FREEDOM FINANCIAL PARTNERS LLC

Filed: 4/16/2026ACC: 0002063364-26-000101

📋 What this filing means

FREEDOM FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $280.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$280.76M

Total AUM (reported)

4.66M

Total Shares

Allocation by class

COM$33.99M12.1%

S&P 500 ETF SHS$26.56M9.5%

INTL EQT ETF$22.01M7.8%

US EQT ETF$19.36M6.9%

SHS CREATION UNI$15.34M5.5%

SHS$15.15M5.4%

MID CAP ETF$14.08M5.0%

Portfolio Concentration

Top 3$67.92M24.2%

4–10$86.32M30.7%

11–25$83.46M29.7%

Rest$43.06M15.3%

Top 3 weight

24.2%

Top 10 weight

54.9%

Voting Authority Distribution

Total shares with voting rights: 4.66M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.66M

% of voting shares100.0%

Investment Discretion (by position count)

Sole88

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings88

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares44.45K

TypeSH

Market value$26.56M

9.46%

Sole

0.00

Shared

0.00

None

44.45K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares259.40K

TypeSH

Market value$22.01M

7.84%

Sole

0.00

Shared

0.00

None

259.40K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares174.10K

TypeSH

Market value$19.36M

6.89%

Sole

0.00

Shared

0.00

None

174.10K

CAPITAL GROUP INTERNATIONAL

SOLE

SHS

Shares447.82K

TypeSH

Market value$15.15M

5.39%

Sole

0.00

Shared

0.00

None

447.82K

APPLE INC

SOLE

COM

Shares56.27K

TypeSH

Market value$14.28M

5.09%

Sole

0.00

Shared

0.00

None

56.27K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares49.02K

TypeSH

Market value$14.08M

5.01%

Sole

0.00

Shared

0.00

None

49.02K

SSGA ACTIVE ETF TR

SOLE

STATE STREET MUL

Shares338.20K

TypeSH

Market value$12.23M

4.35%

Sole

0.00

Shared

0.00

None

338.20K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares132.57K

TypeSH

Market value$10.68M

3.80%

Sole

0.00

Shared

0.00

None

132.57K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares185.16K

TypeSH

Market value$10.01M

3.56%

Sole

0.00

Shared

0.00

None

185.16K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares232.76K

TypeSH

Market value$9.90M

3.53%

Sole

0.00

Shared

0.00

None

232.76K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares425.07K

TypeSH

Market value$9.50M

3.38%

Sole

0.00

Shared

0.00

None

425.07K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares20.84K

TypeSH

Market value$9.10M

3.24%

Sole

0.00

Shared

0.00

None

20.84K

J P MORGAN EXCHANGE TRADED F

SOLE

U S TECH LEADERS

Shares107.23K

TypeSH

Market value$8.53M

3.04%

Sole

0.00

Shared

0.00

None

107.23K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares217.99K

TypeSH

Market value$8.47M

3.02%

Sole

0.00

Shared

0.00

None

217.99K

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE BOND ETF

Shares266.34K

TypeSH

Market value$6.99M

2.49%

Sole

0.00

Shared

0.00

None

266.34K

SSGA ACTIVE ETF TR

SOLE

STATE STREET DOU

Shares140.88K

TypeSH

Market value$5.60M

1.99%

Sole

0.00

Shared

0.00

None

140.88K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares184.48K

TypeSH

Market value$5.44M

1.94%

Sole

0.00

Shared

0.00

None

184.48K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares54.96K

TypeSH

Market value$5.07M

1.81%

Sole

0.00

Shared

0.00

None

54.96K

HARTFORD FDS EXCHANGE TRADED

SOLE

TOTAL RTRN ETF

Shares138.40K

TypeSH

Market value$4.67M

1.66%

Sole

0.00

Shared

0.00

None

138.40K

STRATEGIC TRUST

SOLE

RUNNING GWTH ETF

Shares128.72K

TypeSH

Market value$4.15M

1.48%

Sole

0.00

Shared

0.00

None

128.72K

ENTEGRIS INC

SOLE

COM

Shares33.96K

TypeSH

Market value$3.98M

1.42%

Sole

0.00

Shared

0.00

None

33.96K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares64.78K

TypeSH

Market value$3.28M

1.17%

Sole

0.00

Shared

0.00

None

64.78K

WP CAREY INC

SOLE

COM

Shares45.84K

TypeSH

Market value$3.12M

1.11%

Sole

0.00

Shared

0.00

None

45.84K

ECOLAB INC

SOLE

COM

Shares11.10K

TypeSH

Market value$2.95M

1.05%

Sole

0.00

Shared

0.00

None

11.10K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares98.10K

TypeSH

Market value$2.61M

0.93%

Sole

0.00

Shared

0.00

None

98.10K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	44.45K	SH	$26.56M 9.46%	44.45K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	259.40K	SH	$22.01M 7.84%	259.40K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	174.10K	SH	$19.36M 6.89%	174.10K
CAPITAL GROUP INTERNATIONALSOLE	SHS	447.82K	SH	$15.15M 5.39%	447.82K
APPLE INCSOLE	COM	56.27K	SH	$14.28M 5.09%	56.27K
VANGUARD INDEX FDSSOLE	MID CAP ETF	49.02K	SH	$14.08M 5.01%	49.02K
SSGA ACTIVE ETF TRSOLE	STATE STREET MUL	338.20K	SH	$12.23M 4.35%	338.20K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	132.57K	SH	$10.68M 3.80%	132.57K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	185.16K	SH	$10.01M 3.56%	185.16K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	232.76K	SH	$9.90M 3.53%	232.76K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	425.07K	SH	$9.50M 3.38%	425.07K
VANGUARD INDEX FDSSOLE	GROWTH ETF	20.84K	SH	$9.10M 3.24%	20.84K
J P MORGAN EXCHANGE TRADED FSOLE	U S TECH LEADERS	107.23K	SH	$8.53M 3.04%	107.23K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	217.99K	SH	$8.47M 3.02%	217.99K
CAPITAL GRP FIXED INCM ETF TSOLE	CORE BOND ETF	266.34K	SH	$6.99M 2.49%	266.34K
SSGA ACTIVE ETF TRSOLE	STATE STREET DOU	140.88K	SH	$5.60M 1.99%	140.88K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	184.48K	SH	$5.44M 1.94%	184.48K
PIMCO ETF TRSOLE	ACTIVE BD ETF	54.96K	SH	$5.07M 1.81%	54.96K
HARTFORD FDS EXCHANGE TRADEDSOLE	TOTAL RTRN ETF	138.40K	SH	$4.67M 1.66%	138.40K
STRATEGIC TRUSTSOLE	RUNNING GWTH ETF	128.72K	SH	$4.15M 1.48%	128.72K
ENTEGRIS INCSOLE	COM	33.96K	SH	$3.98M 1.42%	33.96K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	64.78K	SH	$3.28M 1.17%	64.78K
WP CAREY INCSOLE	COM	45.84K	SH	$3.12M 1.11%	45.84K
ECOLAB INCSOLE	COM	11.10K	SH	$2.95M 1.05%	11.10K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	98.10K	SH	$2.61M 0.93%	98.10K

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