Freedom Financial Partners LLC

Est. AUM

$280.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$26.6M	44446	9.47%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$22.0M	259403	7.85%	SOLE
3	AMERICAN CENTY ETF TR	US EQT ETF	$19.4M	174097	6.90%	SOLE
4	CAPITAL GROUP INTERNATIONAL	SHS	$15.1M	447824	5.40%	SOLE
5	APPLE INC	COM	$14.3M	56267	5.09%	SOLE
6	VANGUARD INDEX FDS	MID CAP ETF	$14.1M	49017	5.02%	SOLE
7	SSGA ACTIVE ETF TR	STATE STREET MUL	$12.2M	338201	4.36%	SOLE
8	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.7M	132570	3.81%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.0M	185163	3.57%	SOLE
10	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$9.9M	232758	3.53%	SOLE
11	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$9.5M	425071	3.39%	SOLE
12	VANGUARD INDEX FDS	GROWTH ETF	$9.1M	20840	3.25%	SOLE
13	J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$8.5M	107231	3.04%	SOLE
14	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$8.5M	217986	3.02%	SOLE
15	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$7.0M	266344	2.49%	SOLE
16	SSGA ACTIVE ETF TR	STATE STREET DOU	$5.6M	140883	2.00%	SOLE
17	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$5.4M	184481	1.94%	SOLE
18	PIMCO ETF TR	ACTIVE BD ETF	$5.1M	54959	1.81%	SOLE
19	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$4.7M	138396	1.66%	SOLE
20	STRATEGIC TRUST	RUNNING GWTH ETF	$4.1M	128723	1.48%	SOLE
21	ENTEGRIS INC	COM	$4.0M	33963	1.42%	SOLE
22	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.3M	64785	1.17%	SOLE
23	WP CAREY INC	COM	$3.1M	45839	1.11%	SOLE
24	ECOLAB INC	COM	$3.0M	11096	1.05%	SOLE
25	SCHWAB STRATEGIC TR	US TIPS ETF	$2.6M	98100	0.93%	SOLE
26	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.4M	87762	0.85%	SOLE
27	ISHARES TR	IBOXX INV CP ETF	$1.7M	15988	0.62%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.7M	36007	0.59%	SOLE
29	AMAZON COM INC	COM	$1.6M	7477	0.56%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$1.4M	7239	0.51%	SOLE
31	ISHARES TR	SELECT DIVID ETF	$1.4M	8963	0.48%	SOLE
32	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.3M	53140	0.48%	SOLE
33	ARK 21SHARES BITCOIN ETF	SHS BEN INT	$1.3M	57482	0.46%	SOLE
34	INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$1.2M	54813	0.43%	SOLE
35	PIMCO ETF TR	INTER MUN BD ACT	$1.2M	23255	0.43%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	8254	0.43%	SOLE
37	VANGUARD INDEX FDS	SMALL CP ETF	$1.2M	4524	0.42%	SOLE
38	COHEN & STEERS ETF TRUST	REAL ESTATE ACTI	$1.1M	43100	0.40%	SOLE
39	NVIDIA CORPORATION	COM	$1.1M	6470	0.40%	SOLE
40	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	16509	0.38%	SOLE
41	PGIM ETF TR	ACTV HY BD ETF	$975K	28148	0.35%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$922K	9630	0.33%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$917K	1589	0.33%	SOLE
44	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$851K	12746	0.30%	SOLE
45	GRAYSCALE ETHEREUM STAKING	SHS NEW	$742K	37342	0.26%	SOLE
46	MICROSOFT CORP	COM	$740K	1999	0.26%	SOLE
47	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$740K	18004	0.26%	SOLE
48	DELTA AIR LINES INC	COM NEW	$726K	10928	0.26%	SOLE
49	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$713K	40165	0.25%	SOLE
50	TESLA INC	COM	$697K	1876	0.25%	SOLE

1–50 of 87

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