Q2 2026 13F · SEC CIK 2063947

Byrne Financial Freedom, LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $256.1M
Reported positions: 119
Holdings vs S&P 500, 3 yrs: —
Assets under management: $546.4M

Byrne Financial Freedom, LLC is a wealth manager that reported 119 positions worth $256.1M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Micron Technology Inc (MU, 9.9%), Alphabet Inc (GOOG, 8.3%), Amazon Com Inc Com (AMZN, 8.3%).

Byrne Financial Freedom, LLC holdings largest 50 of 119 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Byrne Financial Freedom, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MUMicron Technology Inc	9.9%	3.5%	21,870	-0.3%	$25.2M
GOOGAlphabet Inc	8.3%	8.4%	60,363	-1.6%	$21.3M
AMZNAmazon Com Inc Com	8.3%	8.9%	88,888	-0.8%	$21.2M
ARKKArk Innovation ETF	3.8%	3.8%	121,220	+4.2%	$9.8M
RECSColumbia ETF Tr I	3.3%	3.6%	192,408	+1.0%	$8.3M
MSFTMicrosoft Corp	3.2%	3.7%	22,012	+5.5%	$8.2M
IUSInvesco Rafi	3.2%	3.5%	124,932	-2.3%	$8.2M
AAPLApple Inc	2.9%	3.1%	25,810	-0.4%	$7.5M
NEANuveen Amt Free Qlty Mun Inc	2.9%	3.5%	628,111	-2.2%	$7.4M
WMTWalmart Inc	2.6%	3.6%	59,758	-0.7%	$6.8M
BRIEMfs Blended	2.5%	—	214,740	—	$6.5M
PLTRPalantir Technologies Inclass Class A	2.5%	3.6%	53,791	+4.6%	$6.3M
QQQMInvesco Nasdaq 100 ETF	2.4%	2.4%	20,581	-1.0%	$6.2M
ARKFArk ETF Tr	2.4%	2.6%	156,510	+10.9%	$6.2M
FDIQInvesco Exch Traded Fd Tr II	2.0%	2.7%	81,841	-1.0%	$5.2M
QQQInvesco Qqq Tr	2.0%	1.9%	6,855	-1.2%	$5.0M
METAMeta Platforms Inc Class A	2.0%	1.7%	8,886	+39.8%	$5.0M
AIQGlobal X Fds	1.7%	1.5%	67,921	-0.4%	$4.5M
SIVRAbrdn Silver ETF Trust	1.7%	2.5%	76,276	+5.7%	$4.3M
PULSPgim Ultra Short Bond ETF	1.6%	1.8%	85,016	+11.4%	$4.2M
PAVEGlobal X Fds	1.4%	1.4%	58,780	-0.8%	$3.5M
NVDANvidia Corporation Com	1.3%	1.3%	16,005	+0.8%	$3.2M
JSIJanus Henderson Securitized Income ETF	1.2%	1.7%	62,332	-8.6%	$3.2M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	3,136	+7.0%	$2.3M
SPYGSpdr Series Trust	0.9%	0.9%	19,262	+0.5%	$2.3M
SMLFIshares Tr	0.9%	0.4%	25,588	+106.9%	$2.3M
FLQSFranklin Templeton ETF Tr	0.9%	1.5%	44,877	-37.3%	$2.2M
CAHCardinal Health Inc	0.8%	0.9%	8,866	+3.4%	$2.1M
APHAmphenol Corp	0.8%	0.9%	11,935	-16.8%	$2.1M
PTHInvesco Exchange Traded Fd T	0.8%	0.8%	32,917	-2.3%	$2.0M
JAAAJanus Detroit Str Tr	0.8%	1.3%	38,880	-27.6%	$2.0M
XLKState Street Technology Select Sector Sp	0.8%	0.7%	10,272	-3.0%	$2.0M
AVGOBroadcom Inc	0.6%	0.6%	4,356	+10.3%	$1.6M
PYLDPimco Multisector Bond Active Exchange-T	0.6%	0.7%	56,623	+2.7%	$1.5M
XARState Street Spdr S&p Aerospace & Defens	0.6%	0.7%	5,277	-1.9%	$1.5M
FLQMFranklin Templeton ETF Tr	0.6%	1.0%	24,455	-34.8%	$1.4M
DELLDell Technologies Inc	0.5%	0.5%	3,119	-46.2%	$1.3M
IBMInternational Business Machs	0.5%	0.5%	4,622	+3.2%	$1.3M
SOXXIshares Semiconductor ETF	0.5%	—	1,896	—	$1.2M
FTNTFortinet Inc	0.5%	—	7,537	—	$1.2M
CATCaterpillar Inc Com	0.4%	—	1,031	—	$1.1M
FLQEFranklin Templeton ETF Tr	0.4%	1.8%	25,205	-76.1%	$1.1M
GEVGe Vernova Inc	0.4%	—	908	—	$1.1M
XLYConsumer Discretionary Select S	0.4%	0.5%	8,842	-0.6%	$1.0M
XLFSelect Sector Spdr Tr	0.4%	0.5%	19,252	+1.0%	$1.0M
AIRRFirst Tr Exchange Traded Fd	0.4%	0.4%	7,586	-3.2%	$1.0M
JPMJpmorgan Chase & Co	0.4%	0.4%	3,080	-1.6%	$1.0M
XLVSelect Sector Spdr Tr	0.4%	0.5%	6,353	-16.9%	$1.0M
FTXLFirst Tr Exchange Traded Fd	0.4%	—	3,315	—	$945K
QCOMQualcomm Inc	0.4%	—	5,111	—	$944K

What Byrne Financial Freedom, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$256.1M	119
Q1 2026	$209.0M	103
Q4 2025	$217.9M	99
Q3 2025	$200.9M	98
Q2 2025	$200.0M	100
Q1 2025	$176.0M	97
Q4 2024	$224.7M	99

Questions about Byrne Financial Freedom, LLC's portfolio

What stocks does Byrne Financial Freedom, LLC own?

Byrne Financial Freedom, LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 119 positions worth $256.1M. The largest are Micron Technology Inc (MU) at 9.9%, Alphabet Inc (GOOG) at 8.3%, Amazon Com Inc Com (AMZN) at 8.3%, Ark Innovation ETF (ARKK) at 3.8% and Columbia ETF Tr I (RECS) at 3.3%.

What did Byrne Financial Freedom, LLC buy last quarter?

In Q2 2026, Byrne Financial Freedom, LLC added Ishares Tr (SMLF) (+106.9% shares), Meta Platforms Inc Class A (META) (+39.8% shares) and Pgim Ultra Short Bond ETF (PULS) (+11.4% shares), compared with its Q1 2026 filing.

What did Byrne Financial Freedom, LLC sell last quarter?

In Q2 2026, Byrne Financial Freedom, LLC cut from its top 50 SPDR Portfolio Developed World (SPDW), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Sonida Senior Living Inc (SNDA), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vaneck ETF Trust (MOAT), Franklin Templeton ETF Tr (FLQE) (-76.1% shares), Dell Technologies Inc (DELL) (-46.2% shares) and Franklin Templeton ETF Tr (FLQS) (-37.3% shares), compared with its Q1 2026 filing.

When is Byrne Financial Freedom, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Byrne Financial Freedom, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Byrne Financial Freedom, LLC manage?

Byrne Financial Freedom, LLC reported $546.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $256.1M.