Freedom Financial Partners LLC holds a focused book of 89 stocks worth $306.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened FR Minnesota Muni Inc ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +30% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning Freedom Financial Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 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.
13% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Freedom Financial Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $96.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $58.4B |
| MORGAN STANLEY | 79 / 80 | $355.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $13.5B |
| LPL Financial LLC | 78 / 80 | $63.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $15.9B |
| Farther Finance Advisors, LLC | 77 / 80 | $2.2B |
| Kestra Advisory Services, LLC | 76 / 80 | $6.6B |
Ranked by how many of Freedom Financial Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $30.5M | 44.4K | 9.9% | ▼−0.1% Reduced · −52 sh | |
| 2 | American Centy ETF TR INTL EQT ETF | $23.2M | 260.4K | 7.6% | ▲+0.4% Added · +1K sh | |
| 3 | American Centy ETF TR US EQT ETF | $21.5M | 167.7K | 7.0% | ▼−3.7% Reduced · −6K sh | |
| 4 | Capital Group International SHS | $17.7M | 481.9K | 5.8% | ▲+7.6% Added · +34K sh | |
| 5 | Vanguard Index FDS MID CAP ETF | $16.1M | 199.5K | 5.2% | ▲+307% Added · +150K sh | |
| 6 | Apple Inc COM | $13.6M | 47.1K | 4.4% | ▼−16% Reduced · −9K sh | |
| 7 | American Centy ETF TR AVANTIS EMGMKT | $12.7M | 131.4K | 4.1% | ▼−0.9% Reduced · −1K sh | |
| 8 | J P Morgan Exchange Traded F U S TECH LEADERS | $12.6M | 113.1K | 4.1% | ▲+5.4% Added · +6K sh | |
| 9 | Capital Group Dividend Value SHS CREATION UNI | $12.3M | 250.3K | 4.0% | ▲+7.5% Added · +18K sh | |
| 10 | Ssga Active ETF TR STATE STREET MUL | $11.8M | 341.7K | 3.8% | ▲+1.0% Added · +4K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $11.2M | 188.4K | 3.7% | ▲+1.7% Added · +3K sh | |
| 12 | Vanguard Index FDS GROWTH ETF | $10.8M | 124.9K | 3.5% | ▲+499% Added · +104K sh | |
| 13 | Dimensional ETF Trust US CORE EQUITY 2 | $9.5M | 213.8K | 3.1% | ▼−1.9% Reduced · −4K sh | |
| 14 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $7.7M | 343.4K | 2.5% | ▼−19% Reduced · −82K sh | |
| 15 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $7.1M | 271.6K | 2.3% | ▲+1.9% Added · +5K sh | |
| 16 | Capital Group Intl Focus Eqt SHS CREATION UNI | $5.6M | 161.2K | 1.8% | ▼−13% Reduced · −23K sh | |
| 17 | Ssga Active ETF TR STATE STREET DOU | $5.5M | 139.4K | 1.8% | ▼−1.0% Reduced · −1K sh | |
| 18 | Pimco ETF TR ACTIVE BD ETF | $5.1M | 55.0K | 1.7% | ▲~0% Added · +4 sh | |
| 19 | Entegris Inc COM | $5.0M | 27.9K | 1.6% | ▼−18% Reduced · −6K sh | |
| 20 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $4.7M | 138.9K | 1.5% | ▲+0.4% Added · +511 sh | |
| 21 | Strategic Trust RUNNING GWTH ETF | $4.2M | 130.8K | 1.4% | ▲+1.6% Added · +2K sh | |
| 22 | WP Carey Inc COM | $3.2M | 45.1K | 1.1% | ▼−1.6% Reduced · −718 sh | |
| 23 | Ecolab Inc COM | $3.0M | 10.9K | 1.0% | ▼−1.5% Reduced · −164 sh | |
