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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 9 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 COOPER COS INC 202 $14K 0.01% SOLD
162 MSTR STRATEGY INC Technology 115 $14K 0.01% SOLD
163 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 201 $14K 0.01% SOLD
164 PSIX POWER SOLUTIONS INTL INC Industrials 235 $14K 0.01% SOLD
165 ABNB AIRBNB INC Consumer Cyclical 113 $14K 0.01% SOLD
166 WMG WARNER MUSIC GROUP CORP Communication Services 540 $14K 0.01% SOLD
167 TLH ISHARES TR 137 $14K 0.01% SOLD
168 KMX CARMAX INC Consumer Cyclical 326 $14K 0.01% SOLD
169 SYM SYMBOTIC INC Industrials 254 $14K 0.01% SOLD
170 RWO SPDR INDEX SHS FDS 292 $13K 0.01% SOLD
171 TGT TARGET CORP Consumer Defensive 109 $13K 0.01% SOLD
172 T AT&T INC Communication Services 439 $13K 0.01% SOLD
173 NEE NEXTERA ENERGY INC Utilities 137 $13K 0.01% SOLD
174 OEF ISHARES TR 39 $13K 0.01% SOLD
175 CHKP CHECK POINT SOFTWARE TECH LT Technology 87 $12K 0.01% SOLD
176 DON WISDOMTREE TR 235 $12K 0.01% SOLD
177 BEPC BROOKFIELD RENEWABLE CORP Utilities 304 $12K 0.01% SOLD
178 CRM SALESFORCE INC Technology 64 $12K 0.01% SOLD
179 BINC BLACKROCK ETF TRUST II 229 $12K 0.01% SOLD
180 EFV ISHARES TR 157 $12K 0.01% SOLD
Page 9 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%