Byrne Financial Freedom, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Byrne Financial Freedom, LLC reported 100 stock positions worth $200.0 million. Its top holding was Amazon.com (AMZN) at 9.7% of the portfolio, followed by ARK Innovation ETF (ARKK, 5.7%) and Alphabet Class C (GOOG, 5.2%). Compared with Q1 2025, it opened 7 new positions, sold out of 4, added to 42 and reduced 33. The biggest buy was Palantir Technologies Class A (PLTR, shares +8%) and the biggest sale Wisdomtree Japan Hedged Eq (DXJ, shares −83%).

Most Recent 13F
Q2 2026
Location
FRANKLIN, MA
CIK
0002063947
Portfolio Value
$200.0M (Q2 2025)
SEC Filing
0001951757-25-001095 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $224.7M Q4 2024 Q1 2025: $176.0M Q1 2025 Q2 2025: $200.0M $200.0M Q2 2025 Q3 2025: $200.9M Q3 2025 Q4 2025: $217.9M Q4 2025 Q1 2026: $209.0M Q1 2026 Q2 2026: $256.1M Q2 2026

Holdings 100 stocks · $200.0M
AMZN Amazon.com Inc. 9.75% 88,875 $19.5M Add +1.2%
ARKK ARK Innovation ETF 5.66% 161,139 $11.3M Reduce -1.1%
GOOG Alphabet Inc. Class C 5.25% 59,173 $10.5M Add +3.9%
MSFT Microsoft Corp. 4.72% 18,964 $9.4M Add +1.1%
PLTR Palantir Technologies Inc. Class A 4.16% 61,101 $8.3M Add +8.1%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 3.74% 684,766 $7.5M Reduce -0.2%
AAPL Apple Inc. 3.70% 36,121 $7.4M Add +1.1%
ARKF ARK Blockchain & Fintech Inn 3.69% 146,819 $7.4M Add +1.9%
FLQS Franklin U.S. Small Cap Mult 3.57% 173,825 $7.1M Reduce -1.6%
QQQM Invesco Nasdaq 100 ETF 3.36% 29,623 $6.7M Add +4.1%
FLQM Franklin U.S. Mid Cap Multif 3.15% 116,100 $6.3M Reduce -1.6%
WMT Walmart Inc. 2.98% 61,030 $6.0M Add +2.4%
IUS Invesco Rafi Strategic US Et 2.70% 104,932 $5.4M Add +12.5%
COST Costco Wholesale Corp. 2.40% 4,858 $4.8M Add +4.3%
PTH Invesco Dorsey Wright Health 2.26% 116,339 $4.5M Reduce -2.3%
QQQ Invesco QQQ Trust Series 1 2.19% 7,954 $4.4M Add +5.8%
FDIQ Inv BLB Fin Data PRV ETF-Usi 1.84% 63,642 $3.7M Add +3.2%
WCLD Wisdomtree Cloud Computing 1.71% 94,900 $3.4M Add +1.4%
MOAT Vaneck Morningstar Wide Moat 1.69% 36,092 $3.4M Reduce -42.4%
VFLO Victoryshares Free Cash Flow 1.65% 93,488 $3.3M Reduce -9.9%
SPYG SS SPDR P S&P 500 Growth ETF 1.38% 28,974 $2.8M Add +1.1%
RECS Columbia Resear Enh Cor ETF 1.36% 73,933 $2.7M Add +328.8%
PULS Pgim Ultra Short Bond ETF 1.34% 53,758 $2.7M Add +1.9%
PAVE Global X US Infrastructure 1.29% 59,030 $2.6M Add +9.3%
NVDA Nvidia Corp. 1.14% 14,479 $2.3M Add +11.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.08% 3,507 $2.2M Reduce -5.2%
EEM iShares MSCI Emerging Market 1.01% 41,956 $2.0M New
XLY SS Consumer Disc Select Sect 0.99% 9,114 $2.0M Add +6.4%
APH Amphenol Corp. Class A 0.86% 17,400 $1.7M No change
XLP SS Consumer Staples Sel Sect 0.86% 21,140 $1.7M Add +28.8%
INTU Intuit Inc. 0.79% 2,019 $1.6M Reduce -0.1%
XLK SS Technology Select Sector 0.78% 6,186 $1.6M Reduce -1.2%
