Financial Freedom, LLC

Est. AUM

$200.8M

13F long equity, this entity only

Positions

426

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.2M	183524	7.56%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$14.1M	24410	7.02%	SOLE
3	VANGUARD WORLD FD	INF TECH ETF	$10.4M	14866	5.17%	SOLE
4	VANECK ETF TRUST	SEMICONDUCTR ETF	$7.3M	19107	3.65%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET ENE	$7.3M	119139	3.63%	SOLE
6	VANGUARD WORLD FD	CONSUM DIS ETF	$6.6M	18300	3.27%	SOLE
7	ISHARES TR	MSCI INTL MOMENT	$6.3M	130424	3.12%	SOLE
8	PROCTER &GAMBLE CO	COM	$5.7M	39212	2.82%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET HEA	$5.4M	36621	2.67%	SOLE
10	VANGUARD WORLD FD	FINANCIALS ETF	$4.9M	40151	2.42%	SOLE
11	ISHARES TR	U.S. TECH ETF	$4.8M	26330	2.38%	SOLE
12	GLOBAL X FDS	DATA CTR &DIGIT	$4.0M	167193	1.99%	SOLE
13	VANGUARD WELLINGTON FD	US MOMENTUM	$3.8M	19229	1.89%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$3.7M	14269	1.86%	SOLE
15	ISHARES TR	RUS TP200 GR ETF	$3.5M	14041	1.74%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$3.5M	45726	1.73%	SOLE
17	ISHARES TR	EXPND TEC SC ETF	$3.3M	27669	1.63%	SOLE
18	VANGUARD WORLD FD	ENERGY ETF	$3.1M	17784	1.53%	SOLE
19	ISHARES TR	INTERNATIONAL SL	$3.0M	72081	1.50%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$3.0M	10350	1.48%	SOLE
21	APPLE INC	COM	$2.7M	10543	1.33%	SOLE
22	VANGUARD WORLD FD	HEALTH CAR ETF	$2.6M	9514	1.29%	SOLE
23	ETF SER SOLUTIONS	DEFIANCE CONNECT	$2.5M	37015	1.26%	SOLE
24	VANGUARD INDEX FDS	SM CP VAL ETF	$2.4M	11262	1.22%	SOLE
25	ISHARES TR	CORE US AGGBD ET	$2.4M	24610	1.22%	SOLE
26	VANGUARD WORLD FD	MEGA CAP INDEX	$2.4M	10119	1.19%	SOLE
27	ETF SER SOLUTIONS	DEFIANCE QUANTUM	$2.4M	22212	1.19%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET CON	$2.1M	18909	1.03%	SOLE
29	MICROSOFT CORP	COM	$2.0M	5411	1.00%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET FIN	$2.0M	40281	0.99%	SOLE
31	ISHARES TR	U.S. FINLS ETF	$2.0M	16591	0.97%	SOLE
32	SCHWAB STRATEGIC TR	US TIPS ETF	$1.9M	72868	0.97%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	19397	0.81%	SOLE
34	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.5M	33653	0.76%	SOLE
35	GLOBAL X FDS	US INFR DEV ETF	$1.5M	29934	0.76%	SOLE
36	ISHARES TR	RUS MD CP GR ETF	$1.5M	11719	0.75%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4591	0.73%	SOLE
38	MCDONALDS CORP	COM	$1.5M	4681	0.72%	SOLE
39	EXXON MOBIL CORP	COM	$1.3M	7782	0.66%	SOLE
40	NVIDIA CORPORATION	COM	$1.3M	7496	0.65%	SOLE
41	PIMCO ETF TR	INV GRD CRP BD	$1.3M	13254	0.64%	SOLE
42	JOHNSON &JOHNSON	COM	$1.2M	5090	0.62%	SOLE
43	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$1.1M	7673	0.55%	SOLE
44	ETFIS SER TR I	VIRTUS REAVES UT	$1.1M	13537	0.54%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	7525	0.50%	SOLE
46	VANGUARD INDEX FDS	S&P 500 ETF SHS	$987K	1653	0.49%	SOLE
47	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$971K	28556	0.48%	SOLE
48	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$913K	4387	0.45%	SOLE
49	VANECK ETF TRUST	PHARMACEUTCL ETF	$904K	8701	0.45%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$895K	16556	0.45%	SOLE

1–50 of 426

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.