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
$130B
$583 Million 0.22% of portfolio
1,641
Q4 2024 New
$0
$547 Million 0.21% of portfolio
11,948
Q3 2025 Added 0.21%
$0
$552 Million 0.21% of portfolio
10,710
Q3 2025 Reduced 0.07%
$0
$558 Million 0.21% of portfolio
34,761
Q3 2025 Added 2.75%
$44.1B
$530 Million 0.2% of portfolio
6,575
Q3 2025 Reduced 12.32%
$204B
$518 Million 0.2% of portfolio
3,686
Q3 2025 Reduced 11.31%
$67.6B
$537 Million 0.2% of portfolio
11,116
Q3 2025 Reduced 3.47%
$0
$461 Million 0.18% of portfolio
6,883
Q3 2025 New
-
$484 Million 0.18% of portfolio
-
Q3 2025 Added 0.35%
$522B
$440 Million 0.17% of portfolio
2,373
Q3 2025 Added 0.34%
$0
$413 Million 0.16% of portfolio
1,673
Q3 2025 Reduced 16.56%
-
$423 Million 0.16% of portfolio
-
Q3 2025 Added 0.74%
$291B
$388 Million 0.15% of portfolio
813
Q1 2025 Added 0.12%
$881B
$386 Million 0.15% of portfolio
1,224
Q3 2025 Added 0.33%
$0
$392 Million 0.15% of portfolio
845
Q3 2025 Reduced 0.12%
$346B
$375 Million 0.14% of portfolio
2,439
Q3 2025 Added 0.16%
Bitwise Bitcoin ETF Tr
-
$350 Million 0.13% of portfolio
-
Q2 2025 Added 7.81%
$4.4B
$330 Million 0.13% of portfolio
5,186
Q3 2025 Added 1.69%
Capital Grp Fixed Incm ETF T
-
$306 Million 0.12% of portfolio
-
Q3 2025 Added 28.06%
$0
$326 Million 0.12% of portfolio
4,693
Q3 2025 Added 0.21%
$0
$301 Million 0.11% of portfolio
921
Q3 2025 Reduced 5.15%
$111B
$279 Million 0.11% of portfolio
849
Q2 2025 New
$0
$250 Million 0.1% of portfolio
6,866
Q3 2025 Added 0.26%
$70.2B
$259 Million 0.1% of portfolio
8,273
Q3 2025 Added 5.09%
$29.5B
$257 Million 0.1% of portfolio
396
Q2 2025 New
$1.37T
$251 Million 0.1% of portfolio
342
Q3 2025 Added 4.91%
Matthews Intl Fds
-
$224 Million 0.09% of portfolio
-
Q2 2025 New
$367B
$242 Million 0.09% of portfolio
598
Q3 2025 New
$0
$204 Million 0.08% of portfolio
978
Q3 2025 New
$0
$202 Million 0.08% of portfolio
1,157
Q3 2025 New
$36.7B
$206 Million 0.08% of portfolio
2,457
Q3 2025 New
$0
$205 Million 0.08% of portfolio
4,677
Q3 2025 New
$404B
$202 Million 0.08% of portfolio
218
Q1 2025 New

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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