Byrne Financial Freedom, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Byrne Financial Freedom, LLC reported 98 stock positions worth $200.9 million. Its top holding was Amazon.com (AMZN) at 9.6% of the portfolio, followed by Alphabet Class C (GOOG, 8.0%) and Microsoft (MSFT, 4.9%). Compared with Q2 2025, it opened 10 new positions, sold out of 12, added to 28 and reduced 53. The biggest buy was Alphabet Class C (GOOG, shares +11%) and the biggest sale Franklin U.S. Mid Cap Multif (FLQM, shares −64%).

Most Recent 13F
Q2 2026
Location
FRANKLIN, MA
CIK
0002063947
Portfolio Value
$200.9M (Q3 2025)
SEC Filing
0001951757-25-001429 ↗ filed Nov 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 Q2 2025 Q3 2025: $200.9M $200.9M Q3 2025 Q4 2025: $217.9M Q4 2025 Q1 2026: $209.0M Q1 2026 Q2 2026: $256.1M Q2 2026

Holdings 98 stocks · $200.9M
AMZN Amazon.com Inc. 9.60% 87,808 $19.3M Reduce -1.2%
GOOG Alphabet Inc. Class C 7.96% 65,659 $16.0M Add +11.0%
MSFT Microsoft Corp. 4.92% 19,072 $9.9M Add +0.6%
ARKK ARK Innovation ETF 4.87% 113,463 $9.8M Reduce -29.6%
PLTR Palantir Technologies Inc. Class A 4.50% 49,548 $9.0M Reduce -18.9%
ARKF ARK Blockchain & Fintech Inn 3.82% 135,097 $7.7M Reduce -8.0%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 3.68% 649,230 $7.4M Reduce -5.2%
AAPL Apple Inc. 3.49% 27,571 $7.0M Reduce -23.7%
IUS Invesco Rafi Strategic US Et 3.47% 126,155 $7.0M Add +20.2%
WMT Walmart Inc. 3.17% 61,785 $6.4M Add +1.2%
RECS Columbia Resear Enh Cor ETF 2.96% 147,173 $5.9M Add +99.1%
COST Costco Wholesale Corp. 2.86% 6,198 $5.7M Add +27.6%
QQQM Invesco Nasdaq 100 ETF 2.62% 21,329 $5.3M Reduce -28.0%
FDIQ Inv BLB Fin Data PRV ETF-Usi 2.53% 83,819 $5.1M Add +31.7%
QQQ Invesco QQQ Trust Series 1 2.05% 6,853 $4.1M Reduce -13.8%
WCLD Wisdomtree Cloud Computing 1.94% 110,883 $3.9M Add +16.8%
FLQS Franklin U.S. Small Cap Mult 1.94% 88,683 $3.9M Reduce -49.0%
DIEM Franklin Emerging Market Cor 1.62% 101,119 $3.2M New
PAVE Global X US Infrastructure 1.57% 66,384 $3.2M Add +12.5%
PULS Pgim Ultra Short Bond ETF 1.55% 62,625 $3.1M Add +16.5%
SPYG SS SPDR P S&P 500 Growth ETF 1.47% 28,331 $3.0M Reduce -2.2%
AIQ Global X Art Intel & Tech 1.30% 52,830 $2.6M Add +221.7%
NVDA Nvidia Corp. 1.20% 12,953 $2.4M Reduce -10.5%
FLQM Franklin U.S. Mid Cap Multif 1.17% 41,532 $2.3M Reduce -64.2%
SPDW Ste STR SPDR PT DW Eu ETF 1.11% 52,259 $2.2M Add +450.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.99% 2,984 $2.0M Reduce -14.9%
XLP SS Consumer Staples Sel Sect 0.97% 24,915 $2.0M Add +17.9%
APH Amphenol Corp. Class A 0.96% 15,600 $1.9M Reduce -10.3%
PTH Invesco Dorsey Wright Health 0.76% 34,843 $1.5M Reduce -70.0%
XLK SS Technology Select Sector 0.75% 5,349 $1.5M Reduce -13.5%
AVGO Broadcom Inc. 0.73% 4,420 $1.5M Add +89.5%
FLHY Franklin High Yield Corporat 0.71% 57,833 $1.4M Add +117.7%
