Byrne Financial Freedom, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Byrne Financial Freedom, LLC reported 99 stock positions worth $217.9 million. Its top holding was Amazon.com (AMZN) at 9.3% of the portfolio, followed by Alphabet Class C (GOOG, 9.1%) and Microsoft (MSFT, 4.2%). Compared with Q3 2025, it opened 10 new positions, sold out of 9, added to 42 and reduced 37. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Costco Wholesale (COST, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, MA
- CIK
- 0002063947
- Portfolio Value
- $217.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000352 ↗ filed Feb 4, 2026
Holdings Value
Holdings 99 stocks · $217.9M
| AMZN Amazon.com Inc. | 9.32% | 87,954 | $20.3M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 9.08% | 63,092 | $19.8M | Reduce -3.9% |
| MSFT Microsoft Corp. | 4.18% | 18,825 | $9.1M | Reduce -1.3% |
| PLTR Palantir Technologies Inc. Class A | 4.15% | 50,907 | $9.0M | Add +2.7% |
| ARKK ARK Innovation ETF | 4.14% | 117,241 | $9.0M | Add +3.3% |
| RECS Columbia Resear Enh Cor ETF | 3.74% | 199,365 | $8.1M | Add +35.5% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 3.46% | 648,817 | $7.5M | Reduce -0.1% |
| AAPL Apple Inc. | 3.43% | 27,499 | $7.5M | Reduce -0.3% |
| IUS Invesco Rafi Strategic US Et | 3.29% | 125,314 | $7.2M | Reduce -0.7% |
| WMT Walmart Inc. | 3.18% | 62,281 | $6.9M | Add +0.8% |
| ARKF ARK Blockchain & Fintech Inn | 2.79% | 127,736 | $6.1M | Reduce -5.5% |
| MU Micron Technology Inc. | 2.76% | 21,063 | $6.0M | New |
| QQQM Invesco Nasdaq 100 ETF | 2.47% | 21,315 | $5.4M | Reduce -0.1% |
| PULS Pgim Ultra Short Bond ETF | 2.38% | 104,725 | $5.2M | Add +67.2% |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | 2.34% | 82,540 | $5.1M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.93% | 6,845 | $4.2M | Reduce -0.1% |
| WCLD Wisdomtree Cloud Computing | 1.91% | 118,958 | $4.2M | Add +7.3% |
| FLQS Franklin U.S. Small Cap Mult | 1.73% | 87,224 | $3.8M | Reduce -1.6% |
| DIEM Franklin Emerging Market Cor | 1.57% | 101,986 | $3.4M | Add +0.9% |
| AIQ Global X Art Intel & Tech | 1.56% | 66,964 | $3.4M | Add +26.8% |
| PAVE Global X US Infrastructure | 1.52% | 69,286 | $3.3M | Add +4.4% |
| JSI JH Securitized Income ETF | 1.39% | 58,244 | $3.0M | New |
| NVDA Nvidia Corp. | 1.31% | 15,273 | $2.8M | Add +17.9% |
| JAAA Janus Henderson Aaa Clo ETF | 1.20% | 51,785 | $2.6M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.19% | 24,393 | $2.6M | Reduce -13.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.05% | 51,595 | $2.3M | Reduce -1.3% |
| FLQM Franklin U.S. Mid Cap Multif | 1.01% | 39,040 | $2.2M | Reduce -6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 2,987 | $2.0M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.92% | 14,887 | $2.0M | Reduce -4.6% |
| PTH Invesco Dorsey Wright Health | 0.81% | 35,635 | $1.8M | Add +2.3% |
| AVGO Broadcom Inc. | 0.79% | 4,961 | $1.7M | Add +12.2% |
| JPST JPMorgan Ultra-Short Income | 0.75% | 32,363 | $1.6M | Add +215.0% |
| CAH Cardinal Health Inc. | 0.72% | 7,661 | $1.6M | New |
| XLK SS Technology Select Sector | 0.71% | 10,680 | $1.5M | Reduce -0.2% |
| PYLD PIMCO Multisector Bond Actv | 0.69% | 56,234 | $1.5M | New |
| INTU Intuit Inc. | 0.61% | 2,018 | $1.3M | No change |
| XAR SS SPDR S&P Aerospace Def | 0.60% | 5,377 | $1.3M | No change |
| XLV SS Health Care Select Sector | 0.55% | 7,765 | $1.2M | Reduce -3.7% |
