Freedom Investment Management, Inc. — 13F Holdings & Portfolio
CIK 1566653 · latest 13F-HR filed 2026-04-22
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$337.0M
Long-equity book
Holdings
153
Distinct positions
Period
2026-03-31
Filed 2026-04-22
Q/Q Activity
+5 / −16 / ↑14 / ↓42
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PIMCO ETF TR$1.2M +14.5%
- WISDOMTREE TR$376.4K +13.3%
- INVESCO EXCH TRADED FD TR II$374.9K +13.7%
- FIDELITY COVINGTON TRUST$122.0K +37.2%
- VANGUARD SCOTTSDALE FDS$115.3K +7.6%
Top Trims
- DIMENSIONAL ETF TRUST-$8.9M -16.9%
- DIMENSIONAL ETF TRUST-$6.8M -15.7%
- DIMENSIONAL ETF TRUST-$2.6M -22.3%
- AMERICAN CENTY ETF TR-$1.1M -7.0%
- SELECT SECTOR SPDR TR-$390.6K -43.3%
New Positions
- ISHARES TR$11.8M
- GLOBAL X FDS$7.5M
- WORLD GOLD TR$332.0K
- BLACKROCK ETF TRUST$290.2K
- ISHARES TR$234.3K
Exited Positions
- SELECT SECTOR SPDR TR$396.0K
- ISHARES TR$320.4K
- BLACKROCK ETF TRUST$319.9K
- INVESCO EXCH TRADED FD TR II$308.9K
- ISHARES TR$302.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $43.5M | 12.92% | 1,184,464 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $36.3M | 10.79% | 512,578 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $30.4M | 9.03% | 855,986 | SH |
| 4 | VANGUARD INDEX FDS | VTV | 922908744 | $29.4M | 8.73% | 149,857 | SH |
| 5 | WISDOMTREE TR | EZM | 97717W570 | $19.8M | 5.87% | 294,048 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $17.5M | 5.18% | 515,358 | SH |
| 7 | AMERICAN CENTY ETF TR | AVDS | 025072190 | $14.7M | 4.38% | 205,183 | SH |
| 8 | ISHARES TR | IVLU | 46435G409 | $12.9M | 3.83% | 325,506 | SH |
| 9 | ISHARES TR | REET | 46434V647 | $11.8M | 3.50% | 469,145 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $10.0M | 2.98% | 286,676 | SH |
| 11 | AMERICAN CENTY ETF TR | AVSC | 025072323 | $10.0M | 2.98% | 161,226 | SH |
| 12 | PIMCO ETF TR | BOND | 72201R775 | $9.3M | 2.77% | 101,172 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $9.2M | 2.73% | 257,143 | SH |
| 14 | GLOBAL X FDS | LNGX | 37960A172 | $7.5M | 2.24% | 161,672 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $3.4M | 1.01% | 54,391 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $3.3M | 0.97% | 45,855 | SH |
| 17 | WISDOMTREE TR | AGGY | 97717X511 | $3.2M | 0.95% | 73,841 | SH |
| 18 | INVESCO EXCH TRADED FD TR II | BAB | 46138G805 | $3.1M | 0.93% | 115,774 | SH |
| 19 | SPDR SERIES TRUST | SPYV | 78464A508 | $2.9M | 0.86% | 50,935 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.3M | 0.69% | 60,073 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $2.2M | 0.67% | 42,476 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $2.2M | 0.64% | 8,511 | SH |
| 23 | JOHN HANCOCK EXCHANGE TRADED | JHMM | 47804J206 | $2.1M | 0.63% | 31,497 | SH |
| 24 | VANGUARD INDEX FDS | VOO | 922908363 | $2.1M | 0.62% | 3,513 | SH |
| 25 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $2.0M | 0.60% | 62,281 | SH |
| 26 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $1.5M | 0.46% | 30,729 | SH |
| 27 | VANGUARD BD INDEX FDS | BSV | 921937827 | $1.5M | 0.45% | 19,249 | SH |
| 28 | VANGUARD MUN BD FDS | VTEI | 922907738 | $1.5M | 0.43% | 14,558 | SH |
| 29 | SPDR SERIES TRUST | SPYG | 78464A409 | $1.4M | 0.41% | 14,218 | SH |
| 30 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $1.4M | 0.41% | 14,846 | SH |
| 31 | PIMCO ETF TR | SSMUF | 72201R635 | $1.4M | 0.40% | 29,918 | SH |
| 32 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.1M | 0.34% | 1,761 | SH |
| 33 | SPDR SERIES TRUST | SPYG | 78464A409 | $1.1M | 0.33% | 11,486 | SH |
| 34 | SPDR SERIES TRUST | SPYV | 78464A508 | $1.1M | 0.31% | 18,744 | SH |
| 35 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $1.0M | 0.30% | 13,877 | SH |
| 36 | BLACKROCK ETF TRUST | BDYN | 09290C723 | $953.2K | 0.28% | 39,209 | SH |
| 37 | DBX ETF TR | RVNU | 233051705 | $856.2K | 0.25% | 34,755 | SH |
| 38 | ISHARES TR | IEFA | 46432F842 | $833.8K | 0.25% | 9,210 | SH |
| 39 | INNOVATOR ETFS TRUST | PNOV | 45782C573 | $818.7K | 0.24% | 20,036 | SH |
| 40 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $817.0K | 0.24% | 24,049 | SH |
| 41 | FIRST TR EXCHNG TRADED FD VI | FOCT | 33740F664 | $750.5K | 0.22% | 15,740 | SH |
| 42 | VANGUARD STAR FDS | VXUS | 921909768 | $735.3K | 0.22% | 9,536 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.21% | 1 | SH |
| 44 | VANGUARD INDEX FDS | VB | 922908751 | $689.1K | 0.20% | 2,631 | SH |
| 45 | SPDR SERIES TRUST | MDYV | 78464A839 | $663.1K | 0.20% | 7,788 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $637.7K | 0.19% | 21,890 | SH |
| 47 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $637.1K | 0.19% | 5,808 | SH |
| 48 | SPDR SERIES TRUST | SLYV | 78464A300 | $606.5K | 0.18% | 6,413 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $596.0K | 0.18% | 16,774 | SH |
| 50 | SPDR SERIES TRUST | MDYG | 78464A821 | $550.2K | 0.16% | 5,734 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $337.0M | 153 | 0001062993-26-002096 |
| 2025-12-31 | 2026-02-06 | $343.9M | 169 | 0001062993-26-000676 |