Freedom Investment Management
Freedom Investment Management reported 106 stocks worth $359M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are Dimensional ETF Trust (13.1%), DFUS (11.1%) and DFIC (9.1%). Compared with Q1 2026, the fund opened new positions in SPHQ, BIL and UMMA, added to DFIC, AVDS and BOND, trimmed DFUS, VTV and EZM and sold out of FENY, PYLD and IGIB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $46.9M | 13.1% | 1.1M | −62K (−5%) | 8 of 8 | |
| 2 |  DFUS Dimensional US Equity Market ETF | $39.9M | 11.1% | 487K | −26K (−5%) | 8 of 8 | |
| 3 |  DFIC Dimensional Intern Core | $32.6M | 9.1% | 875K | +2,650 (+0%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $32.5M | 9.0% | 149K | −2,658 (−2%) | 8 of 8 | |
| 5 |  EZM Wisdomtree TR | $21.5M | 6.0% | 284K | −9,774 (−3%) | 8 of 8 | |
| 6 |  DFAE Dimensional Emerg Core | $19.2M | 5.3% | 478K | −37K (−7%) | 8 of 8 | |
| 7 |  AVDS American Centy ETF TR | $15.8M | 4.4% | 210K | +4,495 (+2%) | 8 of 8 | |
| 8 |  IVLU Ishares TR | $13M | 3.6% | 311K | −15K (−5%) | 8 of 8 | |
| 9 |  REET Ishares TR | $12.3M | 3.4% | 447K | −22K (−5%) | 2 of 8 | |
| 10 |  AVSC American Centy ETF TR | $10.6M | 2.9% | 144K | −17K (−11%) | 8 of 8 |
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| Stock | Value last quarter | Shares sold |
|---|---|---|
 FENY Fidelity Covington Trust | $450K | 13K |
 PYLD Pimco ETF TR | $410K | 16K |
 IGIB Ishares TR | $359K | 6,746 |
 IAGG Ishares TR | $358K | 7,149 |
 BBBI Bondbloxx ETF Trust | $304K | 5,909 |
🔒 Free account: see all 13.
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Freedom Investment Management 13F FAQ
What does Freedom Investment Management own?
Freedom Investment Management reported 106 stocks worth $359M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are Dimensional ETF Trust (13.1%), DFUS (11.1%) and DFIC (9.1%). The table above lists every position in the filing (the top 10 without an account).
What did Freedom Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 41 added to, 45 trimmed and 13 sold out. New positions include SPHQ, BIL and UMMA. It sold all of FENY, PYLD and IGIB.
When will Freedom Investment Management 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 Freedom Investment Management's portfolio worth?
The Q2 2026 filing reports $359M 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.