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Freedom Financial Partners - Q1 2026 13F Filings

FR

Freedom Financial Partners LLC

CIK: 0002054598
Address: Minnesota Oakdale 600 Inwood Ave North Suite 260
$280.76 M
Portfolio Value
88
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/19/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CGIE Capital Group International Equity Etf
+$2.54 M
2. CGDV Capital Group Dividend Value Etf
+$1.9 M
3. MUNI Pimco Intermediate Municipal
+$1.21 M
4. JTEK Jpmorgan Us Tech Leaders Etf
+$1.15 M
5. CSRE Cohen & Steers Real Estate Active Etf
+$1.13 M

Top Sells

Q1 2026
1. CGXU Capital Group International Focus Equity Etf
−$1.64 M
2. AVUS Avantis Us Equity Etf
−$961,374.83
3. JMEE Jpmorgan Small & Mid Cap Enhanced Equity Etf
−$635,425.88
4. JPM Jpmorgan Chase & Co
−$303,547
5. INDE Matthews India Active Etf
−$231,535

Asset Allocation

Stocks/ETFs
+2.93%
$280.76 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Freedom Financial Partners Q1 2026 Filing Summary

Freedom Financial Partners LLC filed its 13F report for Q1 2026 on April 16, 2026. The portfolio totaled 280.76 M reflecting a +2.14% change from the prior quarter, spanning 88 assets. The top 10 holdings comprised 54.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 5 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Freedom Financial Partners’s Q1 2026 Filing

Freedom Financial Partners submitted their Form 13F-HR for the Q1 2026 period on 04/16/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Freedom Financial Partners reported a managed portfolio value of 280.76 M, consisting of 88 individual positions.

This page displays the raw filing documents. To see which stocks Freedom Financial Partners bought or sold during Q1 2026, please visit Freedom Financial Partners's Portfolio Analysis page.