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.
Freedom Financial Partners LLC (CIK 2054598) reported $280.8M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($26.6M, 9.46%), AVDE ($22.0M, 7.84%), AVUS ($19.4M, 6.89%), CGIE ($15.1M, 5.39%), AAPL ($14.3M, 5.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $26.6M | 9.46% | 44,446 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $22.0M | 7.84% | 259,403 | Added |
| 3 | AVUS | AMERICAN CENTY ETF TR | $19.4M | 6.89% | 174,097 | Trimmed |
| 4 | CGIE | CAPITAL GROUP INTERNATIONAL | $15.1M | 5.39% | 447,824 | Added |
| 5 | AAPL | APPLE INC | $14.3M | 5.09% | 56,267 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $14.1M | 5.01% | 49,017 | Added |
| 7 | RLY | SSGA ACTIVE ETF TR | $12.2M | 4.35% | 338,201 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $10.7M | 3.80% | 132,570 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $10.0M | 3.56% | 185,163 | Added |
| 10 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.9M | 3.53% | 232,758 | Added |
| 11 | CGCP | CAPITAL GRP FIXED INCM ETF T | $9.5M | 3.38% | 425,071 | Added |
| 12 | VUG | VANGUARD INDEX FDS | $9.1M | 3.24% | 20,840 | Added |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $8.5M | 3.04% | 107,231 | Added |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $8.5M | 3.02% | 217,986 | Trimmed |
| 15 | CGCB | CAPITAL GRP FIXED INCM ETF T | $7.0M | 2.49% | 266,344 | Added |
| 16 | TOTL | SSGA ACTIVE ETF TR | $5.6M | 1.99% | 140,883 | Added |
| 17 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $5.4M | 1.94% | 184,481 | Trimmed |
| 18 | BOND | PIMCO ETF TR | $5.1M | 1.81% | 54,959 | Added |
| 19 | HTRB | HARTFORD FDS EXCHANGE TRADED | $4.7M | 1.66% | 138,396 | Added |
| 20 | RUNN | STRATEGIC TRUST | $4.1M | 1.48% | 128,723 | Added |
| 21 | ENTG | ENTEGRIS INC | $4.0M | 1.42% | 33,963 | Trimmed |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.17% | 64,785 | Added |
| 23 | WPC | WP CAREY INC | $3.1M | 1.11% | 45,839 | Added |
| 24 | ECL | ECOLAB INC | $3.0M | 1.05% | 11,096 | Trimmed |
| 25 | SCHP | SCHWAB STRATEGIC TR | $2.6M | 0.93% | 98,100 | Added |
Source: SEC Form 13F filings · as of 2026-03-31