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Freedom Financial Partners LLC

hedge fundUpdated 17 days ago

Managed by Freedom Financial Partners Llc • Latest filing Q3 2026

Portfolio value
$305.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$262.4M
Q4 2025$274.9M
Q1 2026$280.8M
Q2 2026$306.9M
Q3 2026$305.3M

Top holdings

89 positions as of Q3 2026

View filing
V

VANGUARD INDEX FDS

+2.8%
Value
$32M
Shares
45.6K
% Port
10.47%
?
2.N/A

AMERICAN CENTY ETF TR

+2.5%
Value
$24.1M
Shares
267.1K
% Port
7.88%
?
3.N/A

AMERICAN CENTY ETF TR

+0.8%
Value
$21.6M
Shares
169.0K
% Port
7.09%
C

CAPITAL GROUP INTERNATIONAL

+7.3%
Value
$19M
Shares
517.0K
% Port
6.22%
V

VANGUARD INDEX FDS

+4.3%
Value
$16.3M
Shares
208.0K
% Port
5.34%
A

APPLE INC

-1.7%
Value
$15.4M
Shares
46.3K
% Port
5.05%
S

SSGA ACTIVE ETF TR

+4.5%
Value
$12.9M
Shares
356.9K
% Port
4.23%
C

CAPITAL GROUP DIVIDEND VALUE

+5.5%
Value
$12.9M
Shares
264.0K
% Port
4.22%
?
9.N/A

AMERICAN CENTY ETF TR

+3.6%
Value
$12.8M
Shares
136.1K
% Port
4.19%
J

J P MORGAN EXCHANGE TRADED F

+6.7%
Value
$12.7M
Shares
120.6K
% Port
4.16%
V

VANGUARD INTL EQUITY INDEX F

+4.5%
Value
$11.7M
Shares
196.9K
% Port
3.83%
V

VANGUARD INDEX FDS

+1.8%
Value
$11.5M
Shares
127.1K
% Port
3.75%
C

CAPITAL GRP FIXED INCM ETF T

+2.7%
Value
$7M
Shares
279.0K
% Port
2.28%
C

CAPITAL GRP FIXED INCM ETF T

-11.7%
Value
$6.4M
Shares
303.2K
% Port
2.10%
C

CAPITAL GROUP INTL FOCUS EQT

-0.1%
Value
$5.5M
Shares
161.0K
% Port
1.81%
P

PIMCO ETF TR

+4.8%
Value
$5M
Shares
57.6K
% Port
1.64%
?
17.N/A

HARTFORD FDS EXCHANGE TRADED

+5.2%
Value
$4.7M
Shares
146.1K
% Port
1.53%
?
18.N/A

STRATEGIC TRUST

+3.6%
Value
$4.4M
Shares
135.5K
% Port
1.44%
S

SSGA ACTIVE ETF TR

-15.7%
Value
$4.4M
Shares
117.5K
% Port
1.44%
E

ENTEGRIS INC

+0.0%
Value
$4.3M
Shares
27.9K
% Port
1.41%

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