Data as of Q4 2025 (Dec 31, 2025)

Freedom Together Foundation

โ€ขCIK: 2002798โ€ขFiling: Q4 2025

**Freedom Together Foundation** manages $789M with a concentrated, index-tracking mandate. The fund's current portfolio is heavily weighted toward broad market exposure, evidenced by its top two holdings. Specifically, the fund maintains a significant position in SPY, representing $577.9M, complemented by a substantial allocation to RSP at $210.7M. This structure suggests a core strategy focused on capturing overall market beta through established exchange-traded products.

Total AUM
$788.6M
QoQ Performance
-9.7%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
RSP
SPY73.3%
RSP26.7%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

SPY
SPDR S&P 500 ETF TR
-15.1%
73.3% of portfolio

Sector Breakdown

ETF73.3%
Other26.7%

Changes from Q3 2025

โ†“1 decreased

Historical Filings

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