Filed: 11/14/2025ACC: 0001951757-25-001429
๐ What this filing means
BYRNE FINANCIAL FREEDOM, LLC filed this quarterly 13FโHR report disclosing 98 equity positions with a total reported market value of $200.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$200.92M
Total AUM (reported)
2.71M
Total Shares
Allocation by class
COM$75.88M37.8%
CAP STK CL C$15.99M8.0%
CL A$11.55M5.7%
INNOVATION ETF$9.79M4.9%
FINTECH INNOVA$7.67M3.8%
RAFI STRATGIC US$6.97M3.5%
RESH ENHNC COR$5.94M3.0%
Portfolio Concentration
Top 3$45.15M22.5%
4โ10$54.25M27.0%
11โ25$56.04M27.9%
Rest$45.48M22.6%
Top 3 weight
22.5%
Top 10 weight
49.5%
Voting Authority Distribution
Total shares with voting rights: 2.71M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings98
Rows:
AMAZON COM INC
SOLEShares87.81K
TypeSH
Market value$19.28M
9.60%
Sole
0.00
Shared
0.00
None
87.81K
ALPHABET INC
SOLEShares65.66K
TypeSH
Market value$15.99M
7.96%
Sole
0.00
Shared
0.00
None
65.66K
MICROSOFT CORP
SOLEShares19.07K
TypeSH
Market value$9.88M
4.92%
Sole
0.00
Shared
0.00
None
19.07K
ARK ETF TR
SOLEShares113.46K
TypeSH
Market value$9.79M
4.87%
Sole
0.00
Shared
0.00
None
113.46K
PALANTIR TECHNOLOGIES INC
SOLEShares49.55K
TypeSH
Market value$9.04M
4.50%
Sole
0.00
Shared
0.00
None
49.55K
ARK ETF TR
SOLEShares135.10K
TypeSH
Market value$7.67M
3.82%
Sole
0.00
Shared
0.00
None
135.10K
NUVEEN AMT FREE QLTY MUN INC
SOLEShares649.23K
TypeSH
Market value$7.39M
3.68%
Sole
0.00
Shared
0.00
None
649.23K
APPLE INC
SOLEShares27.57K
TypeSH
Market value$7.02M
3.49%
Sole
0.00
Shared
0.00
None
27.57K
INVESCO EXCH TRD SLF IDX FD
SOLEShares126.16K
TypeSH
Market value$6.97M
3.47%
Sole
0.00
Shared
0.00
None
126.16K
WALMART INC
SOLEShares61.78K
TypeSH
Market value$6.37M
3.17%
Sole
0.00
Shared
0.00
None
61.78K
COLUMBIA ETF TR I
SOLEShares147.17K
TypeSH
Market value$5.94M
2.96%
Sole
0.00
Shared
0.00
None
147.17K
COSTCO WHSL CORP NEW
SOLEShares6.20K
TypeSH
Market value$5.74M
2.86%
Sole
0.00
Shared
0.00
None
6.20K
INVESCO EXCH TRADED FD TR II
SOLEShares21.33K
TypeSH
Market value$5.27M
2.62%
Sole
0.00
Shared
0.00
None
21.33K
INVESCO EXCH TRADED FD TR II
SOLEShares83.82K
TypeSH
Market value$5.09M
2.53%
Sole
0.00
Shared
0.00
None
83.82K
INVESCO QQQ TR
SOLEShares6.85K
TypeSH
Market value$4.11M
2.05%
Sole
0.00
Shared
0.00
None
6.85K
WISDOMTREE TR
SOLEShares110.88K
TypeSH
Market value$3.90M
1.94%
Sole
0.00
Shared
0.00
None
110.88K
FRANKLIN TEMPLETON ETF TR
SOLEShares88.68K
TypeSH
Market value$3.90M
1.94%
Sole
0.00
Shared
0.00
None
88.68K
FRANKLIN TEMPLETON ETF TR
SOLEShares101.12K
TypeSH
Market value$3.25M
1.62%
Sole
0.00
Shared
0.00
None
101.12K
GLOBAL X FDS
SOLEShares66.38K
TypeSH
Market value$3.16M
1.57%
Sole
0.00
Shared
0.00
None
66.38K
PGIM ETF TR
SOLEShares62.63K
TypeSH
Market value$3.12M
1.55%
Sole
0.00
Shared
0.00
None
62.63K
SPDR SERIES TRUST
SOLEShares28.33K
TypeSH
Market value$2.96M
1.47%
Sole
