Freedom Financial Partners LLC Portfolio Holdings

Freedom Financial Partners LLC

  • $237 Billion
  • Q2 2025

Freedom Financial Partners LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $237 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $25.1B, Vanguard Index Fds S&P 500 ETF with a value of $23.9B, American Centy ETF Tr Avantis with a value of $17.8B, Capital Group Intl Focus Equit with a value of $16.4B, and Apple Inc. with a value of $12.2B.

Examining the 13F form we can see an increase of $22.5B in the current position value, from $215B to 237B.

Freedom Financial Partners LLC is based out at Oakdale, MN

Below you can find more details about Freedom Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $237 Billion
ETFs: $187 Billion
Technology: $15.9 Billion
Basic Materials: $3.26 Billion
Real Estate: $2.85 Billion
Consumer Cyclical: $2.55 Billion
Financial Services: $1.18 Billion
Consumer Defensive: $1.15 Billion
Industrials: $1.06 Billion
Other: $1.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.1 Billion 10.57% of portfolio
248,783
Q2 2025 Added 4.66%
$0
$23.9 Billion 10.07% of portfolio
42,066
Q2 2025 Added 3.12%
$0
$17.8 Billion 7.51% of portfolio
240,798
Q2 2025 Added 4.48%
$0
$16.4 Billion 6.91% of portfolio
604,367
Q2 2025 Added 7.22%
$3.69T
$12.2 Billion 5.15% of portfolio
59,500
Q2 2025 Reduced 1.61%
$0
$12.1 Billion 5.11% of portfolio
43,353
Q2 2025 Added 5.28%
$0
$8.96 Billion 3.78% of portfolio
20,442
Q2 2025 Added 1.07%
$0
$8.72 Billion 3.67% of portfolio
299,579
Q2 2025 Added 6.17%
$0
$8.34 Billion 3.52% of portfolio
121,749
Q2 2025 Added 5.95%
$0
$8.32 Billion 3.51% of portfolio
369,927
Q2 2025 Added 3.73%
$0
$8.25 Billion 3.48% of portfolio
166,801
Q2 2025 Added 6.07%
$0
$7.96 Billion 3.35% of portfolio
222,040
Q2 2025 Reduced 1.53%
Capital Grp Fixed Incm ETF T
-
$6.12 Billion 2.58% of portfolio
-
Q2 2025 Added 1.76%
$0
$5.52 Billion 2.33% of portfolio
93,241
Q2 2025 Added 4.25%
$0
$4.88 Billion 2.06% of portfolio
121,684
Q2 2025 Added 3.73%
$0
$4.31 Billion 1.82% of portfolio
46,709
Q2 2025 Added 2.88%
$0
$3.72 Billion 1.57% of portfolio
109,887
Q2 2025 Added 4.33%
J P Morgan Exchange Traded F
-
$3.51 Billion 1.48% of portfolio
-
Q2 2025 Added 8.81%
$78.8B
$3.26 Billion 1.37% of portfolio
12,101
Q2 2025 Reduced 3.21%
$13.5B
$2.85 Billion 1.2% of portfolio
45,627
Q2 2025 Added 0.28%
$0
$2.21 Billion 0.93% of portfolio
82,823
Q2 2025 Added 3.33%
-
$1.95 Billion 0.82% of portfolio
-
Q2 2025 Added 4.13%
Ark 21 Shares Bitcoin ETF
-
$1.81 Billion 0.76% of portfolio
-
Q2 2025 Added 195.73%
$2.26T
$1.64 Billion 0.69% of portfolio
7,467
Q2 2025 Added 3.15%
$0
$1.56 Billion 0.66% of portfolio
30,834
Q2 2025 Added 1.64%
$0
$1.55 Billion 0.65% of portfolio
14,153
Q2 2025 Reduced 1.26%
$0
$1.42 Billion 0.6% of portfolio
17,439
Q2 2025 Reduced 1.73%
$11.3B
$1.37 Billion 0.58% of portfolio
17,009
Q2 2025 Added 0.05%
$0
$1.35 Billion 0.57% of portfolio
56,553
Q2 2025 Reduced 4.39%
$0
$1.27 Billion 0.53% of portfolio
5,351
Q2 2025 Reduced 0.54%
$0
$1.27 Billion 0.53% of portfolio
7,174
Q2 2025 Added 0.35%
$3.95T
$1.25 Billion 0.52% of portfolio
2,503
Q2 2025 Reduced 0.44%
$0
$1.24 Billion 0.52% of portfolio
9,306
Q2 2025 Added 0.57%
$0
$1.18 Billion 0.5% of portfolio
8,693
Q2 2025 Added 0.57%
$0
$1.06 Billion 0.45% of portfolio
18,563
Q2 2025 Reduced 0.58%
$0
$1.06 Billion 0.45% of portfolio
51,884
Q2 2025 Added 1.05%
$456B
$1.04 Billion 0.44% of portfolio
6,553
Q2 2025 Added 0.97%
$0
$912 Million 0.38% of portfolio
17,760
Q2 2025 Added 3.66%
$0
$893 Million 0.38% of portfolio
25,167
Q2 2025 Added 5.33%
$0
$876 Million 0.37% of portfolio
1,589
Q2 2025 Added 0.13%
$0
$850 Million 0.36% of portfolio
8,740
Q2 2025 Added 4.75%
Grayscale Ethereum Mini Tr E
-
$728 Million 0.31% of portfolio
-
Q2 2025 Reduced 0.13%
-
$700 Million 0.3% of portfolio
-
Q2 2025 Added 22.01%
$0
$648 Million 0.27% of portfolio
36,388
Q2 2025 Reduced 0.24%
$1.08T
$600 Million 0.25% of portfolio
1,890
Q2 2025 Reduced 0.63%
$0
$535 Million 0.23% of portfolio
33,832
Q2 2025 Reduced 3.88%
$202B
$549 Million 0.23% of portfolio
4,156
Q2 2025 Reduced 16.11%
$37.5B
$537 Million 0.23% of portfolio
10,919
Q2 2025 Added 0.69%
$0
$511 Million 0.22% of portfolio
10,718
Q2 2025 Added 33.18%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $237 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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