Byrne Financial Freedom, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Byrne Financial Freedom, LLC reported 103 stock positions worth $209.0 million. Its top holding was Amazon.com (AMZN) at 8.9% of the portfolio, followed by Alphabet Class C (GOOG, 8.4%) and ARK Innovation ETF (ARKK, 3.8%). Compared with Q4 2025, it opened 12 new positions, sold out of 8, added to 34 and reduced 45. The biggest buy was a new position in Abrdn Physical Silver Shares (SIVR) and the biggest sale an exit from Wisdomtree Cloud Computing (WCLD).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, MA
- CIK
- 0002063947
- Portfolio Value
- $209.0M (Q1 2026)
- SEC Filing
- 0001951757-26-000742 ↗ filed Apr 27, 2026
Holdings Value
Holdings 103 stocks · $209.0M
| AMZN Amazon.com Inc. | 8.93% | 89,565 | $18.7M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 8.42% | 61,360 | $17.6M | Reduce -2.8% |
| ARKK ARK Innovation ETF | 3.76% | 116,377 | $7.9M | Reduce -0.7% |
| MSFT Microsoft Corp. | 3.70% | 20,864 | $7.7M | Add +10.8% |
| PLTR Palantir Technologies Inc. Class A | 3.60% | 51,426 | $7.5M | Add +1.0% |
| WMT Walmart Inc. | 3.58% | 60,178 | $7.5M | Reduce -3.4% |
| RECS Columbia Resear Enh Cor ETF | 3.55% | 190,512 | $7.4M | Reduce -4.4% |
| MU Micron Technology Inc. | 3.55% | 21,937 | $7.4M | Add +4.2% |
| IUS Invesco Rafi Strategic US Et | 3.54% | 127,824 | $7.4M | Add +2.0% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 3.45% | 642,062 | $7.2M | Reduce -1.0% |
| AAPL Apple Inc. | 3.15% | 25,922 | $6.6M | Reduce -5.7% |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | 2.71% | 82,634 | $5.7M | Add +0.1% |
| ARKF ARK Blockchain & Fintech Inn | 2.57% | 141,102 | $5.4M | Add +10.5% |
| SIVR Abrdn Physical Silver Shares | 2.47% | 72,184 | $5.2M | New |
| QQQM Invesco Nasdaq 100 ETF | 2.36% | 20,780 | $4.9M | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.92% | 6,938 | $4.0M | Add +1.4% |
| PULS Pgim Ultra Short Bond ETF | 1.81% | 76,286 | $3.8M | Reduce -27.2% |
| DIEM Franklin Emerging Market Cor | 1.79% | 105,554 | $3.7M | Add +3.5% |
| META Meta Platforms Inc. Class A | 1.74% | 6,358 | $3.6M | Add +693.8% |
| JSI JH Securitized Income ETF | 1.68% | 68,210 | $3.5M | Add +17.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.62% | 74,339 | $3.4M | Add +44.1% |
| AIQ Global X Art Intel & Tech | 1.52% | 68,209 | $3.2M | Add +1.9% |
| FLQS Franklin U.S. Small Cap Mult | 1.46% | 71,530 | $3.1M | Reduce -18.0% |
| PAVE Global X US Infrastructure | 1.44% | 59,279 | $3.0M | Reduce -14.4% |
| NVDA Nvidia Corp. | 1.33% | 15,882 | $2.8M | Add +4.0% |
| JAAA Janus Henderson Aaa Clo ETF | 1.29% | 53,666 | $2.7M | Add +3.6% |
| FLQM Franklin U.S. Mid Cap Multif | 0.99% | 37,487 | $2.1M | Reduce -4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 2,932 | $1.9M | Reduce -1.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.90% | 19,175 | $1.9M | Reduce -21.4% |
| APH Amphenol Corp. Class A | 0.87% | 14,345 | $1.8M | Reduce -3.6% |
| CAH Cardinal Health Inc. | 0.87% | 8,571 | $1.8M | Add +11.9% |
| PTH Invesco Dorsey Wright Health | 0.79% | 33,675 | $1.7M | Reduce -5.5% |
| PYLD PIMCO Multisector Bond Actv | 0.69% | 55,160 | $1.4M | Reduce -1.9% |
| XLK SS Technology Select Sector | 0.67% | 10,594 | $1.4M | Reduce -0.8% |
| XAR SS SPDR S&P Aerospace Def | 0.65% | 5,377 | $1.4M | No change |
| AVGO Broadcom Inc. | 0.59% | 3,951 | $1.2M | Reduce -20.4% |
| XLV SS Health Care Select Sector | 0.54% | 7,644 | $1.1M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 4,477 | $1.1M | Add +15.5% |
