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True Freedom Investing, LLC

hedge fundUpdated 29 days ago

Managed by Sherman Porfolios, Llc • Latest filing Q2 2026

Portfolio value
$1.3B
Q2 2026
Filings
6
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
1080.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 6 quarters

Show data table
PeriodPortfolio value
Q4 2024$230.4M
Q2 2025$254.1M
Q3 2025$280.1M
Q4 2025$1.5B
Q1 2026$1.3B
Q2 2026$1.3B

Top holdings

97 positions as of Q2 2026

View filing
E

ISHARES TR

Value
$225.8M
Shares
1.91M
% Port
17.68%
E

ISHARES TR

Value
$224.3M
Shares
904.5K
% Port
17.56%
E

ISHARES TR

Value
$223.1M
Shares
2.22M
% Port
17.47%
G
4.GLD

SPDR GOLD TR

Value
$92.7M
Shares
215.5K
% Port
7.26%
V

VANGUARD BD INDEX FDS

Value
$38.3M
Shares
496.3K
% Port
3.00%
S

SELECT SECTOR SPDR TR

Value
$35.2M
Shares
575.1K
% Port
2.76%
S

SCHWAB STRATEGIC TR

Value
$33.6M
Shares
1.31M
% Port
2.63%
V

VANGUARD BD INDEX FDS

Value
$31.1M
Shares
422.9K
% Port
2.44%
S

SCHWAB STRATEGIC TR

Value
$28.2M
Shares
1.14M
% Port
2.21%
S
10.SPY

STATE STR SPDR S&P 500 ETF T

Value
$20.7M
Shares
31.9K
% Port
1.62%
E
11.ETHA

ISHARES TR

Value
$14.1M
Shares
147.6K
% Port
1.10%
C
12.COP

CONOCOPHILLIPS

Value
$10.5M
Shares
79.8K
% Port
0.82%
X
13.XOM

EXXON MOBIL CORP

Value
$10M
Shares
58.9K
% Port
0.78%
M
14.MSFT

MICROSOFT CORP

Value
$8M
Shares
21.7K
% Port
0.63%
P
15.PSX

PHILLIPS 66

Value
$7.4M
Shares
40.4K
% Port
0.58%
Q
16.QCOM

QUALCOMM INC

Value
$7M
Shares
54.4K
% Port
0.55%
C
17.CVX

CHEVRON CORPORATION

Value
$6.8M
Shares
33.0K
% Port
0.53%
M
18.MRK

MERCK & CO INC

Value
$6.8M
Shares
56.7K
% Port
0.53%
V
19.VZ

VERIZON COMMUNICATIONS INC

Value
$6.6M
Shares
130.6K
% Port
0.51%
A
20.AZN

ASTRAZENECA PLC

Value
$6.5M
Shares
33.2K
% Port
0.51%

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