Freedom Financial Partners LLC Portfolio Holdings

Freedom Financial Partners LLC

  • $262 Billion
  • Q3 2025

Freedom Financial Partners LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Billion distributed in 84 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 $26.2B, American Centy ETF Tr Avantis with a value of $21.9B, American Centy ETF Tr Avantis with a value of $19.5B, Apple Inc. with a value of $14.8B, and Vanguard Mid Cap ETF with a value of $13.2B.

Examining the 13F form we can see an increase of $25.2B in the current position value, from $237B to 262B.

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 $262 Billion
ETFs: $193 Billion
Technology: $18.8 Billion
Basic Materials: $3.23 Billion
Real Estate: $3.09 Billion
Consumer Cyclical: $3.08 Billion
Industrials: $1.93 Billion
Financial Services: $1.25 Billion
Consumer Defensive: $1.09 Billion
Other: $1.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.2 Billion 9.97% of portfolio
42,725
Q3 2025 Added 1.57%
$0
$21.9 Billion 8.36% of portfolio
201,748
Q3 2025 Reduced 18.91%
$0
$19.5 Billion 7.42% of portfolio
246,766
Q3 2025 Added 2.48%
$4.3T
$14.8 Billion 5.63% of portfolio
58,025
Q3 2025 Reduced 2.48%
$0
$13.2 Billion 5.03% of portfolio
44,904
Q3 2025 Added 3.58%
$0
$9.84 Billion 3.75% of portfolio
20,507
Q3 2025 Added 0.32%
$0
$9.6 Billion 3.66% of portfolio
310,962
Q3 2025 Added 3.8%
$0
$9.48 Billion 3.61% of portfolio
320,080
Q3 2025 Reduced 47.04%
Capital Group International
-
$9.34 Billion 3.56% of portfolio
-
Q3 2025 New
$0
$9.29 Billion 3.54% of portfolio
123,653
Q3 2025 Added 1.56%
$0
$9.24 Billion 3.52% of portfolio
170,562
Q3 2025 Added 2.25%
$0
$8.7 Billion 3.32% of portfolio
382,934
Q3 2025 Added 3.52%
$0
$8.51 Billion 3.24% of portfolio
220,579
Q3 2025 Reduced 0.66%
J P Morgan Exchange Traded F
-
$7.04 Billion 2.68% of portfolio
-
Q3 2025 Added 84.31%
Capital Grp Fixed Incm ETF T
-
$6.52 Billion 2.48% of portfolio
-
Q3 2025 Added 5.35%
$0
$5.32 Billion 2.03% of portfolio
126,661
Q3 2025 New
$0
$4.55 Billion 1.73% of portfolio
48,775
Q3 2025 Added 4.42%
$0
$4.16 Billion 1.59% of portfolio
121,331
Q3 2025 Added 10.41%
Strategic Trust
-
$4.1 Billion 1.56% of portfolio
-
Q3 2025 Added 4.92%
$73.7B
$3.23 Billion 1.23% of portfolio
11,794
Q3 2025 Reduced 2.54%
$14B
$3.09 Billion 1.18% of portfolio
45,757
Q3 2025 Added 0.28%
$0
$2.41 Billion 0.92% of portfolio
37,917
Q3 2025 Reduced 59.33%
$0
$2.38 Billion 0.91% of portfolio
88,136
Q3 2025 Added 6.41%
-
$2.22 Billion 0.85% of portfolio
-
Q3 2025 Added 11.09%
Ark 21 Shares Bitcoin ETF
-
$1.97 Billion 0.75% of portfolio
-
Q3 2025 Added 2.3%
$0
$1.73 Billion 0.66% of portfolio
34,135
Q3 2025 Added 10.71%
$0
$1.67 Billion 0.64% of portfolio
15,021
Q3 2025 Added 6.13%
$2.39T
$1.64 Billion 0.62% of portfolio
7,468
Q3 2025 Added 0.01%
$0
$1.56 Billion 0.59% of portfolio
17,895
Q3 2025 Added 2.61%
$11.7B
$1.53 Billion 0.58% of portfolio
16,542
Q3 2025 Reduced 2.75%
$0
$1.41 Billion 0.54% of portfolio
54,793
Q3 2025 Reduced 3.11%
$0
$1.34 Billion 0.51% of portfolio
9,462
Q3 2025 Added 1.68%
$0
$1.35 Billion 0.51% of portfolio
5,308
Q3 2025 Reduced 0.8%
$0
$1.34 Billion 0.51% of portfolio
7,186
Q3 2025 Added 0.17%
$3.78T
$1.3 Billion 0.49% of portfolio
2,506
Q3 2025 Added 0.12%
Grayscale Ethereum Mini Tr E
-
$1.26 Billion 0.48% of portfolio
-
Q3 2025 Added 4.98%
$465B
$1.23 Billion 0.47% of portfolio
6,598
Q3 2025 Added 0.69%
$0
$1.24 Billion 0.47% of portfolio
8,855
Q3 2025 Added 1.86%
$0
$1.15 Billion 0.44% of portfolio
53,862
Q3 2025 Added 3.81%
$0
$1.11 Billion 0.42% of portfolio
18,457
Q3 2025 Reduced 0.57%
$0
$1.01 Billion 0.39% of portfolio
19,357
Q3 2025 Added 8.99%
$0
$1.01 Billion 0.38% of portfolio
28,198
Q3 2025 Added 12.04%
$0
$954 Million 0.36% of portfolio
1,589
Q2 2025 Added 0.13%
$0
$888 Million 0.34% of portfolio
9,058
Q3 2025 Added 3.64%
$1.29T
$834 Million 0.32% of portfolio
1,876
Q3 2025 Reduced 0.74%
-
$757 Million 0.29% of portfolio
-
Q3 2025 Reduced 0.01%
$0
$697 Million 0.27% of portfolio
38,230
Q3 2025 Added 5.06%
$91.4B
$663 Million 0.25% of portfolio
4,270
Q3 2025 New
$37.5B
$620 Million 0.24% of portfolio
10,922
Q3 2025 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $262 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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