Byrne Financial Freedom, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Byrne Financial Freedom, LLC reported 97 stock positions worth $176.0 million. Its top holding was Amazon.com (AMZN) at 9.5% of the portfolio, followed by Alphabet Class C (GOOG, 5.1%) and Apple (AAPL, 4.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 6, added to 45 and reduced 36. The biggest buy was Invesco Nasdaq 100 ETF (QQQM, shares +71%) and the biggest sale PIMCO 25+ YR Zero CPN US Tif (ZROZ, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, MA
- CIK
- 0002063947
- Portfolio Value
- $176.0M (Q1 2025)
- SEC Filing
- 0001951757-25-000474 ↗ filed Apr 29, 2025
Holdings Value
Holdings 97 stocks · $176.0M
| AMZN Amazon.com Inc. | 9.50% | 87,859 | $16.7M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 5.06% | 56,981 | $8.9M | Reduce -0.0% |
| AAPL Apple Inc. | 4.51% | 35,726 | $7.9M | Reduce -2.3% |
| ARKK ARK Innovation ETF | 4.40% | 162,860 | $7.7M | Reduce -0.9% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 4.37% | 686,074 | $7.7M | Add +6.5% |
| MSFT Microsoft Corp. | 4.00% | 18,748 | $7.0M | Reduce -0.9% |
| FLQS Franklin U.S. Small Cap Mult | 3.95% | 176,599 | $7.0M | Reduce -1.4% |
| FLQM Franklin U.S. Mid Cap Multif | 3.56% | 118,046 | $6.3M | Reduce -3.2% |
| MOAT Vaneck Morningstar Wide Moat | 3.13% | 62,652 | $5.5M | Add +2.8% |
| QQQM Invesco Nasdaq 100 ETF | 3.12% | 28,467 | $5.5M | Add +70.6% |
| WMT Walmart Inc. | 2.97% | 59,590 | $5.2M | Reduce -0.6% |
| ARKF ARK Blockchain & Fintech Inn | 2.72% | 144,062 | $4.8M | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 2.71% | 56,533 | $4.8M | Reduce -49.2% |
| PTH Invesco Dorsey Wright Health | 2.67% | 119,096 | $4.7M | Reduce -1.2% |
| IUS Invesco Rafi Strategic US Et | 2.62% | 93,287 | $4.6M | Reduce -15.2% |
| COST Costco Wholesale Corp. | 2.50% | 4,658 | $4.4M | Add +0.7% |
| DXJ Wisdomtree Japan Hedged Eq | 2.07% | 33,036 | $3.6M | Add +1.8% |
| VFLO Victoryshares Free Cash Flow | 2.02% | 103,729 | $3.6M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.00% | 7,517 | $3.5M | Add +2.5% |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | 1.97% | 61,661 | $3.5M | Reduce -2.9% |
| WCLD Wisdomtree Cloud Computing | 1.73% | 93,609 | $3.0M | Add +0.8% |
| PULS Pgim Ultra Short Bond ETF | 1.49% | 52,730 | $2.6M | Add +15.7% |
| UNH Unitedhealth Group Inc. | 1.37% | 4,612 | $2.4M | Reduce -0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.31% | 28,651 | $2.3M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 3,699 | $2.1M | Reduce -8.3% |
| PAVE Global X US Infrastructure | 1.16% | 54,014 | $2.0M | Add +42.1% |
| XLY SS Consumer Disc Select Sect | 0.96% | 8,568 | $1.7M | Add +2.6% |
| XLV SS Health Care Select Sector | 0.86% | 10,334 | $1.5M | Reduce -2.7% |
| NVDA Nvidia Corp. | 0.80% | 13,044 | $1.4M | Reduce -0.4% |
| XLP SS Consumer Staples Sel Sect | 0.76% | 16,410 | $1.3M | Add +9.8% |
| XLK SS Technology Select Sector | 0.73% | 6,259 | $1.3M | Reduce -6.9% |
| INTU Intuit Inc. | 0.71% | 2,022 | $1.2M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.65% | 17,400 | $1.1M | Add +6.1% |
| QCOM Qualcomm Inc. | 0.64% | 7,387 | $1.1M | Add +49.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.63% | 4,456 | $1.1M | Reduce -85.8% |
