Financial Freedom, LLC Portfolio Holdings

Financial Freedom, LLC

  • $201 Billion
  • Q3 2025

Financial Freedom, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 357 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $15.2B, Vanguard Intermediate Term Cor with a value of $14.2B, Vanguard Information Technolog with a value of $11.2B, Vanguard Consumer Discretionar with a value of $7.55B, and Energy Sector Spdr with a value of $6.91B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $186B to 201B.

Financial Freedom, LLC is based out at Cincinnati, OH

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

Portfolio value $201 Billion
ETFs: $168 Billion
Technology: $9.6 Billion
Consumer Defensive: $7.15 Billion
Financial Services: $2.67 Billion
Consumer Cyclical: $2.57 Billion
Healthcare: $2.34 Billion
Industrials: $2.09 Billion
Communication Services: $1.37 Billion
Other: $1.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Billion 7.57% of portfolio
25,330
Q3 2025 Reduced 2.0%
$0
$14.2 Billion 7.08% of portfolio
168,930
Q3 2025 Reduced 1.64%
$0
$11.2 Billion 5.6% of portfolio
15,052
Q3 2025 Added 0.01%
$0
$7.55 Billion 3.76% of portfolio
19,049
Q3 2025 Reduced 1.76%
$0
$6.91 Billion 3.44% of portfolio
77,397
Q3 2025 Added 0.12%
$0
$6.69 Billion 3.33% of portfolio
51,000
Q3 2025 Reduced 2.62%
$0
$6.44 Billion 3.21% of portfolio
19,746
Q3 2025 Added 5.41%
$346B
$6.31 Billion 3.14% of portfolio
41,046
Q3 2025 Reduced 0.05%
$0
$6.26 Billion 3.12% of portfolio
130,798
Q3 2025 Added 1.48%
$0
$5.64 Billion 2.81% of portfolio
40,527
Q3 2025 Reduced 0.31%
$0
$5.35 Billion 2.67% of portfolio
27,325
Q3 2025 Added 0.66%
$0
$4.58 Billion 2.28% of portfolio
16,728
Q3 2025 Reduced 23.96%
$0
$4.14 Billion 2.06% of portfolio
16,266
Q3 2025 Reduced 1.94%
$0
$3.43 Billion 1.71% of portfolio
63,757
Q3 2025 Reduced 3.28%
$0
$3.27 Billion 1.63% of portfolio
25,931
Q3 2025 Added 13.91%
$0
$3.21 Billion 1.6% of portfolio
43,599
Q3 2025 Added 70.83%
$0
$3 Billion 1.49% of portfolio
23,839
Q3 2025 Added 0.3%
$0
$2.83 Billion 1.41% of portfolio
13,577
Q3 2025 Reduced 1.75%
$4.3T
$2.82 Billion 1.41% of portfolio
11,079
Q3 2025 Added 0.08%
$3.78T
$2.81 Billion 1.4% of portfolio
5,422
Q3 2025 Added 16.28%
$0
$2.64 Billion 1.32% of portfolio
13,780
Q3 2025 Added 80.01%
$0
$2.6 Billion 1.29% of portfolio
126,808
Q3 2025 Added 498.49%
$0
$2.47 Billion 1.23% of portfolio
24,645
Q3 2025 Reduced 4.5%
$0
$2.41 Billion 1.2% of portfolio
9,889
Q3 2025 Reduced 3.02%
$0
$2.4 Billion 1.19% of portfolio
9,234
Q3 2025 Reduced 6.78%
$0
$2.38 Billion 1.18% of portfolio
9,914
Q3 2025 Reduced 10.25%
$0
$1.9 Billion 0.95% of portfolio
30,829
Q3 2025 Added 129.33%
$0
$1.87 Billion 0.93% of portfolio
69,397
Q3 2025 Reduced 12.24%
$0
$1.79 Billion 0.89% of portfolio
12,535
Q3 2025 Added 0.03%
-
$1.73 Billion 0.86% of portfolio
-
Q3 2025 Added 232.3%
$465B
$1.53 Billion 0.76% of portfolio
8,219
Q3 2025 Added 0.02%
$0
$1.49 Billion 0.74% of portfolio
31,206
Q3 2025 Reduced 1.47%
$224B
$1.46 Billion 0.73% of portfolio
4,805
Q3 2025 Added 0.29%
$0
$1.47 Billion 0.73% of portfolio
4,480
Q3 2025 Added 0.16%
$0
$1.39 Billion 0.69% of portfolio
25,675
Q3 2025 Added 0.18%
$0
$1.32 Billion 0.66% of portfolio
13,393
Q3 2025 Added 0.48%
$0
$1.24 Billion 0.62% of portfolio
30,224
Q3 2025 Reduced 0.83%
$0
$1.24 Billion 0.62% of portfolio
9,789
Q3 2025 Added 2.92%
$0
$1.19 Billion 0.59% of portfolio
18,449
Q3 2025 Added 1.3%
$0
$1.16 Billion 0.58% of portfolio
8,711
Q3 2025 Added 0.22%
$0
$1.01 Billion 0.5% of portfolio
1,651
Q3 2025 Reduced 5.22%
$522B
$960 Million 0.48% of portfolio
5,175
Q3 2025 Added 0.14%
$0
$969 Million 0.48% of portfolio
4,363
Q3 2025 Added 0.02%
$881B
$922 Million 0.46% of portfolio
2,924
Q3 2025 Added 0.17%
$0
$927 Million 0.46% of portfolio
3,287
Q3 2025 Added 0.09%
$490B
$860 Million 0.43% of portfolio
7,631
Q3 2025 Added 0.63%
$0
$860 Million 0.43% of portfolio
6,357
Q3 2025 Added 0.09%
$94.5B
$825 Million 0.41% of portfolio
2,418
Q4 2022 New
$0
$811 Million 0.4% of portfolio
9,806
Q3 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 357
  • Current Value $201 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Financial Freedom, LLC Portfolio

Follow Financial Freedom, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Freedom, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Freedom, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email