§ 13F · FUND PROFILE
Financial Freedom, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201M (13F)Positions · 357Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 184K | $15M | 7.6% | +4% |
| 2 | QQQ | INVESCO QQQ TR | 24K | $14M | 7.0% | −2% |
| 3 | VGT | VANGUARD WORLD FD | 15K | $10M | 5.2% | ±0% |
| 4 | SMH | VANECK ETF TRUST | 19K | $7M | 3.6% | ±0% |
| 5 | XLE | SELECT SECTOR SPDR TR | 119K | $7M | 3.6% | −8% |
| 6 | VCR | VANGUARD WORLD FD | 18K | $7M | 3.3% | ±0% |
| 7 | IMTM | ISHARES TR | 130K | $6M | 3.1% | −1% |
| 8 | PG | PROCTER &GAMBLE CO | 39K | $6M | 2.8% | ±0% |
| 9 | XLV | SELECT SECTOR SPDR TR | 37K | $5M | 2.7% | −6% |
| 10 | VFH | VANGUARD WORLD FD | 40K | $5M | 2.4% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Freedom, LLC is a Other fund managing $201 million in assets. The fund runs a broad portfolio of 357 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed