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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 6  ·  107 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 -3.7%
2 VCIT VANGUARD SCOTTSDALE FDS 187,578.0 $15.5M 7.12% +4K +2.2% $82.65 -2.7%
3 VGT VANGUARD WORLD FD 115,421.0 $13.8M 6.33% +101K +676.4% $119.52 -0.3%
4 SMH VANECK ETF TRUST 18,728.0 $12.3M 5.64% -379.0 -2.0% $655.90 -15.8%
5 VCR VANGUARD WORLD FD 18,014.0 $7.1M 3.28% -286.0 -1.6% $396.61 -2.7%
6 IYW ISHARES TR 26,237.0 $6.6M 3.04% $252.23 -1.5%
7 IMTM ISHARES TR 123,503.0 $6.6M 3.02% -7K -5.3% $53.33 -0.1%
8 XLE SELECT SECTOR SPDR TR 118,822.0 $6.3M 2.90% $53.11 +22.2%
9 XLV SELECT SECTOR SPDR TR 35,507.0 $5.6M 2.59% -1K -3.0% $158.66 +9.0%
10 PG PROCTER &GAMBLE CO Consumer Defensive 37,971.0 $5.6M 2.56% -1K -3.2% $146.64 +0.8%
11 VFMO VANGUARD WELLINGTON FD 21,091.0 $5.3M 2.42% +2K +9.7% $249.51 -9.7%
12 DTCR GLOBAL X FDS 166,382.0 $5.1M 2.32% $30.37 -10.1%
13 IGM ISHARES TR 27,847.0 $4.6M 2.09% +178.0 +0.6% $163.58 -3.0%
14 VB VANGUARD INDEX FDS 14,252.0 $4.3M 1.98% $303.12 -1.9%
15 XSMO INVESCO EXCHANGE TRADED FD T 45,532.0 $4.3M 1.96% $93.63 -10.7%
16 VFH VANGUARD WORLD FD 31,625.0 $4.2M 1.91% -9K -21.2% $131.60 +7.2%
17 IWY ISHARES TR 13,821.0 $4.0M 1.84% -220.0 -1.6% $290.62 -1.7%
18 QTUM ETF SER SOLUTIONS 22,745.0 $3.8M 1.73% +533.0 +2.4% $165.38 -13.1%
19 UFOX ETF SER SOLUTIONS 37,201.0 $3.5M 1.62% +186.0 +0.5% $95.04 -16.2%
20 ISCF ISHARES TR 80,592.0 $3.5M 1.60% +9K +11.8% $43.29 +4.8%
Page 1 of 6  ·  107 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%