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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXN TEXAS INSTRS INC Technology 1,244.0 $371K 0.17% $298.05 -13.5%
82 FNCL FIDELITY COVINGTON TRUST 4,836.0 $370K 0.17% -1K -19.0% $76.56 +7.5%
83 CAT CATERPILLAR INC Industrials 335.0 $357K 0.16% $1065.60 -26.1%
84 MRK MERCK &CO INC Healthcare 2,764.0 $355K 0.16% $128.52 +17.1%
85 BERKSHIRE HATHAWAY INC DEL 707.0 $354K 0.16% -45.0 -6.0% $500.39
86 EMGF ISHARES INC 4,714.0 $345K 0.16% -374.0 -7.3% $73.26 -1.6%
87 VNQ VANGUARD INDEX FDS 3,439.0 $332K 0.15% $96.43 -0.6%
88 VPU VANGUARD WORLD FD 1,689.0 $331K 0.15% $195.73 -6.1%
89 IEMG ISHARES INC 3,962.0 $328K 0.15% -192.0 -4.6% $82.84 -1.3%
90 XLI SELECT SECTOR SPDR TR 1,756.0 $325K 0.15% $185.18 -6.6%
91 META META PLATFORMS INC Communication Services 574.0 $323K 0.15% $563.54 +5.4%
92 GOOG ALPHABET INC 907.0 $320K 0.15% $353.19
93 ORCL ORACLE CORP Technology 2,041.0 $299K 0.14% $146.56 -1.8%
94 QCOM QUALCOMM INC Technology 1,563.0 $289K 0.13% $184.81 -8.1%
95 DIS DISNEY WALT CO Communication Services 2,986.0 $287K 0.13% $96.25 +12.8%
96 RTX RTX CORPORATION Industrials 1,498.0 $284K 0.13% -50.0 -3.2% $189.75 +6.2%
97 GOOGL ALPHABET INC Communication Services 791.0 $283K 0.13% -76.0 -8.8% $357.31 -5.2%
98 VYM VANGUARD WHITEHALL FDS 1,786.0 $282K 0.13% $158.03 +4.0%
99 LRCX LAM RESEARCH CORP Technology 641.0 $278K 0.13% $433.58 -33.4%
100 VTWG VANGUARD SCOTTSDALE FDS 942.0 $271K 0.12% $287.75 -5.2%
Page 5 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%