Freedom Financial Partners LLC Top Holdings and 13F Report (2025)

About Freedom Financial Partners LLC

Investment Activity

Freedom Financial Partners LLC has $262.43 million in total holdings as of September 30, 2025.
Freedom Financial Partners LLC owns shares of 84 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 9.58% of the portfolio was purchased this quarter.
About 6.83% of the portfolio was sold this quarter.
This quarter, Freedom Financial Partners LLC has purchased 75 new stocks and bought additional shares in 48 stocks.
Freedom Financial Partners LLC sold shares of 19 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $26,164,216
Avantis U.S. Equity ETF: $21,930,005
Avantis International Equity ETF: $19,469,863
Apple: $14,774,911
Vanguard Mid-Cap ETF: $13,190,195

Largest New Holdings this Quarter

14021M107 - CAPITAL GROUP INTERNATIONAL: $9,342,052 Holding
14020W106 - Capital Group Dividend Value ETF: $5,323,555 Holding
88579Y101 - 3M: $662,678 Holding
032108607 - Amplify Transformational Data Sharing ETF: $461,413 Holding
437076102 - Home Depot: $242,304 Holding

Largest Purchases this Quarter

CAPITAL GROUP INTERNATIONAL: 277,048 shares (about $9.34M)
Capital Group Dividend Value ETF: 126,661 shares (about $5.32M)
J P MORGAN EXCHANGE TRADED F: 35,033 shares (about $3.22M)
3M: 4,270 shares (about $662.68K)
Avantis International Equity ETF: 5,968 shares (about $470.88K)

