🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Freedom Financial Partners - Q4 2025 13F Filings

FR

Freedom Financial Partners LLC

CIK: 0002054598
Address: Minnesota Oakdale 600 Inwood Ave North Suite 260
$274.87 M
Portfolio Value
87
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/19/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. CGIE Capital Group International Equity Etf
+$3.33 M
2. CGDV Capital Group Dividend Value Etf
+$2.68 M
3. ENTG Entegris
+$1.48 M
4. JTEK Jpmorgan Us Tech Leaders Etf
+$1.46 M
5. XLU Utilities Select Sector Spdr Fund
+$739,473.36

Top Sells

Q4 2025
1. CGXU Capital Group International Focus Equity Etf
−$2.36 M
2. AVUS Avantis Us Equity Etf
−$2.12 M
3. JMEE Jpmorgan Small & Mid Cap Enhanced Equity Etf
−$1.01 M
4. AAPL Apple
−$266,696.28
5. MMM 3M Company
−$260,524.38

Asset Allocation

Stocks/ETFs
+4.70%
$272.76 M 99.23%
Options
$0 0.00%
Debt
$0 0.00%
Other
+10.00%
$2.11 M 0.77%

Sector Allocation (Stocks)

Freedom Financial Partners Q4 2025 Filing Summary

Freedom Financial Partners LLC filed its 13F report for Q4 2025 on January 06, 2026. The portfolio totaled 274.87 M reflecting a +4.74% change from the prior quarter, spanning 87 assets. The top 10 holdings comprised 55.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 1 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Freedom Financial Partners’s Q4 2025 Filing

Freedom Financial Partners submitted their Form 13F-HR for the Q4 2025 period on 01/06/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Freedom Financial Partners reported a managed portfolio value of 274.87 M, consisting of 87 individual positions.

This page displays the raw filing documents. To see which stocks Freedom Financial Partners bought or sold during Q4 2025, please visit Freedom Financial Partners's Portfolio Analysis page.