Financial Freedom, LLC — 13F Holdings & Portfolio

CIK 1965484 · latest 13F-HR filed 2026-08-06

Financial Freedom, LLC manages $217.9M in 13F-reported U.S. long-equity assets across 107 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (7.99%), VCIT (7.12%), VGT (6.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 319, added to 73, and trimmed 18.

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.

Filer Information
Address
8044 MONTGOMERY ROAD SUITE 700
CINCINNATI, OH 45236
Phone
(513) 697-6400
Filing Manager
Financial Freedom, LLC
CINCINNATI, OH
Signatory
Michael Curran
Compliance Consultant
Loading holdings…
AUM

$217.9M

Long-equity book

Holdings

107

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+0 / −319 / ↑73 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANECK ETF TRUST$5.0M +67.7%
  • VANGUARD WORLD FD$3.4M +33.0%
  • INVESCO QQQ TR$3.3M +23.6%
  • ISHARES TR$1.8M +38.5%
  • VANGUARD WELLINGTON FD$1.5M +38.8%
Show all 73

Top Trims

  • SELECT SECTOR SPDR TR-$987.8K -13.5%
  • VANGUARD INDEX FDS-$699.0K -28.6%
  • VANGUARD WORLD FD-$688.8K -14.2%
  • SELECT SECTOR SPDR TR-$499.4K -25.1%
  • VANGUARD WORLD FD-$396.8K -12.9%
Show all 18

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • VANGUARD INTL EQUITY INDEX F$894.8K
  • SCHWAB STRATEGIC TR$335.3K
  • SPDR SERIES TRUST$265.1K
  • LOCKHEED MARTIN CORP$234.9K
  • WILLIS TOWERS WATSON PLC LTD$203.7K
Show all 319
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 INVESCO QQQ TR QQQ 46090E103 $17.4M 7.99% 23,645 SH
2 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $15.5M 7.12% 187,578 SH
3 VANGUARD WORLD FD VGT 92204A702 $13.8M 6.33% 115,421 SH
4 VANECK ETF TRUST SMH 92189F676 $12.3M 5.64% 18,728 SH
5 VANGUARD WORLD FD VCR 92204A108 $7.1M 3.28% 18,014 SH
6 ISHARES TR IYW 464287721 $6.6M 3.04% 26,237 SH
7 ISHARES TR IMTM 46434V449 $6.6M 3.02% 123,503 SH
8 SELECT SECTOR SPDR TR XLE 81369Y506 $6.3M 2.90% 118,822 SH
9 SELECT SECTOR SPDR TR XLV 81369Y209 $5.6M 2.59% 35,507 SH
10 PROCTER &GAMBLE CO PG 742718109 $5.6M 2.56% 37,971 SH
11 VANGUARD WELLINGTON FD VFMO 921935508 $5.3M 2.42% 21,091 SH
12 GLOBAL X FDS DTCR 37954Y236 $5.1M 2.32% 166,382 SH
13 ISHARES TR IGM 464287549 $4.6M 2.09% 27,847 SH
14 VANGUARD INDEX FDS VB 922908751 $4.3M 1.98% 14,252 SH
15 INVESCO EXCHANGE TRADED FD T XSMO 46137V498 $4.3M 1.96% 45,532 SH
16 VANGUARD WORLD FD VFH 92204A405 $4.2M 1.91% 31,625 SH
17 ISHARES TR IWY 464289438 $4.0M 1.84% 13,821 SH
18 ETF SER SOLUTIONS QTUM 26922A420 $3.8M 1.73% 22,745 SH
19 ETF SER SOLUTIONS UFOX 26922A289 $3.5M 1.62% 37,201 SH
20 ISHARES TR ISCF 46434V266 $3.5M 1.60% 80,592 SH
21 VANGUARD INDEX FDS VO 922908629 $3.3M 1.50% 40,667 SH
22 APPLE INC AAPL 037833100 $3.1M 1.40% 10,550 SH
23 VANGUARD WORLD FD VHT 92204A504 $2.8M 1.29% 9,421 SH
24 VANGUARD WORLD FD MGC 921910873 $2.7M 1.25% 9,959 SH
25 VANGUARD WORLD FD VDE 92204A306 $2.7M 1.23% 17,854 SH
26 ISHARES TR IYF 464287788 $2.6M 1.17% 20,056 SH
27 ISHARES TR AGG 464287226 $2.4M 1.12% 24,670 SH
28 SELECT SECTOR SPDR TR XLY 81369Y407 $2.2M 1.02% 18,857 SH
29 MICROSOFT CORP MSFT 594918104 $2.0M 0.92% 5,393 SH
30 SCHWAB STRATEGIC TR SCHP 808524870 $1.9M 0.89% 73,385 SH
31 ETFIS SER TR I UTES 26923G806 $1.9M 0.89% 23,634 SH
32 GLOBAL X FDS PAVE 37954Y673 $1.8M 0.81% 29,934 SH
33 VANGUARD INDEX FDS VBR 922908611 $1.7M 0.80% 7,193 SH
34 ISHARES TR IWP 464287481 $1.7M 0.79% 11,726 SH
35 VANGUARD INDEX FDS VTI 922908769 $1.7M 0.76% 4,470 SH
36 SPDR INDEX SHS FDS NANR 78463X152 $1.5M 0.71% 20,479 SH
37 FIDELITY MERRIMACK STR TR FBND 316188309 $1.5M 0.69% 33,051 SH
38 SELECT SECTOR SPDR TR XLF 81369Y605 $1.5M 0.68% 27,781 SH
39 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $1.4M 0.64% 8,165 SH
40 NVIDIA CORPORATION NVDA 67066G104 $1.4M 0.63% 6,893 SH
41 JOHNSON &JOHNSON JNJ 478160104 $1.3M 0.59% 5,097 SH
42 PIMCO ETF TR CORP 72201R817 $1.3M 0.59% 13,246 SH
43 FIDELITY COVINGTON TRUST FENI 31609A404 $1.3M 0.59% 31,880 SH
44 MCDONALDS CORP MCD 580135101 $1.3M 0.58% 4,695 SH
45 FIDELITY COVINGTON TRUST FTEC 316092808 $1.3M 0.58% 4,388 SH
46 SELECT SECTOR SPDR TR XLK 81369Y803 $1.2M 0.54% 6,192 SH
47 VANGUARD INDEX FDS VOO 922908363 $1.1M 0.52% 1,654 SH
48 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.49% 7,753 SH
49 JPMORGAN CHASE &CO JPM 46625H100 $964.6K 0.44% 2,947 SH
50 VANECK ETF TRUST PPH 92189F692 $953.9K 0.44% 8,723 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $217.9M 107 0001965484-26-000003
2026-03-31 2026-04-30 $200.8M 426 0001965484-26-000002
2025-12-31 2026-02-17 $201.5M 340 0001965484-26-000001