DOSSIER · 13F-HR · Q2 2026

Freedom Financial Partners LLC

$307M in tracked AUM across 89 positions as of Q2 2026.

FF
CIK 0002054598 · last filed Jun 30, 2026
Total AUM
$307M
as of Q2 2026
Holdings
89
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Freedom Financial Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$30M44K9.9%
02
AVDE
AMERICAN CENTY ETF TR
$23M260K7.6%
03
AVUS
AMERICAN CENTY ETF TR
$21M168K7.0%
04
CGIE
CAPITAL GROUP INTERNATIONAL
$18M482K5.8%
05
VO
VANGUARD INDEX FDS
$16M200K5.2%
06
AAPL
APPLE INC
$14M47K4.4%
07
AVEM
AMERICAN CENTY ETF TR
$13M131K4.1%
08
JTEK
J P MORGAN EXCHANGE TRADED F
$13M113K4.1%
09
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M250K4.0%
10
RLY
SSGA ACTIVE ETF TR
$12M342K3.8%

Filing history

2026Q2Jun 30
$307M 9.3%
89 positionsView →
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