Freedom Financial Partners LLC
Q3 2026 13F filing
Updated 17 days ago89 disclosed positions worth $305.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $32M | 45.6K | 10.47% | Added(+2.8%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $24.1M | 267.1K | 7.88% | Added(+2.5%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $21.6M | 169.0K | 7.09% | Added(+0.8%) |
| 4 | C CAPITAL GROUP INTERNATIONAL | $19M | 517.0K | 6.22% | Added(+7.3%) |
| 5 | V VANGUARD INDEX FDS | $16.3M | 208.0K | 5.34% | Added(+4.3%) |
| 6 | A APPLE INC | $15.4M | 46.3K | 5.05% | Trimmed(-1.7%) |
| 7 | S SSGA ACTIVE ETF TR | $12.9M | 356.9K | 4.23% | Added(+4.5%) |
| 8 | C CAPITAL GROUP DIVIDEND VALUE | $12.9M | 264.0K | 4.22% | Added(+5.5%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $12.8M | 136.1K | 4.19% | Added(+3.6%) |
| 10 | J J P MORGAN EXCHANGE TRADED F | $12.7M | 120.6K | 4.16% | Added(+6.7%) |
| 11 | V VANGUARD INTL EQUITY INDEX F | $11.7M | 196.9K | 3.83% | Added(+4.5%) |
| 12 | V VANGUARD INDEX FDS | $11.5M | 127.1K | 3.75% | Added(+1.8%) |
| 13 | C CAPITAL GRP FIXED INCM ETF T | $7M | 279.0K | 2.28% | Added(+2.7%) |
| 14 | C CAPITAL GRP FIXED INCM ETF T | $6.4M | 303.2K | 2.10% | Trimmed(-11.7%) |
| 15 | C CAPITAL GROUP INTL FOCUS EQT | $5.5M | 161.0K | 1.81% | Trimmed(-0.1%) |
| 16 | P PIMCO ETF TR | $5M | 57.6K | 1.64% | Added(+4.8%) |
| 17 | ? N/A HARTFORD FDS EXCHANGE TRADED | $4.7M | 146.1K | 1.53% | Added(+5.2%) |
| 18 | ? N/A STRATEGIC TRUST | $4.4M | 135.5K | 1.44% | Added(+3.6%) |
| 19 | S SSGA ACTIVE ETF TR | $4.4M | 117.5K | 1.44% | Trimmed(-15.7%) |
| 20 | E ENTEGRIS INC | $4.3M | 27.9K | 1.41% | Added(+0.0%) |
| 21 | W WP CAREY INC | $3M | 46.5K | 0.98% | Added(+3.1%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $2.9M | 73.9K | 0.95% | Added(+71.0%) |
| 23 | E ECOLAB INC | $2.8M | 10.3K | 0.93% | Trimmed(-5.3%) |
| 24 | S SCHWAB STRATEGIC TR | $2.5M | 100.9K | 0.83% | Added(+2.8%) |
| 25 | C CAPITAL GRP FIXED INCM ETF T | $2.3M | 87.5K | 0.74% | Added(+2.7%) |
| 26 | N NVIDIA CORPORATION | $1.9M | 8.5K | 0.64% | Added(+33.8%) |
| 27 | U COHEN & STEERS ETF TRUST | $1.8M | 67.5K | 0.59% | Added(+19.8%) |
| 28 | J J P MORGAN EXCHANGE TRADED F | $1.7M | 33.9K | 0.56% | Trimmed(-3.2%) |
| 29 | A AMAZON COM INC | $1.7M | 6.8K | 0.55% | Trimmed(-0.0%) |
| 30 | A ARK 21SHARES BITCOIN ETF | $1.6M | 58.5K | 0.53% | Added(+2.0%) |
| 31 | B ISHARES TR | $1.6M | 15.8K | 0.53% | Trimmed(-3.0%) |
| 32 | V VANGUARD INDEX FDS | $1.6M | 7.3K | 0.51% | Added(+0.2%) |
| 33 | S SCHWAB STRATEGIC TR | $1.6M | 52.9K | 0.51% | Added(+0.1%) |
| 34 | S SELECT SECTOR SPDR TR | $1.4M | 35.6K | 0.46% | Trimmed(-0.8%) |
| 35 | E ISHARES TR | $1.3M | 8.9K | 0.44% | Trimmed(-2.6%) |
| 36 | V VANGUARD INDEX FDS | $1.2M | 4.4K | 0.41% | Added(+0.3%) |
| 37 | S SPDR SERIES TRUST | $1.2M | 8.1K | 0.39% | Trimmed(-3.8%) |
| 38 | I INVESCO EXCHANGE TRADED FD T | $1.2M | 54.7K | 0.38% | Trimmed(-0.9%) |
| 39 | Q INVESCO QQQ TR | $1.1M | 1.5K | 0.38% | Trimmed(-2.6%) |
| 40 | V VANGUARD TAX-MANAGED FDS | $1.1M | 16.1K | 0.37% | Added(+0.2%) |
| 41 | ? N/A PUTNAM ETF TRUST | $1.1M | 134.0K | 0.36% | Added(+5.3%) |
| 42 | P PIMCO ETF TR | $991K | 19.9K | 0.32% | Trimmed(-6.8%) |
| 43 | S SPDR SERIES TRUST | $941K | 10.1K | 0.31% | Added(+5.7%) |
| 44 | M MICROSOFT CORP | $932K | 1.8K | 0.31% | Trimmed(-4.2%) |
| 45 | E GRAYSCALE ETHEREUM STAKING | $924K | 36.3K | 0.30% | Added(+0.0%) |
| 46 | D DELTA AIR LINES INC | $912K | 10.9K | 0.30% | Added(+0.0%) |
| 47 | ? N/A PGIM ETF TR | $782K | 23.4K | 0.26% | Trimmed(-17.9%) |
| 48 | C CALAMOS ETF TR | $777K | 29.2K | 0.25% | Added(+76.9%) |
| 49 | E BLACKROCK ETF TRUST II | $767K | 15.1K | 0.25% | — |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $749K | 15.9K | 0.25% | Added(+1.8%) |