Filed: 11/14/2025ACC: 0001062993-25-016827
📋 What this filing means
FREEDOM INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $378.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$378.27M
Total AUM (reported)
7.38M
Total Shares
Allocation by class
US HIGH PROFITAB$55.05M14.6%
US EQUITY MARKET$45.29M12.0%
INTL CORE EQUITY$32.57M8.6%
VALUE ETF$31.38M8.3%
US MIDCAP FUND$20.60M5.4%
EMGR CRE EQT MNG$19.00M5.0%
AVANTIS INTL SML$16.31M4.3%
Portfolio Concentration
Top 3$132.90M35.1%
4–10$122.67M32.4%
11–25$54.81M14.5%
Rest$67.89M17.9%
Top 3 weight
35.1%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 7.38M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.38M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole140
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings140
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.46M
TypeSH
Market value$55.05M
14.55%
Sole
0.00
Shared
0.00
None
1.46M
DIMENSIONAL ETF TRUST
SOLEShares625.14K
TypeSH
Market value$45.29M
11.97%
Sole
0.00
Shared
0.00
None
625.14K
DIMENSIONAL ETF TRUST
SOLEShares993.17K
TypeSH
Market value$32.57M
8.61%
Sole
0.00
Shared
0.00
None
993.17K
VANGUARD INDEX FDS
SOLEShares168.28K
TypeSH
Market value$31.38M
8.30%
Sole
0.00
Shared
0.00
None
168.28K
WISDOMTREE TR
SOLEShares312.55K
TypeSH
Market value$20.60M
5.45%
Sole
0.00
Shared
0.00
None
312.55K
DIMENSIONAL ETF TRUST
SOLEShares602.52K
TypeSH
Market value$19.00M
5.02%
Sole
0.00
Shared
0.00
None
602.52K
AMERICAN CENTY ETF TR
SOLEShares241.47K
TypeSH
Market value$16.31M
4.31%
Sole
0.00
Shared
0.00
None
241.47K
ISHARES TR
SOLEShares363K
TypeSH
Market value$12.88M
3.40%
Sole
0.00
Shared
0.00
None
363K
DIMENSIONAL ETF TRUST
SOLEShares390.02K
TypeSH
Market value$12.44M
3.29%
Sole
0.00
Shared
0.00
None
390.02K
DIMENSIONAL ETF TRUST
SOLEShares316.12K
TypeSH
Market value$10.07M
2.66%
Sole
0.00
Shared
0.00
None
316.12K
AMERICAN CENTY ETF TR
SOLEShares175.29K
TypeSH
Market value$10.04M
2.65%
Sole
0.00
Shared
0.00
None
175.29K
PIMCO ETF TR
SOLEShares102.55K
TypeSH
Market value$9.57M
2.53%
Sole
0.00
Shared
0.00
None
102.55K
SPDR SERIES TRUST
SOLEShares64.51K
TypeSH
Market value$3.57M
0.94%
Sole
0.00
Shared
0.00
None
64.51K
WISDOMTREE TR
SOLEShares74.27K
TypeSH
Market value$3.29M
0.87%
Sole
0.00
Shared
0.00
None
74.27K
DIMENSIONAL ETF TRUST
SOLEShares55.43K
TypeSH
Market value$3.23M
0.85%
Sole
0.00
Shared
0.00
None
55.43K
DIMENSIONAL ETF TRUST
SOLEShares46.76K
TypeSH
Market value$3.20M
0.85%
Sole
0.00
Shared
0.00
None
46.76K
INVESCO EXCH TRADED FD TR II
SOLEShares117.13K
TypeSH
Market value$3.20M
0.84%
Sole
0.00
Shared
0.00
None
117.13K
SELECT SECTOR SPDR TR
SOLEShares9.98K
TypeSH
Market value$2.81M
0.74%
Sole
0.00
Shared
0.00
None
9.98K
APPLE INC
SOLEShares10.86K
TypeSH
Market value$2.77M
0.73%
Sole
0.00
Shared
0.00
None
10.86K
SPDR SERIES TRUST
SOLEShares24.87K
TypeSH
Market value$2.60M
0.69%
Sole
0.00
Shared
0.00
None
24.87K
KRANESHARES TRUST
SOLEShares80.31K
TypeSH
Market value$2.22M
0.59%
Sole
0.00
Shared
0.00
None
80.31K
