Arkolith/Funds/Freedom Day Solutions, LLC

Freedom Day Solutions, LLC

CIK 1467517
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Freedom Day Solutions, LLC holds a focused book of 134 stocks worth $452.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Avantis Resp US Equity ETF and trimmed Freedom Day Dividend ETF. Their largest long position is Freedom Day Dividend ETF at 28% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Freedom Day Solutions, LLC's latest
holdings, largest changes, and filing provenance.
Opened
75
new positions
Added to
38
existing
Trimmed
50
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.7%
+11.7%/yr · since Oct '24
Their reported book
+19.0%
held from quarter-end
S&P 500
+33.4%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Aug '26
Freedom Day Solutions, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.7 points over this window.

Growth of $10,000 cloning Freedom Day Solutions, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 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.

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
46%
Top 20 holdings
59%

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

Direct sector allocation

48% mapped to company sectors

ETF / fund or unclassified
52%
Information Technology
14%
Financials
9%
Consumer Discretionary
9%
Industrials
8%
Health Care
3%
Utilities
2%
Materials
2%

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 Freedom Day Solutions, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$443.9B
HighTower Advisors, LLC79 / 80$19.0B
ENVESTNET ASSET MANAGEMENT INC78 / 80$42.6B
JPMORGAN CHASE & CO77 / 80$439.6B
LPL Financial LLC77 / 80$44.4B
Cetera Investment Advisers77 / 80$12.4B
MERCER GLOBAL ADVISORS INC /ADV77 / 80$12.3B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$11.9B

Ranked by how many of Freedom Day Solutions, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