Largest Sales this Quarter

Capital Group International Focus Equity ETF: 284,287 shares (about $8.42M)
Avantis U.S. Equity ETF: 47,035 shares (about $5.11M)
JPMorgan Small & Mid Cap Enhanced Equity ETF: 55,324 shares (about $3.51M)
Apple: 1,475 shares (about $375.58K)
Ecolab: 307 shares (about $84.07K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$26,164,216	$403,563 ▲	1.6%	42,725	10.0%	ETF
AVUS Avantis U.S. Equity ETF	$21,930,005	$5,112,704 ▼	-18.9%	201,748	8.4%	ETF
AVDE Avantis International Equity ETF	$19,469,863	$470,876 ▲	2.5%	246,766	7.4%	ETF
AAPL Apple	$14,774,911	$375,579 ▼	-2.5%	58,025	5.6%	Computer and Technology
VO Vanguard Mid-Cap ETF	$13,190,195	$455,594 ▲	3.6%	44,904	5.0%	ETF
VUG Vanguard Growth ETF	$9,835,174	$31,174 ▲	0.3%	20,507	3.7%	ETF
RLY SPDR SSgA Multi-Asset Real Return ETF	$9,602,508	$351,507 ▲	3.8%	310,962	3.7%	ETF
CGXU Capital Group International Focus Equity ETF	$9,480,755	$8,420,568 ▼	-47.0%	320,080	3.6%	ETF
CAPITAL GROUP INTERNATIONAL	$9,342,052	$9,342,052 ▲	New Holding	277,048	3.6%	SHS
AVEM Avantis Emerging Markets Equity ETF	$9,287,593	$143,010 ▲	1.6%	123,653	3.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,241,052	$203,771 ▲	2.3%	170,562	3.5%	ETF
CGCP Capital Group Core Plus Income ETF	$8,700,259	$295,519 ▲	3.5%	382,934	3.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$8,507,723	$56,351 ▼	-0.7%	220,579	3.2%	ETF
J P MORGAN EXCHANGE TRADED F	$7,043,401	$3,221,972 ▲	84.3%	76,584	2.7%	U S TECH LEADERS
CAPITAL GRP FIXED INCM ETF T	$6,521,178	$331,080 ▲	5.3%	245,342	2.5%	CORE BOND ETF
CGDV Capital Group Dividend Value ETF	$5,323,555	$5,323,555 ▲	New Holding	126,661	2.0%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$5,276,422	$339,693 ▲	6.9%	130,057	2.0%	ETF
PIMCO ETF TR	$4,553,179	$192,862 ▲	4.4%	48,775	1.7%	ACTIVE BD ETF
HTRB Hartford Total Return Bond ETF	$4,160,433	$392,414 ▲	10.4%	121,331	1.6%	ETF
RUNN Running Oak Efficient Growth ETF	$4,103,580	$192,419 ▲	4.9%	119,747	1.6%	ETF
ECL Ecolab	$3,229,828	$84,073 ▼	-2.5%	11,794	1.2%	Basic Materials
WPC W.P. Carey	$3,091,824	$8,784 ▲	0.3%	45,757	1.2%	Finance
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF	$2,405,093	$3,509,227 ▼	-59.3%	37,917	0.9%	ETF
SCHP Schwab U.S. TIPS ETF	$2,375,271	$143,186 ▲	6.4%	88,136	0.9%	ETF
CGMU Capital Group Municipal Income ETF	$2,218,074	$221,376 ▲	11.1%	81,278	0.8%	ETF
ARK 21SHARES BITCOIN ETF	$1,967,098	$44,255 ▲	2.3%	51,739	0.7%	SHS BEN INT
JPST JPMorgan Ultra-Short Income ETF	$1,731,692	$167,462 ▲	10.7%	34,135	0.7%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,674,421	$96,758 ▲	6.1%	15,021	0.6%	Finance
AMZN Amazon.com	$1,639,749	$220 ▲	0.0%	7,468	0.6%	Retail/Wholesale
XLU Utilities Select Sector SPDR Fund	$1,560,602	$39,767 ▲	2.6%	17,895	0.6%	ETF
ENTG Entegris	$1,529,451	$43,178 ▼	-2.7%	16,542	0.6%	Computer and Technology
SCHB Schwab US Broad Market ETF	$1,408,739	$45,250 ▼	-3.1%	54,793	0.5%	ETF
VB Vanguard Small-Cap ETF	$1,349,724	$10,934 ▼	-0.8%	5,308	0.5%	ETF
DVY iShares Select Dividend ETF	$1,344,529	$22,167 ▲	1.7%	9,462	0.5%	ETF
VTV Vanguard Value ETF	$1,340,051	$2,238 ▲	0.2%	7,186	0.5%	ETF
MSFT Microsoft	$1,298,211	$1,554 ▲	0.1%	2,506	0.5%	Computer and Technology
GRAYSCALE ETHEREUM MINI TR E	$1,261,642	$59,867 ▲	5.0%	32,201	0.5%	SHS NEW
SDY SPDR S&P Dividend ETF	$1,240,207	$22,689 ▲	1.9%	8,855	0.5%	ETF
NVDA NVIDIA	$1,231,027	$8,396 ▲	0.7%	6,598	0.5%	Computer and Technology
PID Invesco International Dividend Achievers ETF	$1,145,510	$42,067 ▲	3.8%	53,862	0.4%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$1,105,934	$6,351 ▼	-0.6%	18,457	0.4%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,011,980	$83,491 ▲	9.0%	19,357	0.4%	ETF
