Freedom Financial Partners LLC Portfolio Holdings

Freedom Financial Partners LLC

  • $275 Billion
  • Q4 2025

Freedom Financial Partners LLC has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 87 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 $27B, American Centy ETF Tr Avantis with a value of $20.8B, American Centy ETF Tr Avantis with a value of $20.4B, Apple Inc. with a value of $15.5B, and Vanguard Mid Cap ETF with a value of $13.6B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $262B to 275B.

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 $275 Billion
ETFs: $198 Billion
Technology: $20.8 Billion
Consumer Cyclical: $3.19 Billion
Basic Materials: $3.09 Billion
Real Estate: $2.85 Billion
Industrials: $2.12 Billion
Financial Services: $1.22 Billion
Healthcare: $1.08 Billion
Other: $2.89 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.7B
$3.09 Billion 1.12% of portfolio
11,772
Q4 2025 Reduced 0.19%
$14B
$2.85 Billion 1.04% of portfolio
44,288
Q4 2025 Reduced 3.21%
$11.7B
$2.87 Billion 1.04% of portfolio
34,051
Q4 2025 Added 105.85%
$37.5B
$758 Million 0.28% of portfolio
10,925
Q4 2025 Added 0.03%
$67.6B
$596 Million 0.22% of portfolio
11,177
Q4 2025 Added 0.55%
$44.1B
$486 Million 0.18% of portfolio
6,576
Q4 2025 Added 0.02%
$91.4B
$423 Million 0.15% of portfolio
2,643
Q4 2025 Reduced 38.1%
$27.1B
$402 Million 0.15% of portfolio
664
Q3 2025 Added 0.76%
$111B
$300 Million 0.11% of portfolio
849
Q2 2025 New
$70.2B
$278 Million 0.1% of portfolio
8,683
Q4 2025 Added 4.96%
$29.5B
$243 Million 0.09% of portfolio
397
Q4 2025 Added 0.25%
$36.7B
$232 Million 0.08% of portfolio
2,532
Q4 2025 Added 3.05%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $275 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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