Freedom Financial Partners LLC Top Holdings and 13F Report (2026) About Freedom Financial Partners LLCInvestment ActivityFreedom Financial Partners LLC has $305.30 million in total holdings as of September 30, 2026.Freedom Financial Partners LLC owns shares of 89 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 4.32% of the portfolio was sold this quarter.This quarter, Freedom Financial Partners LLC has purchased 89 new stocks and bought additional shares in 52 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 $31,975,007Avantis International Equity ETF $24,063,982Avantis U.S. Equity ETF $21,646,834CAPITAL GROUP INTERNATIONAL $18,976,659Vanguard Mid-Cap ETF $16,313,399 Largest New Holdings this Quarter 092528603 - iShares Flexible Income Active ETF $766,735 Holding01446U103 - Alerus Financial $251,664 Holding166764100 - Chevron $247,208 Holding09174C104 - BITWISE BITCOIN ETF TR $236,144 Holding30303M102 - Meta Platforms $226,067 Holding Largest Purchases this Quarter CAPITAL GROUP INTERNATIONAL 35,117 shares (about $1.29M)Avantis Core Fixed Income ETF 30,684 shares (about $1.21M)Vanguard S&P 500 ETF 1,229 shares (about $861.35K)J P MORGAN EXCHANGE TRADED F 7,577 shares (about $797.06K)iShares Flexible Income Active ETF 15,096 shares (about $766.74K) Largest Sales this Quarter Capital Group Core Plus Income ETF 40,206 shares (about $851.16K)SPDR Doubleline Total Return Tactical ETF 21,913 shares (about $819.98K)Apple 804 shares (about $267.75K)PGIM Active High Yield Bond ETF 5,098 shares (about $170.43K)Ecolab 583 shares (about $160.08K) 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$31,975,007$861,348 ▲2.8%45,62310.5%ETFAVDEAvantis International Equity ETF$24,063,982$598,151 ▲2.5%267,0517.9%ETFAVUSAvantis U.S. Equity ETF$21,646,834$172,153 ▲0.8%168,9977.1%ETFCAPITAL GROUP INTERNATIONAL$18,976,659$1,288,969 ▲7.3%517,0056.2%SHSVOVanguard Mid-Cap ETF$16,313,399$668,374 ▲4.3%208,0265.3%ETFAAPLApple$15,422,120$267,747 ▼-1.7%46,3105.1%TechnologyRLYSPDR SSgA Multi-Asset Real Return ETF$12,917,822$550,666 ▲4.5%356,9454.2%ETFCGDVCapital Group Dividend Value ETF$12,897,078$668,121 ▲5.5%264,0144.2%ETFAVEMAvantis Emerging Markets Equity ETF$12,799,506$446,971 ▲3.6%136,1364.2%ETFJ P MORGAN EXCHANGE TRADED F$12,691,693$797,064 ▲6.7%120,6494.2%U S TEC LEA ETFVWOVanguard FTSE Emerging Markets ETF$11,680,037$506,923 ▲4.5%196,9323.8%ETFVUGVanguard Growth ETF$11,455,756$198,512 ▲1.8%127,1313.8%ETFCAPITAL GRP FIXED INCM ETF T$6,968,699$185,202 ▲2.7%278,9712.3%CORE BOND ETFCGCPCapital Group Core Plus Income ETF$6,419,630$851,161 ▼-11.7%303,2422.1%ETFCGXUCapital Group International Focus Equity ETF$5,520,824$5,041 ▼-0.1%161,0041.8%ETFBONDPimco Total Return ETF$5,010,901$229,654 ▲4.8%57,6031.6%ETFHTRBHartford Total Return Bond ETF$4,682,051$230,087 ▲5.2%146,0861.5%ETFRUNNRunning Oak Efficient Growth ETF$4,402,470$151,743 ▲3.6%135,4601.4%ETFTOTLSPDR Doubleline Total Return Tactical ETF$4,396,608$819,981 ▼-15.7%117,4941.4%ETFENTGEntegris$4,295,325$924 ▲0.0%27,8811.4%TechnologyWPCW.P. Carey$3,006,208$90,030 ▲3.1%46,5141.0%Real EstateAVIGAvantis Core Fixed Income ETF$2,911,828$1,208,643 ▲71.0%73,9231.0%ETFECLEcolab$2,841,638$160,081 ▼-5.3%10,3490.9%MaterialsSCHPSchwab U.S. TIPS ETF$2,534,980$69,710 ▲2.8%100,8750.8%ETFCGMUCapital Group Municipal Income ETF$2,269,447$60,311 ▲2.7%87,4880.7%ETFNVDANVIDIA$1,946,488$492,160 ▲33.8%8,5230.6%TechnologyCOHEN & STEERS ETF TRUST$1,801,399$297,172 ▲19.8%67,4680.6%REAL EST ACT ETFJPSTJPMorgan Ultra-Short Income ETF$1,707,231$55,860 ▼-3.2%33,8940.6%ETFAMZNAmazon.com$1,693,722$249 ▼0.0%6,7980.6%Consumer DiscretionaryARK 21SHARES BITCOIN ETF$1,620,697$31,705 ▲2.0%58,5300.5%SHS BEN INTLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,609,632$49,659 ▼-3.0%15,7530.5%ETFVTVVanguard Value ETF$1,571,131$3,241 ▲0.2%7,2710.5%ETFSCHBSchwab US Broad Market ETF$1,551,394$1,436 ▲0.1%52,9310.5%ETFXLUUtilities Select Sector SPDR Fund$1,404,350$11,911 ▼-0.8%35,6070.5%ETFDVYiShares Select Dividend ETF$1,347,032$35,888 ▼-2.6%8,8580.4%ETFVBVanguard Small-Cap ETF$1,242,503$3,699 ▲0.3%4,3670.4%ETFSDYSPDR S&P Dividend ETF$1,192,430$46,871 ▼-3.8%8,1410.4%ETFPIDInvesco International Dividend Achievers ETF$1,168,267$10,580 ▼-0.9%54,6580.4%ETFQQQInvesco QQQ$1,144,961$30,325 ▼-2.6%1,5480.4%ETFVEAVanguard FTSE Developed Markets ETF$1,136,634$2,118 ▲0.2%16,0970.4%ETFPUTNAM ETF TRUST$1,097,656$55,266 ▲5.3%134,0240.4%FRANK MINN ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$990,812$71,901 ▼-6.8%19,9400.