Byrne Financial Freedom, LLC Portfolio Holdings

Byrne Financial Freedom, LLC

  • $201 Billion
  • Q3 2025

Byrne Financial Freedom, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $19.3B, Alphabet Inc. with a value of $16B, Microsoft Corp with a value of $9.88B, Ark ETF Tr Innovation ETF (De) with a value of $9.79B, and Palantir Technologies Inc. with a value of $9.04B.

Examining the 13F form we can see an increase of $880M in the current position value, from $200B to 201B.

Byrne Financial Freedom, LLC is based out at Franklin, MA

Below you can find more details about Byrne Financial Freedom, LLC portfolio as well as his latest detailed transactions.

Portfolio value $201 Billion
ETFs: $91.7 Billion
Technology: $38.9 Billion
Consumer Cyclical: $21.9 Billion
Communication Services: $17.4 Billion
Consumer Defensive: $12.3 Billion
Financial Services: $10.3 Billion
Healthcare: $1.98 Billion
Industrials: $1.58 Billion
Other: $916 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $201 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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