Byrne Financial Freedom, LLC holds a focused book of 119 reported positions worth $256.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened MFS BR Intl Equity ETF and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Byrne Financial Freedom, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
54% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Byrne Financial Freedom, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 31 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| 9823 Capital, L.P. | 8 / 80 | $127.9M |
| Hoey Investments, Inc | 36 / 80 | $665.8M |
| Draper Asset Management, LLC | 8 / 80 | $162.0M |
| Trust Asset Management LLC | 27 / 80 | $1.3B |
| IMZ Advisory Inc | 21 / 80 | $250.5M |
| Independent Investors Inc | 22 / 80 | $410.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Byrne Financial Freedom, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $25.2M | 21.9K | 9.9% | ▼−0.3% Reduced · −67 sh | |
| 2 | Alphabet Inc CAP STK CL C | $21.3M | 60.4K | 8.3% | ▼−1.6% Reduced · −997 sh | |
| 3 | Amazon Com Inc COM | $21.2M | 88.9K | 8.3% | ▼−0.8% Reduced · −677 sh | |
| 4 | Ark ETF TR INNOVATION ETF | $9.8M | 121.2K | 3.8% | ▲+4.2% Added · +5K sh | |
| 5 | Columbia ETF TR I RESH ENHNC COR | $8.3M | 192.4K | 3.3% | ▲+1.0% Added · +2K sh | |
| 6 | Microsoft Corp COM | $8.2M | 22.0K | 3.2% | ▲+5.5% Added · +1K sh | |
| 7 | Invesco Exch TRD SLF Idx FD RAFI STRATGIC US | $8.2M | 124.9K | 3.2% | ▼−2.3% Reduced · −3K sh | |
| 8 | Apple Inc COM | $7.5M | 25.8K | 2.9% | ▼−0.4% Reduced · −112 sh | |
| 9 | Nuveen Amt Free Qlty Mun Inc COM | $7.4M | 628.1K | 2.9% | ▼−2.2% Reduced · −14K sh | |
| 10 | Walmart Inc COM | $6.8M | 59.8K | 2.6% | ▼−0.7% Reduced · −420 sh | |
| 11 | MFS Active Exchange Traded F BLEND INTL ETF | $6.5M | 214.7K | 2.5% | ▲New New position | |
| 12 | Palantir Technologies Inc CL A | $6.3M | 53.8K | 2.5% | ▲+4.6% Added · +2K sh | |
| 13 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $6.2M | 20.6K | 2.4% | ▼−0.9% Reduced · −199 sh | |
| 14 | Ark ETF TR BLOC FIN INN ETF | $6.2M | 156.5K | 2.4% | ▲+11% Added · +15K sh | |
| 15 | Invesco Exch Traded FD TR II BLOOM DATA ETF | $5.2M | 81.8K | 2.0% | ▼−0.9% Reduced · −793 sh | |
| 16 | Invesco QQQ TR UNIT SER 1 | $5.0M | 6.9K | 2.0% | ▼−1.2% Reduced · −83 sh | |
| 17 | Meta Platforms Inc CL A | $5.0M | 8.9K | 2.0% | ▲+40% Added · +3K sh | |
| 18 | Global X FDS ARTIFICIAL ETF | $4.5M | 67.9K | 1.7% | ▼−0.4% Reduced · −288 sh | |
| 19 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $4.3M | 76.3K | 1.7% | ▲+5.7% Added · +4K sh | |
| 20 | Pgim ETF TR PGIM ULTRA SH BD | $4.2M | 85.0K | 1.6% | ▲+11% Added · +9K sh | |
| 21 | Global X FDS US INFR DEV ETF | $3.5M | 58.8K | 1.4% | ▼−0.8% Reduced · −499 sh | |