| HD Home Depot Inc. | 0.61% | 2,928 | $1.1M | Add +0.1% |
| XLF SS Financial Select Sector | 0.60% | 21,089 | $1.1M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.59% | 4,262 | $1.0M | Add +2.4% |
| XAR SS SPDR S&P Aerospace Def | 0.56% | 6,137 | $986K | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 1,966 | $978K | Reduce -5.8% |
| PYPL PayPal Holdings Inc. | 0.55% | 14,929 | $974K | Add +13.1% |
| FTNT Fortinet Inc. | 0.50% | 9,071 | $873K | Reduce -1.1% |
| RWJ Invesco S&P Smallcap 600 | 0.48% | 20,699 | $842K | Reduce -81.5% |
| JPST JPMorgan Ultra-Short Income | 0.46% | 15,895 | $805K | Add +0.9% |
| U Unity Software Inc. | 0.38% | 34,144 | $669K | Add +75.4% |
| PANW Palo Alto Networks Inc. | 0.38% | 3,888 | $663K | Add +5.4% |
| FLHY Franklin High Yield Corporat | 0.37% | 27,097 | $646K | Add +59.4% |
| ORCL Oracle Corp. | 0.35% | 4,448 | $622K | Add +12.7% |
| EPI Wisdomtree India Earnings | 0.34% | 13,576 | $593K | Add +5.0% |
| RECS Columbia Resear Enh Cor ETF | 0.33% | 17,244 | $573K | Add +177.5% |
| JNJ Johnson & Johnson | 0.32% | 3,389 | $562K | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.31% | 4,642 | $552K | Add +31.1% |
| ADBE Adobe Inc. | 0.31% | 1,402 | $538K | No change |
| IGV iShares Expanded Tech-Softwa | 0.26% | 5,087 | $453K | Add +22.0% |
| META Meta Platforms Inc. Class A | 0.25% | 775 | $447K | Reduce -11.4% |
| LOW Lowe's Cos Inc. | 0.24% | 1,839 | $429K | Add +0.3% |
| ABBV Abbvie Inc. | 0.24% | 2,000 | $419K | Add +5.3% |
| CSCO Cisco Systems Inc. | 0.24% | 6,770 | $418K | Add +10.4% |
| LLY Eli Lilly & Co. | 0.21% | 453 | $374K | No change |
| DELL Dell Technologies -C | 0.21% | 4,102 | $374K | Add +15.3% |
| WFC Wells Fargo & Co. | 0.21% | 5,160 | $370K | Reduce -0.0% |
| XBI SS SPDR S&P Biotech ETF | 0.21% | 4,567 | $370K | No change |
| AVGO Broadcom Inc. | 0.20% | 2,061 | $345K | Add +28.1% |
| BA The Boeing Co. | 0.19% | 1,993 | $340K | Add +3.0% |
| XHB SS SPDR S&P Homebldrs ETF | 0.19% | 3,461 | $335K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 8,963 | $326K | Reduce -89.0% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 1,662 | $322K | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.18% | 712 | $318K | No change |
| MUNI PIMCO Intermediate Municipal | 0.17% | 5,950 | $307K | No change |
| XLI SS Industrial Select Sector | 0.17% | 2,329 | $305K | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,949 | $301K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 7,201 | $301K | Add +0.3% |
| RTX RTX Corp. | 0.17% | 2,257 | $299K | Add +2.0% |
| UBER Uber Technologies Inc. | 0.17% | 4,100 | $299K | New |
| TSLA Tesla Inc. | 0.17% | 1,138 | $295K | Reduce -12.5% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 5,039 | $294K | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 1,742 | $289K | No change |
| IHI iShares U.S. Medical Devices | 0.16% | 4,797 | $289K | Reduce -11.9% |
| TMUS T-Mobile US Inc. | 0.16% | 1,040 | $277K | Add +0.3% |
| BMRN Biomarin Pharmaceutical Inc. | 0.15% | 3,852 | $272K | Add +4.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.15% | 5,100 | $260K | Reduce -3.8% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.14% | 3,523 | $252K | Reduce -97.8% |
| PEP Pepsico Inc. | 0.14% | 1,678 | $252K | Reduce -1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 2,058 | $251K | Add +0.1% |