VANGUARD INDEX FDS
SOLEShares3.54K
TypeSH
Market value$2.17M
0.57%
Sole
0.00
Shared
0.00
None
3.54K
DIMENSIONAL ETF TRUST
SOLEShares54.84K
TypeSH
Market value$2.12M
0.56%
Sole
0.00
Shared
0.00
None
54.84K
JOHN HANCOCK EXCHANGE TRADED
SOLEShares31.59K
TypeSH
Market value$2.04M
0.54%
Sole
0.00
Shared
0.00
None
31.59K
DIMENSIONAL ETF TRUST
SOLEShares43.35K
TypeSH
Market value$2.00M
0.53%
Sole
0.00
Shared
0.00
None
43.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.46M | SH | $55.05M 14.55% | 0.00 | 0.00 | 1.46M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 625.14K | SH | $45.29M 11.97% | 0.00 | 0.00 | 625.14K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 993.17K | SH | $32.57M 8.61% | 0.00 | 0.00 | 993.17K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 168.28K | SH | $31.38M 8.30% | 0.00 | 0.00 | 168.28K |
WISDOMTREE TRSOLE | US MIDCAP FUND | 312.55K | SH | $20.60M 5.45% | 0.00 | 0.00 | 312.55K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 602.52K | SH | $19.00M 5.02% | 0.00 | 0.00 | 602.52K |
AMERICAN CENTY ETF TRSOLE | AVANTIS INTL SML | 241.47K | SH | $16.31M 4.31% | 0.00 | 0.00 | 241.47K |
ISHARES TRSOLE | MSCI INTL VLU FT | 363K | SH | $12.88M 3.40% | 0.00 | 0.00 | 363K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 390.02K | SH | $12.44M 3.29% | 0.00 | 0.00 | 390.02K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 316.12K | SH | $10.07M 2.66% | 0.00 | 0.00 | 316.12K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 175.29K | SH | $10.04M 2.65% | 0.00 | 0.00 | 175.29K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 102.55K | SH | $9.57M 2.53% | 0.00 | 0.00 | 102.55K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 64.51K | SH | $3.57M 0.94% | 0.00 | 0.00 | 64.51K |
WISDOMTREE TRSOLE | YIELD ENHANCD US | 74.27K | SH | $3.29M 0.87% | 0.00 | 0.00 | 74.27K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 55.43K | SH | $3.23M 0.85% | 0.00 | 0.00 | 55.43K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 46.76K | SH | $3.20M 0.85% | 0.00 | 0.00 | 46.76K |
INVESCO EXCH TRADED FD TR IISOLE | TAXABLE MUN BD | 117.13K | SH | $3.20M 0.84% | 0.00 | 0.00 | 117.13K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 9.98K | SH | $2.81M 0.74% | 0.00 | 0.00 | 9.98K |
APPLE INCSOLE | COM | 10.86K | SH | $2.77M 0.73% | 0.00 | 0.00 | 10.86K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 24.87K | SH | $2.60M 0.69% | 0.00 | 0.00 | 24.87K |
KRANESHARES TRUSTSOLE | KRANESHARES VALU | 80.31K | SH | $2.22M 0.59% | 0.00 | 0.00 | 80.31K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.54K | SH | $2.17M 0.57% | 0.00 | 0.00 | 3.54K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 54.84K | SH | $2.12M 0.56% | 0.00 | 0.00 | 54.84K |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 31.59K | SH | $2.04M 0.54% | 0.00 | 0.00 | 31.59K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 43.35K | SH | $2.00M 0.53% | 0.00 | 0.00 | 43.35K |
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