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Financial Freedom, LLC

Portfolio Manager
Financial Freedom, LLC
Performance
-1.42% (2026 Q1)
AUM (13F)
$200.80M
# of Holdings
426
Performance Rank
Allocation (Top 20)
59.06%

Financial Freedom, LLC Holdings Map

Top 50 Financial Freedom, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCIT
VANGUARD SCOTTSDALE FDS
7.56%183.5K$15.2M
+3.86%(+6.82K)
2025-Q1: 173.0K shares2025-Q2: 171.7K shares2025-Q3: 168.9K shares2025-Q4: 176.7K shares2026-Q1: 183.5K shares
$78.21(+5.56%)
2026-03-31
QQQ
INVESCO QQQ TR
7.02%24.4K$14.1M
-1.58%(-391)
2025-Q1: 26.3K shares2025-Q2: 25.8K shares2025-Q3: 25.3K shares2025-Q4: 24.8K shares2026-Q1: 24.4K shares
$272.10(+162.67%)
2026-03-31
VGT
VANGUARD WORLD FD
5.17%14.9K$10.4M
-0.15%(-23)
2025-Q1: 15.2K shares2025-Q2: 15.1K shares2025-Q3: 15.1K shares2025-Q4: 14.9K shares2026-Q1: 14.9K shares
$39.58(+186.66%)
2026-03-31
SMH
VANECK ETF TRUST
3.65%19.1K$7.3M
-0.49%(-94)
2025-Q1: 18.8K shares2025-Q2: 18.7K shares2025-Q3: 19.7K shares2025-Q4: 19.2K shares2026-Q1: 19.1K shares
$212.70(+169.13%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
3.63%119.1K$7.3M
-8.36%(-10.86K)
2025-Q1: 82.3K shares2025-Q2: 77.3K shares2025-Q3: 77.4K shares2025-Q4: 130.0K shares2026-Q1: 119.1K shares
$40.13(+43.62%)
2026-03-31
VCR
VANGUARD WORLD FD
3.27%18.3K$6.6M
-0.20%(-37)
2025-Q1: 19.9K shares2025-Q2: 19.4K shares2025-Q3: 19.0K shares2025-Q4: 18.3K shares2026-Q1: 18.3K shares
$229.74(+70.56%)
2026-03-31
IMTM
ISHARES TR
3.12%130.4K$6.3M
-1.20%(-1.59K)
2025-Q1: 125.8K shares2025-Q2: 128.9K shares2025-Q3: 130.8K shares2025-Q4: 132.0K shares2026-Q1: 130.4K shares
$39.47(+35.13%)
2026-03-31
PG
PROCTER &GAMBLE CO
2.82%39.2K$5.7M
+0.05%(+19)
2025-Q1: 41.3K shares2025-Q2: 41.1K shares2025-Q3: 41.0K shares2025-Q4: 39.2K shares2026-Q1: 39.2K shares
$141.71(+0.38%)
2026-03-31
XLV
SELECT SECTOR SPDR TR
2.67%36.6K$5.4M
-5.73%(-2.23K)
2025-Q1: 38.5K shares2025-Q2: 40.7K shares2025-Q3: 40.5K shares2025-Q4: 38.8K shares2026-Q1: 36.6K shares
$138.73(+5.75%)
2026-03-31
VFH
VANGUARD WORLD FD
2.42%40.2K$4.9M
-17.59%(-8.57K)
2025-Q1: 53.8K shares2025-Q2: 52.4K shares2025-Q3: 51.0K shares2025-Q4: 48.7K shares2026-Q1: 40.2K shares
$78.83(+58.57%)
2026-03-31

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