Byrne Financial Freedom, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Byrne Financial Freedom, LLC reported 119 stock positions worth $256.1 million. Its top holding was Micron Technology (MU) at 9.9% of the portfolio, followed by Alphabet Class C (GOOG, 8.3%) and Amazon.com (AMZN, 8.3%). Compared with Q1 2026, it opened 21 new positions, sold out of 5, added to 39 and reduced 57. The biggest buy was a new position in MFS BR Intl Equity ETF (BRIE) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, MA
- CIK
- 0002063947
- Portfolio Value
- $256.1M (Q2 2026)
- SEC Filing
- 0001951757-26-001087 ↗ filed Jul 30, 2026
Holdings Value
Holdings 119 stocks · $256.1M
| MU Micron Technology Inc. | 9.86% | 21,870 | $25.2M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 8.33% | 60,363 | $21.3M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 8.27% | 88,888 | $21.2M | Reduce -0.8% |
| ARKK ARK Innovation ETF | 3.83% | 121,220 | $9.8M | Add +4.2% |
| RECS Columbia Resear Enh Cor ETF | 3.25% | 192,408 | $8.3M | Add +1.0% |
| MSFT Microsoft Corp. | 3.21% | 22,012 | $8.2M | Add +5.5% |
| IUS Invesco Rafi Strategic US Et | 3.20% | 124,932 | $8.2M | Reduce -2.3% |
| AAPL Apple Inc. | 2.92% | 25,810 | $7.5M | Reduce -0.4% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 2.88% | 628,111 | $7.4M | Reduce -2.2% |
| WMT Walmart Inc. | 2.64% | 59,758 | $6.8M | Reduce -0.7% |
| BRIE MFS BR Intl Equity ETF filed as MFS ACTIVE EXCHANGE TRADED F | 2.54% | 214,740 | $6.5M | New |
| PLTR Palantir Technologies Inc. Class A | 2.45% | 53,791 | $6.3M | Add +4.6% |
| QQQM Invesco Nasdaq 100 ETF | 2.43% | 20,581 | $6.2M | Reduce -1.0% |
| ARKF ARK Blockchain & Fintech Inn | 2.41% | 156,510 | $6.2M | Add +10.9% |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | 2.04% | 81,841 | $5.2M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.97% | 6,855 | $5.0M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 1.95% | 8,886 | $5.0M | Add +39.8% |
| AIQ Global X Art Intel & Tech | 1.74% | 67,921 | $4.5M | Reduce -0.4% |
| SIVR Abrdn Physical Silver Shares | 1.67% | 76,276 | $4.3M | Add +5.7% |
| PULS Pgim Ultra Short Bond ETF | 1.64% | 85,016 | $4.2M | Add +11.4% |
| PAVE Global X US Infrastructure | 1.35% | 58,780 | $3.5M | Reduce -0.8% |
| NVDA Nvidia Corp. | 1.25% | 16,005 | $3.2M | Add +0.8% |
| JSI JH Securitized Income ETF | 1.25% | 62,332 | $3.2M | Reduce -8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 3,136 | $2.3M | Add +7.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.89% | 19,262 | $2.3M | Add +0.5% |
| SMLF iShares US Smallcap Equity F | 0.89% | 25,588 | $2.3M | Add +106.9% |
| FLQS Franklin U.S. Small Cap Mult | 0.85% | 44,877 | $2.2M | Reduce -37.3% |
| CAH Cardinal Health Inc. | 0.82% | 8,866 | $2.1M | Add +3.4% |
| APH Amphenol Corp. Class A | 0.82% | 11,935 | $2.1M | Reduce -16.8% |
| PTH Invesco Dorsey Wright Health | 0.77% | 32,917 | $2.0M | Reduce -2.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.77% | 38,880 | $2.0M | Reduce -27.6% |
| XLK SS Technology Select Sector | 0.76% | 10,272 | $2.0M | Reduce -3.0% |
| AVGO Broadcom Inc. | 0.64% | 4,356 | $1.6M | Add +10.3% |
| PYLD PIMCO Multisector Bond Actv | 0.59% | 56,623 | $1.5M | Add +2.6% |
| XAR SS SPDR S&P Aerospace Def | 0.58% | 5,277 | $1.5M | Reduce -1.9% |
| FLQM Franklin U.S. Mid Cap Multif | 0.55% | 24,455 | $1.4M | Reduce -34.8% |
| DELL Dell Technologies -C | 0.53% | 3,119 | $1.3M | Reduce -46.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 4,622 | $1.3M | Add +3.2% |
| SOXX iShares Semiconductor ETF | 0.47% | 1,896 | $1.2M | New |
