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Freedom Financial Partners - Q2 2026 13F Filings

FR

Freedom Financial Partners LLC

CIK: 0002054598
Address: Minnesota Oakdale 600 Inwood Ave North Suite 260
$306.94 M
Portfolio Value
89
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$12.12 M
2. VUG Vanguard Growth Etf
+$8.97 M
3. AVIG Avantis Core Fixed Income Etf
+$1.53 M
4. CGIE Capital Group International Equity Etf
+$1.25 M
5. Putnam Etf Trust
+$1.13 M

Top Sells

Q2 2026
1. AAPL Apple
−$2.65 M
2. CGCP Capital Group Core Plus Income Etf
−$1.82 M
3. JPST Jpmorgan Ultra-Short Income Etf
−$1.51 M
4. ENTG Entegris
−$1.09 M
5. AVUS Avantis Us Equity Etf
−$825,346.28

Asset Allocation

Stocks/ETFs
+9.33%
$306.94 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Freedom Financial Partners Q2 2026 Filing Summary

Freedom Financial Partners LLC filed its 13F report for Q2 2026 on August 06, 2026. The portfolio totaled 306.94 M reflecting a +9.33% change from the prior quarter, spanning 89 assets. The top 10 holdings comprised 56.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 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 Q2 2026 Filing

Freedom Financial Partners submitted their Form 13F-HR for the Q2 2026 period on 08/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Freedom Financial Partners reported a managed portfolio value of 306.94 M, consisting of 89 individual positions.

This page displays the raw filing documents. To see which stocks Freedom Financial Partners bought or sold during Q2 2026, please visit Freedom Financial Partners's Portfolio Analysis page.