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 $217.9M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($17.4M, 7.99%), VCIT ($15.5M, 7.12%), VGT ($13.8M, 6.33%), SMH ($12.3M, 5.64%), VCR ($7.1M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $17.4M | 7.99% | 23,645 | Trimmed |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $15.5M | 7.12% | 187,578 | Added |
| 3 | VGT | VANGUARD WORLD FD | $13.8M | 6.33% | 115,421 | Added |
| 4 | SMH | VANECK ETF TRUST | $12.3M | 5.64% | 18,728 | Trimmed |
| 5 | VCR | VANGUARD WORLD FD | $7.1M | 3.28% | 18,014 | Trimmed |
| 6 | IYW | ISHARES TR | $6.6M | 3.04% | 26,237 | Trimmed |
| 7 | IMTM | ISHARES TR | $6.6M | 3.02% | 123,503 | Trimmed |
| 8 | XLE | SELECT SECTOR SPDR TR | $6.3M | 2.90% | 118,822 | Trimmed |
| 9 | XLV | SELECT SECTOR SPDR TR | $5.6M | 2.59% | 35,507 | Trimmed |
| 10 | PG | PROCTER &GAMBLE CO | $5.6M | 2.56% | 37,971 | Trimmed |
| 11 | VFMO | VANGUARD WELLINGTON FD | $5.3M | 2.42% | 21,091 | Added |
| 12 | DTCR | GLOBAL X FDS | $5.1M | 2.32% | 166,382 | Trimmed |
| 13 | IGM | ISHARES TR | $4.6M | 2.09% | 27,847 | Added |
| 14 | VB | VANGUARD INDEX FDS | $4.3M | 1.98% | 14,252 | Trimmed |
| 15 | XSMO | INVESCO EXCHANGE TRADED FD T | $4.3M | 1.96% | 45,532 | Trimmed |
| 16 | VFH | VANGUARD WORLD FD | $4.2M | 1.91% | 31,625 | Trimmed |
| 17 | IWY | ISHARES TR | $4.0M | 1.84% | 13,821 | Trimmed |
| 18 | QTUM | ETF SER SOLUTIONS | $3.8M | 1.73% | 22,745 | Added |
| 19 | UFOX | ETF SER SOLUTIONS | $3.5M | 1.62% | 37,201 | Added |
| 20 | ISCF | ISHARES TR | $3.5M | 1.60% | 80,592 | Added |
| 21 | VO | VANGUARD INDEX FDS | $3.3M | 1.50% | 40,667 | Added |
| 22 | AAPL | APPLE INC | $3.1M | 1.40% | 10,550 | Added |
| 23 | VHT | VANGUARD WORLD FD | $2.8M | 1.29% | 9,421 | Trimmed |
| 24 | MGC | VANGUARD WORLD FD | $2.7M | 1.25% | 9,959 | Trimmed |
| 25 | VDE | VANGUARD WORLD FD | $2.7M | 1.23% | 17,854 | Added |
Source: SEC Form 13F filings · as of 2026-06-30