134 positions
#SecurityValueShares% PortLast moveHistory
1Ea Series Trust
FREEDOM DAY
$125.6M3.13M
27.8%
−0.2%
Reduced · −6K sh
2Apple Inc
COM
$12.5M43.1K
2.8%
+14%
Added · +5K sh
3Ishares TR
CRE U S REIT ETF
$11.5M173.0K
2.5%
+3.8%
Added · +6K sh
4Wisdomtree TR
ITL HIGH DIV FD
$11.2M206.9K
2.5%
+13%
Added · +24K sh
5SPDR Series Trust
ST STR PR SP1500
$11.2M123.1K
2.5%
−1.0%
Reduced · −1K sh
6Comfort Sys USA Inc
COM
$9.4M4.7K
2.1%
−20%
Reduced · −1K sh
7Vanguard Star FDS
VG TL INTL STK F
$8.4M98.8K
1.9%
−4.6%
Reduced · −5K sh
8Ishares TR
PFD AND INCM SEC
$7.2M236.2K
1.6%
−12%
Reduced · −32K sh
9ASML Hldg NV
N Y REGISTRY SHS
$6.5M3.3K
1.4%
−4.7%
Reduced · −160 sh
10Microsoft Corp
COM
$6.4M17.0K
1.4%
+24%
Added · +3K sh
11Nvidia Corporation
COM
$6.2M30.9K
1.4%
+1.4%
Added · +440 sh
12Invesco Exchange Traded FD T
S&P500 EQL WGT
$6.1M28.6K
1.3%
+5.4%
Added · +1K sh
13Alphabet Inc
CAP STK CL A
$6.1M17.0K
1.3%
−2.2%
Reduced · −389 sh
14Amazon Com Inc
COM
$6.0M25.3K
1.3%
+4.5%
Added · +1K sh
15American Centy ETF TR
AVANTIS RESPON U
$5.6M63.3K
1.2%
New
New position
16Eli Lilly & Co
COM
$5.6M4.6K
1.2%
+8.8%
Added · +378 sh
17Gallagher Arthur J & Co
COM
$5.5M23.8K
1.2%
New
New position
18Broadcom Inc
COM
$5.3M14.1K
1.2%
−1.1%
Reduced · −155 sh
19Wisdomtree TR
EMER MKT HIGH FD
$5.2M96.2K
1.1%
+55%
Added · +34K sh
20Caseys Gen Stores Inc
COM
$5.1M6.4K
1.1%
−2.6%
Reduced · −169 sh
21Exxon Mobil Corp
COM
$4.9M36.2K
1.1%
+15%
Added · +5K sh
22Interactive Brokers Group In
COM CL A
$4.7M53.9K
1.0%
−3.9%
Reduced · −2K sh
23Quanta Svcs Inc
COM
$4.6M6.4K
1.0%
−1.6%
Reduced · −107 sh
24Ea Series Trust
ALPHA ARCH 1-3
$4.4M37.5K
1.0%
+30%
Added · +9K sh
25Costco Wholesale Corporation
COM
$4.2M4.5K
0.9%
+0.6%
Added · +27 sh
26Berkshire Hathaway Inc Del
CL B NEW
$4.1M8.3K
0.9%
+0.3%
Added · +29 sh
27Watts Water Technologies Inc
CL A
$4.1M10.5K
0.9%
−1.4%
Reduced · −149 sh
28Williams Cos Inc
COM
$4.0M53.2K
0.9%
−1.3%
Reduced · −691 sh
29Mueller Inds Inc
COM
$3.9M31.9K
0.9%
−1.8%
Reduced · −576 sh
30Kla Corp
COM NEW
$3.8M12.4K
0.8%
+742%
Added · +11K sh
31Ishares TR
CORE MSCI TOTAL
$3.7M38.9K
0.8%
−7.8%
Reduced · −3K sh
32Ishares Inc
MSCI JAPAN ETF
$3.5M37.8K
0.8%
−2.4%
Reduced · −919 sh
33Walmart Inc
COM
$3.5M31.1K
0.8%
+3.2%
Added · +963 sh
34Firstcash Holdings Inc
COM
$3.4M15.9K
0.8%
−2.9%
Reduced · −482 sh
35Heico Corp New
COM
$3.4M9.7K
0.8%
−0.3%
Reduced · −33 sh
36Ametek Inc
COM
$3.4M14.0K
0.8%
−1.2%
Reduced · −173 sh
37American Centy ETF TR
AVAN RE INTL ETF
$3.4M42.2K
0.7%
New
New position
38Markel Group Inc
COM
$3.3M1.7K
0.7%
−0.2%
Reduced · −4 sh
39Primoris Svcs Corp
COM
$3.2M31.9K
0.7%
−2.9%
Reduced · −938 sh
40Cintas Corp
COM
$3.1M18.4K
0.7%
−6.7%
Reduced · −1K sh
41Linde PLC
SHS
$3.1M6.0K
0.7%
−0.7%
Reduced · −41 sh
42Dimensional ETF Trust
US COR EQU 2 ETF
$3.1M69.9K
0.7%
+13%
Added · +8K sh
43Morgan Stanley
COM NEW
$3.1M14.8K
0.7%
−1.9%
Reduced · −284 sh
44Sherwin Williams Co
COM
$3.1M8.9K
0.7%
−0.6%
Reduced · −57 sh
45Vertex Pharmaceuticals Inc
COM
$2.9M5.9K
0.7%
+0.3%
Added · +19 sh
46Progressive Corp
COM
$2.9M13.2K
0.6%
−7.3%
Reduced · −1K sh
47Mastercard Incorporated
CL A
$2.8M5.5K
0.6%
13×
Added · +5K sh
48S&P Global Inc
COM SHS
$2.8M6.9K
0.6%
New
New position
49Cheniere Energy Inc
COM NEW
$2.8M11.7K
0.6%
+0.1%
Added · +13 sh
50Chubb Limited
COM
$2.8M8.2K
0.6%
−0.1%
Reduced · −5 sh
Showing 50 of 134 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026134$452.0M13F-HR
Q1 2026Mar 31, 2026May 5, 202696$372.7M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202693$368.0M13F-HR
Q3 2025Sep 30, 2025Oct 24, 202596$368.5M13F-HR
Q2 2025Jun 30, 2025Jul 24, 202588$336.7M13F-HR
Q1 2025Mar 31, 2025May 1, 202595$326.8M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202599$334.4M13F-HR
Q3 2024Sep 30, 2024Oct 23, 202499$321.8M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.