| XLY SS Consumer Disc Select Sect | 0.46% | 8,892 | $969K | Reduce -6.7% |
| DELL Dell Technologies -C | 0.46% | 5,794 | $951K | Add +20.0% |
| XLF SS Financial Select Sector | 0.45% | 19,052 | $941K | Add +0.0% |
| SMLF iShares US Smallcap Equity F | 0.45% | 12,367 | $934K | Reduce -19.4% |
| JNJ Johnson & Johnson | 0.44% | 3,794 | $927K | Add +6.9% |
| JPM JPMorgan Chase & Co. | 0.44% | 3,131 | $921K | Reduce -11.9% |
| SNDA Sonida Senior Living Inc. | 0.42% | 27,385 | $883K | New |
| AIRR First Trust Rba American Ind | 0.42% | 7,836 | $868K | Reduce -6.1% |
| XOM Exxon Mobil Corp. | 0.38% | 4,639 | $787K | Reduce -1.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.34% | 7,244 | $701K | Reduce -13.0% |
| JPST JPMorgan Ultra-Short Income | 0.31% | 12,644 | $640K | Reduce -60.9% |
| HD Home Depot Inc. | 0.30% | 1,938 | $637K | Reduce -34.5% |
| FTNT Fortinet Inc. | 0.30% | 7,767 | $635K | Add +19.8% |
| QCOM Qualcomm Inc. | 0.30% | 4,887 | $629K | Add +21.8% |
| CAT Caterpillar Inc. | 0.29% | 870 | $616K | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 2,038 | $578K | Reduce -20.5% |
| ORCL Oracle Corp. | 0.27% | 3,764 | $554K | Reduce -23.9% |
| XLP SS Consumer Staples Sel Sect | 0.24% | 6,024 | $494K | Reduce -3.6% |
| AMGN Amgen Inc. | 0.23% | 1,387 | $488K | Reduce -8.7% |
| FTXL First Trust Nasdaq Semicondu | 0.23% | 3,300 | $487K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 5,326 | $482K | Add +26.8% |
| FTSM First Trust Enh Short Mat FD | 0.23% | 8,010 | $479K | New |
| CSCO Cisco Systems Inc. | 0.23% | 6,153 | $477K | Reduce -1.1% |
| XBI SS SPDR S&P Biotech ETF | 0.22% | 3,627 | $463K | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,608 | $462K | Add +0.6% |
| GEV GE Vernova Inc. | 0.21% | 512 | $447K | No change |
| DXJ Wisdomtree Japan Hedged Eq | 0.21% | 2,793 | $443K | Reduce -4.3% |
| RTX RTX Corp. | 0.21% | 2,259 | $436K | Add +1.4% |
| LOW Lowe's Cos Inc. | 0.21% | 1,839 | $435K | No change |
| IVV iShares Core S&P 500 ETF | 0.20% | 629 | $411K | New |
| VFLO Victoryshares Free Cash Flow | 0.19% | 10,054 | $397K | Reduce -1.1% |
| WFC Wells Fargo & Co. | 0.19% | 4,942 | $393K | Reduce -4.2% |
| UBER Uber Technologies Inc. | 0.18% | 5,287 | $380K | Reduce -4.2% |
| PWR Quanta Services Inc. | 0.18% | 681 | $374K | No change |
| BA The Boeing Co. | 0.18% | 1,844 | $367K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,666 | $358K | Add +0.1% |
| EEM iShares MSCI Emerging Market | 0.17% | 6,258 | $355K | Add +0.2% |
| ADBE Adobe Inc. | 0.17% | 1,428 | $347K | Reduce -16.3% |
| XHB SS SPDR S&P Homebldrs ETF | 0.16% | 3,461 | $342K | No change |
| IJH iShares Core S&P Midcap ETF | 0.16% | 5,043 | $341K | Add +0.0% |
| TLT iShares 20+ Year Treasury BD | 0.16% | 3,892 | $337K | Add +44.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 6,903 | $337K | Reduce -1.5% |
| XLI SS Industrial Select Sector | 0.16% | 2,072 | $335K | Reduce -3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 2,062 | $329K | Add +0.1% |
| MUNI PIMCO Intermediate Municipal | 0.15% | 5,950 | $311K | No change |
| SGOL Abrdn Physical Gold Shares | 0.14% | 6,605 | $295K | New |
| SBUX Starbucks Corp. | 0.14% | 3,255 | $292K | Reduce -1.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 5,100 | $289K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.14% | 4,545 | $285K | Add +34.2% |
| ABBV Abbvie Inc. | 0.14% | 1,307 | $284K | Reduce -3.3% |
| PEP Pepsico Inc. | 0.13% | 1,730 | $269K | Add +2.3% |