INTU Intuit Inc. 0.69% 2,018 $1.4M Reduce -0.1%
XAR SS SPDR S&P Aerospace Def 0.63% 5,377 $1.3M Reduce -12.4%
HD Home Depot Inc. 0.59% 2,937 $1.2M Add +0.0%
SMLF iShares US Smallcap Equity F 0.58% 15,804 $1.2M New
XLY SS Consumer Disc Select Sect 0.58% 4,824 $1.2M Reduce -47.1%
XLV SS Health Care Select Sector 0.56% 8,061 $1.1M Reduce -18.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.54% 3,871 $1.1M Reduce -3.2%
XLF SS Financial Select Sector 0.53% 19,679 $1.1M Reduce -4.7%
JPM JPMorgan Chase & Co. 0.52% 3,335 $1.1M Reduce -20.2%
IGV iShares Expanded Tech-Softwa 0.52% 9,106 $1.0M Add +44.6%
MOAT Vaneck Morningstar Wide Moat 0.50% 10,059 $997K Reduce -72.1%
AIRR First Trust Rba American Ind 0.41% 8,575 $829K New
PYPL PayPal Holdings Inc. 0.41% 12,189 $817K Reduce -5.3%
GE General Electric filed as GE AEROSPACE 0.38% 2,557 $769K Add +6.5%
ORCL Oracle Corp. 0.38% 2,695 $758K Reduce -31.7%
DELL Dell Technologies -C 0.36% 5,119 $726K Add +21.4%
TMO Thermo Fisher Scientific Inc. 0.34% 1,395 $677K Reduce -1.1%
JNJ Johnson & Johnson 0.31% 3,408 $632K Add +0.3%
UBER Uber Technologies Inc. 0.31% 6,257 $613K Add +43.4%
META Meta Platforms Inc. Class A 0.29% 795 $584K Reduce -3.0%
JPST JPMorgan Ultra-Short Income 0.26% 10,274 $521K Reduce -17.9%
XOM Exxon Mobil Corp. 0.25% 4,485 $506K Reduce -3.4%
ADBE Adobe Inc. 0.25% 1,402 $495K No change
FTNT Fortinet Inc. 0.24% 5,783 $486K Reduce -36.3%
LOW Lowe's Cos Inc. 0.23% 1,839 $462K No change
U Unity Software Inc. 0.22% 11,099 $444K Reduce -61.6%
WFC Wells Fargo & Co. 0.22% 5,160 $433K No change
QCOM Qualcomm Inc. 0.21% 2,497 $415K Reduce -63.1%
BA The Boeing Co. 0.20% 1,904 $411K Reduce -9.1%
GOOGL Alphabet Inc. Class A 0.20% 1,649 $401K Reduce -15.4%
DXJ Wisdomtree Japan Hedged Eq 0.20% 3,089 $396K Reduce -46.0%
RTX RTX Corp. 0.20% 2,360 $395K Reduce -6.4%
EPI Wisdomtree India Earnings 0.19% 8,823 $390K Reduce -32.2%
VFLO Victoryshares Free Cash Flow 0.19% 10,291 $386K Reduce -89.0%
XHB SS SPDR S&P Homebldrs ETF 0.19% 3,461 $384K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 7,108 $367K Add +0.1%
CSCO Cisco Systems Inc. 0.18% 5,284 $362K Reduce -15.5%
AMGN Amgen Inc. 0.18% 1,274 $359K New
VIG Vanguard Dividend Apprec ETF 0.18% 1,663 $359K Add +0.1%
XLI SS Industrial Select Sector 0.16% 2,136 $329K Reduce -8.3%
IJH iShares Core S&P Midcap ETF 0.16% 5,041 $329K Add +0.0%
XBI SS SPDR S&P Biotech ETF 0.16% 3,239 $325K Reduce -22.7%
EEM iShares MSCI Emerging Market 0.16% 6,006 $321K Reduce -85.7%
MUNI PIMCO Intermediate Municipal 0.15% 5,950 $311K No change
ABBV Abbvie Inc. 0.15% 1,337 $310K Reduce -32.7%
GEV GE Vernova Inc. 0.15% 487 $299K Reduce -9.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.15% 2,060 $298K Add +0.1%
SPYV SS SPDR P S&P 500 Value ETF 0.14% 5,100 $282K No change
