.S. Infrastructure Development ETF
10,007 shares (about $508.46K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofByrne Financial Freedom, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$18,653,785$335,524 1.8%89,5658.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$17,601,668$496,840 -2.7%61,3608.4%Computer and Technology
ARK ETF TR
$7,865,930$58,398 -0.7%116,3773.8%INNOVATION ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,723,303$754,784 10.8%20,8643.7%Computer and Technology
PALANTIR TECHNOLOGIES INC
$7,522,534$75,919 1.0%51,4263.6%CL A
WALMART INC
$7,478,903$261,360 -3.4%60,1783.6%COM
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$7,426,157$345,090 -4.4%190,5123.6%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$7,411,291$295,276 4.1%21,9373.5%Computer and Technology
Invesco RAFI Strategic US ETF stock logo
IUS
Invesco RAFI Strategic US ETF
$7,402,782$145,364 2.0%127,8243.5%Manufacturing
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$7,210,354$75,859 -1.0%642,0623.5%Financial Services
Apple Inc. stock logo
AAPL
Apple
$6,578,730$400,226 -5.7%25,9223.1%Computer and Technology
Invesco KBW Regional Banking ETF stock logo
KBWR
Invesco KBW Regional Banking ETF
$5,657,985$6,436 0.1%82,6342.7%ETF
ARK ETF TR
$5,363,297$508,043 10.5%141,1022.6%BLOCKCHAIN & FIN
abrdn Physical Silver Shares ETF stock logo
SIVR
abrdn Physical Silver Shares ETF
$5,169,104$5,169,104 New Holding72,1842.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$4,937,743$127,127 -2.5%20,7802.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,004,476$53,678 1.4%6,9381.9%Finance
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$3,776,237$1,407,760 -27.2%76,2861.8%ETF
DIEM
Franklin Emerging Market Core Dividend Tilt Index ETF
$3,730,990$126,117 3.5%105,5541.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,637,387$3,179,138 693.8%6,3581.7%Computer and Technology
JANUS DETROIT STR TR
$3,516,228$513,748 17.1%68,2101.7%HENDERSON SECURI
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$3,393,567$1,038,261 44.1%74,3391.6%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$3,183,314$58,104 1.9%68,2091.5%ETF
FLQS
Franklin U.S. Small Cap Multifactor Index ETF
$3,052,919$669,824 -18.0%71,5301.5%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$3,011,993$508,460 -14.4%59,2791.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,769,780$106,208 4.0%15,8821.3%Computer and Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$2,703,177$94,747 3.6%53,6661.3%ETF
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$2,059,150$85,306 -4.0%37,4871.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,906,799$35,769 -1.8%2,9320.9%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,877,452$510,902 -21.4%19,1750.9%ETF
Amphenol Corporation stock logo
APH
Amphenol
$1,812,511$68,482 -3.6%14,3450.9%Computer and Technology
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$1,811,151$192,293 11.9%8,5710.9%Medical
Invesco Dorsey Wright Healthcare Momentum ETF stock logo
PTH
Invesco Dorsey Wright Healthcare Momentum ETF
$1,650,088$96,041 -5.5%33,6750.8%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$1,445,187$28,139 -1.9%55,1600.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,407,944$11,429 -0.8%10,5940.7%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$1,365,6500.0%5,3770.7%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,222,785$312,582 -20.4%3,9510.6%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,120,640$17,739 -1.6%7,6440.5%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,085,136$145,913 15.5%4,4770.5%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$969,079$69,967 -6.7%8,8920.5%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$951,029$158,560 20.0%5,7940.5%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$940,597$197 0.0%19,0520.5%ETF
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$933,611$225,268 -19.4%12,3670.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$927,370$59,886 6.9%3,7940.4%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$921,129$124,739 -11.9%3,1310.4%Finance
SONIDA SENIOR LIVING INC
$883,174$883,174 New Holding27,3850.4%COM
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$868,059$56,608 -6.1%7,8360.4%Manufacturing
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$787,086$12,386 -1.5%4,6390.4%Energy
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$700,542$104,733 -13.0%7,2440.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$639,905$997,966 -60.9%12,6440.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$637,259$335,071 -34.5%1,9380.3%Retail/Wholesale
Fortinet, Inc. stock logo
FTNT
Fortinet
$634,751$104,934 19.8%7,7670.3%Computer and Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$629,393$112,691 21.8%4,8870.3%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$616,359$3,542 0.6%8700.3%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$578,419$149,288 -20.5%2,0380.3%Aerospace
Oracle Corporation stock logo
ORCL
Oracle
$553,784$173,462 -23.9%3,7640.3%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$493,825$18,281 -3.6%6,0240.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$488,003$46,443 -8.7%1,3870.2%Medical
First Trust Nasdaq Semiconductor ETF stock logo
FTXL
First Trust Nasdaq Semiconductor ETF
$486,6510.0%3,3000.2%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$482,163$101,937 26.8%5,3260.2%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$478,837$478,837 New Holding8,0100.2%Manufacturing
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$477,410$5,199 -1.1%6,1530.2%Computer and Technology
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$463,276$9,452 -2.0%3,6270.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$462,490$2,589 0.6%1,6080.2%Computer and Technology
GE VERNOVA INC
$446,9250.0%5120.2%COM
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$442,859$19,661 -4.3%2,7930.2%Finance
RTX Corporation stock logo
RTX
RTX
$435,771$5,787 1.3%2,2590.2%Aerospace
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$434,5200.0%1,8390.2%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$410,699$410,699 New Holding6290.2%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$396,930$4,382 -1.1%10,0540.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$393,473$17,357 -4.2%4,9420.2%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$380,311$16,689 -4.2%5,2870.2%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$373,6340.0%6810.2%Construction
The Boeing Company stock logo
BA
Boeing
$366,9260.0%1,8440.2%Aerospace
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$358,227$215 0.1%1,6660.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$355,400$568 0.2%6,2580.2%Finance
Adobe Inc. stock logo
ADBE
Adobe
$347,118$67,819 -16.3%1,4280.2%Computer and Technology
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$341,7020.0%3,4610.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$340,528$68 0.0%5,0430.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$337,377$103,328 44.1%3,8920.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$336,526$5,265 -1.5%6,9030.2%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$335,110$10,513 -3.0%2,0720.2%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$329,243$160 0.0%2,0620.2%Retail/Wholesale
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$310,5310.0%5,9500.1%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$294,716$294,716 New Holding6,6050.1%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$291,590$4,390 -1.5%3,2550.1%Retail/Wholesale
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$288,5580.0%5,1000.1%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$284,853$72,576 34.2%4,5450.1%Manufacturing
AbbVie Inc. stock logo
ABBV
AbbVie
$284,355$9,790 -3.3%1,3070.1%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$268,636$5,901 2.2%1,7300.1%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$266,3500.0%6190.1%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$258,303$258,303 New Holding3,7030.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$248,426$129,700 -34.3%2490.1%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$244,312$495,506 -67.0%4970.1%Medical
SAP SE stock logo
SAP
SAP
$242,947$242,947 New Holding1,4190.1%Computer and Technology
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$238,544$238,544 New Holding10,7360.1%ETF
Unity Software Inc. stock logo
U
Unity Software
$236,6890.0%10,7880.1%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$230,804$230,804 New Holding4,5980.1%Computer and Technology
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$221,287$8,934 -3.9%4,3840.1%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$213,0640.0%1,3290.1%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$212,198$630 0.3%1,0100.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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