Portfolio (Quarterly) Guide ↗

Freedom Financial Partners LLC

· CIK 0002054598

13F Portfolio $281M AUM 88 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 40 Added 21 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JPM	JPMORGAN CHASE & CO.	Financial Services	942	$304K	0.11%	SOLD
2	INDE	MATTHEWS INTL FDS	—	7,717	$232K	0.08%	SOLD
3	META	META PLATFORMS INC	Communication Services	341	$225K	0.08%	SOLD
4	VBR	VANGUARD INDEX FDS	—	982	$208K	0.08%	SOLD
5	HD	HOME DEPOT INC	Consumer Cyclical	598	$206K	0.07%	SOLD

Sector Allocation

Technology 50.0%

Financial Services 12.7%

Real Estate 7.7%

Basic Materials 7.3%

Consumer Cyclical 6.5%

Industrials 5.4%

Consumer Defensive 2.7%

Healthcare 2.7%

Energy 2.1%

Utilities 1.8%