Freedom Financial Partners LLC Portfolio Holdings

Freedom Financial Partners LLC

  • $275 Billion
  • Q4 2025

Freedom Financial Partners LLC has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $27B, American Centy ETF Tr Avantis with a value of $20.8B, American Centy ETF Tr Avantis with a value of $20.4B, Apple Inc. with a value of $15.5B, and Vanguard Mid Cap ETF with a value of $13.6B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $262B to 275B.

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 $275 Billion
ETFs: $198 Billion
Technology: $20.8 Billion
Consumer Cyclical: $3.19 Billion
Basic Materials: $3.09 Billion
Real Estate: $2.85 Billion
Industrials: $2.12 Billion
Financial Services: $1.22 Billion
Healthcare: $1.08 Billion
Other: $2.89 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27 Billion 9.82% of portfolio
43,038
Q4 2025 Added 0.73%
$0
$20.8 Billion 7.58% of portfolio
253,232
Q4 2025 Added 2.62%
$0
$20.4 Billion 7.43% of portfolio
182,744
Q4 2025 Reduced 9.42%
$4.3T
$15.5 Billion 5.64% of portfolio
57,044
Q4 2025 Reduced 1.69%
$0
$13.6 Billion 4.96% of portfolio
47,017
Q4 2025 Added 4.71%
Capital Group International
-
$13 Billion 4.72% of portfolio
-
Q4 2025 Added 34.51%
$0
$10.3 Billion 3.76% of portfolio
328,724
Q4 2025 Added 5.71%
$0
$10.1 Billion 3.66% of portfolio
20,624
Q4 2025 Added 0.57%
$0
$9.93 Billion 3.61% of portfolio
128,924
Q4 2025 Added 4.26%
$0
$9.63 Billion 3.5% of portfolio
179,160
Q4 2025 Added 5.04%
$0
$9.25 Billion 3.37% of portfolio
408,760
Q4 2025 Added 6.74%
$0
$8.67 Billion 3.15% of portfolio
218,990
Q4 2025 Reduced 0.72%
J P Morgan Exchange Traded F
-
$8.36 Billion 3.04% of portfolio
-
Q4 2025 Added 21.15%
$0
$8.21 Billion 2.99% of portfolio
188,087
Q4 2025 Added 48.5%
$0
$7.1 Billion 2.58% of portfolio
240,156
Q4 2025 Reduced 24.97%
Capital Grp Fixed Incm ETF T
-
$6.7 Billion 2.44% of portfolio
-
Q4 2025 Added 2.92%
$0
$4.71 Billion 1.71% of portfolio
50,577
Q4 2025 Added 3.69%
$0
$4.39 Billion 1.6% of portfolio
128,546
Q4 2025 Added 5.95%
Strategic Trust
-
$4.17 Billion 1.52% of portfolio
-
Q4 2025 Added 4.38%
$73.7B
$3.09 Billion 1.12% of portfolio
11,772
Q4 2025 Reduced 0.19%
$14B
$2.85 Billion 1.04% of portfolio
44,288
Q4 2025 Reduced 3.21%
$11.7B
$2.87 Billion 1.04% of portfolio
34,051
Q4 2025 Added 105.85%
$0
$2.52 Billion 0.92% of portfolio
95,062
Q4 2025 Added 7.86%
$0
$2.35 Billion 0.86% of portfolio
46,456
Q4 2025 Added 36.09%
-
$2.35 Billion 0.85% of portfolio
-
Q4 2025 Added 5.6%
$0
$1.76 Billion 0.64% of portfolio
15,987
Q4 2025 Added 6.43%
$2.39T
$1.74 Billion 0.63% of portfolio
7,552
Q4 2025 Added 1.12%
Ark 21 Shares Bitcoin ETF
-
$1.56 Billion 0.57% of portfolio
-
Q4 2025 Added 3.99%
$0
$1.5 Billion 0.55% of portfolio
35,217
Q4 2025 Added 96.8%
$0
$1.43 Billion 0.52% of portfolio
54,677
Q4 2025 Reduced 0.21%
$0
$1.43 Billion 0.52% of portfolio
22,263
Q4 2025 Reduced 41.28%
$0
$1.38 Billion 0.5% of portfolio
7,220
Q4 2025 Added 0.47%
$0
$1.26 Billion 0.46% of portfolio
8,918
Q4 2025 Reduced 5.75%
$0
$1.23 Billion 0.45% of portfolio
8,843
Q4 2025 Reduced 0.14%
$0
$1.2 Billion 0.44% of portfolio
54,414
Q4 2025 Added 1.02%
$465B
$1.21 Billion 0.44% of portfolio
6,463
Q4 2025 Reduced 2.05%
$3.78T
$1.19 Billion 0.43% of portfolio
2,451
Q4 2025 Reduced 2.19%
$0
$1.18 Billion 0.43% of portfolio
4,571
Q4 2025 Reduced 13.88%
$0
$1.17 Billion 0.43% of portfolio
22,359
Q4 2025 Added 15.51%
$0
$1.05 Billion 0.38% of portfolio
29,686
Q4 2025 Added 5.28%
$0
$1.04 Billion 0.38% of portfolio
16,592
Q4 2025 Reduced 10.1%
$0
$976 Million 0.36% of portfolio
1,589
Q2 2025 Added 0.13%
Grayscale Ethereum Mini Tr E
-
$967 Million 0.35% of portfolio
-
Q4 2025 Added 7.05%
$0
$894 Million 0.33% of portfolio
9,198
Q4 2025 Added 1.55%
$1.29T
$844 Million 0.31% of portfolio
1,876
Q3 2025 Reduced 0.74%
-
$776 Million 0.28% of portfolio
-
Q4 2025 Added 0.21%
$37.5B
$758 Million 0.28% of portfolio
10,925
Q4 2025 Added 0.03%
$0
$715 Million 0.26% of portfolio
39,219
Q4 2025 Added 2.59%
$130B
$650 Million 0.24% of portfolio
1,641
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $275 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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