Freedom Financial Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Freedom Financial Partners LLC reported 69 stock positions worth $207.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.8% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 10.7%) and Apple (AAPL, 7.4%).
- Most Recent 13F
- Q2 2026
- Location
- OAKDALE, MN
- CIK
- 0002054598
- Portfolio Value
- $207.3M (Q4 2024)
- SEC Filing
- 0001345576-25-000007 ↗ filed Feb 12, 2025
Holdings Value
Holdings 69 stocks · $207.3M
| VOO Vanguard S&P 500 ETF | 10.80% | 41,570 | $22.4M | — |
| AVUS Avantis U.S. Equity ETF | 10.71% | 229,054 | $22.2M | — |
| AAPL Apple Inc. | 7.36% | 60,945 | $15.3M | — |
| AVDE Avantis International Equity | 6.26% | 211,578 | $13.0M | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 5.97% | 501,694 | $12.4M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.88% | 38,288 | $10.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.99% | 20,145 | $8.3M | — |
| DFAC Dimensional US Core Equity 2 | 3.81% | 228,508 | $7.9M | — |
| CGCP Cap Group Core Plus Income | 3.62% | 337,598 | $7.5M | — |
| RLY SS Multi-Asset Real Ret ETF | 3.33% | 255,625 | $6.9M | — |
| VWO Vanguard Ftse Emerging Marke | 3.09% | 145,514 | $6.4M | — |
| AVEM Avantis Emerging Markets Eq | 3.01% | 106,318 | $6.3M | — |
| CGCB Cap Group Core Bond | 2.73% | 219,855 | $5.7M | — |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 2.46% | 84,213 | $5.1M | — |
| TOTL SS Doubleline TR Tact ETF | 1.99% | 104,940 | $4.1M | — |
| BOND PIMCO Active Bond Exchange-T | 1.91% | 43,886 | $4.0M | — |
| RUNN Running Oak Efficient GR ETF | 1.62% | 102,187 | $3.3M | — |
| ECL Ecolab Inc. | 1.41% | 12,501 | $2.9M | — |
| WPC WP Carey Inc. | 1.26% | 48,029 | $2.6M | — |
| HTRB Hartford TTL RTRN BND ETF | 0.96% | 59,650 | $2.0M | — |
| JTEK JPMorgan US Tech Leaders | 0.92% | 25,223 | $1.9M | — |
| SCHP Schwab U.S. Tips ETF | 0.80% | 64,335 | $1.7M | — |
| ARKB ARK 21SHARES Bitcoin ETF | 0.77% | 17,226 | $1.6M | — |
| CGMU Cap Group Municipal Income | 0.77% | 59,083 | $1.6M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.75% | 14,502 | $1.5M | — |
| AMZN Amazon.com Inc. | 0.74% | 6,995 | $1.5M | — |
| JPST JPMorgan Ultra-Short Income | 0.69% | 28,500 | $1.4M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.66% | 5,721 | $1.4M | — |
| SCHB Schwab US Broad Market ETF | 0.66% | 60,477 | $1.4M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.66% | 18,084 | $1.4M | — |
| DVY iShares Select Dividend ETF | 0.59% | 9,294 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 7,136 | $1.2M | — |
| SDY SS SPDR S&P Dividend ETF | 0.55% | 8,600 | $1.1M | — |
| UCON First Trust Smith Unconstrai | 0.54% | 45,507 | $1.1M | — |
| MSFT Microsoft Corp. | 0.51% | 2,520 | $1.1M | — |
| VEA Vanguard Ftse Developed ETF | 0.49% | 21,438 | $1.0M | — |
| PID Invesco International Divide | 0.46% | 52,034 | $953K | — |
| ETH Grayscale Ethereum Staking M | 0.45% | 29,671 | $934K | — |
| NVDA Nvidia Corp. | 0.41% | 6,355 | $853K | — |
| BNDW Vanguard Total World Bond Et | 0.40% | 12,182 | $831K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 1,592 | $814K | — |
| TSLA Tesla Inc. | 0.38% | 1,974 | $797K | — |
| MUNI PIMCO Intermediate Municipal | 0.38% | 15,152 | $784K | — |
| JNK SS SPDR BB High Yield Bond | 0.37% | 8,139 | $777K | — |
| DAL Delta Air Lines Inc. | 0.32% | 10,842 | $656K | — |
| PEP Pepsico Inc. | 0.31% | 4,228 | $643K | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.31% | 36,238 | $641K | — |
| MDIV FT Multi-Asset Divers Inc. | 0.27% | 35,132 | $567K | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.27% | 14,584 | $553K | — |
| SMH Vaneck Semiconductor ETF | 0.26% | 2,210 | $535K | — |
| XEL Xcel Energy Inc. | 0.25% | 7,548 | $510K | — |
| DFAU Dimensional US Core Equity M | 0.23% | 11,892 | $482K | — |
| PG The Procter & Gamble Co. | 0.23% | 2,829 | $474K | — |
| PHYL Pgim Active High Yield Bond | 0.22% | 12,877 | $447K | — |
| HYLS FT Tactical High Yield ETF | 0.21% | 10,460 | $432K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.20% | 1,955 | $411K | — |
| GLD SPDR Gold Shares | 0.19% | 1,641 | $397K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 846 | $360K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.17% | 10,448 | $343K | — |
| CAT Caterpillar Inc. | 0.14% | 812 | $295K | — |
| JPM JPMorgan Chase & Co. | 0.14% | 1,220 | $292K | — |
| ULTA Ulta Beauty Inc. | 0.14% | 651 | $283K | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.13% | 8,116 | $269K | — |
| MAIN Main Street Capital Corp. | 0.13% | 4,552 | $267K | — |
| XVV iShares ESG Select Screened | 0.13% | 5,859 | $265K | — |
| BITB Bitwise Bitcoin ETF | 0.13% | 5,139 | $261K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 1,610 | $260K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,162 | $230K | — |
| TRV The Travelers Cos Inc. | 0.10% | 859 | $207K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $306.9M | VOO, AVDE, AVUS, CGIE, VO |
| Q1 2026 | 88 | $280.8M | VOO, AVDE, AVUS, CGIE, AAPL |
| Q4 2025 | 87 | $274.9M | VOO, AVDE, AVUS, AAPL, VO |
| Q3 2025 | 84 | $262.4M | VOO, AVUS, AVDE, AAPL, VO |
| Q2 2025 | 75 | $237.2M | AVUS, VOO, AVDE, CGXU, AAPL |
| Q1 2025 | 76 | $214.8M | AVUS, VOO, AVDE, CGXU, AAPL |
| Q4 2024 | 69 | $207.3M | VOO, AVUS, AAPL, AVDE, CGXU |