Freedom Together Foundation

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Freedom Together Foundation reported 2 stock positions worth $816.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 75.5% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 24.5%). Compared with Q1 2025, it opened 1 new position, sold out of 21 and reduced 1. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −20%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002002798
Portfolio Value
$816.5M (Q2 2025)
SEC Filing
0000902664-25-003541 ↗ filed Aug 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $916.2M Q1 2024 Q2 2024: $934.0M Q2 2024 Q3 2024: $946.7M Q3 2024 Q4 2024: $900.1M Q4 2024 Q1 2025: $764.9M Q1 2025 Q2 2025: $816.5M $816.5M Q2 2025 Q3 2025: $873.5M Q3 2025 Q4 2025: $788.6M Q4 2025 Q1 2026: $762.2M Q1 2026 Q2 2026: $866.9M Q2 2026

Holdings 2 stocks · $816.5M

SPY SS SPDR S&P 500 ETF Trust-US 75.52% 998,000 $616.6M Reduce -20.0%
RSP Invesco S&P 500 Equal Weight 24.48% 1,100,000 $199.9M New

Portfolio Sells Q1 2025 → Q2 2025

SPY SS SPDR S&P 500 ETF Trust-US Reduce -20.0% 75.52% −15.75
AAPL Apple Inc. Sold out 0.00% −1.97
UNH Unitedhealth Group Inc. Sold out 0.00% −0.98
LLY Eli Lilly & Co. Sold out 0.00% −0.96
ADP Automatic Data Processing Sold out 0.00% −0.70
JPM JPMorgan Chase & Co. Sold out 0.00% −0.64
TXN Texas Instruments Inc. Sold out 0.00% −0.57
ORCL Oracle Corp. Sold out 0.00% −0.43
CSCO Cisco Systems Inc. Sold out 0.00% −0.37
A Agilent Technologies Inc. Sold out 0.00% −0.31
AXP American Express Co. Sold out 0.00% −0.31
CMCSA Comcast Corp. Class A Sold out 0.00% −0.28
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.26
KEYS Keysight Technologies Inc. Sold out 0.00% −0.24
DFS Discover Financial Services Sold out 0.00% −0.17
MRK Merck & Co. Inc. Sold out 0.00% −0.16
PFE Pfizer Inc. Sold out 0.00% −0.13
T AT&T Inc. Sold out 0.00% −0.08
BNY Bank of New York Mellon Corp. Sold out 0.00% −0.07
VZ Verizon Communications Inc. Sold out 0.00% −0.04
AVGO Broadcom Inc. Sold out 0.00% −0.04
DELL Dell Technologies -C Sold out 0.00% −0.03

Portfolio Buys Q1 2025 → Q2 2025

RSP Invesco S&P 500 Equal Weight New 24.48% +24.48

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$866.9MSPY, RSP
Q1 2026 2$762.2MSPY, RSP
Q4 2025 2$788.6MSPY, RSP
Q3 2025 2$873.5MSPY, RSP
Q2 2025 2$816.5MSPY, RSP
Q1 2025 22$764.9MSPY, AAPL, UNH, LLY, ADP
Q4 2024 22$900.1MSPY, AAPL, UNH, LLY, ADP
Q3 2024 24$946.7MSPY, AAPL, UNH, LLY, TXN
Q2 2024 24$934.0MAAPL, SPY, LLY, UNH, ADP
Q1 2024 23$916.2MAAPL, UNH, LLY, ADP, TXN