Freedom Financial Partners LLC
CIK: 0002054598SEC EDGAR →
Portfolio Value
$274.9M
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 43,038 | $27.0M | 9.82% |
| 2 | AMERICAN CENTY ETF TR | 253,232 | $20.8M | 7.58% |
| 3 | AMERICAN CENTY ETF TR | 182,744 | $20.4M | 7.43% |
| 4 | APPLE INC | 57,044 | $15.5M | 5.64% |
| 5 | VANGUARD INDEX FDS | 47,017 | $13.6M | 4.96% |
| 6 | CAPITAL GROUP INTERNATIONAL | 372,644 | $13.0M | 4.72% |
| 7 | SSGA ACTIVE ETF TR | 328,724 | $10.3M | 3.76% |
| 8 | VANGUARD INDEX FDS | 20,624 | $10.1M | 3.66% |
| 9 | AMERICAN CENTY ETF TR | 128,924 | $9.9M | 3.61% |
| 10 | VANGUARD INTL EQUITY INDEX F | 179,160 | $9.6M | 3.50% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (87)
$27.0M · 43K shares
$20.8M · 253K shares
$20.4M · 183K shares
$15.5M · 57K shares
$13.6M · 47K shares
$13.0M · 373K shares
$10.3M · 329K shares
$10.1M · 21K shares
$9.9M · 129K shares
$9.6M · 179K shares
$9.3M · 409K shares
$8.7M · 219K shares
$8.4M · 93K shares
$8.2M · 188K shares
$7.1M · 240K shares
$6.7M · 253K shares
$5.5M · 137K shares
$4.7M · 51K shares
$4.4M · 129K shares
$4.2M · 125K shares
$3.1M · 12K shares
$2.9M · 34K shares
$2.9M · 44K shares
$2.5M · 95K shares
$2.4M · 86K shares
$2.4M · 46K shares
$1.8M · 16K shares
$1.7M · 8K shares
$1.6M · 54K shares
$1.5M · 35K shares
$1.4M · 55K shares
$1.4M · 22K shares
$1.4M · 7K shares
$1.3M · 9K shares
$1.2M · 9K shares
$1.2M · 6K shares
$1.2M · 54K shares
$1.2M · 2K shares
$1.2M · 5K shares
$1.2M · 22K shares
$1.1M · 30K shares
$1.0M · 17K shares
$975K · 2K shares
$967K · 34K shares
$894K · 9K shares
$843K · 2K shares
$776K · 18K shares
$758K · 11K shares
$714K · 39K shares
$650K · 2K shares
$596K · 11K shares
$587K · 2K shares
$565K · 11K shares
$560K · 36K shares
$554K · 10K shares
$528K · 4K shares
$508K · 12K shares
$498K · 11K shares
$494K · 2K shares
$485K · 7K shares
$466K · 814 shares
$429K · 10K shares
$423K · 3K shares
$406K · 846 shares
$403K · 2K shares
$401K · 664 shares
$350K · 2K shares
$337K · 5K shares
$332K · 922 shares
$323K · 5K shares
$320K · 13K shares
$304K · 6K shares
$303K · 942 shares
$299K · 849 shares
$278K · 9K shares
$258K · 825 shares
$258K · 7K shares
$242K · 397 shares
$231K · 3K shares
$231K · 8K shares
$231K · 6K shares
$227K · 726 shares
$225K · 341 shares
$209K · 5K shares
$207K · 982 shares
$206K · 1K shares
$205K · 598 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $226.6M | 82.4% |
| Technology | 4 | $18.2M | 6.6% |
| Unknown | 6 | $14.8M | 5.4% |
| Consumer Cyclical | 4 | $3.2M | 1.2% |
| Basic Materials | 1 | $3.1M | 1.1% |
| Real Estate | 1 | $2.9M | 1.0% |
| Industrials | 5 | $2.1M | 0.8% |
| Healthcare | 2 | $1.1M | 0.4% |
| Communication Services | 4 | $941K | 0.3% |
| Consumer Defensive | 2 | $878K | 0.3% |
| Utilities | 2 | $784K | 0.3% |
| Energy | 1 | $278K | 0.1% |