Freedom Investment Management, Inc. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$378.3B
Holdings
140
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (140 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DUHPDIMENSIONAL ETF TRUST | 1,457,467 | $55.0B | 14.55% | |
| 2 | DFUSDIMENSIONAL ETF TRUST | 625,142 | $45.3B | 11.97% | |
| 3 | DFICDIMENSIONAL ETF TRUST | 993,169 | $32.6B | 8.61% | |
| 4 | VTVVANGUARD INDEX FDS | 168,283 | $31.4B | 8.30% | |
| 5 | EZMWISDOMTREE TR | 312,547 | $20.6B | 5.45% | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 602,517 | $19.0B | 5.02% | |
| 7 | AVDSAMERICAN CENTY ETF TR | 241,468 | $16.3B | 4.31% | |
| 8 | IVLUISHARES TR | 363,001 | $12.9B | 3.40% | |
| 9 | DFEVDIMENSIONAL ETF TRUST | 390,016 | $12.4B | 3.29% | |
| 10 | DFSVDIMENSIONAL ETF TRUST | 316,121 | $10.1B | 2.66% | |
| 11 | AVSCAMERICAN CENTY ETF TR | 175,287 | $10.0B | 2.65% | |
| 12 | BONDPIMCO ETF TR | 102,550 | $9.6B | 2.53% | |
| 13 | SPYVSPDR SERIES TRUST | 64,507 | $3.6B | 0.94% | |
| 14 | AGGYWISDOMTREE TR | 74,265 | $3.3B | 0.87% | |
| 15 | DFATDIMENSIONAL ETF TRUST | 55,428 | $3.2B | 0.85% | |
| 16 | DFASDIMENSIONAL ETF TRUST | 46,762 | $3.2B | 0.85% | |
| 17 | BABINVESCO EXCH TRADED FD TR II | 117,125 | $3.2B | 0.84% | |
| 18 | XLKSELECT SECTOR SPDR TR | 9,981 | $2.8B | 0.74% | |
| 19 | AAPLAPPLE INC | 10,861 | $2.8B | 0.73% | |
| 20 | SPYGSPDR SERIES TRUST | 24,866 | $2.6B | 0.69% | |
| 21 | KVLEKRANESHARES TRUST | 80,310 | $2.2B | 0.59% | |
| 22 | VOOVANGUARD INDEX FDS | 3,538 | $2.2B | 0.57% | |
| 23 | DFACDIMENSIONAL ETF TRUST | 54,837 | $2.1B | 0.56% | |
| 24 | JHMMJOHN HANCOCK EXCHANGE TRADED | 31,593 | $2.0B | 0.54% | |
| 25 | DFIVDIMENSIONAL ETF TRUST | 43,352 | $2.0B | 0.53% | |
| 26 | DIHPDIMENSIONAL ETF TRUST | 62,484 | $1.9B | 0.50% | |
| 27 | JMUBJ P MORGAN EXCHANGE TRADED F | 36,598 | $1.8B | 0.49% | |
| 28 | BSVVANGUARD BD INDEX FDS | 22,001 | $1.7B | 0.46% | |
| 29 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.40% | |
| 30 | RVNUDBX ETF TR | 60,674 | $1.5B | 0.40% | |
| 31 | VONVVANGUARD SCOTTSDALE FDS | 16,590 | $1.5B | 0.39% | |
| 32 | XLFSELECT SECTOR SPDR TR | 26,865 | $1.4B | 0.38% | |
| 33 | VTEIVANGUARD MUN BD FDS | 14,354 | $1.4B | 0.38% | |
| 34 | XLCSELECT SECTOR SPDR TR | 11,870 | $1.4B | 0.37% | |
| 35 | SPYSPDR S&P 500 ETF TR | 1,877 | $1.3B | 0.33% | |
| 36 | XLVSELECT SECTOR SPDR TR | 8,130 | $1.1B | 0.30% | |
| 37 | XLYSELECT SECTOR SPDR TR | 4,627 | $1.1B | 0.29% | |
| 38 | VONGVANGUARD SCOTTSDALE FDS | 8,626 | $1.0B | 0.27% | |
| 39 | NVDANVIDIA CORPORATION | 5,565 | $1.0B | 0.27% | |
| 40 | AQLTISHARES TR | 11,723 | $1.0B | 0.27% | |
| 41 | FFEBFIRST TR EXCHNG TRADED FD VI | 18,460 | $1.0B | 0.27% | |
| 42 | DCORDIMENSIONAL ETF TRUST | 14,044 | $1.0B | 0.27% | |
| 43 | XLISELECT SECTOR SPDR TR | 6,530 | $1.0B | 0.27% | |
| 44 | NULGNUSHARES ETF TR | 9,696 | $964.2M | 0.25% | |
| 45 | BOTZGLOBAL X FDS | 26,683 | $945.4M | 0.25% | |
| 46 | FMBFIRST TR EXCH TRADED FD III | 18,143 | $919.9M | 0.24% | |
| 47 | SCHGSCHWAB STRATEGIC TR | 28,662 | $914.6M | 0.24% | |
| 48 | SLYVSPDR SERIES TRUST | 9,965 | $883.4M | 0.23% | |
