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True Freedom Investing, LLC

Updated 7 days ago

Managed by True Freedom Investing, Llc • Latest filing Q3 2026

Portfolio value
$641.4M
Q3 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 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
Q3 2026$641.4M

Top holdings

127 positions as of Q3 2026

View filing
S

SCHWAB STRATEGIC TR

Value
$42.1M
Shares
1.40M
% Port
6.57%
S

SELECT SECTOR SPDR TR

Value
$42.1M
Shares
684.3K
% Port
6.56%
V

VANGUARD BD INDEX FDS

Value
$39.8M
Shares
546.2K
% Port
6.20%
S

SCHWAB STRATEGIC TR

Value
$34.8M
Shares
1.27M
% Port
5.42%
V

VANGUARD BD INDEX FDS

Value
$31.7M
Shares
452.6K
% Port
4.95%
S

STATE STR SPDR S&P 500 ETF T

Value
$23.4M
Shares
30.7K
% Port
3.65%
E

ISHARES TR

Value
$12.4M
Shares
138.6K
% Port
1.93%
Q

INVESCO QQQ TR

Value
$11.9M
Shares
16.0K
% Port
1.85%
M

MICROSOFT CORP

Value
$11.5M
Shares
22.5K
% Port
1.80%
C

CONOCOPHILLIPS

Value
$11M
Shares
87.6K
% Port
1.71%
X

EXXONMOBIL HOLDINGS CORP

Value
$10M
Shares
61.7K
% Port
1.56%
Q

QUALCOMM INC

Value
$10M
Shares
54.2K
% Port
1.56%
P

PHILLIPS 66

Value
$8.7M
Shares
34.1K
% Port
1.36%
A

APPLE INC

Value
$8.4M
Shares
25.2K
% Port
1.31%
M

MERCK & CO INC

Value
$8.4M
Shares
57.5K
% Port
1.30%
A

ABBVIE INC

Value
$7.6M
Shares
29.0K
% Port
1.18%
A

AMGEN INC

Value
$7.6M
Shares
17.9K
% Port
1.18%
T

TEXAS INSTRS INC

Value
$7.5M
Shares
26.7K
% Port
1.16%
S

SCHWAB STRATEGIC TR

Value
$7.5M
Shares
254.8K
% Port
1.16%
S

SCHWAB STRATEGIC TR

Value
$7.2M
Shares
221.5K
% Port
1.12%

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