Arkolith/Funds/Financial Freedom, LLC

Financial Freedom, LLC

CIK 1965484
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Financial Freedom, LLC holds a focused book of 107 stocks worth $217.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 8% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
51
already held, bought more
Trimmed
37
sold some, still holds it
Sold out
318
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
44%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Information Technology
4%
Materials
3%
Consumer Discretionary
1%
Health Care
1%
Financials
1%
Industrials
1%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Financial Freedom, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$396.7B
BANK OF AMERICA CORP /DE/80 / 80$340.2B
WELLS FARGO & COMPANY/MN80 / 80$144.6B
ROYAL BANK OF CANADA80 / 80$115.9B
RAYMOND JAMES FINANCIAL INC80 / 80$90.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$81.2B
LPL Financial LLC80 / 80$78.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 80$50.4B

Ranked by the share of each fund's own book sitting in the names it shares with 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

107 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$17.4M23.6K
8.0%
−3.1%
Reduced · −765 sh
2Vanguard Scottsdale FDS
INT-TERM CORP
$15.5M187.6K
7.1%
+2.2%
Added · +4K sh
3Vanguard World FD
INF TECH ETF
$13.8M115.4K
6.3%
+676%
Added · +101K sh
4Vaneck ETF Trust
SEMICONDUCTR ETF
$12.3M18.7K
5.6%
−2.0%
Reduced · −379 sh
5Vanguard World FD
CONSUM DIS ETF
$7.1M18.0K
3.3%
−1.6%
Reduced · −286 sh
6Ishares TR
U.S. TECH ETF
$6.6M26.2K
3.0%
−0.3%
Reduced · −93 sh
7Ishares TR
MSCI INTL MOMENT
$6.6M123.5K
3.0%
−5.3%
Reduced · −7K sh
8Select Sector SPDR TR
ST STR ENERG ETF
$6.3M118.8K
2.9%
−0.3%
Reduced · −317 sh
9Select Sector SPDR TR
ST STR CARE ETF
$5.6M35.5K
2.6%
−3.0%
Reduced · −1K sh
10Procter &Gamble Co
COM
$5.6M38.0K
2.6%
−3.2%
Reduced · −1K sh
11Vanguard Wellington FD
US MOMENTUM
$5.3M21.1K
2.4%
+9.7%
Added · +2K sh
12Global X FDS
DATA CTR DIG ETF
$5.1M166.4K
2.3%
−0.5%
Reduced · −811 sh
13Ishares TR
EXPND TEC SC ETF
$4.6M27.8K
2.1%
+0.6%
Added · +178 sh
14Vanguard Index FDS
SMALL CP ETF
$4.3M14.3K
2.0%
−0.1%
Reduced · −17 sh
15Invesco Exchange Traded FD T
S&P SMLCP MOMENT
$4.3M45.5K
2.0%
−0.4%
Reduced · −194 sh
16Vanguard World FD
FINANCIALS ETF
$4.2M31.6K
1.9%
−21%
Reduced · −9K sh
17Ishares TR
RUS TP200 GR ETF
$4.0M13.8K
1.8%
−1.6%
Reduced · −220 sh
18ETF Ser Solutions
DEFIA QUANT ETF
$3.8M22.7K
1.7%
+2.4%
Added · +533 sh
19ETF Ser Solutions
DEFIANCE SPACE A
$3.5M37.2K
1.6%
+0.5%
Added · +186 sh
20Ishares TR
INTERNATIONAL SL
$3.5M80.6K
1.6%
+12%
Added · +9K sh
21Vanguard Index FDS
MID CAP ETF
$3.3M40.7K
1.5%
+293%
Added · +30K sh
22Apple Inc
COM
$3.1M10.6K
1.4%
+0.1%
Added · +7 sh
23Vanguard World FD
HEALTH CAR ETF
$2.8M9.4K
1.3%
−1.0%
Reduced · −93 sh
24Vanguard World FD
MEGA CAP INDEX
$2.7M10.0K
1.3%
−1.6%
Reduced · −160 sh
25Vanguard World FD
ENERGY ETF
$2.7M17.9K
1.2%
+0.4%
Added · +70 sh
26Ishares TR
U.S. FINLS ETF
$2.6M20.1K
1.2%
+21%
Added · +3K sh
27Ishares TR
CORE US AGGBD ET
$2.4M24.7K
1.1%
+0.2%
Added · +60 sh
28Select Sector SPDR TR
ST STR DISCR ETF
$2.2M18.9K
1.0%
−0.3%
Reduced · −52 sh
29Microsoft Corp
COM
$2.0M5.4K
0.9%
−0.3%
Reduced · −18 sh
30Schwab Strategic TR
US TIPS ETF
$1.9M73.4K
0.9%
+0.7%
Added · +517 sh
31Etfis Ser TR I
VIRTUS REAVES UT
$1.9M23.6K
0.9%
+75%
Added · +10K sh
32Global X FDS
US INFR DEV ETF
$1.8M29.9K
0.8%
Held
33Vanguard Index FDS
SM CP VAL ETF
$1.7M7.2K
0.8%
−36%
Reduced · −4K sh
34Ishares TR
RUS MD CP GR ETF
$1.7M11.7K
0.8%
+0.1%
Added · +7 sh
35Vanguard Index FDS
TOTAL STK MKT
$1.7M4.5K
0.8%
−2.6%
Reduced · −121 sh
36SPDR Index SHS FDS
ST STR SP N AM
$1.5M20.5K
0.7%
+5.6%
Added · +1K sh
37Fidelity Merrimack STR TR
TOTAL BD ETF
$1.5M33.1K
0.7%
−1.8%
Reduced · −602 sh
38Select Sector SPDR TR
ST STR FINL ETF
$1.5M27.8K
0.7%
−31%
Reduced · −13K sh
39Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$1.4M8.2K
0.6%
+6.4%
Added · +492 sh
40Nvidia Corporation
COM
$1.4M6.9K
0.6%
−8.0%
Reduced · −603 sh
41Johnson &Johnson
COM
$1.3M5.1K
0.6%
+0.1%
Added · +7 sh
42Pimco ETF TR
INV GRD CRP BD
$1.3M13.2K
0.6%
−0.1%
Reduced · −8 sh
43Fidelity Covington Trust
ENHANCED INTL
$1.3M31.9K
0.6%
+118%
Added · +17K sh
44McDonalds Corp
COM
$1.3M4.7K
0.6%
+0.3%
Added · +14 sh
45Fidelity Covington Trust
MSCI INFO TECH I
$1.3M4.4K
0.6%
~0%
Added · +1 sh
46Select Sector SPDR TR
ST STR TECHN ETF
$1.2M6.2K
0.5%
+0.1%
Added · +5 sh
47Vanguard Index FDS
S&P 500 ETF SHS
$1.1M1.7K
0.5%
+0.1%
Added · +1 sh
48Exxon Mobil Corp
COM
$1.1M7.8K
0.5%
−0.4%
Reduced · −29 sh
49JPMorgan Chase &CO
COM
$965K2.9K
0.4%
−0.9%
Reduced · −27 sh
50Vaneck ETF Trust
PHARMACEUTCL ETF
$954K8.7K
0.4%
+0.3%
Added · +22 sh
Showing 50 of 107 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026107$217.9M13F-HR
Q1 2026Mar 31, 2026Apr 30, 2026426$200.8M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026340$201.5M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025357$200.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.