Freedom Financial Partners LLC Top Holdings and 13F Report (2025) About Freedom Financial Partners LLCInvestment ActivityFreedom Financial Partners LLC has $237.21 million in total holdings as of June 30, 2025.Freedom Financial Partners LLC owns shares of 75 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.51% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Freedom Financial Partners LLC has purchased 76 new stocks and bought additional shares in 48 stocks.Freedom Financial Partners LLC sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $25,079,630Vanguard S&P 500 ETF $23,892,124Avantis International Equity ETF $17,822,044Capital Group International Focus Equity ETF $16,395,690Apple $12,207,643 Largest New Holdings this Quarter 21037T109 - Constellation Energy $274,023 Holding30303M102 - Meta Platforms $240,742 Holding577130610 - MATTHEWS INTL FDS $229,404 Holding29084Q100 - EMCOR Group $211,938 Holding Largest Purchases this Quarter ARK 21SHARES BITCOIN ETF 33,473 shares (about $1.20M)Avantis U.S. Equity ETF 11,087 shares (about $1.12M)Capital Group International Focus Equity ETF 40,682 shares (about $1.10M)Avantis International Equity ETF 10,332 shares (about $764.70K)Vanguard S&P 500 ETF 1,274 shares (about $723.59K) Largest Sales this Quarter Apple 972 shares (about $199.43K)VanEck Semiconductor ETF 694 shares (about $193.54K)Dimensional U.S. Core Equity 2 ETF 3,449 shares (about $123.61K)Ecolab 401 shares (about $108.05K)PepsiCo 798 shares (about $105.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFreedom Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$25,079,630$1,117,672 ▲4.7%248,78310.6%ETFVOOVanguard S&P 500 ETF$23,892,124$723,591 ▲3.1%42,06610.1%ETFAVDEAvantis International Equity ETF$17,822,044$764,696 ▲4.5%240,7987.5%ETFCGXUCapital Group International Focus Equity ETF$16,395,690$1,103,650 ▲7.2%604,3676.9%ETFAAPLApple$12,207,643$199,426 ▼-1.6%59,5005.1%Computer and TechnologyVOVanguard Mid-Cap ETF$12,130,405$608,857 ▲5.3%43,3535.1%ETFVUGVanguard Growth ETF$8,961,282$95,128 ▲1.1%20,4423.8%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$8,715,162$506,742 ▲6.2%299,5793.7%ETFAVEMAvantis Emerging Markets Equity ETF$8,344,371$468,317 ▲5.9%121,7493.5%ETFCGCPCapital Group Core Plus Income ETF$8,323,350$298,912 ▲3.7%369,9273.5%ETFVWOVanguard FTSE Emerging Markets ETF$8,249,675$472,227 ▲6.1%166,8013.5%ETFDFACDimensional U.S. Core Equity 2 ETF$7,957,902$123,612 ▼-1.5%222,0403.4%ETFCAPITAL GRP FIXED INCM ETF T$6,124,898$106,094 ▲1.8%232,8862.6%CORE BOND ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$5,520,365$224,862 ▲4.2%93,2412.3%ETFTOTLSPDR Doubleline Total Return Tactical ETF$4,880,752$175,682 ▲3.7%121,6842.1%ETFPIMCO ETF TR$4,305,613$120,386 ▲2.9%46,7091.8%ACTIVE BD ETFRUNNRunning Oak Efficient Growth ETF$3,861,740$206,702 ▲5.7%114,1321.6%ETFHTRBHartford Total Return Bond ETF$3,721,859$154,379 ▲4.3%109,8871.6%ETFJ P MORGAN EXCHANGE TRADED F$3,508,452$284,131 ▲8.8%41,5511.5%U S TECH LEADERSECLEcolab$3,260,547$108,047 ▼-3.2%12,1011.4%Basic MaterialsWPCW.P. Carey$2,846,580$7,986 ▲0.3%45,6271.2%FinanceSCHPSchwab U.S. TIPS ETF$2,209,705$71,289 ▲3.3%82,8230.9%ETFCGMUCapital Group Municipal Income ETF$1,952,807$77,535 ▲4.1%73,1660.8%ETFARK 21SHARES BITCOIN ETF$1,810,074$1,197,995 ▲195.7%50,5750.8%SHS BEN INTAMZNAmazon.com$1,638,185$50,021 ▲3.1%7,4670.7%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$1,562,689$25,239 ▲1.6%30,8340.