DOSSIER · 13F-HR · Q1 2026

Freedom Financial Partners LLC

$281M in tracked AUM across 88 positions as of Q1 2026.

FF
CIK 0002054598 · last filed Mar 31, 2026
Total AUM
$281M
as of Q1 2026
Holdings
88
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$281M 2.1%
88 positionsView →
2025Q4Dec 31
$275M 144.1%
87 positionsView →
2025Q3Sep 30
$113M 15.9%
48 positionsView →
2025Q2Jun 30
$97M 9.6%
44 positionsLocked
2025Q1Mar 31
$89M 57.2%
42 positionsLocked
2024Q4Dec 31
$207M
69 positionsLocked