Freedom Financial Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Freedom Financial Partners LLC held in its portfolio 85 assets valued at $274,868,880 (i.e. $274.87M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($26.99M), AMERICAN CENTY ETF TR ($20.85M), and AMERICAN CENTY ETF TR ($20.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 85 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Freedom Financial Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 43038 | 26990727 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 253232 | 20846061 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 182744 | 20427151 | US EQT ETF |
| APPLE INC | 57044 | 15508076 | COM |
| VANGUARD INDEX FDS | 47017 | 13645199 | MID CAP ETF |
| CAPITAL GROUP INTERNATIONAL | 372644 | 12975452 | SHS |
| SSGA ACTIVE ETF TR | 328724 | 10338370 | STATE STREET MUL |
| VANGUARD INDEX FDS | 20624 | 10061861 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 128924 | 9929764 | AVANTIS EMGMKT |
| VANGUARD INTL EQUITY INDEX F | 179160 | 9631664 | FTSE EMR MKT ETF |
| CAPITAL GRP FIXED INCM ETF T | 408760 | 9254327 | CORE PLUS INCM |
| DIMENSIONAL ETF TRUST | 218990 | 8669822 | US CORE EQUITY 2 |
| J P MORGAN EXCHANGE TRADED F | 92784 | 8357327 | U S TECH LEADERS |
| CAPITAL GROUP DIVIDEND VALUE | 188087 | 8208112 | SHS CREATION UNI |
| CAPITAL GROUP INTL FOCUS EQT | 240156 | 7097184 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 252509 | 6696550 | CORE BOND ETF |
| SSGA ACTIVE ETF TR | 137216 | 5522935 | STATE STREET DOU |
| PIMCO ETF TR | 50577 | 4707680 | ACTIVE BD ETF |
| HARTFORD FDS EXCHANGE TRADED | 128546 | 4389856 | TOTAL RTRN ETF |
| STRATEGIC TRUST | 124997 | 4167413 | RUNNING GWTH ETF |
| ECOLAB INC | 11772 | 3090440 | COM |
| ENTEGRIS INC | 34051 | 2868824 | COM |
| WP CAREY INC | 44288 | 2850354 | COM |
| SCHWAB STRATEGIC TR | 95062 | 2518191 | US TIPS ETF |
| J P MORGAN EXCHANGE TRADED F | 46456 | 2350207 | ULTRA SHRT ETF |
| CAPITAL GRP FIXED INCM ETF T | 85830 | 2350031 | MUNICIPAL INCOME |
| SPDR SERIES TRUST | 18041 | 2124772 | STATE STREET SPD |
| ISHARES TR | 15987 | 1761591 | IBOXX INV CP ETF |
| AMAZON COM INC | 7552 | 1743153 | COM |
| ARK 21SHARES BITCOIN ETF | 53801 | 1562382 | SHS BEN INT |
| SELECT SECTOR SPDR TR | 35217 | 1503408 | STATE STREET UTI |
| SCHWAB STRATEGIC TR | 54677 | 1434168 | US BRD MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 22263 | 1433447 | SMALL & MID CAP |
| VANGUARD INDEX FDS | 7220 | 1378959 | VALUE ETF |
| ISHARES TR | 8918 | 1258753 | SELECT DIVID ETF |
| NVIDIA CORPORATION | 6463 | 1205422 | COM |
| INVESCO EXCHANGE TRADED FD T | 54414 | 1197118 | INTL DIVI ACHI |
| MICROSOFT CORP | 2451 | 1185481 | COM |
| VANGUARD INDEX FDS | 4571 | 1179096 | SMALL CP ETF |
| PIMCO ETF TR | 22359 | 1171861 | INTER MUN BD ACT |
| PGIM ETF TR | 29686 | 1053258 | ACTV HY BD ETF |
| VANGUARD TAX-MANAGED FDS | 16592 | 1036513 | VAN FTSE DEV MKT |
| INVESCO QQQ TR | 1589 | 975999 | UNIT SER 1 |
| GRAYSCALE ETHEREUM MINI TR E | 34472 | 967275 | SHS NEW |
| TESLA INC | 1876 | 843675 | COM |
| DIMENSIONAL ETF TRUST | 17868 | 776015 | US SUSTAINABILTY |
| ISHARES TR | 15433 | 775529 | ESG SELECT SCRE |
| DELTA AIR LINES INC DEL | 10925 | 758192 | COM NEW |
| FIRST TR EXCH TRADED FD III | 39219 | 714579 | PFD SECS INC ETF |
| SPDR GOLD TR | 1641 | 650345 | GOLD SHS |
| US BANCORP DEL | 11177 | 596402 | COM NEW |
| UNITEDHEALTH GROUP INC | 1779 | 587266 | COM |
| FIRST TR EXCHANGE TRADED FD | 35666 | 560664 | MULTI ASSET DI |
| AMPLIFY ETF TR | 9740 | 554088 | BLOCKCHAIN TECHN |
| PEPSICO INC | 3686 | 528953 | COM |
| DIMENSIONAL ETF TRUST | 11876 | 508813 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 10659 | 498849 | US CORE EQT MKT |
| JOHNSON & JOHNSON | 2391 | 494865 | COM |
| XCEL ENERGY INC | 6576 | 485694 | COM |
| CATERPILLAR INC | 814 | 466192 | COM |
| DIMENSIONAL ETF TRUST | 10365 | 429952 | EMERGING MARKETS |
| 3M CO | 2643 | 423212 | COM |
| SPDR DOW JONES INDL AVERAGE | 846 | 406515 | UT SER 1 |
| INVESCO EXCH TRADED FD TR II | 1595 | 403442 | NASDAQ 100 ETF |
| ULTA BEAUTY INC | 664 | 401727 | COM |
| PROCTER AND GAMBLE CO | 2444 | 350216 | COM |
| VANGUARD WORLD FD | 4716 | 337735 | ESG INTL STK ETF |
| VANECK ETF TRUST | 922 | 332061 | SEMICONDUCTR ETF |
| MAIN STR CAP CORP | 5356 | 323442 | COM |
| CAPITAL GRP FIXED INCM ETF T | 12576 | 320448 | MUNICIPAL HIGH I |
| BITWISE BITCOIN ETF TR | 6411 | 304907 | SHS BEN INT |
| JPMORGAN CHASE & CO. | 942 | 303547 | COM |
| CONSTELLATION ENERGY CORP | 849 | 299926 | COM |
| ENTERPRISE PRODS PARTNERS L | 8683 | 278392 | COM |
| ALPHABET INC | 825 | 258794 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 6771 | 258038 | INTL CORE EQT MK |
| EMCOR GROUP INC | 397 | 242593 | COM |
| CAMECO CORP | 2532 | 231653 | COM |
| MATTHEWS INTL FDS | 7717 | 231535 | INDIA ACTIVE ETF |
| API GROUP CORP | 6050 | 231473 | COM STK |
| ALPHABET INC | 726 | 227214 | CAP STK CL A |
| META PLATFORMS INC | 341 | 225373 | CL A |
| VANGUARD INDEX FDS | 982 | 207880 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 1165 | 206678 | MCAP VL IDXVIP |
| HOME DEPOT INC | 598 | 205772 | COM |
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