Q3 2026 13F · SEC CIK 2054598

Freedom Financial Partners LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $305.3M
Reported positions: 89
Holdings vs S&P 500, 3 yrs: —
Assets under management: $377.9M

Freedom Financial Partners LLC is a wealth manager that reported 89 positions worth $305.3M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Vanguard Index Fds (VOO, 10.5%), Avantis International Equity ETF (AVDE, 7.9%), Avantis U.S. Equity ETF (AVUS, 7.1%).

Freedom Financial Partners LLC holdings largest 50 of 89 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Freedom Financial Partners LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	10.5%	9.9%	45,623	+2.8%	$32.0M
AVDEAvantis International Equity ETF	7.9%	7.6%	267,051	+2.5%	$24.1M
AVUSAvantis U.S. Equity ETF	7.1%	7.0%	168,997	+0.8%	$21.6M
CGIECapital Group International	6.2%	5.8%	517,005	+7.3%	$19.0M
VOVanguard Index Fds	5.3%	5.2%	208,026	+4.3%	$16.3M
AAPLApple Inc	5.1%	4.4%	46,310	-1.7%	$15.4M
RLYSsga Active ETF Tr	4.2%	3.8%	356,945	+4.5%	$12.9M
CGDVCapital Group Dividend Value	4.2%	4.0%	264,014	+5.5%	$12.9M
AVEMAmerican Centy ETF Tr	4.2%	4.1%	136,136	+3.6%	$12.8M
JTEKJpmorgan U.s. Tech Leaders ETF	4.2%	4.1%	120,649	+6.7%	$12.7M
VWOVanguard Intl Equity Index F	3.8%	3.7%	196,932	+4.5%	$11.7M
VUGVanguard Index Fds	3.8%	3.5%	127,131	+1.8%	$11.5M
CGCBCapital Grp Fixed Incm ETF T	2.3%	2.3%	278,971	+2.7%	$7.0M
CGCPCapital Grp Fixed Incm ETF T	2.1%	2.5%	303,242	-11.7%	$6.4M
CGXUCapital Group Intl Focus Eqt	1.8%	1.8%	161,004	-0.1%	$5.5M
BONDPimco ETF Tr	1.6%	1.7%	57,603	+4.8%	$5.0M
HTRBHartford Fds Exchange Traded	1.5%	1.5%	146,086	+5.2%	$4.7M
RUNNStrategic Trust	1.4%	1.4%	135,460	+3.6%	$4.4M
TOTLSsga Active ETF Tr	1.4%	1.8%	117,494	-15.7%	$4.4M
ENTGEntegris Inc	1.4%	1.6%	27,881	+0.0%	$4.3M
WPCWp Carey Inc	1.0%	1.1%	46,514	+3.1%	$3.0M
AVIGAmerican Centy ETF Tr	1.0%	0.6%	73,923	+71.0%	$2.9M
ECLEcolab Inc	0.9%	1.0%	10,349	-5.3%	$2.8M
SCHPSchwab Strategic Tr	0.8%	0.8%	100,875	+2.8%	$2.5M
CGMUCapital Grp Fixed Incm ETF T	0.7%	0.8%	87,488	+2.7%	$2.3M
NVDANvidia Corporation	0.6%	0.4%	8,523	+33.8%	$1.9M
CSRECohen & Steers ETF Trust	0.6%	0.5%	67,468	+19.8%	$1.8M
JPSTJ P Morgan Exchange Traded F	0.6%	0.6%	33,894	-3.2%	$1.7M
AMZNAmazon Com Inc	0.6%	0.5%	6,798	-0.0%	$1.7M
ARKBArk 21shares Bitcoin ETF	0.5%	0.4%	58,530	+2.0%	$1.6M
LQDIshares Tr	0.5%	0.6%	15,753	-3.0%	$1.6M
VTVVanguard Index Fds	0.5%	0.5%	7,271	+0.2%	$1.6M
SCHBSchwab Strategic Tr	0.5%	0.5%	52,931	+0.1%	$1.6M
XLUSelect Sector Spdr Tr	0.5%	0.5%	35,607	-0.8%	$1.4M
DVYIshares Tr	0.4%	0.5%	8,858	-2.6%	$1.3M
VBVanguard Index Fds	0.4%	0.4%	4,367	+0.3%	$1.2M
SDYSpdr Ser Tr	0.4%	0.4%	8,141	-3.8%	$1.2M
PIDInvesco International Dividend Achievers	0.4%	0.4%	54,658	-0.9%	$1.2M
QQQInvesco Qqq Tr	0.4%	0.4%	1,548	-2.6%	$1.1M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	16,097	+0.2%	$1.1M
FTMNPutnam ETF Trust	0.4%	0.4%	134,024	+5.3%	$1.1M
MUNIPimco ETF Tr	0.3%	0.4%	19,940	-6.8%	$991K
JNKSpdr Series Trust	0.3%	0.3%	10,141	+5.7%	$941K
MSFTMicrosoft Corp	0.3%	—	1,817	—	$932K
ETHGrayscale Ethereum Staking	0.3%	—	36,265	—	$924K
DALDelta Air Lines Inc	0.3%	0.3%	10,932	+0.0%	$912K
PHYLPgim ETF Tr	0.3%	0.3%	23,380	-17.9%	$782K
CAIECalamos ETF Tr	0.3%	—	29,171	—	$777K
BINCBlackrock ETF Trust II	0.3%	—	15,096	—	$767K
DFSUDimensional ETF Trust	0.2%	0.2%	15,871	+1.8%	$749K