| FTNT Fortinet Inc. | 0.45% | 7,537 | $1.2M | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.43% | 1,031 | $1.1M | Add +18.5% |
| DIEM Franklin Emerging Market Cor | 0.43% | 25,205 | $1.1M | Reduce -76.1% |
| GEV GE Vernova Inc. | 0.42% | 908 | $1.1M | Add +77.3% |
| XLY SS Consumer Disc Select Sect | 0.40% | 8,842 | $1.0M | Reduce -0.6% |
| XLF SS Financial Select Sector | 0.40% | 19,252 | $1.0M | Add +1.1% |
| AIRR First Trust Rba American Ind | 0.39% | 7,586 | $1.0M | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 0.39% | 3,080 | $1.0M | Reduce -1.6% |
| XLV SS Health Care Select Sector | 0.39% | 6,353 | $1.0M | Reduce -16.9% |
| FTXL First Trust Nasdaq Semicondu | 0.37% | 3,315 | $945K | Add +0.5% |
| QCOM Qualcomm Inc. | 0.37% | 5,111 | $944K | Add +4.6% |
| SNDA Sonida Senior Living Inc. | 0.36% | 22,491 | $918K | Reduce -17.9% |
| JNJ Johnson & Johnson | 0.34% | 3,428 | $871K | Reduce -9.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.32% | 9,143 | $822K | Add +101.2% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 2,168 | $810K | Add +6.4% |
| ORCL Oracle Corp. | 0.31% | 5,361 | $786K | Add +42.4% |
| VIS Vanguard Industrials ETF | 0.28% | 1,999 | $721K | New |
| MOAT Vaneck Morningstar Wide Moat | 0.28% | 6,879 | $715K | Reduce -5.0% |
| HD Home Depot Inc. | 0.26% | 1,908 | $673K | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.24% | 4,563 | $624K | Reduce -1.6% |
| JPST JPMorgan Ultra-Short Income | 0.24% | 12,297 | $622K | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 0.24% | 811 | $608K | Add +28.9% |
| CSCO Cisco Systems Inc. | 0.22% | 4,854 | $570K | Reduce -21.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 6,358 | $559K | New |
| XBI SS SPDR S&P Biotech ETF | 0.22% | 3,526 | $558K | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,519 | $543K | Reduce -5.5% |
| AMGN Amgen Inc. | 0.21% | 1,454 | $527K | Add +4.8% |
| XLP SS Consumer Staples Sel Sect | 0.19% | 5,804 | $482K | Reduce -3.6% |
| VFLO Victoryshares Free Cash Flow | 0.18% | 9,865 | $451K | Reduce -1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 8,891 | $448K | Reduce -88.0% |
| DXJ Wisdomtree Japan Hedged Eq | 0.17% | 2,574 | $447K | Reduce -7.8% |
| FTSM First Trust Enh Short Mat FD | 0.17% | 7,191 | $430K | Reduce -10.2% |
| PANW Palo Alto Networks Inc. | 0.17% | 1,257 | $429K | Reduce -5.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 4,411 | $426K | Reduce -17.2% |
| BA The Boeing Co. | 0.17% | 1,964 | $425K | Add +6.5% |
| PWR Quanta Services Inc. | 0.17% | 590 | $425K | Reduce -13.4% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,794 | $424K | Add +7.7% |
| EEM iShares MSCI Emerging Market | 0.16% | 5,948 | $407K | Reduce -5.0% |
| XLI SS Industrial Select Sector | 0.16% | 2,189 | $406K | Add +5.7% |
| LOW Lowe's Cos Inc. | 0.16% | 1,837 | $405K | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.16% | 4,898 | $405K | Reduce -0.9% |
| XHB SS SPDR S&P Homebldrs ETF | 0.16% | 3,461 | $400K | No change |
| SAP Sap SE-Sponsored ADR | 0.15% | 2,565 | $395K | Add +80.8% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 5,043 | $389K | No change |
| BAC Bank of America Corp. | 0.15% | 6,771 | $386K | Reduce -1.9% |
| UBER Uber Technologies Inc. | 0.15% | 5,244 | $378K | Reduce -0.8% |
| TLT iShares 20+ Year Treasury BD | 0.15% | 4,309 | $372K | Add +10.7% |
| IHI iShares U.S. Medical Devices | 0.14% | 7,456 | $368K | New |
| RBIL US Treasury Ultra Short Tips | 0.14% | 7,200 | $359K | New |
| U Unity Software Inc. | 0.14% | 12,288 | $351K | Add +13.9% |
