Freedom Financial Partners
Freedom Financial Partners reported 89 stocks worth $305M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VOO (10.5%), AVDE (7.9%) and AVUS (7.1%). Compared with Q2 2026, the fund opened new positions in BINC, ALRS and CVX, added to VOO, AVDE and AVUS, trimmed AAPL, CGCP and TOTL and sold out of MAIN, CCJ and HD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $32M | 10.5% | 46K | +1,229 (+3%) | 8 of 8 | |
| 2 |  AVDE American Centy ETF TR | $24.1M | 7.9% | 267K | +6,638 (+3%) | 8 of 8 | |
| 3 |  AVUS Avantis U.s. Equity ETF | $21.6M | 7.1% | 169K | +1,344 (+1%) | 8 of 8 | |
| 4 |  CGIE Capital Group International | $19M | 6.2% | 517K | +35K (+7%) | 5 of 8 | |
| 5 |  VO Vanguard Index Fds | $16.3M | 5.3% | 208K | +8,523 (+4%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $15.4M | 5.0% | 46K | −804 (−2%) | 8 of 8 | |
| 7 |  RLY Ssga Active ETF TR | $12.9M | 4.2% | 357K | +15K (+4%) | 8 of 8 | |
| 8 |  CGDV Capital Group Dividend | $12.9M | 4.2% | 264K | +14K (+5%) | 5 of 8 | |
| 9 |  AVEM American Centy ETF TR | $12.8M | 4.2% | 136K | +4,754 (+4%) | 8 of 8 | |
| 10 |  JTEK J P Morgan Exchange Traded F | $12.7M | 4.2% | 121K | +7,577 (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Freedom Financial Partners 13F FAQ
What does Freedom Financial Partners own?
Freedom Financial Partners reported 89 stocks worth $305M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VOO (10.5%), AVDE (7.9%) and AVUS (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Freedom Financial Partners buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 47 added to, 21 trimmed and 5 sold out. New positions include BINC, ALRS and CVX. It sold all of MAIN, CCJ and HD.
When will Freedom Financial Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Freedom Financial Partners's portfolio worth?
The Q3 2026 filing reports $305M 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.