XLV SS Health Care Select Sector 0.66% 9,846 $1.3M Reduce -4.7%
XAR SS SPDR S&P Aerospace Def 0.65% 6,138 $1.3M Add +0.0%
JPM JPMorgan Chase & Co. 0.61% 4,177 $1.2M Reduce -2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.59% 3,998 $1.2M Reduce -10.3%
XLF SS Financial Select Sector 0.54% 20,657 $1.1M Reduce -2.0%
QCOM Qualcomm Inc. 0.54% 6,762 $1.1M Reduce -8.5%
HD Home Depot Inc. 0.54% 2,936 $1.1M Add +0.3%
FTNT Fortinet Inc. 0.48% 9,071 $959K No change
PYPL PayPal Holdings Inc. 0.48% 12,866 $956K Reduce -13.8%
ORCL Oracle Corp. 0.43% 3,948 $863K Reduce -11.2%
RWJ Invesco S&P Smallcap 600 0.43% 19,841 $859K Reduce -4.2%
PANW Palo Alto Networks Inc. 0.42% 4,129 $845K Add +6.2%
AIQ Global X Art Intel & Tech 0.36% 16,420 $717K New
U Unity Software Inc. 0.35% 28,920 $700K Reduce -15.3%
IGV iShares Expanded Tech-Softwa 0.34% 6,296 $689K Add +23.8%
DXJ Wisdomtree Japan Hedged Eq 0.33% 5,726 $654K Reduce -82.7%
FLHY Franklin High Yield Corporat 0.32% 26,570 $647K Reduce -1.9%
AVGO Broadcom Inc. 0.32% 2,333 $643K Add +13.2%
JPST JPMorgan Ultra-Short Income 0.32% 12,513 $634K Reduce -21.3%
GE General Electric filed as GE AEROSPACE 0.31% 2,400 $618K New
EPI Wisdomtree India Earnings 0.31% 13,011 $618K Reduce -4.2%
META Meta Platforms Inc. Class A 0.30% 820 $605K Add +5.8%
TMO Thermo Fisher Scientific Inc. 0.29% 1,411 $572K Reduce -28.2%
ADBE Adobe Inc. 0.27% 1,402 $542K No change
JNJ Johnson & Johnson 0.26% 3,399 $519K Add +0.3%
DELL Dell Technologies -C 0.26% 4,216 $517K Add +2.8%
XOM Exxon Mobil Corp. 0.25% 4,642 $500K No change
BA The Boeing Co. 0.22% 2,094 $439K Add +5.1%
CSCO Cisco Systems Inc. 0.22% 6,252 $434K Reduce -7.7%
AXON Axon Enterprise Inc. 0.21% 507 $420K Add +31.7%
WFC Wells Fargo & Co. 0.21% 5,160 $413K No change
LOW Lowe's Cos Inc. 0.20% 1,839 $408K No change
UBER Uber Technologies Inc. 0.20% 4,363 $407K Add +6.4%
TSM Taiwan Semiconductor-SP ADR 0.20% 1,762 $399K Add +1.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.19% 9,489 $384K Add +5.9%
ABBV Abbvie Inc. 0.18% 1,987 $369K Reduce -0.7%
RTX RTX Corp. 0.18% 2,521 $368K Add +11.7%
TSLA Tesla Inc. 0.18% 1,148 $365K Add +0.9%
LLY Eli Lilly & Co. 0.18% 454 $354K Add +0.2%
XBI SS SPDR S&P Biotech ETF 0.17% 4,192 $348K Reduce -8.2%
XLI SS Industrial Select Sector 0.17% 2,329 $344K No change
GOOGL Alphabet Inc. Class A 0.17% 1,949 $344K No change
XHB SS SPDR S&P Homebldrs ETF 0.17% 3,461 $341K No change
VIG Vanguard Dividend Apprec ETF 0.17% 1,662 $340K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 7,100 $336K Reduce -1.4%
LMT Lockheed Martin Corp. 0.16% 712 $330K No change
IJH iShares Core S&P Midcap ETF 0.16% 5,040 $313K Add +0.0%
MUNI PIMCO Intermediate Municipal 0.15% 5,950 $306K No change
GEV GE Vernova Inc. 0.14% 537 $284K New
IHI iShares U.S. Medical Devices 0.13% 4,291 $269K Reduce -10.6%
SPYV SS SPDR P S&P 500 Value ETF 0.13% 5,100 $267K No change
