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

About Freedom Financial Partners LLC

Investment Activity

Freedom Financial Partners LLC has $306.94 million in total holdings as of June 30, 2026.
Freedom Financial Partners LLC owns shares of 89 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 9.32% of the portfolio was purchased this quarter.
About 3.83% of the portfolio was sold this quarter.
This quarter, Freedom Financial Partners LLC has purchased 88 new stocks and bought additional shares in 39 stocks.
Freedom Financial Partners LLC sold shares of 40 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $30,490,321
Avantis International Equity ETF: $23,228,799
Avantis U.S. Equity ETF: $21,472,964
CAPITAL GROUP INTERNATIONAL: $17,723,828
Vanguard Mid-Cap ETF: $16,073,932

Largest New Holdings this Quarter

746729813 - PUTNAM ETF TRUST: $1,134,843 Holding
46625H100 - JPMorgan Chase & Co.: $222,339 Holding
244199105 - Deere & Company: $220,113 Holding
437076102 - Home Depot: $210,903 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 150,486 shares (about $12.12M)
Vanguard Growth ETF: 104,088 shares (about $8.97M)
Avantis Core Fixed Income ETF: 37,027 shares (about $1.53M)
CAPITAL GROUP INTERNATIONAL: 34,064 shares (about $1.25M)
PUTNAM ETF TRUST: 127,276 shares (about $1.13M)

Largest Sales this Quarter

Apple: 9,153 shares (about $2.65M)
Capital Group Core Plus Income ETF: 81,623 shares (about $1.82M)
JPMorgan Ultra-Short Income ETF: 29,782 shares (about $1.51M)
Entegris: 6,088 shares (about $1.09M)
Avantis U.S. Equity ETF: 6,444 shares (about $825.35K)

