StockDriftsStockDriftsTop 50 Freedom Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.93% | 44.4K | $30.5M | -0.12%(-52) | $537.38(+32.32%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 7.57% | 260.4K | $23.2M | +0.39%(+1.01K) | $65.65(+43.07%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 7% | 167.7K | $21.5M | -3.70%(-6.44K) | $96.01(+36.95%) | 2026-06-30 | |
| CGIE | CAPITAL GROUP INTERNATIONAL | 5.77% | 481.9K | $17.7M | +7.61%(+34.06K) | $33.76(+13.47%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.24% | 199.5K | $16.1M | +1.75%(+3.44K) | $66.89(+24.12%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.44% | 47.1K | $13.6M | -16.27%(-9.15K) | $232.35(+31.98%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.13% | 131.4K | $12.7M | -0.90%(-1.19K) | $62.88(+47.12%) | 2026-06-30 | |
| JTEK | J P MORGAN EXCHANGE TRADED F | 4.11% | 113.1K | $12.6M | +5.45%(+5.84K) | $82.60(+22.89%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.02% | 250.3K | $12.3M | +7.55%(+17.58K) | $42.01(+22.13%) | 2026-06-30 | |
| RLY | SSGA ACTIVE ETF TR | 3.84% | 341.7K | $11.8M | +1.04%(+3.53K) | $28.40(+29.36%) | 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 | — | — | — | — | +25.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.43% |
Freedom Financial Partners LLC reports $306.94M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.9%), AVDE (7.6%) and AVUS (7.0%). The top 20 holdings account for 79.54% of reported assets. Its disclosed equity book has returned +25.74% 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.
Sign up free to track Freedom Financial Partners LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Freedom Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054598). View Freedom Financial Partners LLC’s 13F filings on SEC