Freedom Investment Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Freedom Investment Management, Inc. reported 734 stock positions worth $1.3 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 4.7% of the portfolio, followed by Dimensional US High Profi Et (DUHP, 4.5%) and Dimensional US Eq MKT ETF (DFUS, 3.6%). Compared with Q1 2025, it opened 56 new positions, sold out of 58, added to 219 and reduced 457. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +123%) and the biggest sale Kraneshares Value Line Dynam (KVLE, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH WINDSOR, CT
- CIK
- 0001566653
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001062993-25-013292 ↗ filed Jul 30, 2025
Holdings Value
Holdings 734 stocks · $1.3B
| SPY SS SPDR S&P 500 ETF Trust-US | 4.67% | 94,620 | $58.5M | Reduce -3.1% |
| DUHP Dimensional US High Profi Et | 4.51% | 1,587,713 | $56.5M | Add +17.1% |
| DFUS Dimensional US Eq MKT ETF | 3.56% | 665,448 | $44.6M | Add +122.9% |
| DFIC Dimensional International Co. | 2.54% | 1,022,873 | $31.8M | Add +15.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.49% | 176,275 | $31.2M | Reduce -24.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.86% | 253,580 | $23.3M | Reduce -1.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.67% | 251,018 | $21.0M | Add +6.0% |
| EZM Wisdomtree US Midcap Fund | 1.61% | 325,994 | $20.1M | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 1.53% | 192,852 | $19.1M | Add +0.1% |
| DFAE Dimensional Emerging Core Eq | 1.44% | 624,910 | $18.1M | Reduce -8.4% |
| AVDS Avantis Intl SM Cap Eq ETF | 1.29% | 259,414 | $16.1M | Reduce -3.8% |
| BOND PIMCO Active Bond Exchange-T | 1.26% | 171,931 | $15.8M | Reduce -7.3% |
| IJH iShares Core S&P Midcap ETF | 1.21% | 243,609 | $15.1M | Add +4.9% |
| SGOL Abrdn Physical Gold Shares | 1.02% | 406,217 | $12.8M | Reduce -10.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.01% | 132,899 | $12.7M | Add +20.3% |
| NVDA Nvidia Corp. | 1.00% | 79,701 | $12.6M | Reduce -1.1% |
| DFEV Dimensional Emrg MRKT Val | 0.97% | 403,824 | $12.1M | Reduce -5.5% |
| IVLU iShares MSCI International V | 0.96% | 364,176 | $12.0M | Reduce -55.9% |
| MSFT Microsoft Corp. | 0.95% | 23,810 | $11.8M | Reduce -3.6% |
| VONG Vanguard Russell 1000 Growth | 0.90% | 102,747 | $11.2M | Add +58.0% |
| AAPL Apple Inc. | 0.87% | 53,235 | $10.9M | Add +7.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.84% | 53,359 | $10.5M | Reduce -21.9% |
| AVSC Avantis US Small Cap Equity | 0.80% | 194,578 | $10.0M | Add +17.7% |
| DFSV Dimensional US Small Cap Val | 0.80% | 340,643 | $10.0M | Add +15.8% |
| MRSK Toews Agility Shares Managed | 0.75% | 281,164 | $9.4M | Reduce -1.8% |
| XLK SS Technology Select Sector | 0.71% | 35,255 | $8.9M | Reduce -28.4% |
| GOOGL Alphabet Inc. Class A | 0.71% | 50,331 | $8.9M | Reduce -0.9% |
| XLF SS Financial Select Sector | 0.69% | 164,652 | $8.6M | Reduce -14.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.69% | 37,918 | $8.6M | New |
| VONV Vanguard Russell 1000 Value | 0.65% | 95,635 | $8.1M | Reduce -13.9% |
| AMZN Amazon.com Inc. | 0.64% | 36,652 | $8.0M | Reduce -3.1% |
| TLT iShares 20+ Year Treasury BD | 0.64% | 90,316 | $8.0M | Add +23.7% |
| VGSH Vanguard Short-Term Treasury | 0.59% | 126,846 | $7.5M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.59% | 10,048 | $7.4M | Reduce -8.0% |
| IVV iShares Core S&P 500 ETF | 0.58% | 11,769 | $7.3M | Add +109.4% |
| IAGG iShares Intl Aggregate Bond | 0.58% | 142,185 | $7.3M | Add +5.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.58% | 155,923 | $7.2M | Add +2.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.57% | 236,490 | $7.1M | Reduce -0.7% |
| XLV SS Health Care Select Sector | 0.54% | 49,891 | $6.7M | Add +9.1% |
