§ 13F · FUND PROFILE
Freedom Investment Management, Inc..
AUM · $359M (13F)Positions · 156Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 1.12M | $47M | 13.0% | −5% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 487K | $40M | 11.1% | −5% |
| 3 | VTV | VANGUARD INDEX FDS | 147K | $32M | 8.9% | −2% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 858K | $32M | 8.9% | ±0% |
| 5 | EZM | WISDOMTREE TR | 284K | $22M | 6.0% | −3% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 478K | $19M | 5.4% | −7% |
| 7 | AVDS | AMERICAN CENTY ETF TR | 210K | $16M | 4.4% | +2% |
| 8 | IVLU | ISHARES TR | 311K | $13M | 3.6% | −5% |
| 9 | REET | ISHARES TR | 447K | $12M | 3.4% | −5% |
| 10 | AVSC | AMERICAN CENTY ETF TR | 144K | $11M | 2.9% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FREEDOM SIGNAL
AC read
Freedom Investment Management, Inc. is a Other fund managing $359 million in assets. The fund runs a portfolio of 156 positions.
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