GLD SPDR Gold Shares 0.13% 861 $262K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 2,059 $254K Add +0.1%
TMUS T-Mobile US Inc. 0.12% 1,044 $249K Add +0.4%
CRM Salesforce Inc. 0.12% 849 $232K Reduce -0.8%
SO The Southern Co. 0.11% 2,484 $228K Reduce -7.9%
PEP Pepsico Inc. 0.11% 1,685 $222K Add +0.4%
NKE Nike Inc. Class B 0.11% 3,052 $217K New
NMT Nuveen Ma QLTY Muni Inc. 0.11% 18,039 $212K Reduce -1.9%
BMRN Biomarin Pharmaceutical Inc. 0.11% 3,852 $212K No change
VTI VG Morningstar TS MKT ETF-US 0.10% 687 $209K New
VZ Verizon Communications Inc. 0.10% 4,780 $207K Add +0.2%
TXN Texas Instruments Inc. 0.10% 996 $207K New
PGR Progressive Corp. 0.10% 760 $203K Reduce -5.6%
ABR Arbor Realty Trust Inc. 0.08% 15,548 $166K Add +8.0%
PFD Flaherty & Crumrin Pre&inc F 0.06% 10,600 $120K No change
PFO Flaherty & Crumrine P&I Opp 0.05% 10,200 $94K No change
AUR Aurora Innovation Inc. 0.04% 14,000 $73K No change

Portfolio Sells Q1 2025 → Q2 2025
DXJ Wisdomtree Japan Hedged Eq Reduce -82.7% 0.33% −1.74
MOAT Vaneck Morningstar Wide Moat Reduce -42.4% 1.69% −1.44
UNH Unitedhealth Group Inc. Sold out 0.00% −1.37
XNEAX Nuveen Amt-FR QLTY Muni Inc. Reduce -0.2% 3.74% −0.63
PTH Invesco Dorsey Wright Health Reduce -2.3% 2.26% −0.41
FLQM Franklin U.S. Mid Cap Multif Reduce -1.6% 3.15% −0.40
FLQS Franklin U.S. Small Cap Mult Reduce -1.6% 3.57% −0.38
VFLO Victoryshares Free Cash Flow Reduce -9.9% 1.65% −0.37
TMO Thermo Fisher Scientific Inc. Reduce -28.2% 0.29% −0.27
XLV SS Health Care Select Sector Reduce -4.7% 0.66% −0.19
ZROZ PIMCO 25+ YR Zero CPN US Tif Sold out 0.00% −0.14
JPST JPMorgan Ultra-Short Income Reduce -21.3% 0.32% −0.14
ADP Automatic Data Processing Sold out 0.00% −0.12
DIS The Walt Disney Co. Sold out 0.00% −0.11
QCOM Qualcomm Inc. Reduce -8.5% 0.54% −0.11
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.2% 1.08% −0.09
PYPL PayPal Holdings Inc. Reduce -13.8% 0.48% −0.08
XLF SS Financial Select Sector Reduce -2.0% 0.54% −0.06
ABBV Abbvie Inc. Reduce -0.7% 0.18% −0.05
RWJ Invesco S&P Smallcap 600 Reduce -4.2% 0.43% −0.05
FLHY Franklin High Yield Corporat Reduce -1.9% 0.32% −0.04
IBM Intl Business Machines Corp. Reduce -10.3% 0.59% −0.04
XBI SS SPDR S&P Biotech ETF Reduce -8.2% 0.17% −0.04
U Unity Software Inc. Reduce -15.3% 0.35% −0.03
IHI iShares U.S. Medical Devices Reduce -10.6% 0.13% −0.03
EPI Wisdomtree India Earnings Reduce -4.2% 0.31% −0.03
PGR Progressive Corp. Reduce -5.6% 0.10% −0.03
SO The Southern Co. Reduce -7.9% 0.11% −0.03
CSCO Cisco Systems Inc. Reduce -7.7% 0.22% −0.02
NMT Nuveen Ma QLTY Muni Inc. Reduce -1.9% 0.11% −0.02
CRM Salesforce Inc. Reduce -0.8% 0.12% −0.01
BAC Bank of America Corp. Reduce -1.4% 0.17% −0.00
JPM JPMorgan Chase & Co. Reduce -2.0% 0.61% +0.01
XLK SS Technology Select Sector Reduce -1.2% 0.78% +0.05
ORCL Oracle Corp. Reduce -11.2% 0.43% +0.08
