FreeGulliver LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), FreeGulliver LLC reported 81 stock positions worth $217.0 million. Its top holding was JPMorgan Chase (JPM) at 28.1% of the portfolio, followed by iShares Russell Top 200 ETF (IWL, 16.9%) and Vanguard Int Div App Indx FD (VIGI, 6.3%). Compared with Q1 2025, it opened 4 new positions, sold out of 14, added to 28 and reduced 38. The biggest buy was a new position in Cap Group Dividend Value (CGDV) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0002032561
- Portfolio Value
- $217.0M (Q2 2025)
- SEC Filing
- 0002032561-25-000002 ↗ filed Aug 12, 2025
Holdings Value
Holdings 81 stocks · $217.0M
| JPM JPMorgan Chase & Co. | 28.14% | 210,679 | $61.1M | Reduce -0.3% |
| IWL iShares Russell Top 200 ETF | 16.92% | 239,874 | $36.7M | Add +8.9% |
| VIGI Vanguard Int Div App Indx FD | 6.28% | 151,118 | $13.6M | Reduce -2.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.63% | 254,317 | $10.0M | New |
| XMMO Invesco S&P Midcap Momentum | 3.87% | 65,307 | $8.4M | Add +1.5% |
| BUFG FT Vest Buffered Allocation | 3.87% | 328,513 | $8.4M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.44% | 12,073 | $7.5M | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 3.32% | 96,288 | $7.2M | Add +0.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.14% | 214,388 | $6.8M | Add +12.4% |
| IEF iShares 7-10 Year Treasury B | 1.92% | 43,545 | $4.2M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 1.44% | 10,022 | $3.1M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.27% | 9,871 | $2.8M | Add +3.2% |
| GLD SPDR Gold Shares | 1.16% | 8,251 | $2.5M | Add +0.4% |
| IGEB iShares Investment Grade SYS | 1.12% | 53,387 | $2.4M | Add +2.0% |
| FHN First Horizon Corp. | 0.98% | 100,275 | $2.1M | Reduce 0.0% |
| IVV iShares Core S&P 500 ETF | 0.91% | 3,170 | $2.0M | Add +11.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 3,254 | $1.8M | Add +24.6% |
| VIG Vanguard Dividend Apprec ETF | 0.81% | 8,570 | $1.8M | Reduce -75.7% |
| SYY Sysco Corp. | 0.67% | 19,178 | $1.5M | Add +0.0% |
| KO The Coca-Cola Co. | 0.64% | 19,724 | $1.4M | Reduce -0.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.63% | 33,560 | $1.4M | Add +0.3% |
| AAPL Apple Inc. | 0.61% | 6,436 | $1.3M | Reduce -15.4% |
| JHMM John Hancock Multi Fact Mid | 0.56% | 19,751 | $1.2M | Reduce -11.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.55% | 12,442 | $1.2M | Reduce -15.9% |
| VXUS Vanguard Total Intl Stock | 0.53% | 16,764 | $1.2M | Add +6.1% |
| MSFT Microsoft Corp. | 0.48% | 2,089 | $1.0M | Reduce -17.2% |
| NOC Northrop Grumman Corp. | 0.46% | 2,008 | $1.0M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 3,254 | $989K | Add +0.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.43% | 8,460 | $927K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.42% | 12,686 | $922K | Reduce -7.3% |
| IWM iShares Russell 2000 ETF | 0.42% | 4,262 | $920K | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.41% | 1,578 | $896K | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 3,599 | $853K | Add +0.0% |
| FIW First Trust Water ETF | 0.39% | 7,807 | $843K | Reduce -1.3% |
| URA Global X Uranium ETF | 0.34% | 19,104 | $741K | Reduce -7.3% |
| DIBS 1STDIBS.COM Inc. | 0.33% | 259,512 | $714K | Add +81.3% |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.32% | 343,800 | $705K | Reduce -36.8% |
| PDBC Invesco Optimum Yield Divers | 0.31% | 51,253 | $668K | Add +1.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.31% | 26,056 | $667K | Add +4.8% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 5,942 | $649K | Add +16.6% |
| GOOGL Alphabet Inc. Class A | 0.29% | 3,625 | $639K | Add +0.5% |
| WVVI Willamette Valley Vineyards | 0.26% | 101,969 | $563K | Add +57.6% |
| AMZN Amazon.com Inc. | 0.25% | 2,449 | $537K | Reduce -23.4% |
| NVDA Nvidia Corp. | 0.23% | 3,124 | $494K | Add +2.5% |
| AVGO Broadcom Inc. | 0.22% | 1,719 | $474K | Reduce -2.5% |
| ORCL Oracle Corp. | 0.22% | 2,153 | $471K | Reduce -0.7% |
| VNCE Vince Holding Corp. | 0.21% | 310,968 | $448K | Add +42.2% |
| KKR KKR & Co. Inc. | 0.21% | 3,359 | $447K | Reduce -0.1% |
