Financial Freedom, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 2898 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $14.3B, Vanguard Intermediate Term Cor with a value of $14.2B, Vanguard Information Technolog with a value of $9.98B, Vanguard Consumer Discretionar with a value of $7.02B, and Vanguard Financial ETF with a value of $6.67B.
Examining the 13F form we can see an increase of $11.5B in the current position value, from $174B to 186B.
Financial Freedom, LLC is based out at Cincinnati, OH
Below you can find more details about Financial Freedom, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$186 Billion
ETFs: $157 Billion
Technology: $8.16 Billion
Consumer Defensive: $7.36 Billion
Consumer Cyclical: $2.43 Billion
Financial Services: $2.33 Billion
Healthcare: $2.24 Billion
Industrials: $1.91 Billion
Communication Services: $1.3 Billion
Other: $1.55 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
