Freedom Investment Management, Inc. 13F Holdings · Q2 2026
Freedom Investment Management, Inc. reported 106 securities worth $359.17M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DUHP (13.06%), DFUS (11.10%), DFIC (9.08%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $46.9M | 13.06% | 1.1M | Trimmed |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $39.9M | 11.10% | 486,503 | Trimmed |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $32.6M | 9.08% | 875,410 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $32.5M | 9.04% | 148,914 | Trimmed |
| 5 | EZM | WISDOMTREE TR | $21.5M | 6.00% | 284,274 | Trimmed |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $19.2M | 5.35% | 478,127 | Trimmed |
| 7 | AVDS | AMERICAN CENTY ETF TR | $15.8M | 4.39% | 209,678 | Added |
| 8 | IVLU | ISHARES TR | $13.0M | 3.62% | 310,737 | Trimmed |
| 9 | REET | ISHARES TR | $12.3M | 3.44% | 446,830 | Trimmed |
| 10 | AVSC | AMERICAN CENTY ETF TR | $10.6M | 2.94% | 143,871 | Trimmed |
| 11 | DFSV | DIMENSIONAL ETF TRUST | $10.5M | 2.92% | 270,084 | Trimmed |
| 12 | DFEV | DIMENSIONAL ETF TRUST | $9.7M | 2.71% | 227,828 | Trimmed |
| 13 | BOND | PIMCO ETF TR | $9.5M | 2.64% | 102,805 | Added |
| 14 | LNGX | GLOBAL X FDS | $5.9M | 1.65% | 147,075 | Trimmed |
| 15 | SPYV | SPDR SERIES TRUST | $3.9M | 1.09% | 64,161 | Trimmed |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $3.7M | 1.04% | 53,524 | Trimmed |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $3.7M | 1.03% | 45,114 | Trimmed |
| 18 | AGGY | WISDOMTREE TR | $3.2M | 0.90% | 74,496 | Added |
| 19 | BAB | INVESCO EXCH TRADED FD TR II | $3.1M | 0.87% | 116,394 | Added |
| 20 | SPYG | SPDR SERIES TRUST | $2.7M | 0.76% | 22,907 | Trimmed |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $2.7M | 0.75% | 60,822 | Added |
| 22 | AAPL | APPLE INC | $2.6M | 0.72% | 8,990 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $2.4M | 0.66% | 3,440 | Trimmed |
| 24 | DFIV | DIMENSIONAL ETF TRUST | $2.3M | 0.63% | 42,025 | Trimmed |
| 25 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $2.2M | 0.62% | 29,857 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR