Freedom Financial Partners LLC Top Holdings and 13F Report (2026) About Freedom Financial Partners LLCInvestment ActivityFreedom Financial Partners LLC has $280.76 million in total holdings as of March 31, 2026.Freedom Financial Partners LLC owns shares of 88 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 1.95% of the portfolio was sold this quarter.This quarter, Freedom Financial Partners LLC has purchased 87 new stocks and bought additional shares in 53 stocks.Freedom Financial Partners LLC sold shares of 23 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $26,558,866Avantis International Equity ETF $22,007,762Avantis U.S. Equity ETF $19,356,132CAPITAL GROUP INTERNATIONAL $15,145,396Apple $14,279,988 Largest New Holdings this Quarter 19249U104 - COHEN & STEERS ETF TRUST $1,132,678 Holding025072562 - Avantis Core Fixed Income ETF $258,048 Holding084670702 - Berkshire Hathaway $246,309 Holding166764100 - Chevron $242,104 Holding12811T571 - CALAMOS ETF TR $239,490 Holding Largest Purchases this Quarter CAPITAL GROUP INTERNATIONAL 75,180 shares (about $2.54M)Capital Group Dividend Value ETF 44,671 shares (about $1.90M)J P MORGAN EXCHANGE TRADED F 14,447 shares (about $1.15M)COHEN & STEERS ETF TRUST 43,100 shares (about $1.13M)JPMorgan Ultra-Short Income ETF 18,329 shares (about $927.63K) Largest Sales this Quarter Capital Group International Focus Equity ETF 55,675 shares (about $1.64M)Avantis U.S. Equity ETF 8,647 shares (about $961.37K)JPMorgan Small & Mid Cap Enhanced Equity ETF 9,517 shares (about $635.43K)Apple 777 shares (about $197.19K)Ecolab 676 shares (about $179.84K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$26,558,866$841,355 ▲3.3%44,4469.5%ETFAVDEAvantis International Equity ETF$22,007,762$523,548 ▲2.4%259,4037.8%ETFAVUSAvantis U.S. Equity ETF$19,356,132$961,375 ▼-4.7%174,0976.9%ETFCAPITAL GROUP INTERNATIONAL$15,145,396$2,542,586 ▲20.2%447,8245.4%SHSAAPLApple$14,279,988$197,195 ▼-1.4%56,2675.1%Computer and TechnologyVOVanguard Mid-Cap ETF$14,076,780$574,363 ▲4.3%49,0175.0%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$12,225,965$342,594 ▲2.9%338,2014.4%ETFAVEMAvantis Emerging Markets Equity ETF$10,682,482$293,794 ▲2.8%132,5703.8%ETFVWOVanguard FTSE Emerging Markets ETF$10,008,071$324,463 ▲3.4%185,1633.6%ETFCGDVCapital Group Dividend Value ETF$9,901,520$1,900,303 ▲23.8%232,7583.5%ETFCGCPCapital Group Core Plus Income ETF$9,496,097$364,388 ▲4.0%425,0713.4%ETFVUGVanguard Growth ETF$9,102,886$94,349 ▲1.0%20,8403.2%ETFJ P MORGAN EXCHANGE TRADED F$8,529,165$1,149,116 ▲15.6%107,2313.0%U S TECH LEADERSDFACDimensional U.S. Core Equity 2 ETF$8,470,942$39,015 ▼-0.5%217,9863.0%ETFCAPITAL GRP FIXED INCM ETF T$6,994,203$363,308 ▲5.5%266,3442.5%CORE BOND ETFTOTLSPDR Doubleline Total Return Tactical ETF$5,597,263$145,689 ▲2.7%140,8832.0%ETFCGXUCapital Group International Focus Equity ETF$5,440,335$1,641,853 ▼-23.2%184,4811.9%ETFPIMCO ETF TR$5,071,655$404,374 ▲8.7%54,9591.8%ACTIVE BD ETFHTRBHartford Total Return Bond ETF$4,669,469$332,338 ▲7.7%138,3961.7%ETFRUNNRunning Oak Efficient Growth ETF$4,146,182$120,015 ▲3.0%128,7231.5%ETFENTGEntegris$3,981,786$10,317 ▼-0.3%33,9631.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$3,278,767$927,630 ▲39.5%64,7851.2%ETFWPCW.P. Carey$3,115,229$105,406 ▲3.5%45,8391.1%FinanceECLEcolab$2,951,885$179,837 ▼-5.7%11,0961.1%Basic MaterialsSCHPSchwab U.S. TIPS ETF$2,610,437$80,841 ▲3.2%98,1000.9%ETFCGMUCapital Group Municipal Income ETF$2,382,740$52,454 ▲2.3%87,7620.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,743,044$109 ▲0.0%15,9880.6%FinanceXLUUtilities Select Sector SPDR Fund$1,652,381$36,254 ▲2.2%36,0070.6%ETFAMZNAmazon.com$1,557,235$15,620 ▼-1.0%7,4770.6%Retail/WholesaleVTVVanguard Value ETF$1,420,274$3,728 ▲0.3%7,2390.5%ETFDVYiShares Select Dividend ETF$1,357,386$6,815 ▲0.5%8,9630.5%ETFSCHBSchwab US Broad Market ETF$1,333,826$38,579 ▼-2.8%53,1400.5%ETFARK 21SHARES BITCOIN ETF$1,292,767$82,785 ▲6.8%57,4820.5%SHS BEN INTPIDInvesco International Dividend Achievers ETF$1,219,892$8,880 ▲0.7%54,8130.4%ManufacturingMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,213,693$46,763 ▲4.0%23,2550.4%ETFSDYSPDR S&P Dividend ETF$1,205,222$86,004 ▼-6.7%8,2540.4%ETFVBVanguard Small-Cap ETF$1,184,885$12,310 ▼-1.0%4,5240.4%ETFCOHEN & STEERS ETF TRUST$1,132,678$1,132,678 ▲New Holding43,1000.4%REAL ESTATE ACTINVDANVIDIA$1,128,436$1,221 ▲0.1%6,4700.