FREEDOM FINANCIAL PARTNERS LLC

Filed: 4/10/2025ACC: 0002063364-25-000021

📋 What this filing means

FREEDOM FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $214.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$214.76M

Total AUM (reported)

3.84M

Total Shares

Allocation by class

COM$28.87M13.4%

US EQT ETF$21.96M10.2%

S&P 500 ETF SHS$20.96M9.8%

INTL EQT ETF$15.27M7.1%

SHS CREATION UNI$13.80M6.4%

MID CAP ETF$10.65M5.0%

MULT ASS RLRTN$8.05M3.7%

Portfolio Concentration

Top 3$58.19M27.1%

4–10$68.88M32.1%

11–25$56.79M26.4%

Rest$30.90M14.4%

Top 3 weight

27.1%

Top 10 weight

59.2%

Voting Authority Distribution

Total shares with voting rights: 3.84M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.84M

% of voting shares100.0%

Investment Discretion (by position count)

Sole76

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings76

Rows:

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares237.70K

TypeSH

Market value$21.96M

10.22%

Sole

0.00

Shared

0.00

None

237.70K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares40.79K

TypeSH

Market value$20.96M

9.76%

Sole

0.00

Shared

0.00

None

40.79K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares230.47K

TypeSH

Market value$15.27M

7.11%

Sole

0.00

Shared

0.00

None

230.47K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares563.68K

TypeSH

Market value$13.80M

6.43%

Sole

0.00

Shared

0.00

None

563.68K

APPLE INC

SOLE

COM

Shares60.47K

TypeSH

Market value$13.43M

6.25%

Sole

0.00

Shared

0.00

None

60.47K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares41.18K

TypeSH

Market value$10.65M

4.96%

Sole

0.00

Shared

0.00

None

41.18K

SSGA ACTIVE ETF TR

SOLE

MULT ASS RLRTN

Shares282.16K

TypeSH

Market value$8.05M

3.75%

Sole

0.00

Shared

0.00

None

282.16K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares356.64K

TypeSH

Market value$8.01M

3.73%

Sole

0.00

Shared

0.00

None

356.64K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares20.23K

TypeSH

Market value$7.50M

3.49%

Sole

0.00

Shared

0.00

None

20.23K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares225.49K

TypeSH

Market value$7.44M

3.46%

Sole

0.00

Shared

0.00

None

225.49K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares157.25K

TypeSH

Market value$7.12M

3.31%

Sole

0.00

Shared

0.00

None

157.25K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares114.92K

TypeSH

Market value$6.91M

3.22%

Sole

0.00

Shared

0.00

None

114.92K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares228.85K

TypeSH

Market value$6.01M

2.80%

Sole

0.00

Shared

0.00

None

228.85K

J P MORGAN EXCHANGE TRADED F

SOLE

SMALL & MID CAP

Shares89.44K

TypeSH

Market value$5.01M

2.33%

Sole

0.00

Shared

0.00

None

89.44K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares117.30K

TypeSH

Market value$4.73M

2.20%

Sole

0.00

Shared

0.00

None

117.30K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares45.40K

TypeSH

Market value$4.20M

1.95%

Sole

0.00

Shared

0.00

None

45.40K

HARTFORD FDS EXCHANGE TRADED

SOLE

TOTAL RTRN ETF

Shares105.33K

TypeSH

Market value$3.57M

1.66%

Sole

0.00

Shared

0.00

None

105.33K

STRATEGIC TRUST

SOLE

RUNNING GWTH ETF

Shares108.02K

TypeSH

Market value$3.50M

1.63%

Sole

0.00

Shared

0.00

None

108.02K

ECOLAB INC

SOLE

COM

Shares12.50K

TypeSH

Market value$3.17M

1.48%

Sole

0.00

Shared

0.00

None

12.50K

WP CAREY INC

SOLE

COM

Shares45.50K

TypeSH

Market value$2.87M

1.34%

Sole

0.00

Shared

0.00

None

45.50K

J P MORGAN EXCHANGE TRADED F

SOLE

U S TECH LEADERS

Shares38.19K

TypeSH

Market value$2.57M

1.19%

Sole

0.00

Shared

0.00

None

38.19K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares80.15K

TypeSH

Market value$2.16M

1.00%

Sole

0.00

Shared

0.00

None

80.15K

CAPITAL GRP FIXED INCM ETF T

SOLE

MUNICIPAL INCOME

Shares70.26K

TypeSH

Market value$1.88M

0.88%

Sole

0.00

Shared

0.00

None

70.26K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares14.33K

TypeSH

Market value$1.56M

0.73%

Sole

0.00

Shared

0.00

None

14.33K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares30.34K

TypeSH

Market value$1.54M

0.72%

Sole

0.00

Shared

0.00

None

30.34K

Issuer	Class	Shares	Type	Value / Portfolio %	None
AMERICAN CENTY ETF TRSOLE	US EQT ETF	237.70K	SH	$21.96M 10.22%	237.70K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	40.79K	SH	$20.96M 9.76%	40.79K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	230.47K	SH	$15.27M 7.11%	230.47K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	563.68K	SH	$13.80M 6.43%	563.68K
APPLE INCSOLE	COM	60.47K	SH	$13.43M 6.25%	60.47K
VANGUARD INDEX FDSSOLE	MID CAP ETF	41.18K	SH	$10.65M 4.96%	41.18K
SSGA ACTIVE ETF TRSOLE	MULT ASS RLRTN	282.16K	SH	$8.05M 3.75%	282.16K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	356.64K	SH	$8.01M 3.73%	356.64K
VANGUARD INDEX FDSSOLE	GROWTH ETF	20.23K	SH	$7.50M 3.49%	20.23K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	225.49K	SH	$7.44M 3.46%	225.49K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	157.25K	SH	$7.12M 3.31%	157.25K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	114.92K	SH	$6.91M 3.22%	114.92K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	228.85K	SH	$6.01M 2.80%	228.85K
J P MORGAN EXCHANGE TRADED FSOLE	SMALL & MID CAP	89.44K	SH	$5.01M 2.33%	89.44K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	117.30K	SH	$4.73M 2.20%	117.30K
PIMCO ETF TRSOLE	ACTIVE BD ETF	45.40K	SH	$4.20M 1.95%	45.40K
HARTFORD FDS EXCHANGE TRADEDSOLE	TOTAL RTRN ETF	105.33K	SH	$3.57M 1.66%	105.33K
STRATEGIC TRUSTSOLE	RUNNING GWTH ETF	108.02K	SH	$3.50M 1.63%	108.02K
ECOLAB INCSOLE	COM	12.50K	SH	$3.17M 1.48%	12.50K
WP CAREY INCSOLE	COM	45.50K	SH	$2.87M 1.34%	45.50K
J P MORGAN EXCHANGE TRADED FSOLE	U S TECH LEADERS	38.19K	SH	$2.57M 1.19%	38.19K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	80.15K	SH	$2.16M 1.00%	80.15K
CAPITAL GRP FIXED INCM ETF TSOLE	MUNICIPAL INCOME	70.26K	SH	$1.88M 0.88%	70.26K
ISHARES TRSOLE	IBOXX INV CP ETF	14.33K	SH	$1.56M 0.73%	14.33K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	30.34K	SH	$1.54M 0.72%	30.34K

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