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13F holdings · Q2 2026

Byrne Financial Freedom

Franklin, MA · files as Byrne Financial Freedom, LLC
Holdings as of Jun 30, 2026Filed Jul 30, 2026Next filing due Nov 16, 2026CIK 2063947

Byrne Financial Freedom reported 119 stocks worth $256M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are MU (9.9%), GOOG (8.3%) and AMZN (8.3%). Compared with Q1 2026, the fund opened new positions in BRIE, SOXX and VIS, added to ARKK, RECS and MSFT, trimmed MU, GOOG and AMZN and sold out of ADBE, COST and TMO.

Reported value$256M+22.6% vs last quarter
Stocks held11921 new · 5 sold out
Top 5 weight33.5%spread out
Turnover14%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
MU
Micron Technology Inc
$25.2M9.9%22K−67 (−0%)3 of 7
2
GOOG
Alphabet Inc
$21.3M8.3%60K−997 (−2%)7 of 7
3
AMZN
Amazon Com Inc
$21.2M8.3%89K−677 (−1%)7 of 7
4
ARKK
ARK Innovation ETF
$9.8M3.8%121K+4,843 (+4%)7 of 7
5
RECS
Columbia ETF TR I
$8.3M3.3%192K+1,896 (+1%)7 of 7
6
MSFT
Microsoft Corp
$8.2M3.2%22K+1,148 (+6%)7 of 7
7
IUS
Invesco Rafi Strategic US ETF
$8.2M3.2%125K−2,892 (−2%)7 of 7
8
AAPL
Apple Inc
$7.5M2.9%26K−112 (−0%)7 of 7
9
NEA
Nuveen Amt Free Qlty Mun Incme Com
$7.4M2.9%628K−14K (−2%)7 of 7
10
WMT
Walmart Inc
$6.8M2.6%60K−420 (−1%)7 of 7
🔒 109 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
ADBE
Adobe Inc
$347K1,428
COST
Costco Whsl Corp New
$248K249
TMO
Thermo Fisher Scientific Inc
$244K497
VZ
Verizon Communications I
$231K4,598
TMUS
T-Mobile US Inc
$212K1,010

Reported value

last 7 quarters
$225MQ4 '24
$176MQ1 '25
$200MQ2 '25
$201MQ3 '25
$218MQ4 '25
$209MQ1 '26
$256MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 30, 202613F-HRQ2 2026SEC filing ↗

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Byrne Financial Freedom 13F FAQ

What does Byrne Financial Freedom own?

Byrne Financial Freedom reported 119 stocks worth $256M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are MU (9.9%), GOOG (8.3%) and AMZN (8.3%). The table above lists every position in the filing (the top 10 without an account).

What did Byrne Financial Freedom buy and sell in Q2 2026?

Compared with Q1 2026: 21 new positions, 38 added to, 57 trimmed and 5 sold out. New positions include BRIE, SOXX and VIS. It sold all of ADBE, COST and TMO.

When will Byrne Financial Freedom file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Byrne Financial Freedom's portfolio worth?

The Q2 2026 filing reports $256M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.