| ABBV Abbvie Inc. | 0.13% | 1,327 | $334K | Add +1.5% |
| ITA iShares U.S. Aerospace & Def | 0.13% | 1,371 | $332K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.13% | 5,362 | $326K | Add +5.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 3,783 | $326K | New |
| IMCB iShares Morningstar Mid-Cap | 0.13% | 3,349 | $323K | New |
| AMD Advanced Micro Devices | 0.13% | 553 | $321K | New |
| CIEN Ciena Corp. | 0.13% | 654 | $321K | Add +24.6% |
| MUNI PIMCO Intermediate Municipal | 0.12% | 6,070 | $319K | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 2,063 | $312K | Add +0.1% |
| RTX RTX Corp. | 0.12% | 1,636 | $310K | Reduce -27.6% |
| SBUX Starbucks Corp. | 0.12% | 3,015 | $308K | Reduce -7.4% |
Portfolio Sells Q1 2026 → Q2 2026
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -88.0% | 0.17% | −1.45 |
| DIEM Franklin Emerging Market Cor | Reduce -76.1% | 0.43% | −1.36 |
| WMT Walmart Inc. | Reduce -0.7% | 2.64% | −0.94 |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | Reduce -1.0% | 2.04% | −0.66 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 8.27% | −0.66 |
| FLQS Franklin U.S. Small Cap Mult | Reduce -37.3% | 0.85% | −0.61 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -2.2% | 2.88% | −0.57 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -27.6% | 0.77% | −0.53 |
| JSI JH Securitized Income ETF | Reduce -8.6% | 1.25% | −0.44 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -34.8% | 0.55% | −0.43 |
| IUS Invesco Rafi Strategic US Et | Reduce -2.3% | 3.20% | −0.34 |
| AAPL Apple Inc. | Reduce -0.4% | 2.92% | −0.23 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.17 |
| XLV SS Health Care Select Sector | Reduce -16.9% | 0.39% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -1.6% | 0.24% | −0.13 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.11 |
| JNJ Johnson & Johnson | Reduce -9.7% | 0.34% | −0.10 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 8.33% | −0.10 |
| PAVE Global X US Infrastructure | Reduce -0.8% | 1.35% | −0.09 |
| RTX RTX Corp. | Reduce -27.6% | 0.12% | −0.09 |
| XAR SS SPDR S&P Aerospace Def | Reduce -1.9% | 0.58% | −0.07 |
| SNDA Sonida Senior Living Inc. | Reduce -17.9% | 0.36% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -17.2% | 0.17% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.7% | 0.24% | −0.06 |
| FTSM First Trust Enh Short Mat FD | Reduce -10.2% | 0.17% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -0.6% | 0.40% | −0.06 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -5.0% | 0.28% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.16% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -3.6% | 0.19% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 0.39% | −0.05 |
| APH Amphenol Corp. Class A | Reduce -16.8% | 0.82% | −0.05 |
| SGOL Abrdn Physical Gold Shares | Reduce -2.4% | 0.10% | −0.04 |
| HD Home Depot Inc. | Reduce -1.6% | 0.26% | −0.04 |
| PEP Pepsico Inc. | Reduce -1.0% | 0.09% | −0.04 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -7.8% | 0.17% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -0.8% | 0.15% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -0.9% | 0.16% | −0.03 |
| PTH Invesco Dorsey Wright Health | Reduce -2.3% | 0.77% | −0.02 |
| AIRR First Trust Rba American Ind | Reduce -3.2% | 0.39% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -17.8% | 0.08% | −0.02 |
| SBUX Starbucks Corp. | Reduce -7.4% | 0.12% | −0.02 |
| VFLO Victoryshares Free Cash Flow | Reduce -1.9% | 0.18% | −0.01 |