| GLD SPDR Gold Shares | 0.13% | 619 | $266K | No change |
| IEMG iShares Core MSCI Emerging | 0.12% | 3,703 | $258K | New |
| COST Costco Wholesale Corp. | 0.12% | 249 | $248K | Reduce -34.3% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 497 | $244K | Reduce -67.0% |
| SAP Sap SE-Sponsored ADR | 0.12% | 1,419 | $243K | New |
| SPLB SS SPDR P Long Term C ETF | 0.11% | 10,736 | $239K | New |
| U Unity Software Inc. | 0.11% | 10,788 | $237K | No change |
| VZ Verizon Communications Inc. | 0.11% | 4,598 | $231K | New |
| RWJ Invesco S&P Smallcap 600 | 0.11% | 4,384 | $221K | Reduce -3.9% |
| PANW Palo Alto Networks Inc. | 0.10% | 1,329 | $213K | No change |
| TMUS T-Mobile US Inc. | 0.10% | 1,010 | $212K | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 1,650 | $205K | New |
| CIEN Ciena Corp. | 0.10% | 525 | $204K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 600 | $203K | New |
Portfolio Sells Q4 2025 → Q1 2026
| WCLD Wisdomtree Cloud Computing | Sold out | 0.00% | −1.91 |
| GOOG Alphabet Inc. Class C | Reduce -2.8% | 8.42% | −0.66 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.61 |
| PULS Pgim Ultra Short Bond ETF | Reduce -27.2% | 1.81% | −0.58 |
| JPST JPMorgan Ultra-Short Income | Reduce -60.9% | 0.31% | −0.45 |
| ARKK ARK Innovation ETF | Reduce -0.7% | 3.76% | −0.37 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -21.4% | 0.90% | −0.30 |
| TMO Thermo Fisher Scientific Inc. | Reduce -67.0% | 0.12% | −0.28 |
| AAPL Apple Inc. | Reduce -5.7% | 3.15% | −0.28 |
| FLQS Franklin U.S. Small Cap Mult | Reduce -18.0% | 1.46% | −0.27 |
| AVGO Broadcom Inc. | Reduce -20.4% | 0.59% | −0.20 |
| RECS Columbia Resear Enh Cor ETF | Reduce -4.4% | 3.55% | −0.18 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.18 |
| ORCL Oracle Corp. | Reduce -23.9% | 0.27% | −0.18 |
| HD Home Depot Inc. | Reduce -34.5% | 0.30% | −0.16 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.12 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.12 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -2.5% | 2.36% | −0.11 |
| ADBE Adobe Inc. | Reduce -16.3% | 0.17% | −0.11 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.09 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Sold out | 0.00% | −0.09 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.09 |
| GE General Electric | Reduce -20.5% | 0.28% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -11.9% | 0.44% | −0.08 |
| SMLF iShares US Smallcap Equity F | Reduce -19.4% | 0.45% | −0.08 |
| PAVE Global X US Infrastructure | Reduce -14.4% | 1.44% | −0.08 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -13.0% | 0.34% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -6.7% | 0.46% | −0.06 |
| APH Amphenol Corp. Class A | Reduce -3.6% | 0.87% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -4.2% | 0.19% | −0.03 |
| XLK SS Technology Select Sector | Reduce -0.8% | 0.67% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -34.3% | 0.12% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -4.2% | 0.18% | −0.02 |
| PTH Invesco Dorsey Wright Health | Reduce -5.5% | 0.79% | −0.02 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -4.0% | 0.99% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.8% | 0.91% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.5% | 0.16% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -1.6% | 0.54% | −0.02 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -1.0% | 3.45% | −0.01 |
| ABBV Abbvie Inc. | Reduce -3.3% | 0.14% | −0.01 |
