Freedom Investment Management, Inc.

Portfolio Overview

Freedom Investment Management reported a materially smaller 13F portfolio as of 2025-09-30: total reported long market value of $378.27 million versus $1.25 billion at 2025-06-30, a decline of 69.8%. The filing lists 164 holdings, but the portfolio is highly concentrated: the top 10 positions account for $255.59 million, or roughly 67.6% of the portfolio. ETFs dominate the reported book—$265.82 million (70.3% of the portfolio) is explicitly categorized as “ETF.” An additiona...