Data as of Q4 2025 (Dec 31, 2025)

Freedom Investment Management, Inc.

•CIK: 1566653•Filing: Q4 2025

**Freedom Investment Management, Inc.** manages $344M across a portfolio of 117 positions. The fund exhibits significant concentration in select names, notably allocating $52.5M to DUHP and $43.1M to DFUS. Further top holdings include DFIC at $32.3M and VTV at $30.4M, indicating a focused, conviction-driven approach. This structure suggests tactical overweighting within specific market sectors.

Total AUM
$343.9M
QoQ Performance
-9.1%
Positions
40
Top 10 Concentration
71.8%
Latest Filing
Q4 2025

Top Holdings Allocation

DUHP
DFUS
DFIC
VTV
EZM
DFAE
DUHP15.3%
DFUS12.5%
DFIC9.4%
VTV8.8%
EZM5.9%
DFAE5.1%
AVDS4.6%
IVLU3.8%

📈 Biggest Buys

MINO
PIMCO ETF TR
NEW
0.4% of portfolio
PNOV
INNOVATOR ETFS TRUST
NEW
0.3% of portfolio
BDYN
BLACKROCK ETF TRUST
+103.1%
0.3% of portfolio
DFSU
DIMENSIONAL ETF TRUST
NEW
0.1% of portfolio
NOCT
INNOVATOR ETFS TRUST
NEW
0.1% of portfolio

📉 Biggest Sells

DFUS
DIMENSIONAL ETF TRUST
-7.0%
12.5% of portfolio
DUHP
DIMENSIONAL ETF TRUST
-5.3%
15.3% of portfolio
DFAE
DIMENSIONAL ETF TRUST
-10.0%
5.1% of portfolio
DFIC
DIMENSIONAL ETF TRUST
-5.6%
9.4% of portfolio
VTV
VANGUARD INDEX FDS
-5.3%
8.8% of portfolio

Sector Breakdown

Other97.6%
ETF1.1%
Technology1.1%
Financial0.2%

🚪 Exited Positionssold since Q3 2025

FFEB
FIRST TR EXCHNG TRADED FD VI
SOLD
$1.0M
BOTZ
GLOBAL X FDS
SOLD
$945.4K
FMB
FIRST TR EXCH TRADED FD III
SOLD
$919.9K
KRMA
GLOBAL X FDS
SOLD
$751.9K
PHO
INVESCO EXCHANGE TRADED FD T
SOLD
$727.3K
+27 more exited positions

Changes from Q3 2025

NEW9 new positions
↑28 increased
↓77 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DUHP15.3%
DIMENSIONAL ETF TRUST
$52.5M
DFUS12.5%
DIMENSIONAL ETF TRUST
$43.1M
DFIC9.4%
DIMENSIONAL ETF TRUST
$32.3M
VTV8.8%
VANGUARD INDEX FDS
$30.4M
EZM5.9%
WISDOMTREE TR
$20.1M

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