Freedom Together Foundation
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Freedom Together Foundation reported 24 stock positions worth $946.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 62.9% of the portfolio, followed by Apple (AAPL, 8.4%) and Unitedhealth (UNH, 4.4%). Compared with Q2 2024, it added to 1 and reduced 23. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +312%) and the biggest sale Apple (AAPL, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002002798
- Portfolio Value
- $946.7M (Q3 2024)
- SEC Filing
- 0000902664-24-006619 ↗ filed Nov 14, 2024
Holdings Value
Holdings 24 stocks · $946.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 62.90% | 1,037,800 | $595.4M | Add +312.1% |
| AAPL Apple Inc. | 8.36% | 339,737 | $79.2M | Reduce -60.1% |
| UNH Unitedhealth Group Inc. | 4.41% | 71,355 | $41.7M | Reduce -60.2% |
| LLY Eli Lilly & Co. | 4.11% | 43,868 | $38.9M | Reduce -61.1% |
| TXN Texas Instruments Inc. | 2.67% | 122,325 | $25.3M | Reduce -50.3% |
| ADP Automatic Data Processing | 2.62% | 89,487 | $24.8M | Reduce -60.3% |
| JPM JPMorgan Chase & Co. | 2.22% | 99,855 | $21.1M | Reduce -60.0% |
| ORCL Oracle Corp. | 2.06% | 114,444 | $19.5M | Reduce -60.3% |
| A Agilent Technologies Inc. | 1.59% | 101,357 | $15.0M | Reduce -60.1% |
| CSCO Cisco Systems Inc. | 1.28% | 227,958 | $12.1M | Reduce -60.0% |
| CMCSA Comcast Corp. Class A | 1.27% | 287,043 | $12.0M | Reduce -60.3% |
| AXP American Express Co. | 1.26% | 43,851 | $11.9M | Reduce -60.4% |
| MDLZ Mondelez International Inc. Class A | 1.14% | 145,911 | $10.7M | Reduce -60.2% |
| KEYS Keysight Technologies Inc. | 1.01% | 60,187 | $9.6M | Reduce -60.2% |
| MRK Merck & Co. Inc. | 0.81% | 67,317 | $7.6M | Reduce -60.9% |
| PFE Pfizer Inc. | 0.62% | 201,293 | $5.8M | Reduce -59.9% |
| DFS Discover Financial Services | 0.59% | 39,629 | $5.6M | Reduce -60.2% |
| T AT&T Inc. | 0.26% | 111,668 | $2.5M | Reduce -60.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.24% | 31,680 | $2.3M | Reduce -60.2% |
| DELL Dell Technologies -C | 0.17% | 13,187 | $1.6M | Reduce -60.3% |
| VZ Verizon Communications Inc. | 0.16% | 34,087 | $1.5M | Reduce -60.9% |
| AVGO Broadcom Inc. | 0.14% | 7,440 | $1.3M | Reduce -59.2% |
| PYPL PayPal Holdings Inc. | 0.09% | 10,393 | $811K | Reduce -61.4% |
| EBAY eBay Inc. | 0.07% | 9,466 | $616K | Reduce -64.4% |
Portfolio Sells Q2 2024 → Q3 2024
| AAPL Apple Inc. | Reduce -60.1% | 8.36% | −10.82 |
| LLY Eli Lilly & Co. | Reduce -61.1% | 4.11% | −6.84 |
| UNH Unitedhealth Group Inc. | Reduce -60.2% | 4.41% | −5.37 |
| JPM JPMorgan Chase & Co. | Reduce -60.0% | 2.22% | −3.19 |
| ADP Automatic Data Processing | Reduce -60.3% | 2.62% | −3.15 |
| TXN Texas Instruments Inc. | Reduce -50.3% | 2.67% | −2.46 |
| ORCL Oracle Corp. | Reduce -60.3% | 2.06% | −2.30 |
| A Agilent Technologies Inc. | Reduce -60.1% | 1.59% | −1.94 |
| CMCSA Comcast Corp. Class A | Reduce -60.3% | 1.27% | −1.76 |
| CSCO Cisco Systems Inc. | Reduce -60.0% | 1.28% | −1.62 |
| AXP American Express Co. | Reduce -60.4% | 1.26% | −1.49 |
| MRK Merck & Co. Inc. | Reduce -60.9% | 0.81% | −1.48 |
| MDLZ Mondelez International Inc. Class A | Reduce -60.2% | 1.14% | −1.44 |
| KEYS Keysight Technologies Inc. | Reduce -60.2% | 1.01% | −1.20 |
| PFE Pfizer Inc. | Reduce -59.9% | 0.62% | −0.89 |
| DFS Discover Financial Services | Reduce -60.2% | 0.59% | −0.81 |
| DELL Dell Technologies -C | Reduce -60.3% | 0.17% | −0.32 |
| T AT&T Inc. | Reduce -60.2% | 0.26% | −0.31 |
| BNY Bank of New York Mellon Corp. | Reduce -60.2% | 0.24% | −0.27 |
| VZ Verizon Communications Inc. | Reduce -60.9% | 0.16% | −0.22 |
| AVGO Broadcom Inc. | Reduce -59.2% | 0.14% | −0.18 |
| EBAY eBay Inc. | Reduce -64.4% | 0.07% | −0.09 |
| PYPL PayPal Holdings Inc. | Reduce -61.4% | 0.09% | −0.08 |
Portfolio Buys Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +312.1% | 62.90% | +48.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $866.9M | SPY, RSP |
| Q1 2026 | 2 | $762.2M | SPY, RSP |
| Q4 2025 | 2 | $788.6M | SPY, RSP |
| Q3 2025 | 2 | $873.5M | SPY, RSP |
| Q2 2025 | 2 | $816.5M | SPY, RSP |
| Q1 2025 | 22 | $764.9M | SPY, AAPL, UNH, LLY, ADP |
| Q4 2024 | 22 | $900.1M | SPY, AAPL, UNH, LLY, ADP |
| Q3 2024 | 24 | $946.7M | SPY, AAPL, UNH, LLY, TXN |
| Q2 2024 | 24 | $934.0M | AAPL, SPY, LLY, UNH, ADP |
| Q1 2024 | 23 | $916.2M | AAPL, UNH, LLY, ADP, TXN |