True Freedom Investing, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), True Freedom Investing, LLC reported 98 stock positions worth $1.3 billion. Its top holding was iShares S&P Small-Cap 600 Va (IJS) at 17.6% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 17.5%) and iShares S&P Mid-Cap 400 Grow (IJK, 17.4%). Compared with Q4 2025, it opened 19 new positions, sold out of 77, added to 50 and reduced 25. The biggest buy was a new position in iShares S&P Small-Cap 600 Va (IJS) and the biggest sale Microsoft (MSFT, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- COEUR D'ALENE, ID
- CIK
- 0002096483
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001104659-26-059973 ↗ filed May 13, 2026
Holdings Value
Holdings 98 stocks · $1.3B
| IJS iShares S&P Small-Cap 600 Va | 17.63% | 1,940,467 | $229.8M | New |
| IWM iShares Russell 2000 ETF | 17.51% | 920,668 | $228.3M | Add +10822.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 17.41% | 2,256,315 | $227.0M | New |
| GLD SPDR Gold Shares | 7.22% | 218,753 | $94.1M | Add +225.9% |
| BIV Vanguard Intermediate-Term B | 3.02% | 509,371 | $39.3M | Add +15.0% |
| XLE SS Energy Select Sector | 2.80% | 596,939 | $36.6M | Add +316.6% |
| SCHX Schwab US Large-Cap ETF | 2.69% | 1,365,636 | $35.0M | Add +14.9% |
| BND Vanguard Total Bond Market | 2.52% | 445,436 | $32.8M | Add +186.2% |
| SCHF Schwab Intl Equity ETF | 2.25% | 1,186,723 | $29.4M | Add +9.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 32,242 | $21.0M | Reduce -41.9% |
| IEF iShares 7-10 Year Treasury B | 1.16% | 158,623 | $15.1M | New |
| COP Conocophillips | 0.82% | 80,672 | $10.6M | Add +65.7% |
| XOM Exxon Mobil Corp. | 0.77% | 59,151 | $10.0M | Add +35.3% |
| MSFT Microsoft Corp. | 0.62% | 21,946 | $8.1M | Reduce -94.8% |
| PSX Phillips 66 | 0.57% | 40,572 | $7.4M | Add +3.4% |
| QCOM Qualcomm Inc. | 0.54% | 55,032 | $7.1M | Add +17.8% |
| CVX Chevron Corp. | 0.53% | 33,198 | $6.9M | Add +3.0% |
| MRK Merck & Co. Inc. | 0.53% | 57,004 | $6.9M | Add +4.4% |
| VZ Verizon Communications Inc. | 0.51% | 131,312 | $6.6M | New |
| AZN Astrazeneca PLC | 0.50% | 33,343 | $6.6M | Add +5.1% |
| SCHD Schwab US DVD Equity ETF | 0.50% | 212,242 | $6.5M | Reduce -0.8% |
| C Citigroup Inc. | 0.47% | 54,454 | $6.2M | Add +4.0% |
| AAPL Apple Inc. | 0.47% | 24,299 | $6.2M | Add +345.7% |
| AMGN Amgen Inc. | 0.47% | 17,339 | $6.1M | Add +7.9% |
| SCHB Schwab US Broad Market ETF | 0.47% | 242,200 | $6.1M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.47% | 27,942 | $6.1M | Add +6.6% |
| DFAS Dimensional US Small Cap ETF | 0.46% | 84,903 | $6.0M | Add +11.3% |
| JPM JPMorgan Chase & Co. | 0.46% | 20,518 | $6.0M | Add +7.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.45% | 98,532 | $5.8M | Reduce -3.2% |
| PEP Pepsico Inc. | 0.44% | 37,283 | $5.8M | Add +2065.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.44% | 108,634 | $5.7M | Add +1.8% |
| DUK Duke Energy Corp. | 0.44% | 43,603 | $5.7M | New |
| SO The Southern Co. | 0.43% | 58,763 | $5.7M | New |
| WM Waste Management Inc. | 0.43% | 24,618 | $5.7M | Add +8.7% |
| AVGO Broadcom Inc. | 0.43% | 18,072 | $5.6M | Reduce -20.1% |
| TXN Texas Instruments Inc. | 0.43% | 28,554 | $5.5M | Add +8.3% |
| MCD McDonald's Corp. | 0.41% | 17,089 | $5.3M | Add +11.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.40% | 159,132 | $5.2M | Add +18.7% |
