Freedom Investment Management, Inc.
CIK: 0001566653Latest portfolio: $343.9M · Q4 2025
Holdings
117
Total Value
$343.9M
New Positions
9
Closed Positions
32
Top Holdings
View All 117 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DUHPDIMENSIONAL ETF TRUST | 1,380,264 | $52.5M | 15.26% | -77,203 | |
| 2 | DFUSDIMENSIONAL ETF TRUST | 581,454 | $43.1M | 12.54% | -43,688 | |
| 3 | DFICDIMENSIONAL ETF TRUST | 937,782 | $32.3M | 9.40% | -55,387 | |
| 4 | VTVVANGUARD INDEX FDS | 159,320 | $30.4M | 8.85% | -8,963 | |
| 5 | EZMWISDOMTREE TR | 301,519 | $20.1M | 5.86% | -11,028 | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 542,295 | $17.7M | 5.14% | -60,222 | |
| 7 | AVDSAMERICAN CENTY ETF TR | 226,992 | $15.8M | 4.61% | -14,476 | |
| 8 | IVLUISHARES TR | 339,831 | $12.9M | 3.76% | -23,170 | |
| 9 | DFEVDIMENSIONAL ETF TRUST | 351,153 | $11.8M | 3.44% | -38,863 | |
| 10 | DFSVDIMENSIONAL ETF TRUST | 306,518 | $10.1M | 2.93% | -9,603 | |
| 11 | AVSCAMERICAN CENTY ETF TR | 166,300 | $9.8M | 2.84% | -8,987 | |
| 12 | BONDPIMCO ETF TR | 88,476 | $8.2M | 2.39% | -14,074 | |
| 13 | SPYVSPDR SERIES TRUST | 67,028 | $3.8M | 1.11% | +3K | |
| 14 | DFATDIMENSIONAL ETF TRUST | 55,227 | $3.3M | 0.96% | -201 | |
| 15 | DFASDIMENSIONAL ETF TRUST | 46,549 | $3.2M | 0.94% | -213 | |
| 16 | AGGYWISDOMTREE TR | 64,291 | $2.8M | 0.82% | -9,974 | |
| 17 | BABINVESCO EXCH TRADED FD TR II | 100,969 | $2.7M | 0.80% | -16,156 | |
| 18 | SPYGSPDR SERIES TRUST | 25,546 | $2.7M | 0.79% | +680 | |
| 19 | AAPLAPPLE INC | 8,771 | $2.4M | 0.69% | -2,090 | |
| 20 | DFACDIMENSIONAL ETF TRUST | 56,492 | $2.2M | 0.65% | +2K | |
| 21 | VOOVANGUARD INDEX FDS | 3,500 | $2.2M | 0.64% | -38 | |
| 22 | DFIVDIMENSIONAL ETF TRUST | 43,312 | $2.2M | 0.63% | -40 | |
| 23 | JHMMJOHN HANCOCK EXCHANGE TRADED | 31,507 | $2.1M | 0.60% | -86 | |
| 24 | DIHPDIMENSIONAL ETF TRUST | 62,470 | $2.0M | 0.57% | -14 | |
| 25 | BSVVANGUARD BD INDEX FDS | 22,198 | $1.7M | 0.51% | +197 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($14591072754536310.0T)
Technology0.0% ($2384.4T)
Communication Services0.0% ($310K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 6, 2026 | $343.9M | 169 |
| Q3 2025 | Nov 14, 2025 | $378.3B | 164 |
| Q2 2025 | Jul 30, 2025 | $1.3T | 841 |
| Q1 2025 | May 14, 2025 | $1.2T | 838 |
| Q4 2024 | Feb 13, 2025 | $1.2T | 848 |
| Q3 2024 | Nov 13, 2024 | $1.3T | 758 |
| Q2 2024 | Aug 13, 2024 | $1.2T | 772 |
| Q1 2024 | May 14, 2024 | $1.2T | 786 |
| Q4 2023 | Feb 14, 2024 | $1.2T | 744 |
| Q3 2023 | Nov 13, 2023 | $817.4B | 687 |
| Q2 2023 | Aug 14, 2023 | $891.5B | 701 |
| Q1 2023 | May 15, 2023 | $885.1B | 697 |
| Q4 2022 | Feb 14, 2023 | $888.5B | 702 |
| Q3 2022 | Oct 24, 2022 | $867.4B | 724 |
| Q2 2022 | Aug 8, 2022 | $936.9B | 730 |
| Q1 2022 | May 16, 2022 | $1.1B | 774 |
| Q4 2021 | Feb 14, 2022 | $1.4B | 860 |
| Q3 2021 | Nov 12, 2021 | $1.3B | 812 |
| Q2 2021 | Aug 12, 2021 | $1.3B | 868 |
| Q1 2021 | May 14, 2021 | $1.3B | 837 |
| Q4 2020 | Feb 11, 2021 | $910.3M | 612 |
| Q3 2020 | Nov 10, 2020 | $918.6M | 553 |
| Q2 2020 | Aug 10, 2020 | $918.0M | 563 |
| Q1 2020 | May 12, 2020 | $1.1B | 665 |
| Q4 2019 | Jan 24, 2020 | $1.1B | 663 |
| Q3 2019 | Nov 5, 2019 | $1.2B | 683 |
| Q2 2019 | Jul 18, 2019 | $1.2B | 684 |
| Q1 2019 | Apr 18, 2019 | $1.2B | 680 |
| Q4 2018 | Jan 25, 2019 | $1.3B | 758 |
| Q3 2018 | Oct 17, 2018 | $1.6B | 899 |
| Q2 2018 | Jul 27, 2018 | $1.7B | 947 |
| Q1 2018 | Apr 6, 2018 | $2.0B | 1,112 |
| Q4 2017 | Jan 25, 2018 | $2.0B | 1,130 |
| Q3 2017 | Oct 3, 2017 | $1.8B | 1,095 |
| Q2 2017 | Jul 14, 2017 | $1.8B | 1,062 |
| Q1 2017 | May 2, 2017 | $1.7B | 1,053 |
| Q4 2016 | Jan 5, 2017 | $1.6B | 979 |
| Q3 2016 | Oct 4, 2016 | $1.6B | 893 |
| Q2 2016 | Jul 14, 2016 | $1.5B | 838 |
| Q1 2016 | Apr 8, 2016 | $1.4B | 827 |
Fund Information
Freedom Investment Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $343.9M across 117 holdings. The largest position is DIMENSIONAL ETF TRUST (DUHP), representing 15.3% of the portfolio. Compared to the previous quarter, the fund opened 9 new positions and closed 32 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.