Freedom Financial Partners LLC
Freedom Financial Partners LLC reported 89 positions worth $306.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VOO (9.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $30.5M | 9.93% | 44,394 | — | — | |
| ▸ 2 | AVDE | SH | $23.2M | 7.57% | 260,413 | — | — | |
| ▸ 3 | AVUS | SH | $21.5M | 7.00% | 167,653 | — | — | |
| ▸ 4 | CGIE | SH | $17.7M | 5.77% | 481,888 | — | — | |
| ▸ 5 | VO | SH | $16.1M | 5.24% | 199,503 | — | — | |
| ▸ 6 | AAPL | SH | $13.6M | 4.44% | 47,114 | — | — | |
| ▸ 7 | AVEM | SH | $12.7M | 4.13% | 131,382 | — | — | |
| ▸ 8 | JTEK | SH | $12.6M | 4.11% | 113,072 | — | — | |
| ▸ 9 | CGDV | SH | $12.3M | 4.02% | 250,337 | — | — | |
| ▸ 10 | RLY | SH | $11.8M | 3.84% | 341,729 | — | — |
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Frequently Asked Questions
What stocks does Freedom Financial Partners LLC hold as of Q2 2026?
Freedom Financial Partners LLC reported 89 positions worth $306.9M in its Q2 2026 13F filing. Largest positions: VOO (9.9%), AVDE (7.6%), AVUS (7.0%), CGIE (5.8%) and VO (5.2%).
What did Freedom Financial Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Freedom Financial Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.