| KMB Kimberly-Clark Corp. | 0.39% | 52,854 | $5.1M | Add +32.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 10,638 | $5.1M | Add +4.8% |
| OMC Omnicom Group | 0.39% | 67,406 | $5.1M | Add +12.4% |
| PG The Procter & Gamble Co. | 0.39% | 34,979 | $5.1M | Reduce -45.9% |
| AMT American Tower Corp. | 0.38% | 29,056 | $5.0M | New |
| MET Metlife Inc. | 0.37% | 67,503 | $4.8M | Add +13.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 14,096 | $4.8M | Reduce -23.9% |
| IP International Paper Co. | 0.35% | 128,801 | $4.6M | Add +14.4% |
| UL Unilever PLC-Sponsored ADR | 0.35% | 79,609 | $4.5M | Add +11.4% |
| ABT Abbott Laboratories | 0.34% | 43,650 | $4.5M | Add +16.8% |
| GPC Genuine Parts Co. | 0.34% | 42,159 | $4.5M | Add +15.3% |
| XLRE SS Real Estate Select Sector | 0.33% | 106,376 | $4.3M | Add +21.0% |
| ADP Automatic Data Processing | 0.33% | 21,183 | $4.3M | Add +25.3% |
| NVDA Nvidia Corp. | 0.31% | 22,869 | $4.0M | Add +1653.8% |
| ELV Elevance Health Inc. | 0.30% | 13,292 | $3.9M | Add +10.4% |
| IQV Iqvia Holdings Inc. | 0.30% | 22,781 | $3.9M | Add +11.2% |
| BPRE Bluerock Private Real Estate | 0.29% | 227,883 | $3.8M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.28% | 6,374 | $3.6M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 6,236 | $3.6M | Reduce -80.9% |
| EEM iShares MSCI Emerging Market | 0.27% | 63,088 | $3.6M | Reduce -79.2% |
| PANW Palo Alto Networks Inc. | 0.27% | 22,079 | $3.5M | New |
| VEEV Veeva Systems Inc. Class A | 0.26% | 19,453 | $3.4M | Add +45.1% |
| DXCM Dexcom Inc. | 0.26% | 54,194 | $3.4M | New |
| GOOG Alphabet Inc. Class C | 0.26% | 11,840 | $3.4M | Reduce -2.5% |
| GD General Dynamics Corp. | 0.26% | 9,708 | $3.3M | Add +2.6% |
| CRM Salesforce Inc. | 0.25% | 17,677 | $3.3M | New |
| IVW iShares S&P 500 Growth ETF | 0.25% | 28,719 | $3.2M | Reduce -81.5% |
| AMZN Amazon.com Inc. | 0.25% | 15,383 | $3.2M | Add +10.3% |
| INTU Intuit Inc. | 0.23% | 6,946 | $3.0M | Add +62.0% |
| MA Mastercard Inc. Class A | 0.22% | 5,761 | $2.9M | Add +7.3% |
| SCHO Schwab Short-Term US Treas | 0.21% | 115,426 | $2.8M | Add +19.4% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 12,278 | $1.8M | Reduce -17.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.11% | 17,369 | $1.4M | Reduce -78.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.11% | 12,626 | $1.4M | Reduce -78.3% |
| SGOV iShares 0-3 Month Treasury B | 0.09% | 11,244 | $1.1M | New |
| CION Cion Investment Corp. | 0.08% | 143,122 | $979K | Reduce -26.1% |
| SCHP Schwab U.S. Tips ETF | 0.07% | 34,711 | $924K | Add +16.9% |
| IYM iShares U.S. Basic Materials | 0.07% | 5,088 | $895K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 2,483 | $797K | Add +70.7% |
| RTX RTX Corp. | 0.05% | 3,191 | $616K | Reduce -94.3% |
| WMT Walmart Inc. | 0.04% | 4,718 | $586K | Reduce -95.0% |
| TSLA Tesla Inc. | 0.04% | 1,521 | $565K | Add +67.9% |
| IYZ iShares US Telecommunication | 0.04% | 13,837 | $544K | Reduce -97.5% |
| RGLD Royal Gold Inc. | 0.04% | 1,807 | $460K | Add +4.7% |
| MMM 3M Co. | 0.03% | 3,057 | $444K | Reduce -93.3% |
| IAU iShares Gold Trust | 0.03% | 4,279 | $377K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.03% | 6,966 | $358K | New |
| MRVL Marvell Technology Inc. | 0.03% | 3,350 | $332K | New |