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,057,929$5,319 ▼-0.5%16,5090.4%ETFPHYLPGIM Active High Yield Bond ETF$974,779$53,262 ▼-5.2%28,1480.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$921,763$41,350 ▲4.7%9,6300.3%FinanceQQQInvesco QQQ$917,3010.0%1,5890.3%FinanceJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$851,018$635,426 ▼-42.7%12,7460.3%ETFGRAYSCALE ETHEREUM STAKING$741,605$56,998 ▲8.3%37,3420.3%SHS NEWMSFTMicrosoft$740,083$167,342 ▼-18.4%1,9990.3%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$739,774$5,588 ▲0.8%18,0040.3%ETFDALDelta Air Lines$726,471$199 ▲0.0%10,9280.3%TransportationFPEFirst Trust Preferred Securities and Income ETF$713,230$16,799 ▲2.4%40,1650.3%ETFTSLATesla$697,4030.0%1,8760.2%Auto/Tires/TrucksGLDSPDR Gold Shares$687,173$18,933 ▼-2.7%1,5970.2%FinanceMDIVFirst Trust Multi-Asset Diversified Income Index Fund$606,476$29,645 ▲5.1%37,4990.2%ManufacturingXVViShares ESG Select Screened S&P 500 ETF$590,503$61,871 ▲11.7%11,9970.2%ETFJNJJohnson & Johnson$584,978$489 ▲0.1%2,3930.2%MedicalCATCaterpillar$541,271$35,423 ▼-6.1%7640.2%IndustrialsUSBU.S. Bancorp$531,071$50,241 ▼-8.6%10,2110.2%FinancePEPPepsiCo$528,070$44,252 ▼-7.7%3,4010.2%Consumer StaplesDFSIDimensional International Sustainability Core 1 ETF$505,783$2,247 ▲0.4%11,9290.2%ETFBLOKAmplify Transformational Data Sharing ETF$496,588$11,456 ▲2.4%9,9700.2%ETFDFAUDimensional US Core Equity Market ETF$481,802$857 ▲0.2%10,6780.2%ETFUNHUnitedHealth Group$481,698$271 ▲0.1%1,7800.2%MedicalXELXcel Energy$468,429$53,936 ▼-10.3%5,8970.2%UtilitiesDFSEDimensional Emerging Markets Sustainability Core 1 ETF$460,664$21,482 ▲4.9%10,8720.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$391,9920.0%8460.1%FinanceMMM3M$384,269$436 ▲0.1%2,6460.1%Multi-Sector ConglomeratesQQQMInvesco NASDAQ 100 ETF$379,371$475 ▲0.1%1,5970.1%ETFVSGXVanguard ESG International Stock ETF$362,457$24,173 ▲7.1%5,0530.1%ETFSMHVanEck Semiconductor ETF$353,5180.0%9220.1%ManufacturingPGProcter & Gamble$350,691$2,311 ▼-0.7%2,4280.1%Consumer StaplesULTAUlta Beauty$350,216$3,136 ▲0.9%6700.1%Retail/WholesaleEPDEnterprise Products Partners$343,763$15,211 ▲4.6%9,0850.1%EnergyCAPITAL GRP FIXED INCM ETF T$343,215$24,788 ▲7.8%13,5550.1%MUNICIPAL HIGH IMAINMain Street Capital$295,336$11,703 ▲4.1%5,5770.1%FinanceCCJCameco$275,0010.0%2,5320.1%Basic MaterialsXJHiShares ESG Select Screened S&P Mid-Cap ETF$263,613$50,681 ▲23.8%5,8100.1%ETFAPGAPi Group$258,315$13,169 ▲5.4%6,3750.1%Business ServicesAVIGAvantis Core Fixed Income ETF$258,048$258,048 ▲New Holding6,2120.1%ETFDFAIDimensional International Core Equity Market ETF$257,742$6,038 ▼-2.3%6,6160.1%ETFBRK.BBerkshire Hathaway$246,309$246,309 ▲New Holding5140.1%FinanceCVXChevron$242,104$242,104 ▲New Holding1,1700.1%EnergyEMEEMCOR Group$241,982$50,905 ▼-17.4%3280.1%ConstructionCALAMOS ETF TR$239,490$239,490 ▲New Holding9,5260.1%AUTOCALLABLE INCGOOGAlphabet$237,306$574 ▲0.2%8270.1%Computer and TechnologyCEGConstellation Energy$237,0830.0%8490.1%EnergyBITWISE BITCOIN ETF TR$232,308$3,681 ▼-1.6%6,3110.1%SHS BEN INTCOSTCostco Wholesale$217,440$217,440 ▲New Holding2180.1%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$215,562$921 ▲0.4%1,1700.1%ETFGOOGLAlphabet$209,734$863 ▲0.4%7290.1%Computer and TechnologyJPMJPMorgan Chase & Co.$0$303,547 ▼-100.0%00.0%FinanceMATTHEWS INTL FDS$0$231,535 ▼-100.0%00.0%INDIA ACTIVE ETFMETAMeta Platforms$0$225,373 ▼-100.0%00.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$0$207,880 ▼-100.0%00.0%ETFHDHome Depot$0$205,772 ▼-100.0%00.0%Retail/WholesaleShowing 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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