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FREEDOM FINANCIAL PARTNERS LLC 13F portfolio summary

FREEDOM FINANCIAL PARTNERS LLC of FREEDOM FINANCIAL PARTNERS LLC has 88 current stock holdings with a reported portfolio value of $280.8M. The portfolio 1 year return is +14.24%. Top holdings include FPE (0.00%), QQQ (0.00%), CGCB (0.00%), VOO (9.76%), AVDE (8.09%).

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FREEDOM FINANCIAL PARTNERS LLC

FREEDOM FINANCIAL PARTNERS LLC
Latest filing: 2026-03-31

FREEDOM FINANCIAL PARTNERS LLC runs FREEDOM FINANCIAL PARTNERS LLC and currently holds 88 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $280.76M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FREEDOM FINANCIAL PARTNERS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FREEDOM FINANCIAL PARTNERS LLC's portfolio at FREEDOM FINANCIAL PARTNERS LLC has delivered returns of +14.24%. Their 3-year annualized return is +11.65%. Looking at the 5-year horizon, FREEDOM FINANCIAL PARTNERS LLC has achieved +11.65% annualized returns at FREEDOM FINANCIAL PARTNERS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.24%
#0/1000
3 Year
+11.65%
#0/1000
5 Year
+11.65%
#0/1000

Portfolio Value

$280.76M

Alpha Score

10.9

#0 of 1000

Holdings

88

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change