Q2 2026 13F · SEC CIK 2054598

Freedom Financial Partners LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $306.9M
Reported positions: 89
Holdings vs S&P 500, 3 yrs: —
Assets under management: $377.9M

Freedom Financial Partners LLC is a wealth manager that reported 89 positions worth $306.9M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Vanguard S&p 500 ETF (VOO, 9.9%), Avantis International Equity ETF (AVDE, 7.6%), Avantis U.s. Equity ETF (AVUS, 7.0%).

Freedom Financial Partners LLC holdings largest 50 of 89 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.

Freedom Financial Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	9.9%	9.5%	44,394	-0.1%	$30.5M
AVDEAvantis International Equity ETF	7.6%	7.8%	260,413	+0.4%	$23.2M
AVUSAvantis U.s. Equity ETF	7.0%	6.9%	167,653	-3.7%	$21.5M
CGIECapital Group International	5.8%	5.4%	481,888	+7.6%	$17.7M
VOVanguard Index Fds	5.2%	5.0%	199,503	+307.0%	$16.1M
AAPLApple Inc	4.4%	5.1%	47,114	-16.3%	$13.6M
AVEMAmerican Centy ETF Tr	4.1%	3.8%	131,382	-0.9%	$12.7M
JTEKJ P Morgan Exchange Traded F	4.1%	3.0%	113,072	+5.4%	$12.6M
CGDVCapital Group Dividend Value ETF	4.0%	3.5%	250,337	+7.6%	$12.3M
RLYSsga Active ETF Tr	3.8%	4.4%	341,729	+1.0%	$11.8M
VWOVanguard Intl Equity Index F	3.7%	3.6%	188,385	+1.7%	$11.2M
VUGVanguard Indx Fd	3.5%	3.2%	124,928	+499.5%	$10.8M
DFACDimensional U.s. Core Equity 2	3.1%	3.0%	213,839	-1.9%	$9.5M
CGCPCapital Grp Fixed Incm ETF T	2.5%	3.4%	343,448	-19.2%	$7.7M
CGCBCapital Grp Fixed Incm ETF T	2.3%	2.5%	271,557	+2.0%	$7.1M
CGXUCapital Group Intl Focus Eqt	1.8%	1.9%	161,151	-12.6%	$5.6M
TOTLSsga Active ETF Tr	1.8%	2.0%	139,407	-1.0%	$5.5M
BONDPimco ETF Tr	1.7%	1.8%	54,963	+0.0%	$5.1M
ENTGEntegris Inc Com	1.6%	1.4%	27,875	-17.9%	$5.0M
HTRBHartford Fds Exchange Traded	1.5%	1.7%	138,907	+0.4%	$4.7M
RUNNStrategic Trust	1.4%	1.5%	130,791	+1.6%	$4.2M
WPCWP Carey Inc	1.1%	1.1%	45,121	-1.6%	$3.2M
ECLEcolab Inc	1.0%	1.1%	10,932	-1.5%	$3.0M
SCHPSchwab Strategic Tr	0.8%	0.9%	98,101	+0.0%	$2.6M
CGMUCapital Grp Fixed Incm ETF T	0.8%	0.8%	85,163	-3.0%	$2.3M
AVIGAmerican Centy ETF Tr	0.6%	—	43,239	—	$1.8M
LQDIshares Tr	0.6%	0.6%	16,239	+1.6%	$1.8M
JPSTJ P Morgan Exchange Traded Fd	0.6%	1.2%	35,003	-46.0%	$1.8M
XLUSpdr	0.5%	0.6%	35,909	-0.3%	$1.6M
AMZNAmazon Com Inc Com	0.5%	0.6%	6,799	-9.1%	$1.6M
CSRECohen & Steers ETF Trust	0.5%	0.4%	56,338	+30.7%	$1.6M
VTVVanguard Value ETF	0.5%	0.5%	7,256	+0.2%	$1.6M
SCHBSchwb US Broad	0.5%	0.5%	52,882	-0.5%	$1.5M
DVYiShares Select Dividend ETF Total	0.5%	0.5%	9,094	+1.5%	$1.4M
VBVanguard Indx Fd	0.4%	0.4%	4,354	-3.8%	$1.3M
SDYSpdr Series Trust	0.4%	0.4%	8,461	+2.5%	$1.3M
NVDANvidia Corporation Com	0.4%	0.4%	6,368	-1.6%	$1.3M
PIDInvesco Exchange Traded Fd T	0.4%	0.4%	55,153	+0.6%	$1.2M
QQQInvesco Qqq Tr	0.4%	0.3%	1,589	+0.0%	$1.2M
VEAVanguard Tax-Managed Fds	0.4%	0.4%	16,067	-2.7%	$1.1M
FTMNPutnam ETF Trust	0.4%	—	127,276	—	$1.1M
MUNIInter Mun Bd Act	0.4%	0.4%	21,387	-8.0%	$1.1M
ARKBArk 21shares Bitcoin ETF	0.4%	0.5%	57,385	-0.2%	$1.1M
DALDelta Air Lines Inc Com New	0.3%	0.3%	10,930	+0.0%	$1.0M
PHYLPgim ETF Tr	0.3%	0.3%	28,478	+1.2%	$993K
JNKState Street Spdr Bloomberg High Yield B	0.3%	0.3%	9,598	-0.3%	$925K
TSLATesla Inc Com	0.3%	0.2%	1,827	-2.6%	$768K
FPEFirst Tr Exch Traded Fd III	0.2%	0.3%	42,663	+6.2%	$763K
UNHUnitedhealth Group Inc Com	0.2%	—	1,790	—	$744K
DFSUDimensional ETF Trust	0.2%	0.3%	15,585	-13.4%	$727K

What Freedom Financial Partners 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: +18.4% /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	$306.9M	89
Q1 2026	$280.8M	88
Q4 2025	$274.9M	87
Q3 2025	$262.4M	84
Q2 2025	$237.2M	75
Q1 2025	$214.8M	76
Q4 2024	$207.3M	69

Questions about Freedom Financial Partners LLC's portfolio

What stocks does Freedom Financial Partners LLC own?

Freedom Financial Partners LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 89 positions worth $306.9M. The largest are Vanguard S&p 500 ETF (VOO) at 9.9%, Avantis International Equity ETF (AVDE) at 7.6%, Avantis U.s. Equity ETF (AVUS) at 7.0%, Capital Group International (CGIE) at 5.8% and Vanguard Index Fds (VO) at 5.2%.

What did Freedom Financial Partners LLC buy last quarter?

In Q2 2026, Freedom Financial Partners LLC added Vanguard Indx Fd (VUG) (+499.5% shares), Vanguard Index Fds (VO) (+307.0% shares) and Cohen & Steers ETF Trust (CSRE) (+30.7% shares), compared with its Q1 2026 filing.

What did Freedom Financial Partners LLC sell last quarter?

In Q2 2026, Freedom Financial Partners LLC cut from its top 50 Jpmorgan Small & Mid Cap Enhanced Equity (JMEE), cut from its top 50 Grayscale Ethereum Staking (ETH), cut from its top 50 Microsoft Corp (MSFT), J P Morgan Exchange Traded Fd (JPST) (-46.0% shares), Capital Grp Fixed Incm ETF T (CGCP) (-19.2% shares) and Entegris Inc Com (ENTG) (-17.9% shares), compared with its Q1 2026 filing.

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

13F filings are due 45 days after each quarter ends. Freedom Financial Partners 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 Freedom Financial Partners LLC manage?

Freedom Financial Partners LLC reported $377.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $306.9M.