True Freedom Investing, LLC
CIK 0002096483 · COEUR D'ALENE, ID · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
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
Top Holdings
IJS
ISHARES TR
17.7%
IWM
ISHARES TR
17.6%
IJK
ISHARES TR
17.5%
GLD
SPDR GOLD TR
7.3%
BIV
VANGUARD BD INDEX FDS
3.0%
XLE
SELECT SECTOR SPDR TR
2.8%
SCHX
SCHWAB STRATEGIC TR
2.6%
BND
VANGUARD BD INDEX FDS
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.