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Funds / Byrne Financial Freedom, LLC
Institutional Fund

Byrne Financial Freedom, LLC

Franklin, MACIK 20639476 filings on record

Portfolio Value
$208.96M
Q1 2026
Holdings
103
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-4.1%
from $217.93M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Amazon Com Inc8.9%
  • Alphabet Inc8.4%
  • Ark ETF Tr3.8%
  • Microsoft Corp3.7%
  • Palantir Technologies Inc3.6%
  • Walmart Inc3.6%
  • Other68.0%

Portfolio Holdings

103 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Amazon Com Inc89.6K$18.65M8.9%+1.6KAdded
2Alphabet Inc61.4K$17.60M8.4%1.7KReduced
3Ark ETF Tr116.4K$7.87M3.8%864Reduced
4Microsoft Corp20.9K$7.72M3.7%+2.0KAdded
5Palantir Technologies Inc51.4K$7.52M3.6%+519Added
6Walmart Inc60.2K$7.48M3.6%2.1KReduced
7Columbia ETF Tr I190.5K$7.43M3.6%8.9KReduced
8Micron Technology Inc21.9K$7.41M3.5%+874Added
9Invesco Exch Trd Slf Idx Fd127.8K$7.40M3.5%+2.5KAdded
10Nuveen Amt Free Qlty Mun Inc642.1K$7.21M3.5%6.8KReduced

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