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Freedom Financial Partners LLC

Q2 2026 13F filing

Updated 35 days ago

89 disclosed positions worth $306.9M

Portfolio value
$306.9M
Total holdings
89
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$30.5M
Shares
44.4K
% Port
9.93%
?
2.N/A

AMERICAN CENTY ETF TR

Value
$23.2M
Shares
260.4K
% Port
7.57%
?
3.N/A

AMERICAN CENTY ETF TR

Value
$21.5M
Shares
167.7K
% Port
7.00%
C

CAPITAL GROUP INTERNATIONAL

Value
$17.7M
Shares
481.9K
% Port
5.77%
V

VANGUARD INDEX FDS

Value
$16.1M
Shares
199.5K
% Port
5.24%
A

APPLE INC

Value
$13.6M
Shares
47.1K
% Port
4.44%
?
7.N/A

AMERICAN CENTY ETF TR

Value
$12.7M
Shares
131.4K
% Port
4.13%
J

J P MORGAN EXCHANGE TRADED F

Value
$12.6M
Shares
113.1K
% Port
4.11%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$12.3M
Shares
250.3K
% Port
4.02%
S

SSGA ACTIVE ETF TR

Value
$11.8M
Shares
341.7K
% Port
3.84%
V
11.VGES

VANGUARD INTL EQUITY INDEX F

Value
$11.2M
Shares
188.4K
% Port
3.66%
V
12.VGES

VANGUARD INDEX FDS

Value
$10.8M
Shares
124.9K
% Port
3.51%
?
13.N/A

DIMENSIONAL ETF TRUST

Value
$9.5M
Shares
213.8K
% Port
3.09%
C

CAPITAL GRP FIXED INCM ETF T

Value
$7.7M
Shares
343.4K
% Port
2.49%
C

CAPITAL GRP FIXED INCM ETF T

Value
$7.1M
Shares
271.6K
% Port
2.32%
C

CAPITAL GROUP INTL FOCUS EQT

Value
$5.6M
Shares
161.2K
% Port
1.82%
S

SSGA ACTIVE ETF TR

Value
$5.5M
Shares
139.4K
% Port
1.79%
P
18.PDI

PIMCO ETF TR

Value
$5.1M
Shares
55.0K
% Port
1.65%
E
19.ENTG

ENTEGRIS INC

Value
$5M
Shares
27.9K
% Port
1.63%
?
20.N/A

HARTFORD FDS EXCHANGE TRADED

Value
$4.7M
Shares
138.9K
% Port
1.53%
?
21.N/A

STRATEGIC TRUST

Value
$4.2M
Shares
130.8K
% Port
1.38%
W
22.WPC

WP CAREY INC

Value
$3.2M
Shares
45.1K
% Port
1.05%
E
23.ECL

ECOLAB INC

Value
$3M
Shares
10.9K
% Port
0.99%
S

SCHWAB STRATEGIC TR

Value
$2.6M
Shares
98.1K
% Port
0.85%
C

CAPITAL GRP FIXED INCM ETF T

Value
$2.3M
Shares
85.2K
% Port
0.76%
?
26.N/A

AMERICAN CENTY ETF TR

Value
$1.8M
Shares
43.2K
% Port
0.58%
B
27.BLK

ISHARES TR

Value
$1.8M
Shares
16.2K
% Port
0.58%
J

J P MORGAN EXCHANGE TRADED F

Value
$1.8M
Shares
35.0K
% Port
0.58%
S

SELECT SECTOR SPDR TR

Value
$1.6M
Shares
35.9K
% Port
0.53%
A
30.AMZN

AMAZON COM INC

Value
$1.6M
Shares
6.8K
% Port
0.53%
U
31.UTF

COHEN & STEERS ETF TRUST

Value
$1.6M
Shares
56.3K
% Port
0.52%
V
32.VGES

VANGUARD INDEX FDS

Value
$1.6M
Shares
7.3K
% Port
0.52%
S

SCHWAB STRATEGIC TR

Value
$1.5M
Shares
52.9K
% Port
0.50%
E
34.ETHA

ISHARES TR

Value
$1.4M
Shares
9.1K
% Port
0.46%
V
35.VGES

VANGUARD INDEX FDS

Value
$1.3M
Shares
4.4K
% Port
0.43%
S

SPDR SERIES TRUST

Value
$1.3M
Shares
8.5K
% Port
0.42%
N
37.NVDA

NVIDIA CORPORATION

Value
$1.3M
Shares
6.4K
% Port
0.42%
I
38.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$1.2M
Shares
55.2K
% Port
0.40%
Q
39.QQQ

INVESCO QQQ TR

Value
$1.2M
Shares
1.6K
% Port
0.38%
V
40.VGES

VANGUARD TAX-MANAGED FDS

Value
$1.1M
Shares
16.1K
% Port
0.37%
?
41.N/A

PUTNAM ETF TRUST

Value
$1.1M
Shares
127.3K
% Port
0.37%
P
42.PDI

PIMCO ETF TR

Value
$1.1M
Shares
21.4K
% Port
0.37%
A
43.ARKB

ARK 21SHARES BITCOIN ETF

Value
$1.1M
Shares
57.4K
% Port
0.36%
D
44.DAL

DELTA AIR LINES INC

Value
$1M
Shares
10.9K
% Port
0.33%
?
45.N/A

PGIM ETF TR

Value
$993K
Shares
28.5K
% Port
0.32%
S

SPDR SERIES TRUST

Value
$925K
Shares
9.6K
% Port
0.30%
T
47.TSLA

TESLA INC

Value
$768K
Shares
1.8K
% Port
0.25%
F
48.FPF

FIRST TR EXCH TRADED FD III

Value
$763K
Shares
42.7K
% Port
0.25%
U
49.UNH

UNITEDHEALTH GROUP INC

Value
$744K
Shares
1.8K
% Port
0.24%
?
50.N/A

DIMENSIONAL ETF TRUST

Value
$727K
Shares
15.6K
% Port
0.24%