| PWR Quanta Services Inc. | Reduce -13.4% | 0.17% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -5.0% | 0.16% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.9% | 0.15% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -5.4% | 0.11% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -5.5% | 0.21% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| BRIE MFS BR Intl Equity ETF | New | 2.54% | +2.54 |
| SOXX iShares Semiconductor ETF | New | 0.47% | +0.47 |
| SMLF iShares US Smallcap Equity F | Add +106.9% | 0.89% | +0.44 |
| VIS Vanguard Industrials ETF | New | 0.28% | +0.28 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.22% | +0.22 |
| META Meta Platforms Inc. Class A | Add +39.8% | 1.95% | +0.21 |
| GEV GE Vernova Inc. | Add +77.3% | 0.42% | +0.20 |
| CIBR First Trust Nasdaq Cybersecu | Add +101.2% | 0.32% | +0.18 |
| IHI iShares U.S. Medical Devices | New | 0.14% | +0.14 |
| RBIL US Treasury Ultra Short Tips | New | 0.14% | +0.14 |
| FTXL First Trust Nasdaq Semicondu | Add +0.5% | 0.37% | +0.14 |
| CAT Caterpillar Inc. | Add +18.5% | 0.43% | +0.13 |
| ITA iShares U.S. Aerospace & Def | New | 0.13% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.13% | +0.13 |
| IMCB iShares Morningstar Mid-Cap | New | 0.13% | +0.13 |
| AMD Advanced Micro Devices | New | 0.13% | +0.13 |
| INTU Intuit Inc. | New | 0.11% | +0.11 |
| LRCX Lam Research Corp. | New | 0.11% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.10% | +0.10 |
| VOX Vanguard Communication Servi | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| TER Teradyne Inc. | New | 0.09% | +0.09 |
| MRCY Mercury Systems Inc. | New | 0.08% | +0.08 |
| XCEM Columbia Em Core Ex-China | New | 0.08% | +0.08 |
| STX Seagate Technology Holdings | New | 0.08% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | New | 0.08% | +0.08 |
| QCOM Qualcomm Inc. | Add +4.6% | 0.37% | +0.07 |
| ARKK ARK Innovation ETF | Add +4.2% | 3.83% | +0.06 |
| AVGO Broadcom Inc. | Add +10.3% | 0.64% | +0.06 |
| ORCL Oracle Corp. | Add +42.4% | 0.31% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +28.9% | 0.24% | +0.04 |
| GE General Electric | Add +6.4% | 0.32% | +0.04 |
| SAP Sap SE-Sponsored ADR | Add +80.8% | 0.15% | +0.04 |
| CIEN Ciena Corp. | Add +24.6% | 0.13% | +0.03 |
| U Unity Software Inc. | Add +13.9% | 0.14% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.0% | 0.91% | +0.00 |
| XLI SS Industrial Select Sector | Add +5.7% | 0.16% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.5% | 0.89% | −0.00 |
| ABBV Abbvie Inc. | Add +1.5% | 0.13% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +7.7% | 0.17% | −0.01 |
| BA The Boeing Co. | Add +6.5% | 0.17% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +5.1% | 0.13% | −0.01 |
| IBM Intl Business Machines Corp. | Add +3.2% | 0.51% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Add +10.7% | 0.15% | −0.02 |
| SPLB SS SPDR P Long Term C ETF | Add +0.5% | 0.09% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Add +2.0% | 0.12% | −0.02 |
| GLD SPDR Gold Shares | Add +14.2% | 0.10% | −0.03 |
| AMGN Amgen Inc. | Add +4.8% | 0.21% | −0.03 |
| TJX TJX Companies Inc. | Add +0.1% | 0.12% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 119 | $256.1M | MU, GOOG, AMZN, ARKK, RECS |
| Q1 2026 | 103 | $209.0M | AMZN, GOOG, ARKK, MSFT, PLTR |
| Q4 2025 | 99 | $217.9M | AMZN, GOOG, MSFT, PLTR, ARKK |
| Q3 2025 | 98 | $200.9M | AMZN, GOOG, MSFT, ARKK, PLTR |
| Q2 2025 | 100 | $200.0M | AMZN, ARKK, GOOG, MSFT, PLTR |
| Q1 2025 | 97 | $176.0M | AMZN, GOOG, AAPL, ARKK, XNEAX |
| Q4 2024 | 99 | $224.7M | AMZN, ZROZ, GOOG, ARKK, AAPL |