| IWP iShares Russell Mid-Cap Grow | 0.20% | 3,147 | $436K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.20% | 576 | $425K | Reduce -12.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.19% | 12,882 | $420K | Add +0.6% |
| SLF Sun Life Financial Inc. | 0.18% | 5,924 | $394K | Add +0.9% |
| V Visa Inc. Class A | 0.18% | 1,090 | $387K | Reduce -27.8% |
| AON Aon PLC Class A | 0.18% | 1,077 | $384K | Reduce -3.7% |
| PFE Pfizer Inc. | 0.17% | 15,451 | $375K | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.17% | 3,406 | $367K | Reduce -4.4% |
| MUB iShares National Muni Bond E | 0.16% | 3,400 | $355K | Add +17.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 699 | $340K | Reduce -2.4% |
| ITA iShares U.S. Aerospace & Def | 0.15% | 1,700 | $321K | No change |
| MET Metlife Inc. | 0.14% | 3,873 | $311K | Reduce -0.1% |
| SPEM State Street SP PTF Em ETF | 0.14% | 6,870 | $294K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,014 | $289K | No change |
| KSEP Inv US SML Cap P B ETF - Sep | 0.13% | 11,108 | $284K | No change |
| MCHP Microchip Technology Inc. | 0.13% | 3,992 | $281K | Reduce -8.8% |
| MDXH Mdxhealth | 0.13% | 123,546 | $273K | New |
| BEN Franklin Templeton Inc. | 0.13% | 11,400 | $272K | Reduce -0.1% |
| EPD Enterprise Products Partners | 0.12% | 8,388 | $260K | No change |
| WMT Walmart Inc. | 0.12% | 2,558 | $250K | Reduce -1.6% |
| SCHA Schwab US Small-Cap ETF | 0.11% | 9,331 | $236K | New |
| HWC Hancock Whitney Corp. | 0.11% | 4,009 | $230K | Reduce -13.0% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.10% | 1,300 | $225K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.10% | 2,305 | $222K | Reduce -0.0% |
| FRT Federal Realty Invs Trust | 0.10% | 2,300 | $218K | No change |
| VNQ Vanguard Real Estate ETF | 0.10% | 2,363 | $210K | Reduce -19.5% |
| LMT Lockheed Martin Corp. | 0.09% | 441 | $204K | Reduce -12.3% |
| HRL Hormel Foods Corp. | 0.09% | 6,721 | $203K | Reduce -22.9% |
| TPL Texas Pacific Land Corp. | 0.09% | 190 | $201K | No change |
| PCG P G & E Corp. | 0.08% | 12,495 | $174K | Add +0.0% |
| LUMN Lumen Technologies Inc. | 0.02% | 10,000 | $44K | New |
| REFR Research Frontiers Inc. | 0.01% | 20,000 | $32K | No change |
| CLOV Clover Health Investments Co. | 0.01% | 10,100 | $28K | Reduce -89.4% |
Options reported separately and not counted above: SPY puts ($1.1M), CLOV calls ($754K), DIBS calls ($289K), UNH calls ($31K).
Portfolio Sells Q1 2025 → Q2 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -75.7% | 0.81% | −2.66 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −2.16 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 1.44% | −1.22 |
| AAPL Apple Inc. | Reduce -15.4% | 0.61% | −0.25 |
| VIGI Vanguard Int Div App Indx FD | Reduce -2.3% | 6.28% | −0.23 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.22 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.19 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.2% | 1.92% | −0.19 |
| CLOV Clover Health Investments Co. | Reduce -89.4% | 0.01% | −0.16 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.15 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.15 |
| BUFG FT Vest Buffered Allocation | Reduce -1.2% | 3.87% | −0.14 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.13 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.12 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.11 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.11 |
| ROOT Root Inc./Oh Class A | Sold out | 0.00% | −0.10 |
| JHMM John Hancock Multi Fact Mid | Reduce -11.8% | 0.56% | −0.09 |
| V Visa Inc. Class A | Reduce -27.8% | 0.18% | −0.09 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.64% | −0.07 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -23.4% | 0.25% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -0.1% | 0.46% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -15.9% | 0.55% | −0.06 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.05 |
| AON Aon PLC Class A | Reduce -3.7% | 0.18% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -4.4% | 0.17% | −0.05 |
| HRL Hormel Foods Corp. | Reduce -22.9% | 0.09% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -19.5% | 0.10% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 0.16% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -7.3% | 0.42% | −0.03 |
