13F Insight
DOSSIER · 13F-HR · Q1 2026

Freedom Financial Partners LLC

Freedom Financial's holding co. based in Boston, MA — $281M in tracked AUM across 88 positions as of Q1 2026.

FF
Freedom Financial·Boston, MA·Holding Co.
CIK 0002054598 · last filed Mar 31, 2026
Total AUM
$281M
▲ 2.6%
vs prior
Holdings
88
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Freedom Financial Partners 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
VOO
VANGUARD INDEX FDS
$27M44K9.5%
02
AVDE
AMERICAN CENTY ETF TR
$22M259K7.8%
03
AVUS
AMERICAN CENTY ETF TR
$19M174K6.9%
04
CGIE
CAPITAL GROUP INTERNATIONAL
$15M448K5.4%
05
AAPL
APPLE INC
$14M56K5.1%
06
VO
VANGUARD INDEX FDS
$14M49K5.0%
07
RLY
SSGA ACTIVE ETF TR
$12M338K4.4%
08
AVEM
AMERICAN CENTY ETF TR
$11M133K3.8%
09
VWO
VANGUARD INTL EQUITY INDEX F
$10M185K3.6%
10
CGDV
CAPITAL GROUP DIVIDEND VALUE
$10M233K3.5%

Filing history

Filing history loading…