Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Freedom, LLC (CIK 1965484) reported $200.8M across 422 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($15.2M, 7.56%), QQQ ($14.1M, 7.02%), VGT ($10.4M, 5.17%), SMH ($7.3M, 3.65%), XLE ($7.3M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $15.2M | 7.56% | 183,524 | Added |
| 2 | QQQ | INVESCO QQQ TR | $14.1M | 7.02% | 24,410 | Trimmed |
| 3 | VGT | VANGUARD WORLD FD | $10.4M | 5.17% | 14,866 | Trimmed |
| 4 | SMH | VANECK ETF TRUST | $7.3M | 3.65% | 19,107 | Trimmed |
| 5 | XLE | SELECT SECTOR SPDR TR | $7.3M | 3.63% | 119,139 | Trimmed |
| 6 | VCR | VANGUARD WORLD FD | $6.6M | 3.27% | 18,300 | Trimmed |
| 7 | IMTM | ISHARES TR | $6.3M | 3.12% | 130,424 | Trimmed |
| 8 | PG | PROCTER &GAMBLE CO | $5.7M | 2.82% | 39,212 | Added |
| 9 | XLV | SELECT SECTOR SPDR TR | $5.4M | 2.67% | 36,621 | Trimmed |
| 10 | VFH | VANGUARD WORLD FD | $4.9M | 2.42% | 40,151 | Trimmed |
| 11 | IYW | ISHARES TR | $4.8M | 2.38% | 26,330 | Trimmed |
| 12 | VPN | GLOBAL X FDS | $4.0M | 1.99% | 167,193 | Added |
| 13 | VFMO | VANGUARD WELLINGTON FD | $3.8M | 1.89% | 19,229 | Added |
| 14 | VB | VANGUARD INDEX FDS | $3.7M | 1.86% | 14,269 | Trimmed |
| 15 | IWY | ISHARES TR | $3.5M | 1.74% | 14,041 | Trimmed |
| 16 | XSMO | INVESCO EXCHANGE TRADED FD T | $3.5M | 1.73% | 45,726 | Trimmed |
| 17 | IGM | ISHARES TR | $3.3M | 1.63% | 27,669 | Added |
| 18 | VDE | VANGUARD WORLD FD | $3.1M | 1.53% | 17,784 | Trimmed |
| 19 | ISCF | ISHARES TR | $3.0M | 1.50% | 72,081 | Added |
| 20 | VO | VANGUARD INDEX FDS | $3.0M | 1.48% | 10,350 | Added |
| 21 | AAPL | APPLE INC | $2.7M | 1.33% | 10,543 | Added |
| 22 | VHT | VANGUARD WORLD FD | $2.6M | 1.29% | 9,514 | Added |
| 23 | FIVG | ETF SER SOLUTIONS | $2.5M | 1.26% | 37,015 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $2.4M | 1.22% | 11,262 | Trimmed |
| 25 | AGG | ISHARES TR | $2.4M | 1.22% | 24,610 | Added |
Source: SEC Form 13F filings · as of 2026-03-31