True Freedom Investing, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed December 22, 2025), True Freedom Investing, LLC reported 70 stock positions worth $280.1 million. Its top holding was SPDR Gold Shares (GLD) at 12.4% of the portfolio, followed by iShares Ustechnology ETF (IYW, 9.5%) and iShares US Telecommunication (IYZ, 9.4%). Compared with Q2 2025, it opened 28 new positions, sold out of 15, added to 16 and reduced 24. The biggest buy was a new position in iShares US Utilities ETF (IDU) and the biggest sale iShares US Consumer Discreti (IYC, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- COEUR D'ALENE, ID
- CIK
- 0002096483
- Portfolio Value
- $280.1M (Q3 2025)
- SEC Filing
- 0001104659-25-123672 ↗ filed Dec 22, 2025
Holdings Value
Holdings 70 stocks · $280.1M
| GLD SPDR Gold Shares | 12.44% | 98,047 | $34.9M | Add +3.0% |
| IYW iShares Ustechnology ETF | 9.54% | 136,434 | $26.7M | Reduce -0.1% |
| IYZ iShares US Telecommunication | 9.42% | 817,539 | $26.4M | Add +2.0% |
| IDU iShares US Utilities ETF | 9.18% | 231,733 | $25.7M | New |
| IYF iShares US Financials ETF | 9.17% | 202,895 | $25.7M | Add +3.2% |
| BND Vanguard Total Bond Market | 5.86% | 220,497 | $16.4M | Add +16.5% |
| XLE SS Energy Select Sector | 5.35% | 167,563 | $15.0M | Add +4.2% |
| SSO Proshares Ultra S&P500 | 4.96% | 123,958 | $13.9M | Reduce -2.6% |
| QQQ Invesco QQQ Trust Series 1 | 4.63% | 21,597 | $13.0M | Reduce -5.4% |
| IVW iShares S&P 500 Growth ETF | 4.49% | 104,108 | $12.6M | Reduce -5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.36% | 18,311 | $12.2M | Reduce -15.5% |
| EEM iShares MSCI Emerging Market | 3.45% | 180,731 | $9.7M | Reduce -5.0% |
| EFA iShares MSCI Eafe ETF | 3.32% | 99,463 | $9.3M | Reduce -2.7% |
| PLTR Palantir Technologies Inc. Class A | 1.28% | 19,724 | $3.6M | Reduce -6.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.65% | 22,351 | $1.8M | Add +24.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.65% | 16,263 | $1.8M | Add +23.4% |
| WDC Western Digital Corp. | 0.53% | 12,285 | $1.5M | New |
| NVDA Nvidia Corp. | 0.45% | 6,769 | $1.3M | Add +364.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.44% | 2,639 | $1.2M | Reduce -54.1% |
| TPR Tapestry Inc. | 0.42% | 10,398 | $1.2M | Add +3.1% |
| AVGO Broadcom Inc. | 0.41% | 3,471 | $1.1M | Add +7.1% |
| SGOV iShares 0-3 Month Treasury B | 0.40% | 11,244 | $1.1M | New |
| STX Seagate Technology Holdings | 0.40% | 4,756 | $1.1M | New |
| IYR iShares US Real Estate ETF | 0.38% | 10,889 | $1.1M | Reduce -55.6% |
| AMD Advanced Micro Devices | 0.38% | 6,509 | $1.1M | New |
| IVE iShares S&P 500 Value ETF | 0.37% | 5,037 | $1.0M | Reduce -1.6% |
| NEM Newmont Corp. | 0.35% | 11,519 | $971K | New |
| APH Amphenol Corp. Class A | 0.34% | 7,772 | $962K | Reduce -8.0% |
| ORCL Oracle Corp. | 0.34% | 3,381 | $951K | New |
| GE General Electric filed as GE AEROSPACE | 0.33% | 3,109 | $935K | Reduce -1.9% |
| GEV GE Vernova Inc. | 0.32% | 1,452 | $893K | Reduce -10.7% |
| VST Vistra Corp. | 0.32% | 4,508 | $883K | Reduce -1.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.29% | 2,497 | $808K | New |
| BA The Boeing Co. | 0.27% | 3,559 | $768K | New |
| HWM Howmet Aerospace Inc. | 0.26% | 3,739 | $734K | Reduce -30.1% |
| NRG NRG Energy Inc. | 0.25% | 4,294 | $695K | Reduce -16.6% |
| JBL Jabil Inc. | 0.24% | 3,040 | $660K | Reduce -1.2% |
| DG Dollar General Corp. | 0.22% | 6,072 | $628K | New |
