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FreeGulliver LLC — 13F Holdings & Portfolio

CIK 2032561 · latest 13F-HR filed 2026-08-11

Backtest portfolio

FreeGulliver LLC manages $283.6M in 13F-reported U.S. long-equity assets across 123 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JPM (18.36%), IWL (13.68%), GSST (7.67%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions and exited 15; 60 existing positions rose in reported value and 23 fell.

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.

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AUM
$283.6M

Long-equity book

Holdings
123

Distinct positions

Period
2026-06-30

Filed 2026-08-11

Q/Q Activity
+23 / −15 / ↑60 / ↓23

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
JPM18.4% · -0%IWL13.7% · -3%GSST7.7% · +44%SCHK6.1% · +229%XMMO5.2% · +16%CGDV4.1% · +5%SPY3.4% · +39%SPTM3.2% · +0%BUFR2.9% · -1%BUFG2.5% · -5%VTI2.3% · +1%GLD1.6% · +1%VO1.5% · +312%IEF1.4% · -9%DFAU1.3% · +10%AAPL1.3% · -9%VIGI1.1% · -50%NVDA1.1% · -11%IGEB0.8% · -6%MSFT0.7% · +20%GOOGL0.7% · -8%KO0.7% · -1%VOLT0.6% · newAMZN0.6% · -9%SPDW0.6% · +1%AVGO0.6% · -10%PYLD0.5% · +1%NEAR0.5% · -11%BIV0.5% · +1%JHMM0.4% · -1%GOOG0.4% · -12%VOO0.4% · +0%VB0.4% · -1%SPYG0.4% · -6%APLD0.3% · newBFST0.3% · 0%MU0.3% · -10%SPYM0.3% · -0%DCRE0.3% · newBILZ0.3% · -39%PFEB0.3% · 0%NODE0.3% · newBRK.B0.3% · -8%V0.2% · -3%TSLA0.2% · -11%GSBD0.2% · newLLY0.2% · -11%MUNI0.2% · +158%FIW0.2% · -25%BBDC0.2% · newINTC0.2% · -6%AMD0.2% · -8%VIG0.2% · +9%DGRW0.2% · +0%META0.2% · -27%WMT0.2% · -16%SLF0.2% · 0%GE0.2% · -8%PDBC0.2% · -40%IWP0.2% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 67.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 9, 2026.

Assets Under Management
$836.6M
Discretionary
$549.2M
Employees
17
Accounts
584
Address
1000 S. NORMAN C. FRANCIS PKWY
SUITE 301
NEW ORLEANS, LA 70125
Phone
(504) 899-0300
Website
Name Title / Status Ownership Type
FRIEDLER, FRANK ControlMANAGING MEMBER/CHIEF EXECUTIVE OFFICER
since Mar 2001
25–50%Individual
KIRSCHMAN, MICHAEL, ALLEN ControlMEMBER, CO-OWNER, INVESTMENT ADVISER REPRESENTATIVE
since Jan 2017
25–50%Individual
Rodriguez, Joseph, FrancisCFO
since Jul 2025
Less than 5%Individual
Rodriguez, Joseph, FrancisCCO
since Mar 2026
Less than 5%Individual
Ownership & leadership changes · 8 filings with changes since Mar 26, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 9, 2026 filing
  • No longer listedDEROCHE, ERIC, MICHAEL · MEMBER · 5–10% · listed since Jan 2024
Mar 31, 2026 filing
  • No longer listedCOETZEE, AMANDA, PETRONELLA · CCO · Less than 5% · listed since Aug 2025
  • ChangedRodriguez, Joseph, Francis · title CFO → CCO / CFO
Aug 13, 2025 filing
  • AddedCOETZEE, AMANDA, PETRONELLA · CCO · Less than 5%
  • AddedRodriguez, Joseph, Francis · CFO · Less than 5%
  • ChangedFRIEDLER, FRANK · title MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER → MANAGING MEMBER/CHIEF EXECUTIVE OFFICER
Mar 25, 2025 filing
  • No longer listedGUTTENBERG, DENISE, ANNE · MEMBER/CONSULTANT · 5–10% · listed since Mar 2007
Mar 26, 2024 filing
  • AddedDEROCHE, ERIC, MICHAEL · MEMBER · 5–10%
  • ChangedGUTTENBERG, DENISE, ANNE · no longer a control person
Mar 25, 2020 filing
  • ChangedGUTTENBERG, DENISE, ANNE · title CHIEF OPERATIONS OFFICER → MEMBER/CONSULTANT
Nov 14, 2018 filing
  • ChangedFRIEDLER, FRANK · title MANAGING MEMBER/CHIEF COMPLIANCE OFFICER → MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER
  • ChangedKIRSCHMAN, MICHAEL, ALLEN · title MEMBER, CO-OWNER, IAR → MEMBER, CO-OWNER, INVESTMENT ADVISER REPRESENTATIVE
Mar 27, 2017 filing
  • AddedKIRSCHMAN, MICHAEL, ALLEN · MEMBER, CO-OWNER, IAR · 25–50% · control person
  • ChangedFRIEDLER, FRANK · ownership 75% or more → 25–50%
Mar 26, 2012 filing (earliest on record)
  • ListedFRIEDLER, FRANK · MANAGING MEMBER/CHIEF COMPLIANCE OFFICER · 75% or more · control person
  • ListedGUTTENBERG, DENISE, ANNE · CHIEF OPERATIONS OFFICER · 5–10% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

FreeGulliver LLC Holdings (2026-06-30)