ZROZ PIMCO 25+ YR Zero CPN US Tif 0.14% 4,085 $278K New
PANW Palo Alto Networks Inc. 0.13% 1,329 $271K Reduce -67.8%
SBUX Starbucks Corp. 0.13% 3,042 $257K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.13% 9,434 $254K New
TSLA Tesla Inc. 0.12% 559 $249K Reduce -51.3%
TMUS T-Mobile US Inc. 0.12% 1,016 $243K Reduce -2.7%
PEP Pepsico Inc. 0.12% 1,692 $238K Add +0.4%
CIBR First Trust Nasdaq Cybersecu 0.12% 3,077 $234K New
RWJ Invesco S&P Smallcap 600 0.11% 4,593 $222K Reduce -76.8%
SO The Southern Co. 0.11% 2,307 $219K Reduce -7.1%
IJR iShares Core S&P Small-Cap E 0.11% 1,782 $212K New
NMT Nuveen Ma QLTY Muni Inc. 0.10% 18,097 $211K Add +0.3%
SBND Columbia SHRT Dur BND ETF 0.10% 11,000 $209K New
NKE Nike Inc. Class B 0.10% 2,962 $207K Reduce -3.0%
GLD SPDR Gold Shares 0.10% 580 $206K Reduce -32.6%
VZ Verizon Communications Inc. 0.10% 4,573 $201K Reduce -4.3%
ABR Arbor Realty Trust Inc. 0.10% 15,683 $191K Add +0.9%
AUR Aurora Innovation Inc. 0.04% 14,000 $75K No change

Portfolio Sells Q2 2025 → Q3 2025
FLQM Franklin U.S. Mid Cap Multif Reduce -64.2% 1.17% −1.99
FLQS Franklin U.S. Small Cap Mult Reduce -49.0% 1.94% −1.63
PTH Invesco Dorsey Wright Health Reduce -70.0% 0.76% −1.50
VFLO Victoryshares Free Cash Flow Reduce -89.0% 0.19% −1.46
MOAT Vaneck Morningstar Wide Moat Reduce -72.1% 0.50% −1.20
EEM iShares MSCI Emerging Market Reduce -85.7% 0.16% −0.85
ARKK ARK Innovation ETF Reduce -29.6% 4.87% −0.79
QQQM Invesco Nasdaq 100 ETF Reduce -28.0% 2.62% −0.74
XLY SS Consumer Disc Select Sect Reduce -47.1% 0.58% −0.41
QCOM Qualcomm Inc. Reduce -63.1% 0.21% −0.33
RWJ Invesco S&P Smallcap 600 Reduce -76.8% 0.11% −0.32
PANW Palo Alto Networks Inc. Reduce -67.8% 0.13% −0.29
FTNT Fortinet Inc. Reduce -36.3% 0.24% −0.24
AAPL Apple Inc. Reduce -23.7% 3.49% −0.21
AXON Axon Enterprise Inc. Sold out 0.00% −0.21
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.20
LLY Eli Lilly & Co. Sold out 0.00% −0.18
LMT Lockheed Martin Corp. Sold out 0.00% −0.16
AMZN Amazon.com Inc. Reduce -1.2% 9.60% −0.15
QQQ Invesco QQQ Trust Series 1 Reduce -13.8% 2.05% −0.15
IHI iShares U.S. Medical Devices Sold out 0.00% −0.13
DXJ Wisdomtree Japan Hedged Eq Reduce -46.0% 0.20% −0.13
U Unity Software Inc. Reduce -61.6% 0.22% −0.13
CRM Salesforce Inc. Sold out 0.00% −0.12
EPI Wisdomtree India Earnings Reduce -32.2% 0.19% −0.11
INTU Intuit Inc. Reduce -0.1% 0.69% −0.11
BMRN Biomarin Pharmaceutical Inc. Sold out 0.00% −0.11
XLV SS Health Care Select Sector Reduce -18.1% 0.56% −0.11
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.10
TXN Texas Instruments Inc. Sold out 0.00% −0.10
PGR Progressive Corp. Sold out 0.00% −0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -14.9% 0.99% −0.09
JPM JPMorgan Chase & Co. Reduce -20.2% 0.52% −0.08
PYPL PayPal Holdings Inc. Reduce -5.3% 0.41% −0.07