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$940,605$50,365 ▲5.7%10,1410.3%ETFMSFTMicrosoft$931,757$41,024 ▼-4.2%1,8170.3%TechnologyGRAYSCALE ETHEREUM STAKING$924,405$153 ▲0.0%36,2650.3%SHS NEWDALDelta Air Lines$912,395$167 ▲0.0%10,9320.3%IndustrialsPHYLPGIM Active High Yield Bond ETF$781,607$170,429 ▼-17.9%23,3800.3%ETFCALAMOS ETF TR$776,528$337,620 ▲76.9%29,1710.3%AUTOC INCOM ETFBINCiShares Flexible Income Active ETF$766,735$766,735 ▲New Holding15,0960.3%ETFDFSUDimensional US Sustainability Core 1 ETF$748,656$13,491 ▲1.8%15,8710.2%ETFFPEFirst Trust Preferred Securities and Income ETF$708,411$18,994 ▼-2.6%41,5490.2%ETFUSBU.S. Bancorp$699,312$109,515 ▲18.6%12,1070.2%FinanceTSLATesla$673,075$24,837 ▲3.8%1,8970.2%Consumer DiscretionaryJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$663,965$12,435 ▲1.9%9,0240.2%ETFUNHUnitedHealth Group$657,0860.0%1,7900.2%HealthcareJNJJohnson & Johnson$634,574$529 ▲0.1%2,3970.2%HealthcareXVViShares ESG Select Screened S&P 500 ETF$618,904$18,539 ▲3.1%10,6160.2%ETFGLDSPDR Gold Shares$605,499$2,666 ▼-0.4%1,5900.2%ETFBLOKAmplify Transformational Data Sharing ETF$594,764$18,062 ▼-2.9%9,7140.2%ETFSMHVanEck Semiconductor ETF$561,5350.0%9220.2%ETFDFAUDimensional US Core Equity Market ETF$561,217$1,100 ▲0.2%10,7180.2%ETFCATCaterpillar$538,7230.0%6640.2%IndustrialsMDIVFirst Trust Multi-Asset Diversified Income Index Fund$526,648$71,053 ▼-11.9%33,2800.2%ETFDFSIDimensional International Sustainability Core 1 ETF$492,747$13,596 ▲2.8%10,9090.2%ETFQQQMInvesco NASDAQ 100 ETF$487,326$609 ▲0.1%1,6000.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$462,826$12,040 ▲2.7%9,5720.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$430,6530.0%8470.1%ETFMMM3M$424,354$116,718 ▲37.9%2,5850.1%IndustrialsULTAUlta Beauty$371,3960.0%6800.1%Consumer DiscretionaryXELXcel Energy$367,850$4,793 ▲1.3%5,2190.1%UtilitiesCAPITAL GRP FIXED INCM ETF T$344,743$7,437 ▲2.2%14,3230.1%MUN HIGH ETFVSGXVanguard ESG International Stock ETF$339,633$8,513 ▲2.6%4,1890.1%ETFPGProcter & Gamble$337,871$15,543 ▼-4.4%2,3260.1%Consumer StaplesEPDEnterprise Products Partners$332,5910.0%9,3400.1%EnergyAPGAPi Group$292,974$25,090 ▲9.4%7,5900.1%IndustrialsGOOGAlphabet$280,505$1,704 ▼-0.6%8230.1%Communication ServicesDFAIDimensional International Core Equity Market ETF$276,971$829 ▲0.3%6,6850.1%ETFPEPPepsiCo$275,528$507 ▼-0.2%2,1740.1%Consumer StaplesXJHiShares ESG Select Screened S&P Mid-Cap ETF$267,218$26,536 ▲11.0%5,4780.1%ETFBRK.BBerkshire Hathaway$253,4570.0%5090.1%FinanceALRSAlerus Financial$251,664$251,664 ▲New Holding7,9690.1%FinanceGOOGLAlphabet$250,522$43,015 ▲20.7%7280.1%Communication ServicesCVXChevron$247,208$247,208 ▲New Holding1,2110.1%EnergyBITWISE BITCOIN ETF TR$236,144$236,144 ▲New Holding5,2060.1%SHS BEN INTDEDeere & Company$233,0280.0%3470.1%IndustrialsMETAMeta Platforms$226,067$226,067 ▲New Holding3120.1%Communication ServicesJPMJPMorgan Chase & Co.$224,932$331 ▲0.1%6800.1%FinanceVOEVanguard Mid-Cap Value ETF$224,074$782 ▲0.4%1,1460.1%ETFCEGConstellation Energy$215,6630.0%8490.1%UtilitiesDFACDimensional U.S. Core Equity 2 ETF$0$9,485,894 ▼-100.0%00.0%ETFMAINMain Street Capital$0$294,403 ▼-100.0%00.0%FinanceCCJCameco$0$227,453 ▼-100.0%00.0%EnergyHDHome Depot$0$210,903 ▼-100.0%00.0%Consumer DiscretionaryCOSTCostco Wholesale$0$204,138 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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