Freedom Together Foundation
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Freedom Together Foundation reported 22 stock positions worth $900.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 92.3% of the portfolio, followed by Apple (AAPL, 1.9%) and Unitedhealth (UNH, 0.8%). Compared with Q3 2024, it sold out of 2, added to 1 and reduced 21. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +37%) and the biggest sale Apple (AAPL, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002002798
- Portfolio Value
- $900.1M (Q4 2024)
- SEC Filing
- 0000902664-25-000960 ↗ filed Feb 14, 2025
Holdings Value
Holdings 22 stocks · $900.1M
| SPY SS SPDR S&P 500 ETF Trust-US | 92.33% | 1,418,000 | $831.1M | Add +36.6% |
| AAPL Apple Inc. | 1.88% | 67,737 | $17.0M | Reduce -80.1% |
| UNH Unitedhealth Group Inc. | 0.81% | 14,355 | $7.3M | Reduce -79.9% |
| LLY Eli Lilly & Co. | 0.76% | 8,868 | $6.8M | Reduce -79.8% |
| ADP Automatic Data Processing | 0.57% | 17,487 | $5.1M | Reduce -80.5% |
| JPM JPMorgan Chase & Co. | 0.53% | 19,855 | $4.8M | Reduce -80.1% |
| TXN Texas Instruments Inc. | 0.51% | 24,325 | $4.6M | Reduce -80.1% |
| ORCL Oracle Corp. | 0.43% | 23,444 | $3.9M | Reduce -79.5% |
| A Agilent Technologies Inc. | 0.30% | 20,357 | $2.7M | Reduce -79.9% |
| CSCO Cisco Systems Inc. | 0.30% | 45,958 | $2.7M | Reduce -79.8% |
| AXP American Express Co. | 0.29% | 8,851 | $2.6M | Reduce -79.8% |
| CMCSA Comcast Corp. Class A | 0.24% | 57,043 | $2.1M | Reduce -80.1% |
| KEYS Keysight Technologies Inc. | 0.22% | 12,187 | $2.0M | Reduce -79.8% |
| MDLZ Mondelez International Inc. Class A | 0.19% | 28,911 | $1.7M | Reduce -80.2% |
| MRK Merck & Co. Inc. | 0.15% | 13,317 | $1.3M | Reduce -80.2% |
| DFS Discover Financial Services | 0.15% | 7,629 | $1.3M | Reduce -80.8% |
| PFE Pfizer Inc. | 0.12% | 40,293 | $1.1M | Reduce -80.0% |
| T AT&T Inc. | 0.06% | 22,668 | $516K | Reduce -79.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 6,680 | $513K | Reduce -78.9% |
| AVGO Broadcom Inc. | 0.04% | 1,740 | $403K | Reduce -76.6% |
| DELL Dell Technologies -C | 0.03% | 2,687 | $310K | Reduce -79.6% |
| VZ Verizon Communications Inc. | 0.03% | 7,087 | $283K | Reduce -79.2% |
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Reduce -80.1% | 1.88% | −6.48 |
| UNH Unitedhealth Group Inc. | Reduce -79.9% | 0.81% | −3.60 |
| LLY Eli Lilly & Co. | Reduce -79.8% | 0.76% | −3.34 |
| TXN Texas Instruments Inc. | Reduce -80.1% | 0.51% | −2.16 |
| ADP Automatic Data Processing | Reduce -80.5% | 0.57% | −2.05 |
| JPM JPMorgan Chase & Co. | Reduce -80.1% | 0.53% | −1.70 |
| ORCL Oracle Corp. | Reduce -79.5% | 0.43% | −1.63 |
| A Agilent Technologies Inc. | Reduce -79.9% | 0.30% | −1.29 |
| CMCSA Comcast Corp. Class A | Reduce -80.1% | 0.24% | −1.03 |
| CSCO Cisco Systems Inc. | Reduce -79.8% | 0.30% | −0.98 |
| AXP American Express Co. | Reduce -79.8% | 0.29% | −0.96 |
| MDLZ Mondelez International Inc. Class A | Reduce -80.2% | 0.19% | −0.94 |
| KEYS Keysight Technologies Inc. | Reduce -79.8% | 0.22% | −0.79 |
| MRK Merck & Co. Inc. | Reduce -80.2% | 0.15% | −0.66 |
| PFE Pfizer Inc. | Reduce -80.0% | 0.12% | −0.50 |
| DFS Discover Financial Services | Reduce -80.8% | 0.15% | −0.44 |
| T AT&T Inc. | Reduce -79.7% | 0.06% | −0.20 |
| BNY Bank of New York Mellon Corp. | Reduce -78.9% | 0.06% | −0.18 |
| DELL Dell Technologies -C | Reduce -79.6% | 0.03% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -79.2% | 0.03% | −0.13 |
| AVGO Broadcom Inc. | Reduce -76.6% | 0.04% | −0.09 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.09 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +36.6% | 92.33% | +29.43 |
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 |