Portfolio (Quarterly) Guide ↗

Freedom Financial Partners LLC

· CIK 0002054598

13F Portfolio $307M AUM 89 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 26 Added 35 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVX	CHEVRON CORPORATION	Energy	1,170	$242K	0.09%	SOLD
2	EME	EMCOR GROUP INC	Industrials	328	$242K	0.09%	SOLD
3	BITB	BITWISE BITCOIN ETF TR	Financial Services	6,311	$232K	0.08%	SOLD

Sector Allocation

Technology 50.8%

Financial Services 12.3%

Real Estate 7.9%

Basic Materials 7.5%

Consumer Cyclical 7.2%

Industrials 6.3%

Healthcare 3.3%

Consumer Defensive 2.1%

Utilities 1.5%

Energy 0.6%