Q3 2026 13F · SEC CIK 2096483

True Freedom Investing, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $641.4M
Reported positions: 127
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.6B

True Freedom Investing, LLC is a wealth manager that reported 127 positions worth $641.4M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Schwab Strategic Tr (SCHX, 6.6%), Select Sector Spdr Tr (XLE, 6.6%), Vanguard Bd Index Fds (BIV, 6.2%).

True Freedom Investing, LLC holdings largest 50 of 127 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.

True Freedom Investing, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	6.6%	2.6%	1,404,917	+7.3%	$42.1M
XLESelect Sector Spdr Tr	6.6%	2.8%	684,265	+19.0%	$42.1M
BIVVanguard Bd Index Fds	6.2%	3.0%	546,227	+10.1%	$39.8M
SCHFSchwab Strategic Tr	5.4%	2.2%	1,265,418	+11.2%	$34.8M
BNDVanguard Bd Index Fds	5.0%	2.4%	452,574	+7.0%	$31.7M
SPYState Str Spdr S&p 500 ETF T	3.6%	1.6%	30,683	-3.7%	$23.4M
IEFIshares Tr	1.9%	1.1%	138,557	-6.1%	$12.4M
QQQInvesco Qqq Tr	1.9%	—	16,038	—	$11.9M
MSFTMicrosoft Corp	1.8%	0.6%	22,464	+3.5%	$11.5M
COPConocophillips	1.7%	0.8%	87,561	+9.7%	$11.0M
XOMExxonmobil Holdings Corp	1.6%	—	61,660	—	$10.0M
QCOMQualcomm Inc	1.6%	0.5%	54,233	-0.3%	$10.0M
PSXPhillips 66	1.4%	0.6%	34,082	-15.6%	$8.7M
AAPLApple Inc	1.3%	0.5%	25,165	+3.6%	$8.4M
MRKMerck & Co Inc	1.3%	0.5%	57,475	+1.4%	$8.4M
ABBVAbbvie Inc	1.2%	0.5%	29,024	+4.4%	$7.6M
AMGNAmgen Inc	1.2%	0.5%	17,949	+4.1%	$7.6M
TXNTexas Instrs Inc	1.2%	0.4%	26,676	-6.0%	$7.5M
SCHBSchwab Strategic Tr	1.2%	0.5%	254,778	+7.3%	$7.5M
SCHDSchwab Strategic Tr	1.1%	0.5%	221,481	+6.6%	$7.2M
JPMJpmorgan Chase & Co	1.1%	0.5%	21,186	+3.8%	$7.0M
CVXChevron Corporation	1.1%	0.5%	34,254	+3.7%	$7.0M
CCitigroup Inc	1.1%	0.5%	53,977	-0.3%	$7.0M
EEMIshares Tr	1.1%	—	101,616	—	$6.8M
METMetlife Inc	1.0%	0.4%	70,494	+5.0%	$6.6M
DFASDimensional ETF Trust	1.0%	0.4%	84,802	+6.1%	$6.6M
AVGOBroadcom Inc	1.0%	0.4%	18,580	+4.0%	$6.5M
SPMDSpdr Series Trust	1.0%	0.4%	101,128	+4.9%	$6.4M
IJSIshares Tr	1.0%	17.7%	49,665	-97.4%	$6.4M
VZVerizon Communications Inc	1.0%	0.5%	136,996	+4.9%	$6.3M
IWMIshares Tr	1.0%	17.6%	22,604	-97.5%	$6.3M
IEMGIshares Inc	0.9%	—	74,143	—	$6.0M
ADPAutomatic Data Processing in	0.9%	0.3%	23,260	+10.4%	$6.0M
GPCGenuine Parts Co	0.9%	0.3%	47,728	+13.8%	$6.0M
TSMTaiwan Semiconductor Manufac	0.9%	0.4%	13,053	-5.6%	$6.0M
IJTIshares Tr	0.9%	—	37,106	—	$5.9M
IQVIqvia Hldgs Inc	0.9%	—	21,312	—	$5.7M
AZNAstrazeneca PLC	0.9%	0.5%	35,253	+6.3%	$5.7M
IGSBIshares Tr	0.9%	0.4%	110,548	+2.7%	$5.7M
ABTAbbott Laboratories	0.9%	0.3%	57,283	+32.0%	$5.7M
PANWPalo Alto Networks Inc	0.9%	—	14,131	—	$5.6M
PGProcter & Gamble Co	0.9%	0.4%	38,195	+9.8%	$5.5M
KMBKimberly-Clark Corp	0.9%	0.4%	56,421	+7.3%	$5.5M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.4%	10,988	+5.1%	$5.5M
WMWaste Mgmt Inc Del	0.8%	0.4%	26,743	+9.2%	$5.5M
ULUnilever PLC	0.8%	0.4%	89,287	+12.7%	$5.4M
OMCOmnicom Group Inc	0.8%	0.4%	72,642	+8.3%	$5.3M
VEEVVeeva Sys Inc	0.8%	—	18,567	—	$5.3M
DUKDuke Energy Corp New	0.8%	0.4%	46,437	+7.1%	$5.3M
IPInternational Paper Co	0.8%	0.4%	158,595	+23.8%	$5.3M

What True Freedom Investing, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

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

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: +6.4% /yr; S&P 500 +12.3%
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	$641.4M	127
Q2 2026	$1.3B	97
Q1 2026	$1.3B	98
Q4 2025	$1.5B	156
Q3 2025	$280.1M	70
Q2 2025	$254.1M	57

Questions about True Freedom Investing, LLC's portfolio

What stocks does True Freedom Investing, LLC own?

True Freedom Investing, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 127 positions worth $641.4M. The largest are Schwab Strategic Tr (SCHX) at 6.6%, Select Sector Spdr Tr (XLE) at 6.6%, Vanguard Bd Index Fds (BIV) at 6.2%, Schwab Strategic Tr (SCHF) at 5.4% and Vanguard Bd Index Fds (BND) at 5.0%.

What did True Freedom Investing, LLC buy last quarter?

In Q3 2026, True Freedom Investing, LLC added Abbott Laboratories (ABT) (+32.0% shares), International Paper Co (IP) (+23.8% shares) and Select Sector Spdr Tr (XLE) (+19.0% shares), compared with its Q2 2026 filing.

What did True Freedom Investing, LLC sell last quarter?

In Q3 2026, True Freedom Investing, LLC cut from its top 50 Ishares S&p Mid Cap 400 Growth (IJK), cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Southern Co (SO), Ishares Tr (IWM) (-97.5% shares), Ishares Tr (IJS) (-97.4% shares) and Phillips 66 (PSX) (-15.6% shares), compared with its Q2 2026 filing.

When is True Freedom Investing, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. True Freedom Investing, 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 True Freedom Investing, LLC manage?

True Freedom Investing, LLC reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $641.4M.