INTU Intuit Inc. Reduce -0.1% 0.79% +0.09
ARKK ARK Innovation ETF Reduce -1.1% 5.66% +1.26

Portfolio Buys Q1 2025 → Q2 2025
PLTR Palantir Technologies Inc. Class A Add +8.1% 4.16% +1.45
RECS Columbia Resear Enh Cor ETF Add +328.8% 1.36% +1.03
EEM iShares MSCI Emerging Market New 1.01% +1.01
ARKF ARK Blockchain & Fintech Inn Add +1.9% 3.69% +0.96
MSFT Microsoft Corp. Add +1.1% 4.72% +0.72
AIQ Global X Art Intel & Tech New 0.36% +0.36
NVDA Nvidia Corp. Add +11.0% 1.14% +0.34
GE General Electric New 0.31% +0.31
AMZN Amazon.com Inc. Add +1.2% 9.75% +0.25
QQQM Invesco Nasdaq 100 ETF Add +4.1% 3.36% +0.24
QQQ Invesco QQQ Trust Series 1 Add +5.8% 2.19% +0.19
GOOG Alphabet Inc. Class C Add +3.9% 5.25% +0.19
GEV GE Vernova Inc. New 0.14% +0.14
PAVE Global X US Infrastructure Add +9.3% 1.29% +0.13
AVGO Broadcom Inc. Add +13.2% 0.32% +0.13
NKE Nike Inc. Class B New 0.11% +0.11
VTI VG Morningstar TS MKT ETF-US New 0.10% +0.10
TXN Texas Instruments Inc. New 0.10% +0.10
AXON Axon Enterprise Inc. Add +31.7% 0.21% +0.09
XLP SS Consumer Staples Sel Sect Add +28.8% 0.86% +0.09
IGV iShares Expanded Tech-Softwa Add +23.8% 0.34% +0.09
XAR SS SPDR S&P Aerospace Def Add +0.0% 0.65% +0.09
IUS Invesco Rafi Strategic US Et Add +12.5% 2.70% +0.09
SPYG SS SPDR P S&P 500 Growth ETF Add +1.1% 1.38% +0.07
META Meta Platforms Inc. Class A Add +5.8% 0.30% +0.05
DELL Dell Technologies -C Add +2.8% 0.26% +0.05
PANW Palo Alto Networks Inc. Add +6.2% 0.42% +0.05
TSM Taiwan Semiconductor-SP ADR Add +1.1% 0.20% +0.04
UBER Uber Technologies Inc. Add +6.4% 0.20% +0.03
XLY SS Consumer Disc Select Sect Add +6.4% 0.99% +0.03
BA The Boeing Co. Add +5.1% 0.22% +0.03
TSLA Tesla Inc. Add +0.9% 0.18% +0.01
RTX RTX Corp. Add +11.7% 0.18% +0.01
WMT Walmart Inc. Add +2.4% 2.98% +0.01
SPDW Ste STR SPDR PT DW Eu ETF Add +5.9% 0.19% +0.01
IJH iShares Core S&P Midcap ETF Add +0.0% 0.16% −0.01
WCLD Wisdomtree Cloud Computing Add +1.4% 1.71% −0.01
ABR Arbor Realty Trust Inc. Add +8.0% 0.08% −0.01
TJX TJX Companies Inc. Add +0.1% 0.13% −0.02
VZ Verizon Communications Inc. Add +0.2% 0.10% −0.02
PEP Pepsico Inc. Add +0.4% 0.11% −0.03
TMUS T-Mobile US Inc. Add +0.4% 0.12% −0.03
LLY Eli Lilly & Co. Add +0.2% 0.18% −0.04
JNJ Johnson & Johnson Add +0.3% 0.26% −0.06
HD Home Depot Inc. Add +0.3% 0.54% −0.07
COST Costco Wholesale Corp. Add +4.3% 2.40% −0.10
FDIQ Inv BLB Fin Data PRV ETF-Usi Add +3.2% 1.84% −0.13
PULS Pgim Ultra Short Bond ETF Add +1.9% 1.34% −0.15
AAPL Apple Inc. Add +1.1% 3.70% −0.80

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 119$256.1MMU, GOOG, AMZN, ARKK, RECS
Q1 2026 103$209.0MAMZN, GOOG, ARKK, MSFT, PLTR
Q4 2025 99$217.9MAMZN, GOOG, MSFT, PLTR, ARKK
Q3 2025 98$200.9MAMZN, GOOG, MSFT, ARKK, PLTR
Q2 2025 100$200.0MAMZN, ARKK, GOOG, MSFT, PLTR
Q1 2025 97$176.0MAMZN, GOOG, AAPL, ARKK, XNEAX
Q4 2024 99$224.7MAMZN, ZROZ, GOOG, ARKK, AAPL