What Freedom Financial Partners LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

AVIG American Centy ETF Tr+71.0% shares
NVDA Nvidia Corporation+33.8% shares
CSRE Cohen & Steers ETF Trust+19.8% shares
CGIE Capital Group International+7.3% shares
JTEK Jpmorgan U.s. Tech Leaders ETF+6.7% shares
JNK Spdr Series Trust+5.7% shares
CGDV Capital Group Dividend Value+5.5% shares
FTMN Putnam ETF Trust+5.3% shares

Reduced

PHYL Pgim ETF Tr-17.9% shares
TOTL Ssga Active ETF Tr-15.7% shares
CGCP Capital Grp Fixed Incm ETF T-11.7% shares
MUNI Pimco ETF Tr-6.8% shares
ECL Ecolab Inc-5.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$305.3M	89
Q2 2026	$306.9M	89
Q1 2026	$280.8M	88
Q4 2025	$274.9M	87
Q3 2025	$262.4M	84
Q2 2025	$237.2M	75
Q1 2025	$214.8M	76
Q4 2024	$207.3M	69

Questions about Freedom Financial Partners LLC's portfolio

What stocks does Freedom Financial Partners LLC own?

Freedom Financial Partners LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 89 positions worth $305.3M. The largest are Vanguard Index Fds (VOO) at 10.5%, Avantis International Equity ETF (AVDE) at 7.9%, Avantis U.S. Equity ETF (AVUS) at 7.1%, Capital Group International (CGIE) at 6.2% and Vanguard Index Fds (VO) at 5.3%.

What did Freedom Financial Partners LLC buy last quarter?

In Q3 2026, Freedom Financial Partners LLC added American Centy ETF Tr (AVIG) (+71.0% shares), Nvidia Corporation (NVDA) (+33.8% shares) and Cohen & Steers ETF Trust (CSRE) (+19.8% shares), compared with its Q2 2026 filing.

What did Freedom Financial Partners LLC sell last quarter?

In Q3 2026, Freedom Financial Partners LLC cut from its top 50 Dimensional ETF Trust (DFAC), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 First Tr Exch Traded Fd III (FPE), cut from its top 50 Unitedhealth Group Inc (UNH), Pgim ETF Tr (PHYL) (-17.9% shares), Ssga Active ETF Tr (TOTL) (-15.7% shares) and Capital Grp Fixed Incm ETF T (CGCP) (-11.7% shares), compared with its Q2 2026 filing.

When is Freedom Financial Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Freedom Financial Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Freedom Financial Partners LLC manage?

Freedom Financial Partners LLC reported $377.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $305.3M.