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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 4 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 PPA INVESCO EXCHANGE TRADED FD T 296 $49K 0.02% SOLD
62 ET ENERGY TRANSFER L P Energy 2,416 $47K 0.02% SOLD
63 EFA ISHARES TR 473 $46K 0.02% SOLD
64 KMI KINDER MORGAN INC DEL Energy 1,368 $46K 0.02% SOLD
65 SCHW SCHWAB CHARLES CORP Financial Services 485 $46K 0.02% SOLD
66 IUSB ISHARES TR 966 $45K 0.02% SOLD
67 AKRE PROFESIONALLY MANAGED PORTFO 833 $44K 0.02% SOLD
68 FMDE FIDELITY COVINGTON TRUST 1,216 $44K 0.02% SOLD
69 AMERICA MOVIL SAB DE CV 1,699 $43K 0.02% SOLD
70 SJM SMUCKER J M CO Consumer Defensive 443 $43K 0.02% SOLD
71 V VISA INC Financial Services 140 $42K 0.02% SOLD
72 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10 $42K 0.02% SOLD
73 BEP BROOKFIELD RENEWABLE ENERGY Utilities 1,268 $41K 0.02% SOLD
74 ENB ENBRIDGE INC Energy 755 $41K 0.02% SOLD
75 PJP INVESCO EXCHANGE TRADED FD T 388 $40K 0.02% SOLD
76 BLK BLACKROCK INC Financial Services 40 $39K 0.02% SOLD
77 FLAGSTAR BANK NATIONAL ASSOC 2,934 $39K 0.02% SOLD
78 SPHD INVESCO EXCH TRADED FD TR II 763 $38K 0.02% SOLD
79 DVY ISHARES TR 248 $38K 0.02% SOLD
80 BOTZ GLOBAL X FDS 1,115 $37K 0.02% SOLD
Page 4 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%