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 JPMORGAN CHASE & CO COM JPM 46625H100 $52.1M 18.36% 159,102 SH
2 ISHARES RUSSELL TOP 200 ETF IWL 464289446 $38.8M 13.68% 209,733 SH
3 GOLDMAN SACHS ULTRA SHORT BOND ETF GSST 381430230 $21.7M 7.67% 429,980 SH
4 SCHWAB 1000 INDEX ETF SCHK 808524722 $17.4M 6.14% 483,033 SH
5 INVESCO S&P MIDCAP MOMENTUM ETF XMMO 46137V464 $14.7M 5.19% 86,510 SH
6 CAPITAL GROUP DIVIDEND VALUE ETF CGDV 14020W106 $11.7M 4.12% 236,927 SH
7 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $9.6M 3.37% 12,791 SH
8 STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF SPTM 78464A805 $9.0M 3.16% 98,799 SH
9 FT VEST LADDERED BUFFER ETF BUFR 33740F755 $8.4M 2.95% 228,879 SH
10 FT VEST BUFFERED ALLOCATION GROWTH ETF BUFG 33740U778 $7.1M 2.49% 240,658 SH
11 VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF VTI 922908769 $6.5M 2.31% 17,690 SH
12 SPDR GOLD SHARES GLD 78463V107 $4.5M 1.58% 12,157 SH
13 VANGUARD MORNINGSTAR MID-CAP ETF VO 922908629 $4.4M 1.54% 54,239 SH
14 ISHARES 7-10 YEAR TREASURY BOND ETF IEF 464287440 $3.9M 1.37% 41,000 SH
15 DIMENSIONAL US CORE EQUITY MARKET ETF DFAU 25434V104 $3.7M 1.31% 71,843 SH
16 APPLE INC COM AAPL 037833100 $3.6M 1.28% 12,505 SH
17 VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF VIGI 921946810 $3.2M 1.12% 34,046 SH
18 NVIDIA CORPORATION COM NVDA 67066G104 $3.1M 1.08% 15,374 SH
19 ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF IGEB 46435G219 $2.3M 0.82% 51,784 SH
20 MICROSOFT CORP COM MSFT 594918104 $2.1M 0.73% 5,540 SH
21 ALPHABET INC CAP STK CL A GOOGL 02079K305 $2.0M 0.72% 5,712 SH
22 COCA COLA CO COM KO 191216100 $1.9M 0.65% 22,825 SH
23 TEMA ELECTRIFICATION ETF VOLT 87975E834 $1.7M 0.61% 41,592 SH
24 AMAZON COM INC COM AMZN 023135106 $1.7M 0.61% 7,244 SH
25 STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $1.7M 0.60% 33,523 SH
26 BROADCOM INC COM AVGO 11135F101 $1.6M 0.57% 4,244 SH
27 PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND PYLD 72201R585 $1.4M 0.51% 54,624 SH
28 ISHARES SHORT DURATION BOND ACTIVE ETF NEAR 46431W507 $1.4M 0.50% 27,867 SH
29 VANGUARD INTERMEDIATE-TERM BOND ETF BIV 921937819 $1.4M 0.48% 17,889 SH
30 JOHN HANCOCK MULTIFACTOR MID CAP ETF JHMM 47804J206 $1.2M 0.44% 16,632 SH
31 ALPHABET INC CAP STK CL C GOOG 02079K107 $1.2M 0.43% 3,439 SH
32 VANGUARD S&P 500 ETF VOO 922908363 $1.1M 0.41% 1,674 SH
33 VANGUARD MORNINGSTAR SMALL-CAP ETF VB 922908751 $1.1M 0.39% 3,621 SH
34 STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF SPYG 78464A409 $1.0M 0.37% 8,776 SH
35 APPLIED DIGITAL CORP COM NEW APLD 038169207 $932.5K 0.33% 25,000 SH
36 BUSINESS FIRST BANCSHARES INC COM BFST 12326C105 $922.3K 0.33% 30,014 SH
37 MICRON TECHNOLOGY INC COM MU 595112103 $828.8K 0.29% 718 SH
38 STATE STREET SPDR PORTFOLIO S&P 500 ETF SPYM 78464A854 $828.6K 0.29% 9,429 SH
39 DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF DCRE 25861R303 $822.4K 0.29% 15,875 SH
40 PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND BILZ 72201R577 $803.3K 0.28% 7,959 SH
41 INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY PFEB 45782C417 $787.7K 0.28% 18,292 SH
42 VANECK ONCHAIN ECONOMY ETF NODE 92107P780 $775.3K 0.27% 17,895 SH
43 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $735.1K 0.26% 1,469 SH
44 VISA INC COM CL A V 92826C839 $709.7K 0.25% 2,069 SH
45 TESLA INC COM TSLA 88160R101 $707.9K 0.25% 1,683 SH
46 GOLDMAN SACHS BDC INC SHS GSBD 38147U107 $688.8K 0.24% 72,662 SH
47 ELI LILLY & CO COM LLY 532457108 $684.9K 0.24% 571 SH
48 PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND MUNI 72201R866 $679.5K 0.24% 12,918 SH
49 FIRST TRUST WATER ETF FIW 33733B100 $663.8K 0.23% 6,061 SH
50 BARINGS BDC INC COM BBDC 06759L103 $634.0K 0.22% 74,409 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $283.6M 123 0002032561-26-000006
2026-03-31 2026-05-15 $237.2M 160 0002032561-26-000004
2025-12-31 2026-02-12 $271.7M 164 0002032561-26-000001
2025-09-30 2025-11-13 $224.4M 143 0002032561-25-000004
Filer Information
Address
1000 S NORMAN C FRANCIS PKWY
SUITE 301
NEW ORLEANS, LA 70125
Phone
(504) 899-0300
Filing Manager
FreeGulliver LLC
NEW ORLEANS, LA
Signatory
Joe Rodriguez
CCO