Freedom Financial Partners LLC
โขCIK: 2054598โขFiling: Q4 2025
**Freedom Financial Partners LLC** manages $275M across a diversified portfolio of 87 positions. The fund exhibits significant exposure to core market indices, notably holding VOO at $27.0M and VUG at $10.1M. Key concentrated positions include AVDE ($20.8M), AVUS ($20.4M), and AAPL ($15.5M), suggesting a blend of broad market beta capture and targeted large-cap technology allocation. This structure indicates a systematic approach balancing established index exposure with high-conviction equity bets.
Total AUM
$274.9M
QoQ Performance
+4.7%
Positions
61
Top 10 Concentration
54.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AVDE
AVUS
AAPL
VOO9.8%
AVDE7.6%
AVUS7.4%
AAPL5.6%
VO5.0%
CGIE4.7%
RLY3.8%
VUG3.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other80.2%
ETF9.8%
Technology6.8%
Materials1.1%
Consumer1.0%
Healthcare0.4%
Industrial0.3%
Consumer Staples0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
โ56 increased
โ20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024