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Portfolio (Quarterly) Guide ↗

Financial Freedom, LLC

· CIK 0001965484
13F Portfolio $218M AUM 107 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 Added 28 Reduced 319 Exited
Page 12 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 EPAM EPAM SYS INC Technology 55 $7K 0.00% SOLD
222 SLB SLB LIMITED Energy 145 $7K 0.00% SOLD
223 PFL PIMCO INCOME STRATEGY FD Financial Services 929 $7K 0.00% SOLD
224 CRL CHARLES RIV LABS INTL INC Healthcare 43 $7K 0.00% SOLD
225 MDT MEDTRONIC PLC Healthcare 84 $7K 0.00% SOLD
226 IWM ISHARES TR 29 $7K 0.00% SOLD
227 FRT FEDERAL RLTY INVT TR NEW Real Estate 67 $7K 0.00% SOLD
228 TFC TRUIST FINL CORP Financial Services 153 $7K 0.00% SOLD
229 MTUM ISHARES TR 29 $7K 0.00% SOLD
230 KRE SPDR SERIES TRUST 107 $7K 0.00% SOLD
231 UBER UBER TECHNOLOGIES INC Technology 97 $7K 0.00% SOLD
232 QUAL ISHARES TR 36 $7K 0.00% SOLD
233 ECL ECOLAB INC Basic Materials 26 $7K 0.00% SOLD
234 HON HONEYWELL INTL INC Industrials 30 $7K 0.00% SOLD
235 SPSM SPDR SERIES TRUST 139 $7K 0.00% SOLD
236 USB US BANCORP Financial Services 129 $7K 0.00% SOLD
237 PRU PRUDENTIAL FINL INC Financial Services 69 $7K 0.00% SOLD
238 OMC OMNICOM GROUP INC Communication Services 89 $7K 0.00% SOLD
239 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 220 $7K 0.00% SOLD
240 BR BROADRIDGE FINL SOLUTIONS IN Technology 40 $6K 0.00% SOLD
Page 12 of 16  ·  319 positions
Sector Allocation
Financial Services 46.0%
Technology 21.4%
Consumer Defensive 14.6%
Healthcare 6.0%
Consumer Cyclical 5.2%
Energy 2.6%
Communication Services 2.2%
Industrials 2.1%