| GLD SPDR Gold Shares | 0.14% | 861 | $248K | New |
| SO The Southern Co. | 0.14% | 2,696 | $248K | Reduce -7.1% |
| CRM Salesforce Inc. | 0.13% | 856 | $230K | No change |
| PGR Progressive Corp. | 0.13% | 805 | $228K | Reduce -10.0% |
| NMT Nuveen Ma QLTY Muni Inc. | 0.12% | 18,384 | $218K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.12% | 4,771 | $216K | New |
| ADP Automatic Data Processing | 0.12% | 708 | $216K | Add +0.3% |
| AXON Axon Enterprise Inc. | 0.12% | 385 | $202K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,029 | $200K | Reduce -4.3% |
| ABR Arbor Realty Trust Inc. | 0.10% | 14,391 | $169K | Add +2.1% |
| PFD Flaherty & Crumrin Pre&inc F | 0.07% | 10,600 | $119K | No change |
| AUR Aurora Innovation Inc. | 0.05% | 14,000 | $94K | New |
| PFO Flaherty & Crumrine P&I Opp | 0.05% | 10,200 | $94K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Reduce -97.8% | 0.14% | −4.69 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −3.21 |
| IBM Intl Business Machines Corp. | Reduce -85.8% | 0.63% | −2.44 |
| RWJ Invesco S&P Smallcap 600 | Reduce -81.5% | 0.48% | −1.80 |
| PINK Simplify Health Care ETF | Sold out | 0.00% | −1.36 |
| RDIV Invesco S&P Ultra Dividend | Sold out | 0.00% | −1.21 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -89.0% | 0.19% | −1.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -49.2% | 2.71% | −1.04 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.11 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.11 |
| DE Deere & Co. | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Reduce -12.5% | 0.17% | −0.07 |
| DIS The Walt Disney Co. | Reduce -4.3% | 0.11% | +0.01 |
| NVDA Nvidia Corp. | Reduce -0.4% | 0.80% | +0.02 |
| IHI iShares U.S. Medical Devices | Reduce -11.9% | 0.16% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -11.4% | 0.25% | +0.03 |
| PEP Pepsico Inc. | Reduce -1.8% | 0.14% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.8% | 0.15% | +0.03 |
| PGR Progressive Corp. | Reduce -10.0% | 0.13% | +0.03 |
| SO The Southern Co. | Reduce -7.1% | 0.14% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 0.18% | +0.04 |
| XLK SS Technology Select Sector | Reduce -6.9% | 0.73% | +0.04 |
| WFC Wells Fargo & Co. | Reduce -0.0% | 0.21% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.8% | 0.56% | +0.07 |
| JNJ Johnson & Johnson | Reduce -1.3% | 0.32% | +0.10 |
| XAR SS SPDR S&P Aerospace Def | Reduce -1.3% | 0.56% | +0.10 |
| FTNT Fortinet Inc. | Reduce -1.1% | 0.50% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.3% | 1.18% | +0.12 |
| IUS Invesco Rafi Strategic US Et | Reduce -15.2% | 2.62% | +0.18 |
| XLV SS Health Care Select Sector | Reduce -2.7% | 0.86% | +0.21 |
| GOOG Alphabet Inc. Class C | Reduce -0.0% | 5.06% | +0.23 |
| ARKK ARK Innovation ETF | Reduce -0.9% | 4.40% | +0.25 |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | Reduce -2.9% | 1.97% | +0.28 |
| UNH Unitedhealth Group Inc. | Reduce -0.2% | 1.37% | +0.33 |
| ARKF ARK Blockchain & Fintech Inn | Reduce -0.3% | 2.72% | +0.34 |
| AAPL Apple Inc. | Reduce -2.3% | 4.51% | +0.44 |
| MSFT Microsoft Corp. | Reduce -0.9% | 4.00% | +0.45 |
| PTH Invesco Dorsey Wright Health | Reduce -1.2% | 2.67% | +0.52 |
