Institutional Fund
Freedom Financial Partners LLC
Oakdale, MNCIK 20545985 filings on record
Portfolio Value
$280.76M
Q1 2026
Holdings
88
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.1%
from $274.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds9.5%
- American Centy ETF Tr7.8%
- American Centy ETF Tr6.9%
- Capital Group International5.4%
- Apple Inc5.1%
- Vanguard Index Fds5.0%
- Other60.3%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 44.4K | $26.56M | 9.5% | +1.4K | Added |
| 2 | American Centy ETF Tr | 259.4K | $22.01M | 7.8% | +6.2K | Added |
| 3 | American Centy ETF Tr | 174.1K | $19.36M | 6.9% | −8.6K | Reduced |
| 4 | Capital Group International | 447.8K | $15.15M | 5.4% | +75.2K | Added |
| 5 | Apple Inc | 56.3K | $14.28M | 5.1% | −777 | Reduced |
| 6 | Vanguard Index Fds | 49.0K | $14.08M | 5.0% | +2.0K | Added |
| 7 | Ssga Active ETF Tr | 338.2K | $12.23M | 4.4% | +9.5K | Added |
| 8 | American Centy ETF Tr | 132.6K | $10.68M | 3.8% | +3.6K | Added |
| 9 | Vanguard Intl Equity Index F | 185.2K | $10.01M | 3.6% | +6.0K | Added |
| 10 | Capital Group Dividend Value | 232.8K | $9.90M | 3.5% | +44.7K | Added |
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