0.00
Shared
0.00
None
28.33K
GLOBAL X FDS
SOLEShares52.83K
TypeSH
Market value$2.61M
1.30%
Sole
0.00
Shared
0.00
None
52.83K
NVIDIA CORPORATION
SOLEShares12.95K
TypeSH
Market value$2.42M
1.20%
Sole
0.00
Shared
0.00
None
12.95K
FRANKLIN TEMPLETON ETF TR
SOLEShares41.53K
TypeSH
Market value$2.34M
1.17%
Sole
0.00
Shared
0.00
None
41.53K
SPDR INDEX SHS FDS
SOLEShares52.26K
TypeSH
Market value$2.24M
1.11%
Sole
0.00
Shared
0.00
None
52.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 87.81K | SH | $19.28M 9.60% | 0.00 | 0.00 | 87.81K |
ALPHABET INCSOLE | CAP STK CL C | 65.66K | SH | $15.99M 7.96% | 0.00 | 0.00 | 65.66K |
MICROSOFT CORPSOLE | COM | 19.07K | SH | $9.88M 4.92% | 0.00 | 0.00 | 19.07K |
ARK ETF TRSOLE | INNOVATION ETF | 113.46K | SH | $9.79M 4.87% | 0.00 | 0.00 | 113.46K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 49.55K | SH | $9.04M 4.50% | 0.00 | 0.00 | 49.55K |
ARK ETF TRSOLE | FINTECH INNOVA | 135.10K | SH | $7.67M 3.82% | 0.00 | 0.00 | 135.10K |
NUVEEN AMT FREE QLTY MUN INCSOLE | COM | 649.23K | SH | $7.39M 3.68% | 0.00 | 0.00 | 649.23K |
APPLE INCSOLE | COM | 27.57K | SH | $7.02M 3.49% | 0.00 | 0.00 | 27.57K |
INVESCO EXCH TRD SLF IDX FDSOLE | RAFI STRATGIC US | 126.16K | SH | $6.97M 3.47% | 0.00 | 0.00 | 126.16K |
WALMART INCSOLE | COM | 61.78K | SH | $6.37M 3.17% | 0.00 | 0.00 | 61.78K |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 147.17K | SH | $5.94M 2.96% | 0.00 | 0.00 | 147.17K |
COSTCO WHSL CORP NEWSOLE | COM | 6.20K | SH | $5.74M 2.86% | 0.00 | 0.00 | 6.20K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 21.33K | SH | $5.27M 2.62% | 0.00 | 0.00 | 21.33K |
INVESCO EXCH TRADED FD TR IISOLE | KBW REGL BKG | 83.82K | SH | $5.09M 2.53% | 0.00 | 0.00 | 83.82K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.85K | SH | $4.11M 2.05% | 0.00 | 0.00 | 6.85K |
WISDOMTREE TRSOLE | CLOUD COMPUTNG | 110.88K | SH | $3.90M 1.94% | 0.00 | 0.00 | 110.88K |
FRANKLIN TEMPLETON ETF TRSOLE | US SML CP MLTFCT | 88.68K | SH | $3.90M 1.94% | 0.00 | 0.00 | 88.68K |
FRANKLIN TEMPLETON ETF TRSOLE | EMER MKT COR DIV | 101.12K | SH | $3.25M 1.62% | 0.00 | 0.00 | 101.12K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 66.38K | SH | $3.16M 1.57% | 0.00 | 0.00 | 66.38K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 62.63K | SH | $3.12M 1.55% | 0.00 | 0.00 | 62.63K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 28.33K | SH | $2.96M 1.47% | 0.00 | 0.00 | 28.33K |
GLOBAL X FDSSOLE | ARTIFICIAL ETF | 52.83K | SH | $2.61M 1.30% | 0.00 | 0.00 | 52.83K |
NVIDIA CORPORATIONSOLE | COM | 12.95K | SH | $2.42M 1.20% | 0.00 | 0.00 | 12.95K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 41.53K | SH | $2.34M 1.17% | 0.00 | 0.00 | 41.53K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 52.26K | SH | $2.24M 1.11% | 0.00 | 0.00 | 52.26K |
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