| PYLD PIMCO Multisector Bond Actv | Reduce -1.9% | 0.69% | +0.00 |
| RWJ Invesco S&P Smallcap 600 | Reduce -3.9% | 0.11% | +0.00 |
| AMGN Amgen Inc. | Reduce -8.7% | 0.23% | +0.01 |
| VFLO Victoryshares Free Cash Flow | Reduce -1.1% | 0.19% | +0.01 |
| XLI SS Industrial Select Sector | Reduce -3.0% | 0.16% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.1% | 0.23% | +0.01 |
| SBUX Starbucks Corp. | Reduce -1.5% | 0.14% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -3.6% | 0.24% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -2.0% | 0.22% | +0.01 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -4.3% | 0.21% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SIVR Abrdn Physical Silver Shares | New | 2.47% | +2.47 |
| META Meta Platforms Inc. Class A | Add +693.8% | 1.74% | +1.50 |
| MU Micron Technology Inc. | Add +4.2% | 3.55% | +0.79 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +44.1% | 1.62% | +0.57 |
| SNDA Sonida Senior Living Inc. | New | 0.42% | +0.42 |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | Add +0.1% | 2.71% | +0.37 |
| JSI JH Securitized Income ETF | Add +17.1% | 1.68% | +0.29 |
| IUS Invesco Rafi Strategic US Et | Add +2.0% | 3.54% | +0.26 |
| FTSM First Trust Enh Short Mat FD | New | 0.23% | +0.23 |
| DIEM Franklin Emerging Market Cor | Add +3.5% | 1.79% | +0.21 |
| IVV iShares Core S&P 500 ETF | New | 0.20% | +0.20 |
| DELL Dell Technologies -C | Add +20.0% | 0.46% | +0.18 |
| CAH Cardinal Health Inc. | Add +11.9% | 0.87% | +0.14 |
| SGOL Abrdn Physical Gold Shares | New | 0.14% | +0.14 |
| IEMG iShares Core MSCI Emerging | New | 0.12% | +0.12 |
| SAP Sap SE-Sponsored ADR | New | 0.12% | +0.12 |
| SPLB SS SPDR P Long Term C ETF | New | 0.11% | +0.11 |
| VZ Verizon Communications Inc. | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | Add +6.9% | 0.44% | +0.11 |
| IJR iShares Core S&P Small-Cap E | New | 0.10% | +0.10 |
| CIEN Ciena Corp. | New | 0.10% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.10% | +0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.6% | 1.29% | +0.09 |
| CAT Caterpillar Inc. | Add +0.6% | 0.29% | +0.07 |
| FTNT Fortinet Inc. | Add +19.8% | 0.30% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +26.8% | 0.23% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +44.1% | 0.16% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | Add +34.2% | 0.14% | +0.03 |
| RTX RTX Corp. | Add +1.4% | 0.21% | +0.02 |
| NVDA Nvidia Corp. | Add +4.0% | 1.33% | +0.02 |
| PEP Pepsico Inc. | Add +2.3% | 0.13% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +0.2% | 0.17% | +0.01 |
| TJX TJX Companies Inc. | Add +0.1% | 0.16% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.16% | +0.01 |
| TMUS T-Mobile US Inc. | Add +0.3% | 0.10% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.17% | +0.00 |
| IBM Intl Business Machines Corp. | Add +15.5% | 0.52% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.22% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.4% | 1.92% | −0.01 |
| QCOM Qualcomm Inc. | Add +21.8% | 0.30% | −0.01 |
| XLF SS Financial Select Sector | Add +0.0% | 0.45% | −0.03 |
| AIQ Global X Art Intel & Tech | Add +1.9% | 1.52% | −0.04 |
| ARKF ARK Blockchain & Fintech Inn | Add +10.5% | 2.57% | −0.23 |
| AMZN Amazon.com Inc. | Add +1.8% | 8.93% | −0.39 |
| MSFT Microsoft Corp. | Add +10.8% | 3.70% | −0.48 |
| PLTR Palantir Technologies Inc. Class A | Add +1.0% | 3.60% | −0.55 |
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 |