| 49 | VXUSVANGUARD STAR FDS | 11,423 | $839.1M | 0.22% | |
| 50 | IVVISHARES TR | 1,249 | $836.2M | 0.22% | |
| 51 | SLYGSPDR SERIES TRUST | 8,626 | $813.6M | 0.22% | |
| 52 | VUGVANGUARD INDEX FDS | 1,693 | $812.0M | 0.21% | |
| 53 | VBVANGUARD INDEX FDS | 3,145 | $799.6M | 0.21% | |
| 54 | JIGJ P MORGAN EXCHANGE TRADED F | 10,287 | $775.1M | 0.20% | |
| 55 | AGGISHARES TR | 7,509 | $752.8M | 0.20% | |
| 56 | KRMAGLOBAL X FDS | 17,426 | $751.9M | 0.20% | |
| 57 | DFAXDIMENSIONAL ETF TRUST | 23,932 | $751.0M | 0.20% | |
| 58 | FOCTFIRST TR EXCHNG TRADED FD VI | 15,740 | $747.8M | 0.20% | |
| 59 | VOTVANGUARD INDEX FDS | 2,539 | $745.9M | 0.20% | |
| 60 | VEAVANGUARD TAX-MANAGED FDS | 12,252 | $734.1M | 0.19% | |
| 61 | PHOINVESCO EXCHANGE TRADED FD T | 10,086 | $727.3M | 0.19% | |
| 62 | XLFISELECT SECTOR SPDR TR | 8,349 | $654.3M | 0.17% | |
| 63 | MDYVSPDR SERIES TRUST | 7,678 | $640.5M | 0.17% | |
| 64 | SFLRINNOVATOR ETFS TRUST | 17,502 | $630.6M | 0.17% | |
| 65 | MSFTMICROSOFT CORP | 1,209 | $626.3M | 0.17% | |
| 66 | QUALISHARES TR | 3,044 | $592.0M | 0.16% | |
| 67 | XLUSELECT SECTOR SPDR TR | 6,505 | $567.3M | 0.15% | |
| 68 | XLBSELECT SECTOR SPDR TR | 6,330 | $567.3M | 0.15% | |
| 69 | NUSCNUSHARES ETF TR | 12,579 | $554.7M | 0.15% | |
| 70 | XLESELECT SECTOR SPDR TR | 6,201 | $554.0M | 0.15% | |
| 71 | BAIBLACKROCK ETF TRUST | 15,407 | $526.3M | 0.14% | |
| 72 | BDYNBLACKROCK ETF TRUST | 20,627 | $522.1M | 0.14% | |
| 73 | XLRESELECT SECTOR SPDR TR | 12,266 | $516.8M | 0.14% | |
| 74 | MDYGSPDR SERIES TRUST | 5,640 | $516.4M | 0.14% | |
| 75 | NDQINVESCO QQQ TR | 821 | $492.9M | 0.13% | |
| 76 | IUSBISHARES TR | 10,512 | $491.0M | 0.13% | |
| 77 | JMSTJ P MORGAN EXCHANGE TRADED F | 9,438 | $481.7M | 0.13% | |
| 78 | GOOGLALPHABET INC | 1,974 | $479.8M | 0.13% | |
| 79 | DMXFISHARES TR | 6,193 | $469.1M | 0.12% | |
| 80 | ESGEISHARES INC | 10,725 | $465.7M | 0.12% | |
| 81 | GOOGALPHABET INC | 1,897 | $462.1M | 0.12% | |
| 82 | DLSWISDOMTREE TR | 5,532 | $439.9M | 0.12% | |
| 83 | GWXSPDR INDEX SHS FDS | 10,865 | $436.6M | 0.12% | |
| 84 | BUGGLOBAL X FDS | 12,366 | $435.2M | 0.12% | |
| 85 | IAGGISHARES TR | 8,412 | $430.9M | 0.11% | |
| 86 | ORCLORACLE CORP | 1,501 | $422.2M | 0.11% | |
| 87 | PYLDPIMCO ETF TR | 15,394 | $413.2M | 0.11% | |
| 88 | IGIBISHARES TR | 7,554 | $408.6M | 0.11% | |
| 89 | IGFISHARES TR | 6,622 | $404.7M | 0.11% | |
| 90 | CLOUGLOBAL X FDS | 17,125 | $398.3M | 0.11% | |
| 91 | EESWISDOMTREE TR | 7,040 | $393.3M | 0.10% | |
| 92 | IWMISHARES TR | 1,594 | $385.8M | 0.10% | |
| 93 | BILSPDR SERIES TRUST | 4,153 | $381.1M | 0.10% | |
| 94 | IVWISHARES TR | 3,124 | $377.2M | 0.10% | |
| 95 | BNDXVANGUARD CHARLOTTE FDS | 7,613 | $376.5M | 0.10% | |
| 96 | THROBLACKROCK ETF TRUST | 9,777 | $370.2M | 0.10% | |
| 97 | VTWVVANGUARD SCOTTSDALE FDS | 2,369 | $369.3M | 0.10% | |
| 98 | VTWGVANGUARD SCOTTSDALE FDS | 1,564 | $365.6M | 0.10% | |
| 99 | DYNFBLACKROCK ETF TRUST | 6,076 | $359.7M | 0.10% | |
| 100 | AMZNAMAZON COM INC | 1,630 | $357.9M | 0.09% |
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