| SMLF iShares US Smallcap Equity F | 0.53% | 15,351 | $1.1M | Reduce -2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 3,875 | $1.1M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.53% | 3,555 | $1.1M | Add +6.6% |
| XLY SS Consumer Disc Select Sect | 0.52% | 9,534 | $1.1M | Reduce -1.2% |
| XLF SS Financial Select Sector | 0.48% | 19,048 | $1.0M | Reduce -3.2% |
| HD Home Depot Inc. | 0.47% | 2,957 | $1.0M | Add +0.7% |
| ORCL Oracle Corp. | 0.44% | 4,943 | $963K | Add +83.4% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 1,505 | $872K | Add +7.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.40% | 8,327 | $862K | Reduce -17.2% |
| AIRR First Trust Rba American Ind | 0.38% | 8,347 | $821K | Reduce -2.7% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 2,564 | $790K | Add +0.3% |
| JNJ Johnson & Johnson | 0.34% | 3,549 | $735K | Add +4.1% |
| QCOM Qualcomm Inc. | 0.31% | 4,012 | $686K | Add +60.7% |
| DELL Dell Technologies -C | 0.28% | 4,828 | $608K | Reduce -5.7% |
| ADBE Adobe Inc. | 0.27% | 1,707 | $597K | Add +21.8% |
| XOM Exxon Mobil Corp. | 0.26% | 4,712 | $567K | Add +5.1% |
| META Meta Platforms Inc. Class A | 0.24% | 801 | $529K | Add +0.8% |
| FTNT Fortinet Inc. | 0.24% | 6,483 | $515K | Add +12.1% |
| GOOGL Alphabet Inc. Class A | 0.23% | 1,599 | $501K | Reduce -3.0% |
| AMGN Amgen Inc. | 0.23% | 1,519 | $497K | Add +19.2% |
| CAT Caterpillar Inc. | 0.23% | 865 | $496K | New |
| XLP SS Consumer Staples Sel Sect | 0.22% | 6,247 | $485K | Reduce -74.9% |
| WFC Wells Fargo & Co. | 0.22% | 5,160 | $481K | No change |
| CSCO Cisco Systems Inc. | 0.22% | 6,220 | $479K | Add +17.7% |
| U Unity Software Inc. | 0.22% | 10,788 | $477K | Reduce -2.8% |
| XBI SS SPDR S&P Biotech ETF | 0.21% | 3,701 | $451K | Add +14.3% |
| UBER Uber Technologies Inc. | 0.21% | 5,519 | $451K | Reduce -11.8% |
| LOW Lowe's Cos Inc. | 0.20% | 1,839 | $443K | No change |
| FTXL First Trust Nasdaq Semicondu | 0.20% | 3,300 | $427K | New |
| DXJ Wisdomtree Japan Hedged Eq | 0.19% | 2,917 | $420K | Reduce -5.6% |
| RTX RTX Corp. | 0.19% | 2,229 | $409K | Reduce -5.5% |
| VFLO Victoryshares Free Cash Flow | 0.18% | 10,165 | $400K | Reduce -1.2% |
| BA The Boeing Co. | 0.18% | 1,844 | $400K | Reduce -3.1% |
| EPI Wisdomtree India Earnings | 0.18% | 8,505 | $394K | Reduce -3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 7,011 | $386K | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 4,200 | $376K | New |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,665 | $366K | Add +0.1% |
| XHB SS SPDR S&P Homebldrs ETF | 0.16% | 3,461 | $356K | No change |
| EEM iShares MSCI Emerging Market | 0.16% | 6,248 | $342K | Add +4.0% |
| GEV GE Vernova Inc. | 0.15% | 512 | $335K | Add +5.1% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 5,042 | $333K | Add +0.0% |
| XLI SS Industrial Select Sector | 0.15% | 2,137 | $331K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.15% | 379 | $327K | Reduce -93.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 2,061 | $317K | Add +0.1% |
| MUNI PIMCO Intermediate Municipal | 0.14% | 5,950 | $312K | No change |
| ABBV Abbvie Inc. | 0.14% | 1,352 | $309K | Add +1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.13% | 5,100 | $290K | No change |
| PWR Quanta Services Inc. | 0.13% | 681 | $287K | New |
