Freedom Financial Partners LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Freedom Financial Partners LLC 13F Holdings
CIK 0002054598 · OAKDALE, MN
As of Sep 30, 2025, Freedom Financial Partners LLC reported
84 positions worth $262.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 42,725 | $26.2M | 9.97% |
| AVANTIS US EQUITY ETF | AVUS | — | 201,748 | $21.9M | 8.36% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 246,766 |
|
9.5M7.42% |
| APPLE INC | AAPL | Technology | 58,025 |
4.8M | 5.63% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 44,904 |
3.2M | 5.03% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 20,507 | $9.8M | 3.75% |
| STATE STREET(R) MULTI-ASSET REAL RETURN ETF | RLY | — | 310,962 | $9.6M | 3.66% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 320,080 | $9.5M | 3.61% |
| CAPITAL GROUP INTERNATIONAL EQUITY ETF | CGIE | — | 277,048 | $9.3M | 3.56% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 123,653 | $9.3M | 3.54% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 170,562 | $9.2M | 3.52% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 382,934 | $8.7M | 3.32% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 220,579 | $8.5M | 3.24% |
| J P MORGAN EXCHANGE TRADED F | JTEK | — | 76,584 | $7.0M | 2.68% |
| CAPITAL GROUP CORE BOND ETF | CGCB | — | 245,342 | $6.5M | 2.48% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 126,661 | $5.3M | 2.03% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 130,057 | $5.3M | 2.01% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 48,775 | $4.6M | 1.73% |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | — | 121,331 | $4.2M | 1.59% |
| RUNNING OAK EFFICIENT GROWTH ETF | RUNN | — | 119,747 | $4.1M | 1.56% |
| ECOLAB INC | ECL | Basic Materials | 11,794 | $3.2M | 1.23% |
| W P CAREY INC | WPC | Real Estate | 45,757 | $3.1M | 1.18% |
| J P MORGAN EXCHANGE TRADED F | JMEE | — | 37,917 | $2.4M | 0.92% |
| SCHWAB US TIPS ETF | SCHP | — | 88,136 | $2.4M | 0.91% |
| CAPITAL GROUP MUNICIPAL INCOME ETF | CGMU | — | 81,278 | $2.2M | 0.85% |