PFD Flaherty & Crumrin Pre&inc F Sold out 0.00% −0.06
TSLA Tesla Inc. Reduce -51.3% 0.12% −0.06
JPST JPMorgan Ultra-Short Income Reduce -17.9% 0.26% −0.06
XNEAX Nuveen Amt-FR QLTY Muni Inc. Reduce -5.2% 3.68% −0.06
ORCL Oracle Corp. Reduce -31.7% 0.38% −0.05
PFO Flaherty & Crumrine P&I Opp Sold out 0.00% −0.05
IBM Intl Business Machines Corp. Reduce -3.2% 0.54% −0.05
CSCO Cisco Systems Inc. Reduce -15.5% 0.18% −0.04
XLK SS Technology Select Sector Reduce -13.5% 0.75% −0.03
ABBV Abbvie Inc. Reduce -32.7% 0.15% −0.03
GLD SPDR Gold Shares Reduce -32.6% 0.10% −0.03
XAR SS SPDR S&P Aerospace Def Reduce -12.4% 0.63% −0.02
BA The Boeing Co. Reduce -9.1% 0.20% −0.01
XLF SS Financial Select Sector Reduce -4.7% 0.53% −0.01
XBI SS SPDR S&P Biotech ETF Reduce -22.7% 0.16% −0.01
META Meta Platforms Inc. Class A Reduce -3.0% 0.29% −0.01

Portfolio Buys Q2 2025 → Q3 2025
GOOG Alphabet Inc. Class C Add +11.0% 7.96% +2.71
DIEM Franklin Emerging Market Cor New 1.62% +1.62
RECS Columbia Resear Enh Cor ETF Add +99.1% 2.96% +1.60
AIQ Global X Art Intel & Tech Add +221.7% 1.30% +0.94
SPDW Ste STR SPDR PT DW Eu ETF Add +450.7% 1.11% +0.92
IUS Invesco Rafi Strategic US Et Add +20.2% 3.47% +0.77
FDIQ Inv BLB Fin Data PRV ETF-Usi Add +31.7% 2.53% +0.69
SMLF iShares US Smallcap Equity F New 0.58% +0.58
COST Costco Wholesale Corp. Add +27.6% 2.86% +0.45
AIRR First Trust Rba American Ind New 0.41% +0.41
AVGO Broadcom Inc. Add +89.5% 0.73% +0.40
FLHY Franklin High Yield Corporat Add +117.7% 0.71% +0.38
PAVE Global X US Infrastructure Add +12.5% 1.57% +0.29
WCLD Wisdomtree Cloud Computing Add +16.8% 1.94% +0.23
PULS Pgim Ultra Short Bond ETF Add +16.5% 1.55% +0.22
MSFT Microsoft Corp. Add +0.6% 4.92% +0.20
WMT Walmart Inc. Add +1.2% 3.17% +0.19
AMGN Amgen Inc. New 0.18% +0.18
IGV iShares Expanded Tech-Softwa Add +44.6% 0.52% +0.18
ZROZ PIMCO 25+ YR Zero CPN US Tif New 0.14% +0.14
SBUX Starbucks Corp. New 0.13% +0.13
SPTL SS SPDR PF LNG TRM TSY E-Usd New 0.13% +0.13
CIBR First Trust Nasdaq Cybersecu New 0.12% +0.12
XLP SS Consumer Staples Sel Sect Add +17.9% 0.97% +0.12
IJR iShares Core S&P Small-Cap E New 0.11% +0.11
SBND Columbia SHRT Dur BND ETF New 0.10% +0.10
DELL Dell Technologies -C Add +21.4% 0.36% +0.10
UBER Uber Technologies Inc. Add +43.4% 0.31% +0.10
GE General Electric Add +6.5% 0.38% +0.07
JNJ Johnson & Johnson Add +0.3% 0.31% +0.05
HD Home Depot Inc. Add +0.0% 0.59% +0.05
TJX TJX Companies Inc. Add +0.1% 0.15% +0.02
BAC Bank of America Corp. Add +0.1% 0.18% +0.01
ABR Arbor Realty Trust Inc. Add +0.9% 0.10% +0.01
VIG Vanguard Dividend Apprec ETF Add +0.1% 0.18% +0.01
IJH iShares Core S&P Midcap ETF Add +0.0% 0.16% +0.01
PEP Pepsico Inc. Add +0.4% 0.12% +0.01
NMT Nuveen Ma QLTY Muni Inc. Add +0.3% 0.10% −0.00

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