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FREEDOM FINANCIAL PARTNERS LLC
FREEDOM FINANCIAL PARTNERS LLC
Latest filing: 2026-06-30
FREEDOM FINANCIAL PARTNERS LLC runs FREEDOM FINANCIAL PARTNERS LLC and currently holds 89 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $306.94M. Their top holdings are VOO, AVDE, AVUS, CGIE, VO. The top five represent 35.5% of reported portfolio weight. FREEDOM FINANCIAL PARTNERS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FREEDOM FINANCIAL PARTNERS LLC initiated 1 new position. They added to 39 existing positions. They trimmed 39 positions. Their current best-performing preview position is SMH with returns of +71.07%.
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89 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 9.93% | $543.22 | $703.77 | +29.56% | Trimmed -0.12% |
 AVDE AMERICAN CENTY ETF TR | 7.57% | $63.81 | $94.24 | +47.68% | Added +0.39% |
 AVUS AMERICAN CENTY ETF TR | 7.00% | $96.95 | $130.54 | +34.65% | Trimmed -3.70% |
 CGIE CAPITAL GROUP INTERNATIONAL | 5.77% | $34.17 | $38.01 | +11.24% | Added +7.61% |
 VO VANGUARD INDEX FDS | 5.24% | $67.11 | $82.98 | +23.64% | Added +307.01% |
 AAPL APPLE INC | 4.44% | $250.42 | $309.35 | +23.53% | Trimmed -16.27% |
 AVEM AMERICAN CENTY ETF TR | 4.13% | $60.94 | $94.23 | +54.63% | Trimmed -0.90% |
 JTEK J P MORGAN EXCHANGE TRADED F | 4.11% | $84.42 | $99.98 | +18.43% | Added +5.45% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 4.02% | $43.03 | $50.21 | +16.68% | Added +7.55% |
RL RLY SSGA ACTIVE ETF TR | 3.84% | $27.93 | $37.79 | +35.30% | Added +1.04% |
Showing 1-10 of 89