| WMT Walmart Inc. | Reduce -0.6% | 2.97% | +0.56 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -3.2% | 3.56% | +0.61 |
| FLQS Franklin U.S. Small Cap Mult | Reduce -1.4% | 3.95% | +0.63 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 9.50% | +0.82 |
Portfolio Buys Q4 2024 → Q1 2025
| QQQM Invesco Nasdaq 100 ETF | Add +70.6% | 3.12% | +1.56 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +6.5% | 4.37% | +1.13 |
| MOAT Vaneck Morningstar Wide Moat | Add +2.8% | 3.13% | +0.62 |
| COST Costco Wholesale Corp. | Add +0.7% | 2.50% | +0.62 |
| PULS Pgim Ultra Short Bond ETF | Add +15.7% | 1.49% | +0.48 |
| DXJ Wisdomtree Japan Hedged Eq | Add +1.8% | 2.07% | +0.48 |
| PAVE Global X US Infrastructure | Add +42.1% | 1.16% | +0.47 |
| VFLO Victoryshares Free Cash Flow | Add +0.5% | 2.02% | +0.45 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.5% | 2.00% | +0.33 |
| QCOM Qualcomm Inc. | Add +49.1% | 0.64% | +0.31 |
| XLP SS Consumer Staples Sel Sect | Add +9.8% | 0.76% | +0.24 |
| RECS Columbia Resear Enh Cor ETF | Add +177.5% | 0.33% | +0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 1.31% | +0.19 |
| FLHY Franklin High Yield Corporat | Add +59.4% | 0.37% | +0.19 |
| U Unity Software Inc. | Add +75.4% | 0.38% | +0.19 |
| WCLD Wisdomtree Cloud Computing | Add +0.8% | 1.73% | +0.18 |
| UBER Uber Technologies Inc. | New | 0.17% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 0.59% | +0.15 |
| XLF SS Financial Select Sector | Add +1.0% | 0.60% | +0.15 |
| XOM Exxon Mobil Corp. | Add +31.1% | 0.31% | +0.14 |
| APH Amphenol Corp. Class A | Add +6.1% | 0.65% | +0.14 |
| GLD SPDR Gold Shares | New | 0.14% | +0.14 |
| INTU Intuit Inc. | Add +0.1% | 0.71% | +0.14 |
| XLY SS Consumer Disc Select Sect | Add +2.6% | 0.96% | +0.13 |
| VZ Verizon Communications Inc. | New | 0.12% | +0.12 |
| JPST JPMorgan Ultra-Short Income | Add +0.9% | 0.46% | +0.10 |
| HD Home Depot Inc. | Add +0.1% | 0.61% | +0.10 |
| ABBV Abbvie Inc. | Add +5.3% | 0.24% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +5.4% | 0.38% | +0.08 |
| EPI Wisdomtree India Earnings | Add +5.0% | 0.34% | +0.08 |
| CSCO Cisco Systems Inc. | Add +10.4% | 0.24% | +0.08 |
| IGV iShares Expanded Tech-Softwa | Add +22.0% | 0.26% | +0.07 |
| ORCL Oracle Corp. | Add +12.7% | 0.35% | +0.06 |
| RTX RTX Corp. | Add +2.0% | 0.17% | +0.06 |
| TMUS T-Mobile US Inc. | Add +0.3% | 0.16% | +0.06 |
| AUR Aurora Innovation Inc. | New | 0.05% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +13.1% | 0.55% | +0.05 |
| BMRN Biomarin Pharmaceutical Inc. | Add +4.4% | 0.15% | +0.05 |
| XLI SS Industrial Select Sector | Add +5.0% | 0.17% | +0.04 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.24% | +0.04 |
| BA The Boeing Co. | Add +3.0% | 0.19% | +0.04 |
| TJX TJX Companies Inc. | Add +0.1% | 0.14% | +0.03 |
| ADP Automatic Data Processing | Add +0.3% | 0.12% | +0.03 |
| BAC Bank of America Corp. | Add +0.3% | 0.17% | +0.03 |
| AVGO Broadcom Inc. | Add +28.1% | 0.20% | +0.03 |
| DELL Dell Technologies -C | Add +15.3% | 0.21% | +0.03 |
| NMT Nuveen Ma QLTY Muni Inc. | Add +0.2% | 0.12% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.17% | +0.03 |
| ABR Arbor Realty Trust Inc. | Add +2.1% | 0.10% | +0.01 |
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 |