| SBUX Starbucks Corp. | 0.13% | 3,304 | $278K | Add +8.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.12% | 10,226 | $271K | Add +8.4% |
| TSLA Tesla Inc. | 0.12% | 559 | $251K | No change |
| GLD SPDR Gold Shares | 0.11% | 619 | $245K | Add +6.7% |
| PANW Palo Alto Networks Inc. | 0.11% | 1,329 | $245K | No change |
| PEP Pepsico Inc. | 0.11% | 1,692 | $243K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 3,387 | $242K | Add +10.1% |
| TLT iShares 20+ Year Treasury BD | 0.11% | 2,700 | $235K | New |
| RWJ Invesco S&P Smallcap 600 | 0.10% | 4,561 | $222K | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 0.09% | 3,538 | $207K | Reduce -71.0% |
| TMUS T-Mobile US Inc. | 0.09% | 1,007 | $204K | Reduce -0.9% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.09% | 3,178 | $204K | Reduce -22.2% |
| NKE Nike Inc. Class B | 0.09% | 3,164 | $202K | Add +6.8% |
Portfolio Sells Q3 2025 → Q4 2025
| COST Costco Wholesale Corp. | Reduce -93.9% | 0.15% | −2.71 |
| ARKF ARK Blockchain & Fintech Inn | Reduce -5.5% | 2.79% | −1.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -74.9% | 0.22% | −0.75 |
| MSFT Microsoft Corp. | Reduce -1.3% | 4.18% | −0.74 |
| FLHY Franklin High Yield Corporat | Sold out | 0.00% | −0.71 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.52 |
| PYPL PayPal Holdings Inc. | Reduce -71.0% | 0.09% | −0.31 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -13.9% | 1.19% | −0.28 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -0.1% | 3.46% | −0.22 |
| FLQS Franklin U.S. Small Cap Mult | Reduce -1.6% | 1.73% | −0.21 |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | Reduce -1.5% | 2.34% | −0.19 |
| IUS Invesco Rafi Strategic US Et | Reduce -0.7% | 3.29% | −0.18 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -6.0% | 1.01% | −0.16 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.1% | 2.47% | −0.15 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 1.93% | −0.12 |
| SO The Southern Co. | Sold out | 0.00% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.11 |
| NMT Nuveen Ma QLTY Muni Inc. | Sold out | 0.00% | −0.10 |
| SBND Columbia SHRT Dur BND ETF | Sold out | 0.00% | −0.10 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -17.2% | 0.40% | −0.10 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.10 |
| UBER Uber Technologies Inc. | Reduce -11.8% | 0.21% | −0.10 |
| ABR Arbor Realty Trust Inc. | Sold out | 0.00% | −0.10 |
| DELL Dell Technologies -C | Reduce -5.7% | 0.28% | −0.08 |
| AAPL Apple Inc. | Reduce -0.3% | 3.43% | −0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.3% | 1.05% | −0.06 |
| SMLF iShares US Smallcap Equity F | Reduce -2.9% | 0.53% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -1.2% | 0.52% | −0.05 |
| XLF SS Financial Select Sector | Reduce -3.2% | 0.48% | −0.05 |
| XLK SS Technology Select Sector | Reduce -0.2% | 0.71% | −0.04 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Reduce -22.2% | 0.09% | −0.04 |
| APH Amphenol Corp. Class A | Reduce -4.6% | 0.92% | −0.04 |
| AUR Aurora Innovation Inc. | Sold out | 0.00% | −0.04 |
| AIRR First Trust Rba American Ind | Reduce -2.7% | 0.38% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -0.9% | 0.09% | −0.03 |
| BA The Boeing Co. | Reduce -3.1% | 0.18% | −0.02 |
| EPI Wisdomtree India Earnings | Reduce -3.6% | 0.18% | −0.01 |
| RTX RTX Corp. | Reduce -5.5% | 0.19% | −0.01 |
| RWJ Invesco S&P Smallcap 600 | Reduce -0.7% | 0.10% | −0.01 |
