Freedom Financial Partners LLC (CIK: 0002054598) is a financial institution headquartered at 600 Inwood Ave North, Suite 260, Oakdale, Minnesota 55128. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $305.3 M, comprising 89 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 58.9%. Quarterly turnover: 4.1%. ▲ 5 new, +52 added, −23 reduced, ×5 exited.

Top Buys

Q3 2026

1. CGIE Capital Group International Equity Etf

+$1.29 M

2. AVIG Avantis Core Fixed Income Etf

+$1.21 M

3. VOO Vanguard S&P 500 Etf

+$861,348.08

4. JTEK Jpmorgan Us Tech Leaders Etf

+$797,063.86

5. BINC Ishares Flexible Income Active Etf

+$766,735

Top Sells

Q3 2026

1. DFAC Dimensional Us Core Equity 2 Etf

−$9.49 M

2. CGCP Capital Group Core Plus Income Etf

−$851,160.6

3. TOTL Spdr Doubleline Total Return Tactical Etf

−$819,981.2

4. MAIN Main Street Capital Corporation

−$294,403

5. AAPL Apple

−$267,747.45

Stocks/ETFs

-0.53%

$305.3 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard S&P 500 Etf ETF-VOO	45,623	$31.98 M	10.47%	▲ 1,229	Add 2.8%
Avantis International Equity Etf ETF-AVDE	267,051	$24.06 M	7.88%	▲ 6,638	Add 2.6%
Avantis Us Equity Etf ETF-AVUS	168,997	$21.65 M	7.09%	▲ 1,344	Add 0.8%
Capital Group International Equity Etf ETF-CGIE	517,005	$18.98 M	6.22%	▲ 35,117	Add 7.3%
Vanguard Mid-Cap Etf ETF-VO	208,026	$16.31 M	5.34%	▲ 8,523	Add 4.3%
Apple AAPL	46,310	$15.42 M	5.05%	▼ 804	Reduce -1.7%
Spdr Ssga Multi-Asset Real Return Etf ETF-RLY	356,945	$12.92 M	4.23%	▲ 15,216	Add 4.5%
Capital Group Dividend Value Etf ETF-CGDV	264,014	$12.9 M	4.22%	▲ 13,677	Add 5.5%
Avantis Emerging Markets Equity Etf ETF-AVEM	136,136	$12.8 M	4.19%	▲ 4,754	Add 3.6%
Jpmorgan Us Tech Leaders Etf ETF-JTEK	120,649	$12.69 M	4.16%	▲ 7,577	Add 6.7%

View Full List

Freedom Financial Partners LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Freedom Financial Partners LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Freedom Financial Partners LLC Quarterly 13F Statistics

Discover detailed insights into Freedom Financial Partners LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Freedom Financial Partners LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Freedom Financial Partners LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Freedom Financial Partners LLC 13F Filings, Portfolio & Analysis

Freedom Financial Partners LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Freedom Financial Partners LLC's Portfolio

Freedom Financial Partners LLC Quarterly 13F Statistics

Freedom Financial Partners LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)