PHYL PGIM Active High Yield Bond ETF	$1,008,092	$108,360 ▲	12.0%	28,198	0.4%	ETF
QQQ Invesco QQQ	$953,889		0.0%	1,589	0.4%	Finance
JNK SPDR Bloomberg High Yield Bond ETF	$887,561	$31,160 ▲	3.6%	9,058	0.3%	Finance
TSLA Tesla	$834,295	$6,226 ▼	-0.7%	1,876	0.3%	Auto/Tires/Trucks
DFSU Dimensional US Sustainability Core 1 ETF	$757,313	$85 ▼	0.0%	17,831	0.3%	ETF
FPE First Trust Preferred Securities and Income ETF	$697,317	$33,598 ▲	5.1%	38,230	0.3%	ETF
MMM 3M	$662,678	$662,678 ▲	New Holding	4,270	0.3%	Multi-Sector Conglomerates
DAL Delta Air Lines	$619,823	$170 ▲	0.0%	10,922	0.2%	Transportation
GLD SPDR Gold Shares	$583,326		0.0%	1,641	0.2%	Finance
MDIV First Trust Multi-Asset Diversified Income Index Fund	$557,567	$14,901 ▲	2.7%	34,761	0.2%	Manufacturing
XVV iShares ESG Select Screened S&P 500 ETF	$551,791	$412 ▼	-0.1%	10,710	0.2%	ETF
DFAU Dimensional US Core Equity Market ETF	$546,755	$1,144 ▲	0.2%	11,948	0.2%	ETF
USB U.S. Bancorp	$537,236	$19,332 ▼	-3.5%	11,116	0.2%	Finance
XEL Xcel Energy	$530,287	$74,522 ▼	-12.3%	6,575	0.2%	Utilities
PEP PepsiCo	$517,601	$65,999 ▼	-11.3%	3,686	0.2%	Consumer Staples
DFSI Dimensional International Sustainability Core 1 ETF	$483,804	$1,679 ▲	0.3%	11,814	0.2%	ETF
BLOK Amplify Transformational Data Sharing ETF	$461,413	$461,413 ▲	New Holding	6,883	0.2%	ETF
JNJ Johnson & Johnson	$439,996	$1,483 ▲	0.3%	2,373	0.2%	Medical
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$422,952	$3,123 ▲	0.7%	10,293	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$413,405	$82,039 ▼	-16.6%	1,673	0.2%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$392,071	$464 ▼	-0.1%	845	0.1%	Finance
CAT Caterpillar	$388,152		0.0%	813	0.1%	Industrials
JPM JPMorgan Chase & Co.	$386,130	$1,262 ▲	0.3%	1,224	0.1%	Finance
PG Procter & Gamble	$374,790	$615 ▲	0.2%	2,439	0.1%	Consumer Staples
ULTA Ulta Beauty	$363,042	$2,734 ▲	0.8%	664	0.1%	Retail/Wholesale
BITWISE BITCOIN ETF TR	$349,676		0.0%	5,620	0.1%	SHS BEN INT
MAIN Main Street Capital	$329,787	$5,469 ▲	1.7%	5,186	0.1%	Finance
VSGX Vanguard ESG International Stock ETF	$325,548	$694 ▲	0.2%	4,693	0.1%	ETF
CAPITAL GRP FIXED INCM ETF T	$305,717	$66,996 ▲	28.1%	12,088	0.1%	MUNICIPAL HIGH I
SMH VanEck Semiconductor ETF	$300,578	$16,318 ▼	-5.1%	921	0.1%	Manufacturing
CEG Constellation Energy	$279,380		0.0%	849	0.1%	Energy
EPD Enterprise Products Partners	$258,685	$12,539 ▲	5.1%	8,273	0.1%	Energy
EME EMCOR Group	$257,468		0.0%	396	0.1%	Construction
META Meta Platforms	$251,366	$11,760 ▲	4.9%	342	0.1%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$249,573	$654 ▲	0.3%	6,866	0.1%	ETF
HD Home Depot	$242,304	$242,304 ▲	New Holding	598	0.1%	Retail/Wholesale
MATTHEWS INTL FDS	$223,662		0.0%	7,604	0.1%	INDIA ACTIVE ETF
CCJ Cameco	$206,044	$206,044 ▲	New Holding	2,457	0.1%	Basic Materials
XJH iShares ESG Select Screened S&P Mid-Cap ETF	$205,097	$205,097 ▲	New Holding	4,677	0.1%	ETF
VBR Vanguard Small-Cap Value ETF	$204,046	$204,046 ▲	New Holding	978	0.1%	ETF
COST Costco Wholesale	$201,991		0.0%	218	0.1%	Retail/Wholesale
VOE Vanguard Mid-Cap Value ETF	$201,965	$201,965 ▲	New Holding	1,157	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Freedom Financial Partners LLC Top Holdings and 13F Report (2025)

About Freedom Financial Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Freedom Financial Partners LLC Top Holdings and 13F Report (2025)

About Freedom Financial Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFreedom Financial Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools