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Filers›Holding Co.›Financial Freedom, LLC
DOSSIER · 13F-HR · Q1 2026

Financial Freedom, LLC

Financial Freedom's holding co. based in New York, NY — $201M in tracked AUM across 426 positions as of Q1 2026.

FF
Financial Freedom·New York, NY·Holding Co.
CIK 0001965484 · last filed Mar 31, 2026
Total AUM
$201M
▼ 14.4%
vs prior
Holdings
426
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Financial Freedom, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$15M184K7.6%
02
QQQ
INVESCO QQQ TR
$14M24K7.0%
03
VGT
VANGUARD WORLD FD
$10M15K5.2%
04
SMH
VANECK ETF TRUST
$7M19K3.6%
05
XLE
SELECT SECTOR SPDR TR
$7M119K3.6%
06
VCR
VANGUARD WORLD FD
$7M18K3.3%
07
IMTM
ISHARES TR
$6M130K3.1%
08
PG
PROCTER &GAMBLE CO
$6M39K2.8%
09
XLV
SELECT SECTOR SPDR TR
$5M37K2.7%
10
VFH
VANGUARD WORLD FD
$5M40K2.4%

Filing history

Filing history loading…
AI Agent · grounded in Financial
haiku-4-5 · 426 positions indexed
Sector mix
  • Tech9%
  • Financials18%
  • Health Care37%
  • Industrials6%
  • Energy12%
  • Other18%
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