| PFE Pfizer Inc. | Reduce -1.1% | 0.17% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -12.3% | 0.09% | −0.02 |
| HWC Hancock Whitney Corp. | Reduce -13.0% | 0.11% | −0.02 |
| FIW First Trust Water ETF | Reduce -1.3% | 0.39% | −0.02 |
| MET Metlife Inc. | Reduce -0.1% | 0.14% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.9% | 0.42% | −0.01 |
| FHN First Horizon Corp. | Reduce 0.0% | 0.98% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -0.0% | 0.10% | −0.00 |
| MSFT Microsoft Corp. | Reduce -17.2% | 0.48% | −0.00 |
| WMT Walmart Inc. | Reduce -1.6% | 0.12% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | 0.00 |
| META Meta Platforms Inc. Class A | Reduce -12.1% | 0.20% | +0.00 |
| KKR KKR & Co. Inc. | Reduce -0.1% | 0.21% | +0.01 |
| STLN Starling Oncology Inc. | Reduce -36.8% | 0.32% | +0.01 |
| BEN Franklin Templeton Inc. | Reduce -0.1% | 0.13% | +0.01 |
| MCHP Microchip Technology Inc. | Reduce -8.8% | 0.13% | +0.02 |
| ORCL Oracle Corp. | Reduce -0.7% | 0.22% | +0.06 |
| AVGO Broadcom Inc. | Reduce -2.5% | 0.22% | +0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| CGDV Cap Group Dividend Value | New | 4.63% | +4.63 |
| IWL iShares Russell Top 200 ETF | Add +8.9% | 16.92% | +1.58 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +12.4% | 3.14% | +0.27 |
| QQQ Invesco QQQ Trust Series 1 | Add +24.6% | 0.83% | +0.21 |
| XMMO Invesco S&P Midcap Momentum | Add +1.5% | 3.87% | +0.16 |
| MDXH Mdxhealth | New | 0.13% | +0.13 |
| SCHA Schwab US Small-Cap ETF | New | 0.11% | +0.11 |
| DIBS 1STDIBS.COM Inc. | Add +81.3% | 0.33% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +11.5% | 0.91% | +0.10 |
| WVVI Willamette Valley Vineyards | Add +57.6% | 0.26% | +0.06 |
| NVDA Nvidia Corp. | Add +2.5% | 0.23% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +6.1% | 0.53% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +16.6% | 0.30% | +0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.8% | 3.32% | +0.03 |
| LUMN Lumen Technologies Inc. | New | 0.02% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.2% | 1.27% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.20% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.29% | +0.01 |
| SLF Sun Life Financial Inc. | Add +0.9% | 0.18% | +0.01 |
| MUB iShares National Muni Bond E | Add +17.3% | 0.16% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.3% | 0.63% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.46% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.41% | +0.00 |
| VNCE Vince Holding Corp. | Add +42.2% | 0.21% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.0% | 0.39% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Add +4.8% | 0.31% | −0.01 |
| VICI Vici Properties Inc. | Add +0.6% | 0.19% | −0.02 |
| PCG P G & E Corp. | Add +0.0% | 0.08% | −0.03 |
| PDBC Invesco Optimum Yield Divers | Add +1.6% | 0.31% | −0.04 |
| GLD SPDR Gold Shares | Add +0.4% | 1.16% | −0.04 |
| SYY Sysco Corp. | Add +0.0% | 0.67% | −0.06 |
| IGEB iShares Investment Grade SYS | Add +2.0% | 1.12% | −0.08 |
Options Activity Q1 2025 → Q2 2025
| NVO Novo-Nordisk A/S-Spons ADR | call | Sold out | 43,000 | $3.0Mbefore exit |
| LLY Eli Lilly & Co. | call | Sold out | 1,500 | $1.2Mbefore exit |
| CLOV Clover Health Investments Co. | call | Add +209.9% | 270,200 | $754K |
| DIBS 1STDIBS.COM Inc. | call | Add +536.4% | 105,000 | $289K |
| UNH Unitedhealth Group Inc. | call | New | 100 | $31K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| STLNW Oncology Institute Inc. CW-22 | *W EXP 99/99/999 | Sold out | 18,500 | $501before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 123 | $283.6M | JPM, IWL, GSST, SCHK, XMMO |
| Q1 2026 | 115 | $237.2M | JPM, IWL, GSST, XMMO, CGDV |
| Q4 2025 | 99 | $223.7M | JPM, IWL, VIGI, CGDV, XMMO |
| Q3 2025 | 97 | $222.9M | JPM, IWL, VIGI, CGDV, XMMO |
| Q2 2025 | 81 | $217.0M | JPM, IWL, VIGI, CGDV, XMMO |
| Q1 2025 | 91 | $197.2M | JPM, IWL, VIGI, BUFG, XMMO |
| Q4 2024 | 87 | $191.4M | JPM, IWL, VIGI, VIG, SPTM |
| Q3 2024 | 83 | $168.4M | JPM, IWL, VIGI, JHMM, VIG |
| Q2 2024 | 83 | $146.2M | JPM, IWL, VIGI, VIG, JHMM |
| Q1 2024 | 67 | $112.5M | JPM, IWL, VIGI, JHMM, UNH |