| SCHG Schwab US Large-Cap Growth | 0.53% | 227,419 | $6.6M | Add +29.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.52% | 194,884 | $6.5M | Add +1.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.52% | 204,464 | $6.5M | Add +3.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.48% | 116,008 | $6.1M | Reduce -2.9% |
| XLC SS Comm Select Sector SPDR | 0.45% | 52,201 | $5.7M | Add +13.0% |
| XLY SS Consumer Disc Select Sect | 0.44% | 25,159 | $5.5M | Add +3.3% |
| VPU Vanguard Utilities ETF | 0.39% | 27,638 | $4.9M | Reduce -3.2% |
| QUAL iShares MSCI USA Quality Fac | 0.39% | 26,497 | $4.8M | Reduce -4.6% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.38% | 59,743 | $4.7M | Reduce -0.7% |
| AGGY Wisdomtree Yield Enhanced US | 0.37% | 107,436 | $4.7M | Reduce -6.5% |
| BAB Invesco Taxable Municipal Bo | 0.36% | 171,698 | $4.6M | Reduce -6.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.36% | 40,795 | $4.5M | Reduce -5.7% |
| XLP SS Consumer Staples Sel Sect | 0.29% | 45,031 | $3.6M | Add +24.5% |
| DIHP Dimensional International Hi | 0.28% | 119,800 | $3.5M | Reduce -6.4% |
| JHMM John Hancock Multi Fact Mid | 0.28% | 56,994 | $3.5M | Reduce -5.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.27% | 42,721 | $3.4M | Reduce -8.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 14,901 | $3.4M | Reduce -9.9% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.27% | 74,110 | $3.3M | Reduce -5.6% |
| VNQ Vanguard Real Estate ETF | 0.27% | 37,317 | $3.3M | Reduce -2.3% |
| AEVA Aeva Technologies Inc. | 0.26% | 86,546 | $3.3M | Reduce -24.1% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 29,847 | $3.3M | Reduce -23.8% |
| KHPI Kensington Hedged PRM in ETF filed as MANAGED PORTFOLIO SERIES | 0.26% | 128,320 | $3.2M | Add +9.1% |
| NFLX Netflix Inc. | 0.26% | 2,390 | $3.2M | Add +2.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.25% | 64,247 | $3.2M | Add +8.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 39,856 | $3.2M | Add +6.2% |
| SPOT Spotify Technology SA | 0.25% | 4,014 | $3.1M | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.24% | 11,111 | $3.1M | Reduce -11.0% |
| DFAT Dimensional US Target Value | 0.24% | 56,550 | $3.1M | Reduce -1.3% |
| DFAS Dimensional US Small Cap ETF | 0.24% | 47,770 | $3.0M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.24% | 3,875 | $3.0M | Reduce -3.0% |
| JMUB JPMorgan Municipal ETF | 0.24% | 60,442 | $3.0M | Reduce -6.0% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 51,901 | $3.0M | Add +15.9% |
| CSM Proshares Large Cap Core Plu | 0.23% | 41,436 | $2.9M | Reduce -2.8% |
| IEUR iShares Core MSCI Europe ETF | 0.23% | 43,085 | $2.9M | Add +25.8% |
| SSXU Day Hagan Smart Sector Inter filed as STRATEGY SHS | 0.23% | 88,947 | $2.8M | Reduce -5.8% |
| SECT Main Sector Rotation ETF | 0.22% | 48,478 | $2.8M | Add +3.5% |
| V Visa Inc. Class A | 0.22% | 7,883 | $2.8M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 9,416 | $2.8M | Reduce -8.5% |
| MA Mastercard Inc. Class A | 0.22% | 4,911 | $2.8M | Reduce -8.3% |
| DFIV Dimensional International Va | 0.21% | 61,760 | $2.6M | Add +1.8% |
| ACN Accenture PLC Class A | 0.21% | 8,731 | $2.6M | Add +4.5% |
| QCOM Qualcomm Inc. | 0.21% | 16,284 | $2.6M | Reduce -9.8% |
| CSCO Cisco Systems Inc. | 0.20% | 36,706 | $2.5M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.20% | 4,432 | $2.5M | Add +8.4% |
| MRK Merck & Co. Inc. | 0.20% | 31,755 | $2.5M | Add +61.5% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 31,873 | $2.5M | Add +10.2% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.20% | 103,817 | $2.5M | Reduce -2.2% |
| AXP American Express Co. | 0.20% | 7,788 | $2.5M | Reduce -7.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 33,127 | $2.4M | Reduce -3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 5,341 | $2.3M | Add +3.5% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 17,108 | $2.3M | Reduce -22.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 2,890 | $2.3M | Reduce -5.7% |