| SGOL Abrdn Physical Gold Shares | 0.03% | 7,349 | $328K | No change |
| SCHM Schwab US Mid Cap ETF | 0.02% | 9,849 | $305K | Add +43.2% |
| IYW iShares Ustechnology ETF | 0.02% | 1,587 | $288K | Reduce -98.2% |
| FNV Franco-Nevada Corp. | 0.02% | 1,143 | $282K | No change |
| EIX Edison International | 0.02% | 3,784 | $277K | Reduce -95.5% |
| CW Curtiss-Wright Corp. | 0.02% | 400 | $272K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.02% | 2,541 | $233K | Reduce -83.5% |
| ROIV Roivant Sciences Ltd. | 0.02% | 7,918 | $219K | Reduce -37.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.02% | 2,871 | $210K | New |
| MSIF MSC Income Fund Inc. | 0.01% | 14,073 | $171K | New |
| LPTH Lightpath Technologies Inc. Class A | 0.01% | 11,043 | $111K | New |
| SRFM Surf Air Mobility Inc. | 0.00% | 30,339 | $35K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -94.8% | 0.62% | −13.26 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −11.12 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −10.46 |
| MAR Marriott International Class A | Sold out | 0.00% | −4.19 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −2.90 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −2.85 |
| ECL Ecolab Inc. | Sold out | 0.00% | −1.75 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.64 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −1.40 |
| IYZ iShares US Telecommunication | Reduce -97.5% | 0.04% | −1.24 |
| IYW iShares Ustechnology ETF | Reduce -98.2% | 0.02% | −1.20 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −1.20 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −1.20 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −1.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -80.9% | 0.28% | −1.09 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −1.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -81.5% | 0.25% | −1.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -41.9% | 1.61% | −0.97 |
| EEM iShares MSCI Emerging Market | Reduce -79.2% | 0.27% | −0.86 |
| WMT Walmart Inc. | Reduce -95.0% | 0.04% | −0.67 |
| RTX RTX Corp. | Reduce -94.3% | 0.05% | −0.66 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.66 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.62 |
| MMM 3M Co. | Reduce -93.3% | 0.03% | −0.47 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.43 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.43 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.36 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -78.3% | 0.11% | −0.33 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -78.3% | 0.11% | −0.33 |
| EIX Edison International | Reduce -95.5% | 0.02% | −0.32 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.29 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.28 |
| PG The Procter & Gamble Co. | Reduce -45.9% | 0.39% | −0.24 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.23 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.21 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.20 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.19 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.18 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.18 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.18 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.18 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.18 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.18 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.16 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.16 |