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	$30,490,321	$35,714 ▼	-0.1%	44,394	9.9%	ETF
AVDE Avantis International Equity ETF	$23,228,799	$90,092 ▲	0.4%	260,413	7.6%	ETF
AVUS Avantis U.S. Equity ETF	$21,472,964	$825,346 ▼	-3.7%	167,653	7.0%	ETF
CAPITAL GROUP INTERNATIONAL	$17,723,828	$1,252,873 ▲	7.6%	481,888	5.8%	SHS
VO Vanguard Mid-Cap ETF	$16,073,932	$12,124,638 ▲	307.0%	199,503	5.2%	ETF
AAPL Apple	$13,632,815	$2,648,494 ▼	-16.3%	47,114	4.4%	Technology
AVEM Avantis Emerging Markets Equity ETF	$12,677,037	$114,630 ▼	-0.9%	131,382	4.1%	ETF
J P MORGAN EXCHANGE TRADED F	$12,613,411	$651,575 ▲	5.4%	113,072	4.1%	U S TECH LEADERS
CGDV Capital Group Dividend Value ETF	$12,336,596	$866,292 ▲	7.6%	250,337	4.0%	ETF
RLY SPDR SSgA Multi-Asset Real Return ETF	$11,793,060	$121,751 ▲	1.0%	341,729	3.8%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$11,244,713	$192,321 ▲	1.7%	188,385	3.7%	ETF
VUG Vanguard Growth ETF	$10,761,285	$8,966,130 ▲	499.5%	124,928	3.5%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$9,485,894	$183,961 ▼	-1.9%	213,839	3.1%	ETF
CGCP Capital Group Core Plus Income ETF	$7,655,451	$1,819,376 ▼	-19.2%	343,448	2.5%	ETF
CAPITAL GRP FIXED INCM ETF T	$7,109,374	$136,477 ▲	2.0%	271,557	2.3%	CORE BOND ETF
CGXU Capital Group International Focus Equity ETF	$5,579,056	$807,686 ▼	-12.6%	161,151	1.8%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$5,502,402	$58,258 ▼	-1.0%	139,407	1.8%	ETF
BOND Pimco Total Return ETF	$5,068,114	$369 ▲	0.0%	54,963	1.7%	ETF
ENTG Entegris	$5,013,526	$1,094,972 ▼	-17.9%	27,875	1.6%	Technology
HTRB Hartford Total Return Bond ETF	$4,686,032	$17,239 ▲	0.4%	138,907	1.5%	ETF
RUNN Running Oak Efficient Growth ETF	$4,237,106	$66,995 ▲	1.6%	130,791	1.4%	ETF
WPC W.P. Carey	$3,226,159	$51,337 ▼	-1.6%	45,121	1.1%	Real Estate
ECL Ecolab	$3,045,697	$45,691 ▼	-1.5%	10,932	1.0%	Materials
SCHP Schwab U.S. TIPS ETF	$2,599,672	$26 ▲	0.0%	98,101	0.8%	ETF
CGMU Capital Group Municipal Income ETF	$2,339,441	$71,395 ▼	-3.0%	85,163	0.8%	ETF
AVIG Avantis Core Fixed Income ETF	$1,790,510	$1,533,274 ▲	596.1%	43,239	0.6%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,771,158	$27,376 ▲	1.6%	16,239	0.6%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,770,090	$1,506,066 ▼	-46.0%	35,003	0.6%	ETF
XLU Utilities Select Sector SPDR Fund	$1,628,131	$4,443 ▼	-0.3%	35,909	0.5%	ETF
AMZN Amazon.com	$1,620,474	$161,595 ▼	-9.1%	6,799	0.5%	Consumer Discretionary
COHEN & STEERS ETF TRUST	$1,598,867	$375,693 ▲	30.7%	56,338	0.5%	REAL ESTATE ACTI
VTV Vanguard Value ETF	$1,581,269	$3,705 ▲	0.2%	7,256	0.5%	ETF
SCHB Schwab US Broad Market ETF	$1,531,470	$7,472 ▼	-0.5%	52,882	0.5%	ETF
DVY iShares Select Dividend ETF	$1,421,467	$20,476 ▲	1.5%	9,094	0.5%	ETF
VB Vanguard Small-Cap ETF	$1,319,742	$51,529 ▼	-3.8%	4,354	0.4%	ETF
SDY SPDR S&P Dividend ETF	$1,287,666	$31,503 ▲	2.5%	8,461	0.4%	ETF
NVDA NVIDIA	$1,274,177	$20,409 ▼	-1.6%	6,368	0.4%	Technology
PID Invesco International Dividend Achievers ETF	$1,224,389	$7,548 ▲	0.6%	55,153	0.4%	ETF
QQQ Invesco QQQ	$1,170,346		0.0%	1,589	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,144,751	$31,492 ▼	-2.7%	16,067	0.4%	ETF
PUTNAM ETF TRUST	$1,134,843	$1,134,843 ▲	New Holding	127,276	0.4%	FRANKLIN MINNESO
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,124,960	$98,257 ▼	-8.0%	21,387	0.4%	ETF
ARK 21SHARES BITCOIN ETF	$1,116,716	$1,888 ▼	-0.2%	57,385	0.4%	SHS BEN INT
DAL Delta Air Lines	$1,023,688	$187 ▲	0.0%	10,930	0.3%	Industrials
PHYL PGIM Active High Yield Bond ETF	$993,325	$11,511 ▲	1.2%	28,478	0.3%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$925,005	$3,084 ▼	-0.3%	9,598	0.3%	ETF