| MRVL Marvell Technology Inc. | 0.21% | 7,129 | $599K | New |
| DLTR Dollar Tree Inc. | 0.21% | 6,150 | $580K | New |
| ORLY O'reilly Automotive Inc. | 0.21% | 5,355 | $577K | Reduce -9.3% |
| WBD Warner Bros Discovery Inc. | 0.17% | 24,750 | $483K | New |
| CELH Celsius Holdings Inc. | 0.16% | 7,997 | $460K | New |
| SCHX Schwab US Large-Cap ETF | 0.14% | 15,362 | $405K | Add +86.1% |
| DASH DoorDash Inc. Class A | 0.14% | 1,487 | $404K | Add +5.0% |
| SCHF Schwab Intl Equity ETF | 0.14% | 17,075 | $398K | Add +68.5% |
| SOFI Sofi Technologies Inc. | 0.13% | 14,101 | $373K | New |
| AMZN Amazon.com Inc. | 0.12% | 1,516 | $333K | Reduce -62.1% |
| HOOD Robinhood Markets Inc. Class A | 0.12% | 2,284 | $327K | Reduce -12.5% |
| CAR Avis Budget Group Inc. | 0.10% | 1,829 | $294K | New |
| APP AppLovin Corp. Class A | 0.10% | 407 | $292K | Reduce -64.1% |
| RBLX Roblox Corp. Class A | 0.10% | 2,104 | $291K | Add +0.7% |
| DFAS Dimensional US Small Cap ETF | 0.10% | 4,170 | $285K | New |
| HIMS Hims & Hers Health Inc. | 0.10% | 4,934 | $280K | Add +10.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 799 | $262K | No change |
| TLN Talen Energy Corp. | 0.09% | 613 | $261K | New |
| RKLB Rocket Lab Corp. | 0.09% | 5,370 | $257K | New |
| MP MP Materials Corp. | 0.09% | 3,752 | $252K | Reduce -45.0% |
| APG Api Group Corp. | 0.09% | 6,995 | $240K | New |
| LRCX Lam Research Corp. | 0.08% | 1,769 | $237K | New |
| MSFT Microsoft Corp. | 0.08% | 456 | $236K | Add +7.0% |
| IYC iShares US Consumer Discreti | 0.08% | 2,241 | $235K | Reduce -99.1% |
| PEP Pepsico Inc. | 0.08% | 1,666 | $234K | No change |
| CVNA Carvana Co. | 0.08% | 597 | $225K | New |
| ALGM Allegro Microsystems Inc. | 0.08% | 7,698 | $225K | New |
| NET Cloudflare Inc. Class A | 0.07% | 946 | $203K | New |
| IBKR Interactive Brokers Gro Class A | 0.07% | 2,931 | $202K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 722 | $202K | New |
| COIN Coinbase Global Inc. Class A | 0.07% | 594 | $200K | New |
| SRFM Surf Air Mobility Inc. | 0.04% | 29,219 | $125K | New |
Portfolio Sells Q2 2025 → Q3 2025
| IYC iShares US Consumer Discreti | Reduce -99.1% | 0.08% | −9.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.5% | 4.36% | −0.92 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -54.1% | 0.44% | −0.56 |
| IYR iShares US Real Estate ETF | Reduce -55.6% | 0.38% | −0.54 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.39 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.39 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.34 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.33 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.4% | 4.63% | −0.33 |
| PM Philip Morris International | Sold out | 0.00% | −0.33 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.32 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.31 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.8% | 4.49% | −0.30 |
| EFA iShares MSCI Eafe ETF | Reduce -2.7% | 3.32% | −0.28 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.27 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.27 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -62.1% | 0.12% | −0.23 |
| EEM iShares MSCI Emerging Market | Reduce -5.0% | 3.45% | −0.16 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.15 |
| UGI Ugi Corp. | Sold out | 0.00% | −0.14 |
| T AT&T Inc. | Sold out | 0.00% | −0.14 |
| HWM Howmet Aerospace Inc. | Reduce -30.1% | 0.26% | −0.13 |