| WMT Walmart Inc. | 0.18% | 23,029 | $2.3M | Reduce -5.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.18% | 43,357 | $2.2M | Reduce -4.3% |
| DFUV Dimensional US Marketwide Va | 0.17% | 51,421 | $2.2M | Reduce -0.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.17% | 45,273 | $2.2M | Reduce -4.3% |
| JBL Jabil Inc. | 0.17% | 9,898 | $2.2M | Reduce -4.1% |
| TSLA Tesla Inc. | 0.17% | 6,743 | $2.1M | Reduce -17.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.17% | 40,115 | $2.1M | Reduce -50.7% |
| PYLD PIMCO Multisector Bond Actv | 0.17% | 80,457 | $2.1M | Reduce -7.7% |
| JPM JPMorgan Chase & Co. | 0.17% | 7,147 | $2.1M | Reduce -4.7% |
Portfolio Sells Q1 2025 → Q2 2025
| KVLE Kraneshares Value Line Dynam | Reduce -92.2% | 0.13% | −1.53 |
| IVLU iShares MSCI International V | Reduce -55.9% | 0.96% | −1.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -24.9% | 2.49% | −0.92 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.57 |
| JPST JPMorgan Ultra-Short Income | Reduce -80.3% | 0.10% | −0.41 |
| GSST Goldman Sachs Ultra Short Bo | Sold out | 0.00% | −0.30 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -50.7% | 0.17% | −0.19 |
| BOND PIMCO Active Bond Exchange-T | Reduce -7.3% | 1.26% | −0.17 |
| XLK SS Technology Select Sector | Reduce -28.4% | 0.71% | −0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.8% | 1.86% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -43.5% | 0.06% | −0.13 |
| VONV Vanguard Russell 1000 Value | Reduce -13.9% | 0.65% | −0.12 |
| SGOL Abrdn Physical Gold Shares | Reduce -10.9% | 1.02% | −0.12 |
| FHLC Fidelity MSCI Health Care | Reduce -40.9% | 0.13% | −0.12 |
| XLF SS Financial Select Sector | Reduce -14.1% | 0.69% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -85.3% | 0.02% | −0.11 |
| COR Cencora Inc. | Reduce -72.5% | 0.04% | −0.10 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.09 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -21.9% | 0.84% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -23.8% | 0.26% | −0.08 |
| XLI SS Industrial Select Sector | Reduce -42.9% | 0.12% | −0.08 |
| GD General Dynamics Corp. | Reduce -66.8% | 0.04% | −0.07 |
| TPR Tapestry Inc. | Reduce -76.8% | 0.03% | −0.07 |
| CAH Cardinal Health Inc. | Reduce -50.0% | 0.09% | −0.06 |
| CPRT Copart Inc. | Reduce -46.0% | 0.05% | −0.06 |
| DKS Dick's Sporting Goods Inc. | Reduce -58.3% | 0.04% | −0.06 |
| UYG Proshares Ultra Financials | Sold out | 0.00% | −0.06 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.06 |
| CRH CRH PLC | Sold out | 0.00% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.05 |
| CLOI Vaneck Clo ETF | Reduce -71.1% | 0.02% | −0.05 |
| EWJ iShares MSCI Japan ETF | Reduce -61.1% | 0.04% | −0.05 |
| G Genpact Ltd. | Sold out | 0.00% | −0.05 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.05 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.05 |
| SUPV Grupo Supervielle SA-SP ADR | Sold out | 0.00% | −0.05 |
| GGAL Grupo Financiero Galicia-ADR | Sold out | 0.00% | −0.05 |
| BAB Invesco Taxable Municipal Bo | Reduce -6.6% | 0.36% | −0.05 |
| NWG Natwest Group PLC -Spon ADR | Sold out | 0.00% | −0.05 |
| TS Tenaris SA-ADR | Sold out | 0.00% | −0.05 |
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −0.05 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.05 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.05 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -6.5% | 0.37% | −0.04 |
| TAP Molson Coors Beverage Co. Class B | Reduce -11.5% | 0.08% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -11.2% | 0.15% | −0.04 |
| BMA Banco Macro SA-ADR | Sold out | 0.00% | −0.04 |