| VFLO Victoryshares Free Cash Flow | Reduce -1.2% | 0.18% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -3.7% | 0.55% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.18% | −0.01 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -5.6% | 0.19% | −0.00 |
| U Unity Software Inc. | Reduce -2.8% | 0.22% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 0.23% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 9.08% | +1.13 |
Portfolio Buys Q3 2025 → Q4 2025
| MU Micron Technology Inc. | New | 2.76% | +2.76 |
| JSI JH Securitized Income ETF | New | 1.39% | +1.39 |
| JAAA Janus Henderson Aaa Clo ETF | New | 1.20% | +1.20 |
| PULS Pgim Ultra Short Bond ETF | Add +67.2% | 2.38% | +0.83 |
| RECS Columbia Resear Enh Cor ETF | Add +35.5% | 3.74% | +0.78 |
| CAH Cardinal Health Inc. | New | 0.72% | +0.72 |
| PYLD PIMCO Multisector Bond Actv | New | 0.69% | +0.69 |
| JPST JPMorgan Ultra-Short Income | Add +215.0% | 0.75% | +0.49 |
| AIQ Global X Art Intel & Tech | Add +26.8% | 1.56% | +0.26 |
| CAT Caterpillar Inc. | New | 0.23% | +0.23 |
| FTXL First Trust Nasdaq Semicondu | New | 0.20% | +0.20 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.17% | +0.17 |
| PWR Quanta Services Inc. | New | 0.13% | +0.13 |
| QCOM Qualcomm Inc. | Add +60.7% | 0.31% | +0.11 |
| TLT iShares 20+ Year Treasury BD | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | Add +17.9% | 1.31% | +0.10 |
| ORCL Oracle Corp. | Add +83.4% | 0.44% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +7.9% | 0.40% | +0.06 |
| AVGO Broadcom Inc. | Add +12.2% | 0.79% | +0.06 |
| AMGN Amgen Inc. | Add +19.2% | 0.23% | +0.05 |
| PTH Invesco Dorsey Wright Health | Add +2.3% | 0.81% | +0.05 |
| XBI SS SPDR S&P Biotech ETF | Add +14.3% | 0.21% | +0.05 |
| CSCO Cisco Systems Inc. | Add +17.7% | 0.22% | +0.04 |
| ADBE Adobe Inc. | Add +21.8% | 0.27% | +0.03 |
| JNJ Johnson & Johnson | Add +4.1% | 0.34% | +0.02 |
| WMT Walmart Inc. | Add +0.8% | 3.18% | +0.01 |
| GLD SPDR Gold Shares | Add +6.7% | 0.11% | +0.01 |
| XOM Exxon Mobil Corp. | Add +5.1% | 0.26% | +0.01 |
| GEV GE Vernova Inc. | Add +5.1% | 0.15% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +6.6% | 0.53% | +0.00 |
| SBUX Starbucks Corp. | Add +8.6% | 0.13% | −0.00 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +8.4% | 0.12% | −0.00 |
| EEM iShares MSCI Emerging Market | Add +4.0% | 0.16% | −0.00 |
| TJX TJX Companies Inc. | Add +0.1% | 0.15% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Add +10.1% | 0.11% | −0.01 |
| FTNT Fortinet Inc. | Add +12.1% | 0.24% | −0.01 |
| NKE Nike Inc. Class B | Add +6.8% | 0.09% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.17% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.15% | −0.01 |
| XLI SS Industrial Select Sector | Add +0.1% | 0.15% | −0.01 |
| ABBV Abbvie Inc. | Add +1.1% | 0.14% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.53% | −0.02 |
| GE General Electric | Add +0.3% | 0.36% | −0.02 |
| WCLD Wisdomtree Cloud Computing | Add +7.3% | 1.91% | −0.03 |
| DIEM Franklin Emerging Market Cor | Add +0.9% | 1.57% | −0.04 |
| META Meta Platforms Inc. Class A | Add +0.8% | 0.24% | −0.05 |
| PAVE Global X US Infrastructure | Add +4.4% | 1.52% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.93% | −0.05 |
| HD Home Depot Inc. | Add +0.7% | 0.47% | −0.13 |
| AMZN Amazon.com Inc. | Add +0.2% | 9.32% | −0.28 |
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 |