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,551,274$19,729 ▼-1.3%14,1530.7%FinanceXLUUtilities Select Sector SPDR Fund$1,424,073$25,070 ▼-1.7%17,4390.6%ETFENTGEntegris$1,371,798$726 ▲0.1%17,0090.6%Computer and TechnologySCHBSchwab US Broad Market ETF$1,347,669$61,839 ▼-4.4%56,5530.6%ETFVBVanguard Small-Cap ETF$1,268,186$6,873 ▼-0.5%5,3510.5%ETFVTVVanguard Value ETF$1,267,854$4,418 ▲0.3%7,1740.5%ETFMSFTMicrosoft$1,245,130$5,472 ▼-0.4%2,5030.5%Computer and TechnologyDVYiShares Select Dividend ETF$1,235,893$7,039 ▲0.6%9,3060.5%ETFSDYSPDR S&P Dividend ETF$1,179,964$6,651 ▲0.6%8,6930.5%ETFPIDInvesco International Dividend Achievers ETF$1,063,620$11,049 ▲1.0%51,8840.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,058,300$6,157 ▼-0.6%18,5630.4%ETFNVDANVIDIA$1,035,385$9,954 ▲1.0%6,5530.4%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$912,130$32,202 ▲3.7%17,7600.4%ETFPHYLPGIM Active High Yield Bond ETF$893,163$45,178 ▲5.3%25,1670.4%ETFQQQInvesco QQQ$876,369$1,103 ▲0.1%1,5890.4%FinanceJNKSPDR Bloomberg High Yield Bond ETF$850,092$38,517 ▲4.7%8,7400.4%FinanceGRAYSCALE ETHEREUM MINI TR E$727,564$925 ▼-0.1%30,6730.3%SHS NEWDFSUDimensional US Sustainability Core 1 ETF$699,929$126,264 ▲22.0%17,8330.3%ETFFPEFirst Trust Preferred Securities and Income ETF$647,702$1,584 ▼-0.2%36,3880.3%ETFTSLATesla$600,377$3,812 ▼-0.6%1,8900.3%Auto/Tires/TrucksPEPPepsiCo$548,761$105,368 ▼-16.1%4,1560.2%Consumer StaplesDALDelta Air Lines$536,998$3,689 ▲0.7%10,9190.2%TransportationMDIVFirst Trust Multi-Asset Diversified Income Index Fund$534,885$21,565 ▼-3.9%33,8320.2%ManufacturingUSBU.S. Bancorp$521,099$120,094 ▲29.9%11,5160.2%FinanceXVViShares ESG Select Screened S&P 500 ETF$511,118$127,326 ▲33.2%10,7180.2%ETFXELXcel Energy$510,706$3,405 ▼-0.7%7,4990.2%UtilitiesDFAUDimensional US Core Equity Market ETF$505,041$678 ▲0.1%11,9230.2%ETFGLDSPDR Gold Shares$500,2260.0%1,6410.2%FinanceDFSIDimensional International Sustainability Core 1 ETF$463,975$80,948 ▲21.1%11,7730.2%ETFQQQMInvesco NASDAQ 100 ETF$455,377$11,356 ▲2.6%2,0050.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$388,841$78,476 ▲25.3%10,2170.2%ETFPGProcter & Gamble$387,944$63,091 ▼-14.0%2,4350.2%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$372,824$441 ▼-0.1%8460.2%FinanceJNJJohnson & Johnson$361,300$85,245 ▼-19.1%2,3650.2%MedicalJPMJPMorgan Chase & Co.$353,787$1,160 ▲0.3%1,2200.1%FinanceBITWISE BITCOIN ETF TR$329,276$23,846 ▲7.8%5,6200.1%SHS BEN INTCATCaterpillar$315,6410.0%8130.1%IndustrialsULTAUlta Beauty$308,293$3,743 ▲1.2%6590.1%Retail/WholesaleVSGXVanguard ESG International Stock ETF$306,708$78,789 ▲34.6%4,6830.1%ETFMAINMain Street Capital$301,420$12,884 ▲4.5%5,1000.1%FinanceCEGConstellation Energy$274,023$274,023 ▲New Holding8490.1%EnergySMHVanEck Semiconductor ETF$270,792$193,542 ▼-41.7%9710.1%ManufacturingEPDEnterprise Products Partners$244,124$58,085 ▲31.2%7,8720.1%EnergyMETAMeta Platforms$240,742$240,742 ▲New Holding3260.1%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$236,720$968 ▲0.4%6,8480.1%ETFCAPITAL GRP FIXED INCM ETF T$232,532$1,651 ▼-0.7%9,4390.1%MUNICIPAL HIGH IMATTHEWS INTL FDS$229,404$229,404 ▲New Holding7,6040.1%INDIA ACTIVE ETFCOSTCostco Wholesale$215,7360.0%2180.1%Retail/WholesaleEMEEMCOR Group$211,938$211,938 ▲New Holding3960.1%ConstructionTRVTravelers Companies$0$227,322 ▼-100.0%00.0%FinanceWMWaste Management$0$220,473 ▼-100.0%00.0%Business ServicesVBRVanguard Small-Cap Value ETF$0$216,984 ▼-100.0%00.0%ETFFASTFastenal$0$206,671 ▼-100.0%00.0%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$0$200,292 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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