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Freedom Financial Partners Llc

Portfolio Manager
Freedom Financial Partners LLC
Performance
-1.42% (2026 Q1)
AUM (13F)
$280.76M
# of Holdings
88
Performance Rank
Allocation (Top 20)
78.97%

Freedom Financial Partners Llc Holdings Map

Top 50 Freedom Financial Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
9.46%44.4K$26.6M
+3.27%(+1.41K)
2025-Q1: 40.8K shares2025-Q2: 42.1K shares2025-Q3: 42.7K shares2025-Q4: 43.0K shares2026-Q1: 44.4K shares
$537.38(+23.81%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
7.84%259.4K$22.0M
+2.44%(+6.17K)
2025-Q1: 230.5K shares2025-Q2: 240.8K shares2025-Q3: 246.8K shares2025-Q4: 253.2K shares2026-Q1: 259.4K shares
$65.57(+36.08%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
6.89%174.1K$19.4M
-4.73%(-8.65K)
2025-Q1: 237.7K shares2025-Q2: 248.8K shares2025-Q3: 201.7K shares2025-Q4: 182.7K shares2026-Q1: 174.1K shares
$96.01(+28.23%)
2026-03-31
CGIE
CAPITAL GROUP INTERNATIONAL
5.39%447.8K$15.1M
+20.17%(+75.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 277.0K shares2025-Q4: 372.6K shares2026-Q1: 447.8K shares
$33.69(+5.64%)
2026-03-31
AAPL
APPLE INC
5.09%56.3K$14.3M
-1.36%(-777)
2025-Q1: 60.5K shares2025-Q2: 59.5K shares2025-Q3: 58.0K shares2025-Q4: 57.0K shares2026-Q1: 56.3K shares
$241.71(+17.57%)
2026-03-31
VO
VANGUARD INDEX FDS
5.01%49.0K$14.1M
+4.25%(+2.00K)
2025-Q1: 41.2K shares2025-Q2: 43.4K shares2025-Q3: 44.9K shares2025-Q4: 47.0K shares2026-Q1: 49.0K shares
$66.74(+16.42%)
2026-03-31
RLY
SSGA ACTIVE ETF TR
4.35%338.2K$12.2M
+2.88%(+9.48K)
2025-Q1: 282.2K shares2025-Q2: 299.6K shares2025-Q3: 311.0K shares2025-Q4: 328.7K shares2026-Q1: 338.2K shares
$28.33(+31.22%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.8%132.6K$10.7M
+2.83%(+3.65K)
2025-Q1: 114.9K shares2025-Q2: 121.7K shares2025-Q3: 123.7K shares2025-Q4: 128.9K shares2026-Q1: 132.6K shares
$62.88(+46.67%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.56%185.2K$10.0M
+3.35%(+6.00K)
2025-Q1: 157.3K shares2025-Q2: 166.8K shares2025-Q3: 170.6K shares2025-Q4: 179.2K shares2026-Q1: 185.2K shares
$46.69(+27.14%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
3.53%232.8K$9.9M
+23.75%(+44.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 126.7K shares2025-Q4: 188.1K shares2026-Q1: 232.8K shares
$41.75(+11.75%)
2026-03-31

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