| 24 | Schwab Strategic TR US TIPS ETF | $2.6M | 98.1K | 0.8% | ▲~0% Added · +1 sh | |
| 25 | Capital Grp Fixed Incm ETF T MUNICIPAL INCOME | $2.3M | 85.2K | 0.8% | ▼−3.0% Reduced · −3K sh | |
| 26 | American Centy ETF TR AVANTIS CORE FI | $1.8M | 43.2K | 0.6% | ▲+596% Added · +37K sh | |
| 27 | Ishares TR IBOXX INV CP ETF | $1.8M | 16.2K | 0.6% | ▲+1.6% Added · +251 sh | |
| 28 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.8M | 35.0K | 0.6% | ▼−46% Reduced · −30K sh | |
| 29 | Select Sector SPDR TR STATE STREET UTI | $1.6M | 35.9K | 0.5% | ▼−0.3% Reduced · −98 sh | |
| 30 | Amazon Com Inc COM | $1.6M | 6.8K | 0.5% | ▼−9.1% Reduced · −678 sh | |
| 31 | Cohen & Steers ETF Trust REAL ESTATE ACTI | $1.6M | 56.3K | 0.5% | ▲+31% Added · +13K sh | |
| 32 | Vanguard Index FDS VALUE ETF | $1.6M | 7.3K | 0.5% | ▲+0.2% Added · +17 sh | |
| 33 | Schwab Strategic TR US BRD MKT ETF | $1.5M | 52.9K | 0.5% | ▼−0.5% Reduced · −258 sh | |
| 34 | Ishares TR SELECT DIVID ETF | $1.4M | 9.1K | 0.5% | ▲+1.5% Added · +131 sh | |
| 35 | Vanguard Index FDS SMALL CP ETF | $1.3M | 4.4K | 0.4% | ▼−3.8% Reduced · −170 sh | |
| 36 | SPDR Series Trust STATE STREET SPD | $1.3M | 8.5K | 0.4% | ▲+2.5% Added · +207 sh | |
| 37 | Nvidia Corporation COM | $1.3M | 6.4K | 0.4% | ▼−1.6% Reduced · −102 sh | |
| 38 | Invesco Exchange Traded FD T INTL DIVI ACHI | $1.2M | 55.2K | 0.4% | ▲+0.6% Added · +340 sh | |
| 39 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.6K | 0.4% | —Held | |
| 40 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.1M | 16.1K | 0.4% | ▼−2.7% Reduced · −442 sh | |
| 41 | Putnam ETF Trust FRANKLIN MINNESO | $1.1M | 127.3K | 0.4% | ▲New New position | |
| 42 | Pimco ETF TR INTER MUN BD ACT | $1.1M | 21.4K | 0.4% | ▼−8.0% Reduced · −2K sh | |
| 43 | Ark 21SHARES Bitcoin ETF SHS BEN INT | $1.1M | 57.4K | 0.4% | ▼−0.2% Reduced · −97 sh | |
| 44 | Delta Air Lines Inc COM NEW | $1.0M | 10.9K | 0.3% | ▲~0% Added · +2 sh | |
| 45 | Pgim ETF TR ACTV HY BD ETF | $993K | 28.5K | 0.3% | ▲+1.2% Added · +330 sh | |
| 46 | SPDR Series Trust STATE STREET SPD | $925K | 9.6K | 0.3% | ▼−0.3% Reduced · −32 sh | |
| 47 | Tesla Inc COM | $768K | 1.8K | 0.3% | ▼−2.6% Reduced · −49 sh | |
| 48 | First TR Exch Traded FD III PFD SECS INC ETF | $763K | 42.7K | 0.2% | ▲+6.2% Added · +2K sh | |
| 49 | Unitedhealth Group Inc COM | $744K | 1.8K | 0.2% | ▲+0.6% Added · +10 sh | |
| 50 | Dimensional ETF Trust US SUSTAINABILTY | $727K | 15.6K | 0.2% | ▼−13% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054598/holdings"
Use Arkolith to show Freedom Financial Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 89 | $306.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 88 | $280.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 87 | $274.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 84 | $262.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 75 | $237.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 76 | $214.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 69 | $207.3M | 13F-HR |
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.