Top 50 Byrne Financial Freedom LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 9.86% | 21.9K | $25.2M | -0.31%(-67) | $229.76(+275.18%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 8.33% | 60.4K | $21.3M | -1.62%(-997) | $181.33(+93.29%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 8.27% | 88.9K | $21.2M | -0.76%(-677) | $203.23(+35.29%) | 2026-06-30 | |
| ARKK | ARK ETF TR | 3.83% | 121.2K | $9.8M | +4.16%(+4.84K) | $53.86(+48.88%) | 2026-06-30 | |
| RECS | COLUMBIA ETF TR I | 3.25% | 192.4K | $8.3M | +1.00%(+1.90K) | $37.58(+20.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.21% | 22.0K | $8.2M | +5.50%(+1.15K) | $423.38(+18.75%) | 2026-06-30 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 3.2% | 124.9K | $8.2M | -2.26%(-2.89K) | $50.71(+37.77%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.92% | 25.8K | $7.5M | -0.43%(-112) | $232.16(+32.10%) | 2026-06-30 | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 2.88% | 628.1K | $7.4M | -2.17%(-13.95K) | $11.60(-2.00%) | 2026-06-30 | |
| WMT | WALMART INC | 2.64% | 59.8K | $6.8M | -0.70%(-420) | $86.04(+31.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +40.02% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +37.07% |
Byrne Financial Freedom LLC reports $256.12M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are MU (9.9%), GOOG (8.3%) and AMZN (8.3%). The top 20 holdings account for 69.23% of reported assets. Its disclosed equity book has returned +40.02% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Byrne Financial Freedom LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2063947). View Byrne Financial Freedom LLCโs 13F filings on SEC