| INTC Intel Corp. | Sold out | 0.00% | −0.16 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.15 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.15 |
| GLW Corning Inc. | Sold out | 0.00% | −0.15 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.14 |
Portfolio Buys Q4 2025 → Q1 2026
| IJS iShares S&P Small-Cap 600 Va | New | 17.63% | +17.63 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 17.41% | +17.41 |
| IWM iShares Russell 2000 ETF | Add +10822.6% | 17.51% | +17.37 |
| GLD SPDR Gold Shares | Add +225.9% | 7.22% | +5.41 |
| XLE SS Energy Select Sector | Add +316.6% | 2.80% | +2.37 |
| BND Vanguard Total Bond Market | Add +186.2% | 2.52% | +1.73 |
| IEF iShares 7-10 Year Treasury B | New | 1.16% | +1.16 |
| BIV Vanguard Intermediate-Term B | Add +15.0% | 3.02% | +0.66 |
| COP Conocophillips | Add +65.7% | 0.82% | +0.51 |
| VZ Verizon Communications Inc. | New | 0.51% | +0.51 |
| SCHX Schwab US Large-Cap ETF | Add +14.9% | 2.69% | +0.51 |
| SCHF Schwab Intl Equity ETF | Add +9.8% | 2.25% | +0.48 |
| DUK Duke Energy Corp. | New | 0.44% | +0.44 |
| SO The Southern Co. | New | 0.43% | +0.43 |
| PEP Pepsico Inc. | Add +2065.1% | 0.44% | +0.43 |
| XOM Exxon Mobil Corp. | Add +35.3% | 0.77% | +0.41 |
| AMT American Tower Corp. | New | 0.38% | +0.38 |
| AAPL Apple Inc. | Add +345.7% | 0.47% | +0.37 |
| NVDA Nvidia Corp. | Add +1653.8% | 0.31% | +0.29 |
| META Meta Platforms Inc. Class A | New | 0.28% | +0.28 |
| PANW Palo Alto Networks Inc. | New | 0.27% | +0.27 |
| DXCM Dexcom Inc. | New | 0.26% | +0.26 |
| CRM Salesforce Inc. | New | 0.25% | +0.25 |
| PSX Phillips 66 | Add +3.4% | 0.57% | +0.22 |
| CVX Chevron Corp. | Add +3.0% | 0.53% | +0.19 |
| MRK Merck & Co. Inc. | Add +4.4% | 0.53% | +0.13 |
| KMB Kimberly-Clark Corp. | Add +32.2% | 0.39% | +0.12 |
| TXN Texas Instruments Inc. | Add +8.3% | 0.43% | +0.11 |
| AMGN Amgen Inc. | Add +7.9% | 0.47% | +0.11 |
| AZN Astrazeneca PLC | Add +5.1% | 0.50% | +0.11 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +18.7% | 0.40% | +0.10 |
| DFAS Dimensional US Small Cap ETF | Add +11.3% | 0.46% | +0.10 |
| WM Waste Management Inc. | Add +8.7% | 0.43% | +0.09 |
| XLRE SS Real Estate Select Sector | Add +21.0% | 0.33% | +0.09 |
| SGOV iShares 0-3 Month Treasury B | New | 0.09% | +0.09 |
| MCD McDonald's Corp. | Add +11.0% | 0.41% | +0.09 |
| IYM iShares U.S. Basic Materials | New | 0.07% | +0.07 |
| OMC Omnicom Group | Add +12.4% | 0.39% | +0.06 |
| VEEV Veeva Systems Inc. Class A | Add +45.1% | 0.26% | +0.06 |
| ABBV Abbvie Inc. | Add +6.6% | 0.47% | +0.06 |
| C Citigroup Inc. | Add +4.0% | 0.47% | +0.06 |
| SCHO Schwab Short-Term US Treas | Add +19.4% | 0.21% | +0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1.8% | 0.44% | +0.05 |
| IP International Paper Co. | Add +14.4% | 0.35% | +0.05 |
| MET Metlife Inc. | Add +13.7% | 0.37% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.8% | 0.39% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +7.2% | 0.46% | +0.04 |
| GD General Dynamics Corp. | Add +2.6% | 0.26% | +0.04 |
| INTU Intuit Inc. | Add +62.0% | 0.23% | +0.04 |
| GPC Genuine Parts Co. | Add +15.3% | 0.34% | +0.04 |