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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 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 23,645.0 $17.4M 7.99% -765.0 -3.1% $736.40 -4.0%
2 SMH VANECK ETF TRUST 18,728.0 $12.3M 5.64% -379.0 -2.0% $655.90 -16.8%
3 VCR VANGUARD WORLD FD 18,014.0 $7.1M 3.28% -286.0 -1.6% $396.61 -3.2%
4 IMTM ISHARES TR 123,503.0 $6.6M 3.02% -7K -5.3% $53.33 -0.3%
5 XLV SELECT SECTOR SPDR TR 35,507.0 $5.6M 2.59% -1K -3.0% $158.66 +9.9%
6 PG PROCTER &GAMBLE CO Consumer Defensive 37,971.0 $5.6M 2.56% -1K -3.2% $146.64 -0.1%
7 VFH VANGUARD WORLD FD 31,625.0 $4.2M 1.91% -9K -21.2% $131.60 +6.7%
8 IWY ISHARES TR 13,821.0 $4.0M 1.84% -220.0 -1.6% $290.62 -2.2%
9 VHT VANGUARD WORLD FD 9,421.0 $2.8M 1.29% -93.0 -1.0% $299.01 +9.4%
10 MGC VANGUARD WORLD FD 9,959.0 $2.7M 1.25% -160.0 -1.6% $273.62 +2.3%
11 VBR VANGUARD INDEX FDS 7,193.0 $1.7M 0.80% -4K -36.1% $242.98 +0.6%
12 VTI VANGUARD INDEX FDS 4,470.0 $1.7M 0.76% -121.0 -2.6% $370.03 +1.6%
13 FBND FIDELITY MERRIMACK STR TR 33,051.0 $1.5M 0.69% -602.0 -1.8% $45.49 -1.8%
14 XLF SELECT SECTOR SPDR TR 27,781.0 $1.5M 0.68% -12K -31.0% $53.61 +7.3%
15 NVDA NVIDIA CORPORATION Technology 6,893.0 $1.4M 0.63% -603.0 -8.0% $200.08 +9.8%
16 JPM JPMORGAN CHASE &CO Financial Services 2,947.0 $965K 0.44% -27.0 -0.9% $327.30 +9.0%
17 ONEV SPDR SERIES TRUST 5,880.0 $841K 0.39% -2K -21.9% $143.07 +3.8%
18 VBK VANGUARD INDEX FDS 1,512.0 $553K 0.25% -363.0 -19.4% $365.61 -5.5%
19 VOT VANGUARD INDEX FDS 1,798.0 $551K 0.25% -22.0 -1.2% $306.25 -3.3%
20 AMZN AMAZON COM INC Consumer Cyclical 1,995.0 $476K 0.22% -40.0 -2.0% $238.40 +6.6%
Page 1 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%