StockDriftsStockDriftsTop 50 Freedom Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 13.06% | 1.12M | $46.9M | -5.22%(-61.86K) | $29.59(+43.85%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 11.1% | 486.5K | $39.9M | -5.09%(-26.07K) | $60.41(+40.50%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.08% | 875.4K | $32.6M | +0.30%(+2.65K) | $25.28(+55.55%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 9.04% | 148.9K | $32.5M | -1.75%(-2.66K) | $148.76(+52.94%) | 2026-06-30 | |
| EZM | WISDOMTREE TR | 6% | 284.3K | $21.5M | -3.32%(-9.77K) | $53.55(+44.04%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.35% | 478.1K | $19.2M | -7.22%(-37.23K) | $23.47(+67.71%) | 2026-06-30 | |
| AVDS | AMERICAN CENTY ETF TR | 4.39% | 209.7K | $15.8M | +2.19%(+4.50K) | $54.48(+46.40%) | 2026-06-30 | |
| IVLU | ISHARES TR | 3.62% | 310.7K | $13.0M | -4.54%(-14.77K) | $26.20(+69.26%) | 2026-06-30 | |
| REET | ISHARES TR | 3.44% | 446.8K | $12.3M | -4.76%(-22.32K) | $25.02(+11.97%) | 2026-06-30 | |
| AVSC | AMERICAN CENTY ETF TR | 2.94% | 143.9K | $10.6M | -10.76%(-17.36K) | $51.68(+45.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.34% | +49.49% | +6.43% | +36.56% |
| Top 20 Holdings Unweighted | +14.21% | +48.96% | +6.41% | +36.45% |
Freedom Investment Management, Inc. reports $359.17M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are DUHP (13.1%), DFUS (11.1%) and DFIC (9.1%). The top 20 holdings account for 83.63% of reported assets. Its disclosed equity book has returned +49.49% 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.
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Holdings on this page are parsed from Freedom Investment Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1566653). View Freedom Investment Management, Inc.’s 13F filings on SEC