FREEDOM FINANCIAL PARTNERS LLC

Filed: 1/6/2026ACC: 0002063364-26-000007

📋 What this filing means

FREEDOM FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $274.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$274.87M

Total AUM (reported)

4.44M

Total Shares

Allocation by class

COM$34.92M12.7%

S&P 500 ETF SHS$26.99M9.8%

INTL EQT ETF$20.85M7.6%

US EQT ETF$20.43M7.4%

SHS CREATION UNI$15.31M5.6%

MID CAP ETF$13.65M5.0%

SHS$12.98M4.7%

Portfolio Concentration

Top 3$68.26M24.8%

4–10$82.09M29.9%

11–25$80.75M29.4%

Rest$43.77M15.9%

Top 3 weight

24.8%

Top 10 weight

54.7%

Voting Authority Distribution

Total shares with voting rights: 4.44M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.44M

% of voting shares100.0%

Investment Discretion (by position count)

Sole87

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings87

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares43.04K

TypeSH

Market value$26.99M

9.82%

Sole

0.00

Shared

0.00

None

43.04K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares253.23K

TypeSH

Market value$20.85M

7.58%

Sole

0.00

Shared

0.00

None

253.23K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares182.74K

TypeSH

Market value$20.43M

7.43%

Sole

0.00

Shared

0.00

None

182.74K

APPLE INC

SOLE

COM

Shares57.04K

TypeSH

Market value$15.51M

5.64%

Sole

0.00

Shared

0.00

None

57.04K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares47.02K

TypeSH

Market value$13.65M

4.96%

Sole

0.00

Shared

0.00

None

47.02K

CAPITAL GROUP INTERNATIONAL

SOLE

SHS

Shares372.64K

TypeSH

Market value$12.98M

4.72%

Sole

0.00

Shared

0.00

None

372.64K

SSGA ACTIVE ETF TR

SOLE

STATE STREET MUL

Shares328.72K

TypeSH

Market value$10.34M

3.76%

Sole

0.00

Shared

0.00

None

328.72K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares20.62K

TypeSH

Market value$10.06M

3.66%

Sole

0.00

Shared

0.00

None

20.62K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares128.92K

TypeSH

Market value$9.93M

3.61%

Sole

0.00

Shared

0.00

None

128.92K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares179.16K

TypeSH

Market value$9.63M

3.50%

Sole

0.00

Shared

0.00

None

179.16K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares408.76K

TypeSH

Market value$9.25M

3.37%

Sole

0.00

Shared

0.00

None

408.76K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares218.99K

TypeSH

Market value$8.67M

3.15%

Sole

0.00

Shared

0.00

None

218.99K

J P MORGAN EXCHANGE TRADED F

SOLE

U S TECH LEADERS

Shares92.78K

TypeSH

Market value$8.36M

3.04%

Sole

0.00

Shared

0.00

None

92.78K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares188.09K

TypeSH

Market value$8.21M

2.99%

Sole

0.00

Shared

0.00

None

188.09K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares240.16K

TypeSH

Market value$7.10M

2.58%

Sole

0.00

Shared

0.00

None

240.16K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares252.51K

TypeSH

Market value$6.70M

2.44%

Sole

0.00

Shared

0.00

None

252.51K

SSGA ACTIVE ETF TR

SOLE

STATE STREET DOU

Shares137.22K

TypeSH

Market value$5.52M

2.01%

Sole

0.00

Shared

0.00

None

137.22K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares50.58K

TypeSH

Market value$4.71M

1.71%

Sole

0.00

Shared

0.00

None

50.58K

HARTFORD FDS EXCHANGE TRADED

SOLE

TOTAL RTRN ETF

Shares128.55K

TypeSH

Market value$4.39M

1.60%

Sole

0.00

Shared

0.00

None

128.55K

STRATEGIC TRUST

SOLE

RUNNING GWTH ETF

Shares125K

TypeSH

Market value$4.17M

1.52%

Sole

0.00

Shared

0.00

None

125K

ECOLAB INC

SOLE

COM

Shares11.77K

TypeSH

Market value$3.09M

1.12%

Sole

0.00

Shared

0.00

None

11.77K

ENTEGRIS INC

SOLE

COM

Shares34.05K

TypeSH

Market value$2.87M

1.04%

Sole

0.00

Shared

0.00

None

34.05K

WP CAREY INC

SOLE

COM

Shares44.29K

TypeSH

Market value$2.85M

1.04%

Sole

0.00

Shared

0.00

None

44.29K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares95.06K

TypeSH

Market value$2.52M

0.92%

Sole

0.00

Shared

0.00

None

95.06K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares46.46K

TypeSH

Market value$2.35M

0.86%

Sole

0.00

Shared

0.00

None

46.46K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	43.04K	SH	$26.99M 9.82%	43.04K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	253.23K	SH	$20.85M 7.58%	253.23K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	182.74K	SH	$20.43M 7.43%	182.74K
APPLE INCSOLE	COM	57.04K	SH	$15.51M 5.64%	57.04K
VANGUARD INDEX FDSSOLE	MID CAP ETF	47.02K	SH	$13.65M 4.96%	47.02K
CAPITAL GROUP INTERNATIONALSOLE	SHS	372.64K	SH	$12.98M 4.72%	372.64K
SSGA ACTIVE ETF TRSOLE	STATE STREET MUL	328.72K	SH	$10.34M 3.76%	328.72K
VANGUARD INDEX FDSSOLE	GROWTH ETF	20.62K	SH	$10.06M 3.66%	20.62K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	128.92K	SH	$9.93M 3.61%	128.92K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	179.16K	SH	$9.63M 3.50%	179.16K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	408.76K	SH	$9.25M 3.37%	408.76K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	218.99K	SH	$8.67M 3.15%	218.99K
J P MORGAN EXCHANGE TRADED FSOLE	U S TECH LEADERS	92.78K	SH	$8.36M 3.04%	92.78K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	188.09K	SH	$8.21M 2.99%	188.09K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	240.16K	SH	$7.10M 2.58%	240.16K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	252.51K	SH	$6.70M 2.44%	252.51K
SSGA ACTIVE ETF TRSOLE	STATE STREET DOU	137.22K	SH	$5.52M 2.01%	137.22K
PIMCO ETF TRSOLE	ACTIVE BD ETF	50.58K	SH	$4.71M 1.71%	50.58K
HARTFORD FDS EXCHANGE TRADEDSOLE	TOTAL RTRN ETF	128.55K	SH	$4.39M 1.60%	128.55K
STRATEGIC TRUSTSOLE	RUNNING GWTH ETF	125K	SH	$4.17M 1.52%	125K
ECOLAB INCSOLE	COM	11.77K	SH	$3.09M 1.12%	11.77K
ENTEGRIS INCSOLE	COM	34.05K	SH	$2.87M 1.04%	34.05K
WP CAREY INCSOLE	COM	44.29K	SH	$2.85M 1.04%	44.29K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	95.06K	SH	$2.52M 0.92%	95.06K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	46.46K	SH	$2.35M 0.86%	46.46K

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