StockDriftsStockDriftsTop 50 Financial Freedom, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7.99% | 23.6K | $17.4M | -3.13%(-765) | $272.10(+169.21%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 7.12% | 187.6K | $15.5M | +2.21%(+4.05K) | $78.26(+3.69%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 6.33% | 115.4K | $13.8M | -2.95%(-3.51K) | $39.58(+209.72%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 5.64% | 18.7K | $12.3M | -1.98%(-379) | $212.70(+176.36%) | 2026-06-30 | |
| VCR | VANGUARD WORLD FD | 3.28% | 18.0K | $7.1M | -1.56%(-286) | $229.74(+73.39%) | 2026-06-30 | |
| IYW | ISHARES TR | 3.04% | 26.2K | $6.6M | -0.35%(-93) | $144.80(+72.80%) | 2026-06-30 | |
| IMTM | ISHARES TR | 3.02% | 123.5K | $6.6M | -5.31%(-6.92K) | $39.47(+37.44%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.9% | 118.8K | $6.3M | -0.27%(-317) | $40.13(+56.00%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.59% | 35.5K | $5.6M | -3.04%(-1.11K) | $138.73(+20.60%) | 2026-06-30 | |
| PG | PROCTER &GAMBLE CO | 2.56% | 38.0K | $5.6M | -3.16%(-1.24K) | $141.71(+1.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.36% | +53.52% | — | — | +67.81% |
| Top 20 Holdings Unweighted | +15.54% | +54.25% | — | — | +68.47% |
Financial Freedom, LLC reports $217.87M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (8.0%), VCIT (7.1%) and VGT (6.3%). The top 20 holdings account for 63.94% of reported assets. Its disclosed equity book has returned +53.52% on a three-year cumulative basis. 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.
Sign up free to track Financial Freedom, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Financial Freedom, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965484). View Financial Freedom, LLC’s 13F filings on SEC