Freedom Financial Partners LLC Portfolio Holdings

Freedom Financial Partners LLC

  • $215 Billion
  • Q1 2025

Freedom Financial Partners LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 76 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 $22B, Vanguard Index Fds S&P 500 ETF with a value of $21B, American Centy ETF Tr Avantis with a value of $15.3B, Capital Group Intl Focus Equit with a value of $13.8B, and Apple Inc. with a value of $13.4B.

Examining the 13F form we can see an increase of $7.44B in the current position value, from $207B to 215B.

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 $215 Billion
ETFs: $168 Billion
Technology: $16.6 Billion
Basic Materials: $3.17 Billion
Real Estate: $2.87 Billion
Consumer Cyclical: $2.11 Billion
Consumer Defensive: $1.43 Billion
Financial Services: $1.18 Billion
Industrials: $1.17 Billion
Other: $1.22 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22 Billion 10.22% of portfolio
237,696
Q1 2025 Added 3.77%
$0
$21 Billion 9.76% of portfolio
40,792
Q1 2025 Reduced 1.87%
$0
$15.3 Billion 7.11% of portfolio
230,466
Q1 2025 Added 8.93%
$0
$13.8 Billion 6.43% of portfolio
563,685
Q1 2025 Added 12.36%
$3.25T
$13.4 Billion 6.25% of portfolio
60,472
Q1 2025 Reduced 0.78%
$0
$10.6 Billion 4.96% of portfolio
41,177
Q1 2025 Added 7.55%
$0
$8.05 Billion 3.75% of portfolio
282,160
Q1 2025 Added 10.38%
$0
$8.01 Billion 3.73% of portfolio
356,642
Q1 2025 Added 5.64%
$0
$7.5 Billion 3.49% of portfolio
20,225
Q1 2025 Added 0.4%
$0
$7.44 Billion 3.46% of portfolio
225,489
Q1 2025 Reduced 1.32%
$0
$7.12 Billion 3.31% of portfolio
157,253
Q1 2025 Added 8.07%
$0
$6.91 Billion 3.22% of portfolio
114,916
Q1 2025 Added 8.09%
Capital Grp Fixed Incm ETF T
-
$6.01 Billion 2.8% of portfolio
-
Q1 2025 Added 4.09%
$0
$5.01 Billion 2.33% of portfolio
89,443
Q1 2025 Added 6.21%
$0
$4.73 Billion 2.2% of portfolio
117,304
Q1 2025 Added 11.78%
$0
$4.2 Billion 1.95% of portfolio
45,403
Q1 2025 Added 3.46%
Strategic Trust
-
$3.5 Billion 1.63% of portfolio
-
Q1 2025 Added 5.71%
$74.4B
$3.17 Billion 1.48% of portfolio
12,502
Q1 2025 Added 0.01%
$12.5B
$2.87 Billion 1.34% of portfolio
45,499
Q1 2025 Reduced 5.27%
J P Morgan Exchange Traded F
-
$2.57 Billion 1.19% of portfolio
-
Q1 2025 Added 51.39%
$0
$2.16 Billion 1.0% of portfolio
80,151
Q1 2025 Added 24.58%
-
$1.88 Billion 0.88% of portfolio
-
Q1 2025 Added 18.92%
$0
$1.56 Billion 0.73% of portfolio
14,333
Q1 2025 Reduced 1.17%
$0
$1.54 Billion 0.72% of portfolio
30,336
Q1 2025 Added 6.44%
$10.8B
$1.49 Billion 0.69% of portfolio
17,000
Q1 2025 New
Ark 21 Shares Bitcoin ETF
-
$1.41 Billion 0.65% of portfolio
-
Q1 2025 Reduced 0.72%
$0
$1.4 Billion 0.65% of portfolio
17,746
Q1 2025 Reduced 1.87%
$2.05T
$1.38 Billion 0.64% of portfolio
7,239
Q1 2025 Added 3.49%
$0
$1.27 Billion 0.59% of portfolio
59,148
Q1 2025 Reduced 2.2%
$0
$1.24 Billion 0.58% of portfolio
9,253
Q1 2025 Reduced 0.44%
$0
$1.23 Billion 0.57% of portfolio
7,149
Q1 2025 Added 0.18%
$0
$1.19 Billion 0.56% of portfolio
5,380
Q1 2025 Reduced 5.96%
$0
$1.17 Billion 0.55% of portfolio
8,644
Q1 2025 Added 0.51%
$0
$979 Million 0.46% of portfolio
51,345
Q1 2025 Reduced 1.32%
$3.37T
$944 Million 0.44% of portfolio
2,514
Q1 2025 Reduced 0.24%
$0
$949 Million 0.44% of portfolio
18,671
Q1 2025 Reduced 12.91%
$0
$883 Million 0.41% of portfolio
17,133
Q1 2025 Added 13.07%
$0
$832 Million 0.39% of portfolio
23,894
Q1 2025 Added 85.56%
$0
$795 Million 0.37% of portfolio
8,344
Q1 2025 Added 2.52%
$0
$744 Million 0.35% of portfolio
1,587
Q1 2025 Reduced 0.31%
$179B
$743 Million 0.35% of portfolio
4,954
Q1 2025 Added 17.17%
$328B
$703 Million 0.33% of portfolio
6,490
Q1 2025 Added 2.12%
$0
$642 Million 0.3% of portfolio
36,477
Q1 2025 Added 0.66%
$0
$576 Million 0.27% of portfolio
35,196
Q1 2025 Added 0.18%
Grayscale Ethereum Mini Tr E
-
$529 Million 0.25% of portfolio
-
Q1 2025 Added 3.51%
$38.2B
$534 Million 0.25% of portfolio
7,549
Q1 2025 Added 0.01%
-
$523 Million 0.24% of portfolio
-
Q1 2025 Added 0.22%
$1.06T
$493 Million 0.23% of portfolio
1,902
Q1 2025 Reduced 3.65%
$400B
$485 Million 0.23% of portfolio
2,923
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $215 Billion
  • Prior Value $207 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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