StockDriftsStockDriftsTop 50 True Freedom Investing LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | 17.68% | 1.91M | $225.8M | -1.75%(-34.05K) | $116.08(+19.53%) | 2026-06-30 | |
| IWM | ISHARES TR | 17.56% | 904.5K | $224.3M | -1.76%(-16.21K) | $247.05(+21.99%) | 2026-06-30 | |
| IJK | ISHARES TR | 17.47% | 2.22M | $223.1M | -1.72%(-38.70K) | $98.75(+18.88%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 7.26% | 215.5K | $92.7M | -1.49%(-3.26K) | $361.72(+11.57%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3% | 496.3K | $38.3M | -2.57%(-13.07K) | $77.93(-3.07%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.76% | 575.1K | $35.2M | -3.66%(-21.82K) | $50.12(+20.30%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.63% | 1.31M | $33.6M | -4.12%(-56.27K) | $26.55(+15.00%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.44% | 422.9K | $31.1M | -5.06%(-22.55K) | $73.76(-1.99%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.21% | 1.14M | $28.2M | -4.11%(-48.82K) | $23.70(+19.30%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.62% | 31.9K | $20.7M | -1.17%(-377) | $643.50(+20.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.85% |
True Freedom Investing LLC reports $1.28B in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are IJS (17.7%), IWM (17.6%) and IJK (17.5%). The top 20 holdings account for 81.17% of reported assets. Its disclosed equity book has returned +14.35% cumulatively over 5 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.
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Holdings on this page are parsed from True Freedom Investing LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2096483). View True Freedom Investing LLC’s 13F filings on SEC