| CEG Constellation Energy | Sold out | 0.00% | −0.10 |
| EXEL Exelixis Inc. | Sold out | 0.00% | −0.10 |
| NRG NRG Energy Inc. | Reduce -16.6% | 0.25% | −0.08 |
| APP AppLovin Corp. Class A | Reduce -64.1% | 0.10% | −0.05 |
| VST Vistra Corp. | Reduce -1.0% | 0.32% | −0.03 |
| JBL Jabil Inc. | Reduce -1.2% | 0.24% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -1.6% | 0.37% | −0.02 |
| GEV GE Vernova Inc. | Reduce -10.7% | 0.32% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -9.3% | 0.21% | −0.00 |
| MP MP Materials Corp. | Reduce -45.0% | 0.09% | +0.00 |
| GE General Electric | Reduce -1.9% | 0.33% | +0.01 |
| APH Amphenol Corp. Class A | Reduce -8.0% | 0.34% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Reduce -12.5% | 0.12% | +0.02 |
| SSO Proshares Ultra S&P500 | Reduce -2.6% | 4.96% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.7% | 1.28% | +0.15 |
| IYW iShares Ustechnology ETF | Reduce -0.1% | 9.54% | +0.22 |
Portfolio Buys Q2 2025 → Q3 2025
| IDU iShares US Utilities ETF | New | 9.18% | +9.18 |
| GLD SPDR Gold Shares | Add +3.0% | 12.44% | +1.03 |
| WDC Western Digital Corp. | New | 0.53% | +0.53 |
| SGOV iShares 0-3 Month Treasury B | New | 0.40% | +0.40 |
| STX Seagate Technology Holdings | New | 0.40% | +0.40 |
| AMD Advanced Micro Devices | New | 0.38% | +0.38 |
| BND Vanguard Total Bond Market | Add +16.5% | 5.86% | +0.37 |
| NVDA Nvidia Corp. | Add +364.9% | 0.45% | +0.36 |
| NEM Newmont Corp. | New | 0.35% | +0.35 |
| ORCL Oracle Corp. | New | 0.34% | +0.34 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.29% | +0.29 |
| BA The Boeing Co. | New | 0.27% | +0.27 |
| DG Dollar General Corp. | New | 0.22% | +0.22 |
| MRVL Marvell Technology Inc. | New | 0.21% | +0.21 |
| DLTR Dollar Tree Inc. | New | 0.21% | +0.21 |
| WBD Warner Bros Discovery Inc. | New | 0.17% | +0.17 |
| CELH Celsius Holdings Inc. | New | 0.16% | +0.16 |
| SOFI Sofi Technologies Inc. | New | 0.13% | +0.13 |
| CAR Avis Budget Group Inc. | New | 0.10% | +0.10 |
| DFAS Dimensional US Small Cap ETF | New | 0.10% | +0.10 |
| TLN Talen Energy Corp. | New | 0.09% | +0.09 |
| RKLB Rocket Lab Corp. | New | 0.09% | +0.09 |
| APG Api Group Corp. | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | New | 0.08% | +0.08 |
| CVNA Carvana Co. | New | 0.08% | +0.08 |
| ALGM Allegro Microsystems Inc. | New | 0.08% | +0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +23.4% | 0.65% | +0.08 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +24.4% | 0.65% | +0.08 |
| NET Cloudflare Inc. Class A | New | 0.07% | +0.07 |
| IBKR Interactive Brokers Gro Class A | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.07% | +0.07 |
| TPR Tapestry Inc. | Add +3.1% | 0.42% | +0.07 |
| COIN Coinbase Global Inc. Class A | New | 0.07% | +0.07 |
| SCHX Schwab US Large-Cap ETF | Add +86.1% | 0.14% | +0.07 |
| AVGO Broadcom Inc. | Add +7.1% | 0.41% | +0.06 |
| SCHF Schwab Intl Equity ETF | Add +68.5% | 0.14% | +0.05 |
| SRFM Surf Air Mobility Inc. | New | 0.04% | +0.04 |
| IYZ iShares US Telecommunication | Add +2.0% | 9.42% | +0.02 |
| RBLX Roblox Corp. Class A | Add +0.7% | 0.10% | +0.02 |
| HIMS Hims & Hers Health Inc. | Add +10.4% | 0.10% | +0.01 |
| DASH DoorDash Inc. Class A | Add +5.0% | 0.14% | +0.01 |
| MSFT Microsoft Corp. | Add +7.0% | 0.08% | +0.00 |
| XLE SS Energy Select Sector | Add +4.2% | 5.35% | −0.02 |
| IYF iShares US Financials ETF | Add +3.2% | 9.17% | −0.19 |