| 22 | Nvidia Corporation COM | $3.2M | 16.0K | 1.3% | ▲+0.8% Added · +123 sh | |
| 23 | Janus Detroit STR TR HEND SECU IN ETF | $3.2M | 62.3K | 1.2% | ▼−8.6% Reduced · −6K sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $2.3M | 3.1K | 0.9% | ▲+7.0% Added · +204 sh | |
| 25 | SPDR Series Trust ST STR P500GRW | $2.3M | 19.3K | 0.9% | ▲+0.5% Added · +87 sh | |
| 26 | Ishares TR US SML CAP EQT | $2.3M | 25.6K | 0.9% | ▲+107% Added · +13K sh | |
| 27 | Franklin Templeton ETF TR US SML CP MLTFCT | $2.2M | 44.9K | 0.9% | ▼−37% Reduced · −27K sh | |
| 28 | Cardinal Health Inc COM | $2.1M | 8.9K | 0.8% | ▲+3.4% Added · +295 sh | |
| 29 | Amphenol Corp CL A | $2.1M | 11.9K | 0.8% | ▼−17% Reduced · −2K sh | |
| 30 | Invesco Exchange Traded FD T DORS WR HEAL ETF | $2.0M | 32.9K | 0.8% | ▼−2.3% Reduced · −758 sh | |
| 31 | Janus Detroit STR TR HENDRSON AAA CL | $2.0M | 38.9K | 0.8% | ▼−28% Reduced · −15K sh | |
| 32 | Select Sector SPDR TR ST STR TECHN ETF | $2.0M | 10.3K | 0.8% | ▼−3.0% Reduced · −322 sh | |
| 33 | Broadcom Inc COM | $1.6M | 4.4K | 0.6% | ▲+10% Added · +405 sh | |
| 34 | Pimco ETF TR MULTISECTOR BD | $1.5M | 56.6K | 0.6% | ▲+2.6% Added · +1K sh | |
| 35 | SPDR Series Trust ST STR SP AERO | $1.5M | 5.3K | 0.6% | ▼−1.9% Reduced · −100 sh | |
| 36 | Franklin Templeton ETF TR US MID CP MLTFCT | $1.4M | 24.5K | 0.6% | ▼−35% Reduced · −13K sh | |
| 37 | Dell Technologies Inc CL C | $1.3M | 3.1K | 0.5% | ▼−46% Reduced · −3K sh | |
| 38 | International Business Machs COM | $1.3M | 4.6K | 0.5% | ▲+3.2% Added · +145 sh | |
| 39 | Ishares TR ISHARES SEMICDTR | $1.2M | 1.9K | 0.5% | ▲New New position | |
| 40 | Fortinet Inc COM | $1.2M | 7.5K | 0.5% | ▼−3.0% Reduced · −230 sh | |
| 41 | Caterpillar Inc COM | $1.1M | 1.0K | 0.4% | ▲+19% Added · +161 sh | |
| 42 | Franklin Templeton ETF TR EMER MKT COR DIV | $1.1M | 25.2K | 0.4% | ▼−76% Reduced · −80K sh | |
| 43 | Ge Vernova Inc COM | $1.1M | 908 | 0.4% | ▲+77% Added · +396 sh | |
| 44 | Select Sector SPDR TR ST STR DISCR ETF | $1.0M | 8.8K | 0.4% | ▼−0.6% Reduced · −50 sh | |
| 45 | Select Sector SPDR TR ST STR FINL ETF | $1.0M | 19.3K | 0.4% | ▲+1.0% Added · +200 sh | |
| 46 | First TR Exchange Traded FD RBA INDL ETF | $1.0M | 7.6K | 0.4% | ▼−3.2% Reduced · −250 sh | |
| 47 | JPMorgan Chase & Co COM | $1.0M | 3.1K | 0.4% | ▼−1.6% Reduced · −51 sh | |
| 48 | Select Sector SPDR TR ST STR CARE ETF | $1.0M | 6.4K | 0.4% | ▼−17% Reduced · −1K sh | |
| 49 | First TR Exchange Traded FD NASDQ SEMCNDTR | $945K | 3.3K | 0.4% | ▲+0.5% Added · +15 sh | |
| 50 | Qualcomm Inc COM | $944K | 5.1K | 0.4% | ▲+4.6% Added · +224 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show BYRNE FINANCIAL FREEDOM, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.