Data as of Q4 2025 (Dec 31, 2025)

BYRNE FINANCIAL FREEDOM, LLC

โ€ขCIK: 2063947โ€ขFiling: Q4 2025

**BYRNE FINANCIAL FREEDOM, LLC** manages $218M across a diversified portfolio of 99 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including AMZN ($20.3M) and GOOG ($19.8M). Notable allocations also include substantial positions in MSFT ($9.1M), PLTR ($9.0M), and ARKK ($9.0M). This structure suggests a conviction-driven, large-cap growth mandate with tactical exposure to specialized sectors.

Total AUM
$217.9M
QoQ Performance
+8.5%
Positions
71
Top 10 Concentration
48.0%
Latest Filing
Q4 2025

Top Holdings Allocation

AMZN
GOOG
AMZN9.3%
GOOG9.1%
MSFT4.2%
PLTR4.2%
ARKK4.1%
RECS3.7%
XNEAX3.5%
AAPL3.4%

๐Ÿ“ˆ Biggest Buys

MU
MICRON TECHNOLOGY INC
NEW
2.8% of portfolio
JSI
JANUS DETROIT STR TR
NEW
1.4% of portfolio
JAAA
JANUS DETROIT STR TR
NEW
1.2% of portfolio
RECS
COLUMBIA ETF TR I
+35.5%
3.7% of portfolio
PULS
PGIM ETF TR
+67.2%
2.4% of portfolio

๐Ÿ“‰ Biggest Sells

COST
COSTCO WHSL CORP NEW
-93.9%
0.2% of portfolio
XLP
SELECT SECTOR SPDR TR
-74.9%
0.2% of portfolio
GOOG
ALPHABET INC
-3.9%
9.1% of portfolio
PYPL
PAYPAL HLDGS INC
-71.0%
0.1% of portfolio
SPYG
SPDR SERIES TRUST
-13.9%
1.2% of portfolio

Sector Breakdown

Other60.1%
Technology21.7%
Consumer13.9%
Healthcare1.1%
Industrial1.0%
ETF0.9%
Financial0.9%
Energy0.3%

๐Ÿšช Exited Positionssold since Q3 2025

FLHY
FRANKLIN TEMPLETON ETF TR
SOLD
$1.4M
IGV
ISHARES TR
SOLD
$1.0M
SO
SOUTHERN CO
SOLD
$218.6K
IJR
ISHARES TR
SOLD
$211.8K
NMT
NUVEEN MASSACHUSETS QLT MUN
SOLD
$210.8K
+4 more exited positions

Changes from Q3 2025

NEW10 new positions
โ†‘44 increased
โ†“35 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025