FREEDOM FINANCIAL PARTNERS LLC

Filed: 10/20/2025ACC: 0002063364-25-000236

📋 What this filing means

FREEDOM FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $262.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$262.43M

Total AUM (reported)

4.21M

Total Shares

Allocation by class

COM$33.07M12.6%

S&P 500 ETF SHS$26.16M10.0%

US EQT ETF$21.93M8.4%

INTL EQT ETF$19.47M7.4%

SHS CREATION UNI$14.80M5.6%

MID CAP ETF$13.19M5.0%

GROWTH ETF$9.84M3.7%

Portfolio Concentration

Top 3$67.56M25.7%

4–10$75.51M28.8%

11–25$76.75M29.2%

Rest$42.60M16.2%

Top 3 weight

25.7%

Top 10 weight

54.5%

Voting Authority Distribution

Total shares with voting rights: 4.21M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.21M

% of voting shares100.0%

Investment Discretion (by position count)

Sole84

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings84

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares42.73K

TypeSH

Market value$26.16M

9.97%

Sole

0.00

Shared

0.00

None

42.73K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares201.75K

TypeSH

Market value$21.93M

8.36%

Sole

0.00

Shared

0.00

None

201.75K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares246.77K

TypeSH

Market value$19.47M

7.42%

Sole

0.00

Shared

0.00

None

246.77K

APPLE INC

SOLE

COM

Shares58.02K

TypeSH

Market value$14.77M

5.63%

Sole

0.00

Shared

0.00

None

58.02K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares44.90K

TypeSH

Market value$13.19M

5.03%

Sole

0.00

Shared

0.00

None

44.90K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares20.51K

TypeSH

Market value$9.84M

3.75%

Sole

0.00

Shared

0.00

None

20.51K

SSGA ACTIVE ETF TR

SOLE

MULT ASS RLRTN

Shares310.96K

TypeSH

Market value$9.60M

3.66%

Sole

0.00

Shared

0.00

None

310.96K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares320.08K

TypeSH

Market value$9.48M

3.61%

Sole

0.00

Shared

0.00

None

320.08K

CAPITAL GROUP INTERNATIONAL

SOLE

SHS

Shares277.05K

TypeSH

Market value$9.34M

3.56%

Sole

0.00

Shared

0.00

None

277.05K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares123.65K

TypeSH

Market value$9.29M

3.54%

Sole

0.00

Shared

0.00

None

123.65K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares170.56K

TypeSH

Market value$9.24M

3.52%

Sole

0.00

Shared

0.00

None

170.56K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares382.93K

TypeSH

Market value$8.70M

3.32%

Sole

0.00

Shared

0.00

None

382.93K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares220.58K

TypeSH

Market value$8.51M

3.24%

Sole

0.00

Shared

0.00

None

220.58K

J P MORGAN EXCHANGE TRADED F

SOLE

U S TECH LEADERS

Shares76.58K

TypeSH

Market value$7.04M

2.68%

Sole

0.00

Shared

0.00

None

76.58K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares245.34K

TypeSH

Market value$6.52M

2.48%

Sole

0.00

Shared

0.00

None

245.34K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares126.66K

TypeSH

Market value$5.32M

2.03%

Sole

0.00

Shared

0.00

None

126.66K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares130.06K

TypeSH

Market value$5.28M

2.01%

Sole

0.00

Shared

0.00

None

130.06K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares48.77K

TypeSH

Market value$4.55M

1.73%

Sole

0.00

Shared

0.00

None

48.77K

HARTFORD FDS EXCHANGE TRADED

SOLE

TOTAL RTRN ETF

Shares121.33K

TypeSH

Market value$4.16M

1.59%

Sole

0.00

Shared

0.00

None

121.33K

STRATEGIC TRUST

SOLE

RUNNING GWTH ETF

Shares119.75K

TypeSH

Market value$4.10M

1.56%

Sole

0.00

Shared

0.00

None

119.75K

ECOLAB INC

SOLE

COM

Shares11.79K

TypeSH

Market value$3.23M

1.23%

Sole

0.00

Shared

0.00

None

11.79K

WP CAREY INC

SOLE

COM

Shares45.76K

TypeSH

Market value$3.09M

1.18%

Sole

0.00

Shared

0.00

None

45.76K

J P MORGAN EXCHANGE TRADED F

SOLE

SMALL & MID CAP

Shares37.92K

TypeSH

Market value$2.41M

0.92%

Sole

0.00

Shared

0.00

None

37.92K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares88.14K

TypeSH

Market value$2.38M

0.91%

Sole

0.00

Shared

0.00

None

88.14K

CAPITAL GRP FIXED INCM ETF T

SOLE

MUNICIPAL INCOME

Shares81.28K

TypeSH

Market value$2.22M

0.85%

Sole

0.00

Shared

0.00

None

81.28K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	42.73K	SH	$26.16M 9.97%	42.73K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	201.75K	SH	$21.93M 8.36%	201.75K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	246.77K	SH	$19.47M 7.42%	246.77K
APPLE INCSOLE	COM	58.02K	SH	$14.77M 5.63%	58.02K
VANGUARD INDEX FDSSOLE	MID CAP ETF	44.90K	SH	$13.19M 5.03%	44.90K
VANGUARD INDEX FDSSOLE	GROWTH ETF	20.51K	SH	$9.84M 3.75%	20.51K
SSGA ACTIVE ETF TRSOLE	MULT ASS RLRTN	310.96K	SH	$9.60M 3.66%	310.96K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	320.08K	SH	$9.48M 3.61%	320.08K
CAPITAL GROUP INTERNATIONALSOLE	SHS	277.05K	SH	$9.34M 3.56%	277.05K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	123.65K	SH	$9.29M 3.54%	123.65K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	170.56K	SH	$9.24M 3.52%	170.56K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	382.93K	SH	$8.70M 3.32%	382.93K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	220.58K	SH	$8.51M 3.24%	220.58K
J P MORGAN EXCHANGE TRADED FSOLE	U S TECH LEADERS	76.58K	SH	$7.04M 2.68%	76.58K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	245.34K	SH	$6.52M 2.48%	245.34K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	126.66K	SH	$5.32M 2.03%	126.66K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	130.06K	SH	$5.28M 2.01%	130.06K
PIMCO ETF TRSOLE	ACTIVE BD ETF	48.77K	SH	$4.55M 1.73%	48.77K
HARTFORD FDS EXCHANGE TRADEDSOLE	TOTAL RTRN ETF	121.33K	SH	$4.16M 1.59%	121.33K
STRATEGIC TRUSTSOLE	RUNNING GWTH ETF	119.75K	SH	$4.10M 1.56%	119.75K
ECOLAB INCSOLE	COM	11.79K	SH	$3.23M 1.23%	11.79K
WP CAREY INCSOLE	COM	45.76K	SH	$3.09M 1.18%	45.76K
J P MORGAN EXCHANGE TRADED FSOLE	SMALL & MID CAP	37.92K	SH	$2.41M 0.92%	37.92K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	88.14K	SH	$2.38M 0.91%	88.14K
CAPITAL GRP FIXED INCM ETF TSOLE	MUNICIPAL INCOME	81.28K	SH	$2.22M 0.85%	81.28K

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