True Freedom Investing, LLC

CIK 0002096483 · COEUR D'ALENE, ID · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

True Freedom Investing, LLC reported 97 positions worth $1.28B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IJS (17.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.28B
2026 Q2
Positions
97
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.6%
Est. Net Flow (Q)
2026 Q2
10 / 97 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IJSISHARES TRSH$225.8M17.68%1,906,412
2IWMISHARES TRSH$224.3M17.56%904,461
3IJKISHARES TRSH$223.1M17.47%2,217,617
4GLDSPDR GOLD TRSH$92.7M7.26%215,495
5BIVVANGUARD BD INDEX FDSSH$38.3M3.00%496,303
6XLESELECT SECTOR SPDR TRSH$35.2M2.76%575,117
7SCHXSCHWAB STRATEGIC TRSH$33.6M2.63%1,309,369
8BNDVANGUARD BD INDEX FDSSH$31.1M2.44%422,886
9SCHFSCHWAB STRATEGIC TRSH$28.2M2.21%1,137,902
10SPYSTATE STR SPDR S&P 500 ETF TSH$20.7M1.62%31,865

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does True Freedom Investing, LLC hold as of Q2 2026?

True Freedom Investing, LLC reported 97 positions worth $1.28B in its Q2 2026 13F filing. Largest positions: IJS (17.7%), IWM (17.6%), IJK (17.5%), GLD (7.3%) and BIV (3.0%).

What did True Freedom Investing, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did True Freedom Investing, 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.