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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 5 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 LHX L3HARRIS TECHNOLOGIES INC Industrials 106 $37K 0.02% SOLD
82 PM PHILIP MORRIS INTL INC Consumer Defensive 215 $36K 0.02% SOLD
83 IEUR ISHARES TR 504 $35K 0.02% SOLD
84 DELL DELL TECHNOLOGIES INC Technology 213 $35K 0.02% SOLD
85 DGRO ISHARES TR 492 $35K 0.02% SOLD
86 EEM ISHARES TR 576 $33K 0.02% SOLD
87 DUK DUKE ENERGY CORP NEW Utilities 247 $32K 0.02% SOLD
88 LNT ALLIANT ENERGY CORP Utilities 451 $32K 0.02% SOLD
89 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 95 $32K 0.02% SOLD
90 CMCSA COMCAST CORP NEW Communication Services 1,104 $32K 0.02% SOLD
91 IGSB ISHARES TR 596 $31K 0.02% SOLD
92 USRT ISHARES TR 527 $31K 0.02% SOLD
93 MO ALTRIA GROUP INC Consumer Defensive 454 $30K 0.01% SOLD
94 SCHF SCHWAB STRATEGIC TR 1,195 $30K 0.01% SOLD
95 ICLN ISHARES TR 1,605 $29K 0.01% SOLD
96 AMAT APPLIED MATLS INC Technology 83 $28K 0.01% SOLD
97 ADBE ADOBE INC Technology 116 $28K 0.01% SOLD
98 SBUX STARBUCKS CORP Consumer Cyclical 313 $28K 0.01% SOLD
99 XMHQ INVESCO EXCHANGE TRADED FD T 267 $28K 0.01% SOLD
100 WM WASTE MGMT INC DEL Industrials 117 $27K 0.01% SOLD
Page 5 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%