FREEDOM FINANCIAL PARTNERS LLC

Filed: 8/14/2025ACC: 0002063364-25-000209

📋 What this filing means

FREEDOM FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $237.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$237.21M

Total AUM (reported)

4.03M

Total Shares

Allocation by class

COM$28.24M11.9%

US EQT ETF$25.08M10.6%

S&P 500 ETF SHS$23.89M10.1%

INTL EQT ETF$17.82M7.5%

SHS CREATION UNI$16.40M6.9%

MID CAP ETF$12.13M5.1%

GROWTH ETF$8.96M3.8%

Portfolio Concentration

Top 3$66.79M28.2%

4–10$75.08M31.7%

11–25$61.85M26.1%

Rest$33.49M14.1%

Top 3 weight

28.2%

Top 10 weight

59.8%

Voting Authority Distribution

Total shares with voting rights: 4.03M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.03M

% of voting shares100.0%

Investment Discretion (by position count)

Sole75

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings75

Rows:

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares248.78K

TypeSH

Market value$25.08M

10.57%

Sole

0.00

Shared

0.00

None

248.78K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares42.07K

TypeSH

Market value$23.89M

10.07%

Sole

0.00

Shared

0.00

None

42.07K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares240.80K

TypeSH

Market value$17.82M

7.51%

Sole

0.00

Shared

0.00

None

240.80K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares604.37K

TypeSH

Market value$16.40M

6.91%

Sole

0.00

Shared

0.00

None

604.37K

APPLE INC

SOLE

COM

Shares59.50K

TypeSH

Market value$12.21M

5.15%

Sole

0.00

Shared

0.00

None

59.50K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares43.35K

TypeSH

Market value$12.13M

5.11%

Sole

0.00

Shared

0.00

None

43.35K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares20.44K

TypeSH

Market value$8.96M

3.78%

Sole

0.00

Shared

0.00

None

20.44K

SSGA ACTIVE ETF TR

SOLE

MULT ASS RLRTN

Shares299.58K

TypeSH

Market value$8.72M

3.67%

Sole

0.00

Shared

0.00

None

299.58K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares121.75K

TypeSH

Market value$8.34M

3.52%

Sole

0.00

Shared

0.00

None

121.75K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares369.93K

TypeSH

Market value$8.32M

3.51%

Sole

0.00

Shared

0.00

None

369.93K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares166.80K

TypeSH

Market value$8.25M

3.48%

Sole

0.00

Shared

0.00

None

166.80K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares222.04K

TypeSH

Market value$7.96M

3.35%

Sole

0.00

Shared

0.00

None

222.04K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares232.89K

TypeSH

Market value$6.12M

2.58%

Sole

0.00

Shared

0.00

None

232.89K

J P MORGAN EXCHANGE TRADED F

SOLE

SMALL & MID CAP

Shares93.24K

TypeSH

Market value$5.52M

2.33%

Sole

0.00

Shared

0.00

None

93.24K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares121.68K

TypeSH

Market value$4.88M

2.06%

Sole

0.00

Shared

0.00

None

121.68K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares46.71K

TypeSH

Market value$4.31M

1.82%

Sole

0.00

Shared

0.00

None

46.71K

STRATEGIC TRUST

SOLE

RUNNING GWTH ETF

Shares114.13K

TypeSH

Market value$3.86M

1.63%

Sole

0.00

Shared

0.00

None

114.13K

HARTFORD FDS EXCHANGE TRADED

SOLE

TOTAL RTRN ETF

Shares109.89K

TypeSH

Market value$3.72M

1.57%

Sole

0.00

Shared

0.00

None

109.89K

J P MORGAN EXCHANGE TRADED F

SOLE

U S TECH LEADERS

Shares41.55K

TypeSH

Market value$3.51M

1.48%

Sole

0.00

Shared

0.00

None

41.55K

ECOLAB INC

SOLE

COM

Shares12.10K

TypeSH

Market value$3.26M

1.37%

Sole

0.00

Shared

0.00

None

12.10K

WP CAREY INC

SOLE

COM

Shares45.63K

TypeSH

Market value$2.85M

1.20%

Sole

0.00

Shared

0.00

None

45.63K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares82.82K

TypeSH

Market value$2.21M

0.93%

Sole

0.00

Shared

0.00

None

82.82K

CAPITAL GRP FIXED INCM ETF T

SOLE

MUNICIPAL INCOME

Shares73.17K

TypeSH

Market value$1.95M

0.82%

Sole

0.00

Shared

0.00

None

73.17K

ARK 21SHARES BITCOIN ETF

SOLE

SHS BEN INT

Shares50.58K

TypeSH

Market value$1.81M

0.76%

Sole

0.00

Shared

0.00

None

50.58K

AMAZON COM INC

SOLE

COM

Shares7.47K

TypeSH

Market value$1.64M

0.69%

Sole

0.00

Shared

0.00

None

7.47K

Issuer	Class	Shares	Type	Value / Portfolio %	None
AMERICAN CENTY ETF TRSOLE	US EQT ETF	248.78K	SH	$25.08M 10.57%	248.78K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	42.07K	SH	$23.89M 10.07%	42.07K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	240.80K	SH	$17.82M 7.51%	240.80K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	604.37K	SH	$16.40M 6.91%	604.37K
APPLE INCSOLE	COM	59.50K	SH	$12.21M 5.15%	59.50K
VANGUARD INDEX FDSSOLE	MID CAP ETF	43.35K	SH	$12.13M 5.11%	43.35K
VANGUARD INDEX FDSSOLE	GROWTH ETF	20.44K	SH	$8.96M 3.78%	20.44K
SSGA ACTIVE ETF TRSOLE	MULT ASS RLRTN	299.58K	SH	$8.72M 3.67%	299.58K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	121.75K	SH	$8.34M 3.52%	121.75K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	369.93K	SH	$8.32M 3.51%	369.93K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	166.80K	SH	$8.25M 3.48%	166.80K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	222.04K	SH	$7.96M 3.35%	222.04K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	232.89K	SH	$6.12M 2.58%	232.89K
J P MORGAN EXCHANGE TRADED FSOLE	SMALL & MID CAP	93.24K	SH	$5.52M 2.33%	93.24K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	121.68K	SH	$4.88M 2.06%	121.68K
PIMCO ETF TRSOLE	ACTIVE BD ETF	46.71K	SH	$4.31M 1.82%	46.71K
STRATEGIC TRUSTSOLE	RUNNING GWTH ETF	114.13K	SH	$3.86M 1.63%	114.13K
HARTFORD FDS EXCHANGE TRADEDSOLE	TOTAL RTRN ETF	109.89K	SH	$3.72M 1.57%	109.89K
J P MORGAN EXCHANGE TRADED FSOLE	U S TECH LEADERS	41.55K	SH	$3.51M 1.48%	41.55K
ECOLAB INCSOLE	COM	12.10K	SH	$3.26M 1.37%	12.10K
WP CAREY INCSOLE	COM	45.63K	SH	$2.85M 1.20%	45.63K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	82.82K	SH	$2.21M 0.93%	82.82K
CAPITAL GRP FIXED INCM ETF TSOLE	MUNICIPAL INCOME	73.17K	SH	$1.95M 0.82%	73.17K
ARK 21SHARES BITCOIN ETFSOLE	SHS BEN INT	50.58K	SH	$1.81M 0.76%	50.58K
AMAZON COM INCSOLE	COM	7.47K	SH	$1.64M 0.69%	7.47K

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