TSLA Tesla	$768,436	$20,609 ▼	-2.6%	1,827	0.3%	Consumer Discretionary
FPE First Trust Preferred Securities and Income ETF	$762,809	$44,664 ▲	6.2%	42,663	0.2%	ETF
UNH UnitedHealth Group	$743,992	$4,156 ▲	0.6%	1,790	0.2%	Healthcare
DFSU Dimensional US Sustainability Core 1 ETF	$726,707	$112,795 ▼	-13.4%	15,585	0.2%	ETF
MSFT Microsoft	$707,609	$38,048 ▼	-5.1%	1,897	0.2%	Technology
CAT Caterpillar	$707,321	$106,524 ▼	-13.1%	664	0.2%	Industrials
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF	$690,921	$303,600 ▼	-30.5%	8,855	0.2%	ETF
BLOK Amplify Transformational Data Sharing ETF	$626,889	$2,443 ▲	0.4%	10,009	0.2%	ETF
MDIV First Trust Multi-Asset Diversified Income Index Fund	$624,141	$4,478 ▲	0.7%	37,770	0.2%	ETF
USB U.S. Bancorp	$616,741		0.0%	10,211	0.2%	Finance
JNJ Johnson & Johnson	$608,303	$508 ▲	0.1%	2,395	0.2%	Healthcare
SMH VanEck Semiconductor ETF	$604,770		0.0%	922	0.2%	ETF
GLD SPDR Gold Shares	$588,303		0.0%	1,597	0.2%	ETF
XVV iShares ESG Select Screened S&P 500 ETF	$584,830	$96,487 ▼	-14.2%	10,298	0.2%	ETF
DFAU Dimensional US Core Equity Market ETF	$552,932	$982 ▲	0.2%	10,697	0.2%	ETF
GRAYSCALE ETHEREUM STAKING	$544,968	$16,277 ▼	-2.9%	36,259	0.2%	SHS NEW
QQQM Invesco NASDAQ 100 ETF	$484,216	$303 ▲	0.1%	1,598	0.2%	ETF
DFSI Dimensional International Sustainability Core 1 ETF	$478,410	$59,576 ▼	-11.1%	10,608	0.2%	ETF
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$455,689	$75,712 ▼	-14.2%	9,323	0.1%	ETF
CALAMOS ETF TR	$448,632	$189,433 ▲	73.1%	16,488	0.1%	AUTOCALLABLE INC
DIA SPDR Dow Jones Industrial Average ETF Trust	$442,238	$522 ▲	0.1%	847	0.1%	ETF
XEL Xcel Energy	$413,657	$59,908 ▼	-12.7%	5,151	0.1%	Utilities
CAPITAL GRP FIXED INCM ETF T	$362,270	$11,865 ▲	3.4%	14,014	0.1%	MUNICIPAL HIGH I
PG Procter & Gamble	$356,745	$733 ▲	0.2%	2,433	0.1%	Consumer Staples
EPD Enterprise Products Partners	$343,337	$9,374 ▲	2.8%	9,340	0.1%	Energy
VSGX Vanguard ESG International Stock ETF	$336,243	$79,779 ▼	-19.2%	4,084	0.1%	ETF
ULTA Ulta Beauty	$306,666	$4,510 ▲	1.5%	680	0.1%	Consumer Discretionary
MMM 3M	$303,374	$124,976 ▼	-29.2%	1,874	0.1%	Industrials
PEP PepsiCo	$294,854	$165,568 ▼	-36.0%	2,178	0.1%	Consumer Staples
MAIN Main Street Capital	$294,403	$5,084 ▲	1.8%	5,675	0.1%	Finance
APG APi Group	$293,909	$23,928 ▲	8.9%	6,940	0.1%	Industrials
GOOG Alphabet	$292,460	$353 ▲	0.1%	828	0.1%	Communication Services
DFAI Dimensional International Core Equity Market ETF	$274,938	$2,021 ▲	0.7%	6,665	0.1%	ETF
XJH iShares ESG Select Screened S&P Mid-Cap ETF	$257,299	$45,682 ▼	-15.1%	4,934	0.1%	ETF
BRK.B Berkshire Hathaway	$254,699	$2,502 ▼	-1.0%	509	0.1%	Finance
CCJ Cameco	$227,453	$30,456 ▼	-11.8%	2,233	0.1%	Energy
VOE Vanguard Mid-Cap Value ETF	$225,582	$5,531 ▼	-2.4%	1,142	0.1%	ETF
JPM JPMorgan Chase & Co.	$222,339	$222,339 ▲	New Holding	679	0.1%	Finance
DE Deere & Company	$220,113	$220,113 ▲	New Holding	347	0.1%	Industrials
GOOGL Alphabet	$215,419	$45,013 ▼	-17.3%	603	0.1%	Communication Services
HD Home Depot	$210,903	$210,903 ▲	New Holding	598	0.1%	Consumer Discretionary
CEG Constellation Energy	$210,866		0.0%	849	0.1%	Utilities
COST Costco Wholesale	$204,138		0.0%	218	0.1%	Consumer Staples
CVX Chevron	$0	$242,104 ▼	-100.0%	0	0.0%	Energy
EME EMCOR Group	$0	$241,982 ▼	-100.0%	0	0.0%	Industrials
BITWISE BITCOIN ETF TR	$0	$232,308 ▼	-100.0%	0	0.0%	SHS BEN INT

Showing largest 100 holdings. View all holdings.

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

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

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

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