| ACWV iShares MSCI Global Min Vol | Reduce -43.8% | 0.05% | −0.04 |
| FLBL Franklin Senior Loan ETF | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.6% | 0.12% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| DFUS Dimensional US Eq MKT ETF | Add +122.9% | 3.56% | +2.04 |
| DUHP Dimensional US High Profi Et | Add +17.1% | 4.51% | +0.73 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.69% | +0.69 |
| DFIC Dimensional International Co. | Add +15.1% | 2.54% | +0.47 |
| VONG Vanguard Russell 1000 Growth | Add +58.0% | 0.90% | +0.39 |
| IVV iShares Core S&P 500 ETF | Add +109.4% | 0.58% | +0.32 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +20.3% | 1.01% | +0.27 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.0% | 1.67% | +0.17 |
| SCHG Schwab US Large-Cap Growth | Add +29.0% | 0.53% | +0.16 |
| VDE Vanguard Energy ETF | New | 0.15% | +0.15 |
| BBBI BBLX BBB 5-10Y Corpbond ETF | New | 0.15% | +0.15 |
| AVSC Avantis US Small Cap Equity | Add +17.7% | 0.80% | +0.13 |
| DGRO iShares Core Dividend Growth | Add +469.1% | 0.13% | +0.11 |
| DFSV Dimensional US Small Cap Val | Add +15.8% | 0.80% | +0.10 |
| NRG NRG Energy Inc. | Add +113.5% | 0.14% | +0.10 |
| LDOS Leidos Holdings Inc. | Add +318.2% | 0.11% | +0.09 |
| GNRC Generac Holdings Inc. | New | 0.09% | +0.09 |
| BBY Best Buy Co. Inc. | New | 0.09% | +0.09 |
| TLT iShares 20+ Year Treasury BD | Add +23.7% | 0.64% | +0.08 |
| XLC SS Comm Select Sector SPDR | Add +13.0% | 0.45% | +0.08 |
| NFLX Netflix Inc. | Add +2.6% | 0.26% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +4.9% | 1.21% | +0.07 |
| CCJ Cameco Corp. | Add +85.2% | 0.09% | +0.06 |
| FLHY Franklin High Yield Corporat | New | 0.06% | +0.06 |
| IEUR iShares Core MSCI Europe ETF | Add +25.8% | 0.23% | +0.05 |
| BBVA Banco Bilbao Vizcaya-SP ADR | New | 0.05% | +0.05 |
| TIMB Tim SA-ADR | New | 0.05% | +0.05 |
| SHOP Shopify Inc. Class A | Add +68.7% | 0.11% | +0.05 |
| CUK Carnival PLC-ADR | New | 0.05% | +0.05 |
| EFV iShares MSCI Eafe Value ETF | Add +82.6% | 0.11% | +0.05 |
| MRK Merck & Co. Inc. | Add +61.5% | 0.20% | +0.05 |
| ITUB Itau Unibanco H-Spon PRF ADR | New | 0.05% | +0.05 |
| NFEB Innov GRW-100 Por Bu ETF - F | New | 0.05% | +0.05 |
| KT KT Corp.-SP ADR | New | 0.05% | +0.05 |
| HIMS Hims & Hers Health Inc. | Add +58.4% | 0.08% | +0.05 |
| VIV Telefonica Brasil-ADR | New | 0.05% | +0.05 |
| THRO iShares U.S. Thematic Rotati | New | 0.05% | +0.05 |
| BBD Banco Bradesco-ADR | New | 0.05% | +0.05 |
| XLB SS Materials Select Sector | Add +56.1% | 0.14% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +176.0% | 0.07% | +0.05 |
| EZM Wisdomtree US Midcap Fund | Add +4.5% | 1.61% | +0.05 |
| HWM Howmet Aerospace Inc. | Add +18.1% | 0.12% | +0.05 |
| VIST Vista Energy Sab DE CV | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +15.9% | 0.24% | +0.05 |
| GFI Gold Fields Ltd.-Spons ADR | New | 0.04% | +0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +44.0% | 0.16% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +24.5% | 0.29% | +0.04 |
| APH Amphenol Corp. Class A | Add +106.1% | 0.06% | +0.04 |
| AMBR Amber International Holding | New | 0.04% | +0.04 |
| PULS Pgim Ultra Short Bond ETF | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $359.2M | DUHP, DFUS, DFIC, VTV, EZM |
| Q1 2026 | 106 | $337.0M | DUHP, DFUS, DFIC, VTV, EZM |
| Q4 2025 | 117 | $343.9M | DUHP, DFUS, DFIC, VTV, EZM |
| Q3 2025 | 140 | $378.3M | DUHP, DFUS, DFIC, VTV, EZM |
| Q2 2025 | 734 | $1.3B | SPY, DUHP, DFUS, DFIC, VTV |
| Q1 2025 | 736 | $1.2B | SPY, DUHP, VTV, IVLU, DFIC |
| Q4 2024 | 750 | $1.2B | SPY, DUHP, VTV, DFIC, IVLU |
| Q3 2024 | 758 | $1.3B | SPY, DUHP, VTV, BIL, DFIC |
| Q2 2024 | 772 | $1.2B | SPY, BIL, DUHP, VTV, FJAN |
| Q1 2024 | 786 | $1.2B | BIL, SPY, DUHP, VTV, FJAN |