Freedom Financial Partners LLC
CIK: 0002054598SEC EDGAR →
Portfolio Value
$274.9B
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 43,038 | $27.0B | 9.82% |
| 2 | AMERICAN CENTY ETF TR | 253,232 | $20.8B | 7.58% |
| 3 | AMERICAN CENTY ETF TR | 182,744 | $20.4B | 7.43% |
| 4 | APPLE INC | 57,044 | $15.5B | 5.64% |
| 5 | VANGUARD INDEX FDS | 47,017 | $13.6B | 4.96% |
| 6 | CAPITAL GROUP INTERNATIONAL | 372,644 | $13.0B | 4.72% |
| 7 | SSGA ACTIVE ETF TR | 328,724 | $10.3B | 3.76% |
| 8 | VANGUARD INDEX FDS | 20,624 | $10.1B | 3.66% |
| 9 | AMERICAN CENTY ETF TR | 128,924 | $9.9B | 3.61% |
| 10 | VANGUARD INTL EQUITY INDEX F | 179,160 | $9.6B | 3.50% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (87)
$27.0B · 43K shares
$20.8B · 253K shares
$20.4B · 183K shares
$15.5B · 57K shares
$13.6B · 47K shares
$13.0B · 373K shares
$10.3B · 329K shares
$10.1B · 21K shares
$9.9B · 129K shares
$9.6B · 179K shares
$9.3B · 409K shares
$8.7B · 219K shares
$8.4B · 93K shares
$8.2B · 188K shares
$7.1B · 240K shares
$6.7B · 253K shares
$5.5B · 137K shares
$4.7B · 51K shares
$4.4B · 129K shares
$4.2B · 125K shares
$3.1B · 12K shares
$2.9B · 34K shares
$2.9B · 44K shares
$2.5B · 95K shares
$2.4B · 86K shares
$2.4B · 46K shares
$1.8B · 16K shares
$1.7B · 8K shares
$1.6B · 54K shares
$1.5B · 35K shares
$1.4B · 55K shares
$1.4B · 22K shares
$1.4B · 7K shares
$1.3B · 9K shares
$1.2B · 9K shares
$1.2B · 6K shares
$1.2B · 54K shares
$1.2B · 2K shares
$1.2B · 5K shares
$1.2B · 22K shares
$1.1B · 30K shares
$1.0B · 17K shares
$975.0M · 2K shares
$967.0M · 34K shares
$894.0M · 9K shares
$843.0M · 2K shares
$776.0M · 18K shares
$758.0M · 11K shares
$714.0M · 39K shares
$650.0M · 2K shares
$596.0M · 11K shares
$587.0M · 2K shares
$565.0M · 11K shares
$560.0M · 36K shares
$554.0M · 10K shares
$528.0M · 4K shares
$508.0M · 12K shares
$498.0M · 11K shares
$494.0M · 2K shares
$485.0M · 7K shares
$466.0M · 814 shares
$429.0M · 10K shares
$423.0M · 3K shares
$406.0M · 846 shares
$403.0M · 2K shares
$401.0M · 664 shares
$350.0M · 2K shares
$337.0M · 5K shares
$332.0M · 922 shares
$323.0M · 5K shares
$320.0M · 13K shares
$304.0M · 6K shares
$303.0M · 942 shares
$299.0M · 849 shares
$278.0M · 9K shares
$258.0M · 825 shares
$258.0M · 7K shares
$242.0M · 397 shares
$231.0M · 3K shares
$231.0M · 8K shares
$231.0M · 6K shares
$227.0M · 726 shares
$225.0M · 341 shares
$209.0M · 5K shares
$207.0M · 982 shares
$206.0M · 1K shares
$205.0M · 598 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $226.6B | 82.4% |
| Technology | 4 | $18.2B | 6.6% |
| Unknown | 6 | $14.8B | 5.4% |
| Consumer Cyclical | 4 | $3.2B | 1.2% |
| Basic Materials | 1 | $3.1B | 1.1% |
| Real Estate | 1 | $2.9B | 1.0% |
| Industrials | 5 | $2.1B | 0.8% |
| Healthcare | 2 | $1.1B | 0.4% |
| Communication Services | 4 | $941.0M | 0.3% |
| Consumer Defensive | 2 | $878.0M | 0.3% |
| Utilities | 2 | $784.0M | 0.3% |
| Energy | 1 | $278.0M | 0.1% |