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FreeGulliver LLC — 13F Holdings & Portfolio

CIK 2032561 · latest 13F-HR filed 2026-05-15

Backtest portfolio

FreeGulliver LLC manages $237.2M in 13F-reported U.S. long-equity assets across 160 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are JPM (19.80%), IWL (14.58%), GSST (6.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 30 new positions, exited 14, added to 28, and trimmed 33.

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

$237.2M

Long-equity book

Holdings

160

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+30 / −14 / ↑28 / ↓33

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GOLDMAN SACHS ULTRA SHORT BOND ETF$12.2M +407.3%
  • VANGUARD TOTAL STOCK MARKET ETF$5.2M +1199.1%
  • INVESCO S&P MIDCAP MOMENTUM ETF$2.2M +25.7%
  • SCHWAB 1000 INDEX ETF$2.1M +81.9%
  • SPDR GOLD SHARES$2.0M +62.5%
Show all 28 →

Top Trims

  • VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF-$8.1M -57.6%
  • JPMORGAN CHASE & CO COM-$4.7M -9.0%
  • ISHARES RUSSELL TOP 200 ETF-$2.8M -7.4%
  • VINCE HLDG CORP COM NEW-$1.9M -96.9%
  • 1STDIBS COM INC COM-$1.6M -90.5%
Show all 33 →

New Positions

  • DIMENSIONAL US CORE EQUITY MARKET ETF$3.0M
  • ISHARES SHORT DURATION BOND ACTIVE ETF$1.6M
  • PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$1.4M
  • VANGUARD INTERMEDIATE-TERM BOND ETF$1.4M
  • PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$1.2M
Show all 30 →

Exited Positions

  • THE ONCOLOGY INSTITUTE INC COM$1.3M
  • MDXHEALTH SA SHS NEW$1.1M
  • GLOBAL X URANIUM ETF$693.0K
  • AON PLC SHS CL A$433.3K
  • COMPASS PATHWAYS PLC SPONSORED ADS$310.5K
Show all 14 →
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 JPMORGAN CHASE & CO COM JPM 46625H100 $47.0M 19.80% 159,674 SH
2 ISHARES RUSSELL TOP 200 ETF IWL 464289446 $34.6M 14.58% 215,475 SH
3 GOLDMAN SACHS ULTRA SHORT BOND ETF GSST 381430230 $15.1M 6.38% 299,608 SH
4 INVESCO S&P MIDCAP MOMENTUM ETF XMMO 46137V464 $10.8M 4.56% 74,628 SH
5 CAPITAL GROUP DIVIDEND VALUE ETF CGDV 14020W106 $9.6M 4.04% 225,185 SH
6 FT VEST LADDERED BUFFER ETF BUFR 33740F755 $7.8M 3.29% 230,829 SH
7 STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF SPTM 78464A805 $7.8M 3.29% 98,584 SH
8 FT VEST BUFFERED ALLOCATION GROWTH ETF BUFG 33740U778 $6.8M 2.87% 253,633 SH
9 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $6.0M 2.53% 9,227 SH
10 VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF VIGI 921946810 $6.0M 2.52% 67,700 SH
11 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $5.6M 2.38% 17,581 SH
12 SPDR GOLD SHARES GLD 78463V107 $5.2M 2.19% 12,077 SH
13 SCHWAB 1000 INDEX ETF SCHK 808524722 $4.6M 1.94% 146,686 SH
14 ISHARES 7-10 YEAR TREASURY BOND ETF IEF 464287440 $4.3M 1.82% 45,230 SH
15 VANGUARD MID-CAP ETF VO 922908629 $3.8M 1.59% 13,164 SH
16 APPLE INC COM AAPL 037833100 $3.3M 1.40% 13,048 SH
17 DIMENSIONAL US CORE EQUITY MARKET ETF DFAU 25434V104 $3.0M 1.25% 65,473 SH
18 NVIDIA CORPORATION COM NVDA 67066G104 $2.9M 1.24% 16,828 SH
19 ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF IGEB 46435G219 $2.5M 1.05% 55,274 SH
20 ALPHABET INC CAP STK CL A GOOGL 02079K305 $1.8M 0.75% 6,170 SH
21 COCA COLA CO COM KO 191216100 $1.8M 0.74% 23,051 SH
22 MICROSOFT CORP COM MSFT 594918104 $1.7M 0.71% 4,519 SH
23 AMAZON COM INC COM AMZN 023135106 $1.6M 0.68% 7,700 SH
24 ISHARES SHORT DURATION BOND ACTIVE ETF NEAR 46431W507 $1.6M 0.67% 31,249 SH
25 STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $1.5M 0.64% 33,152 SH
26 BROADCOM INC COM AVGO 11135F101 $1.4M 0.61% 4,646 SH
27 PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND PYLD 72201R585 $1.4M 0.60% 54,124 SH
28 VANGUARD INTERMEDIATE-TERM BOND ETF BIV 921937819 $1.4M 0.58% 17,760 SH
29 PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND BILZ 72201R577 $1.3M 0.55% 12,959 SH
30 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND MINT 72201R833 $1.2M 0.48% 11,435 SH
31 JOHN HANCOCK MULTIFACTOR MID CAP ETF JHMM 47804J206 $1.1M 0.48% 16,859 SH
32 ALPHABET INC CAP STK CL C GOOG 02079K107 $1.1M 0.45% 3,717 SH
33 VANGUARD S&P 500 ETF VOO 922908363 $997.7K 0.42% 1,670 SH
34 VANGUARD SMALL-CAP ETF VB 922908751 $954.3K 0.40% 3,644 SH
35 STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF SPYG 78464A409 $915.2K 0.39% 9,347 SH
36 GLOBALSTAR INC COM NEW GSAT 378973507 $863.5K 0.36% 13,000 SH
37 INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF PDBC 46090F100 $848.8K 0.36% 49,006 SH
38 FIRST TRUST WATER ETF FIW 33733B100 $832.2K 0.35% 8,069 SH
39 BUSINESS FIRST BANCSHARES INC COM BFST 12326C105 $811.6K 0.34% 30,014 SH
40 META PLATFORMS INC CL A META 30303M102 $772.4K 0.33% 1,350 SH
41 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $765.8K 0.32% 1,598 SH
42 INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY PFEB 45782C417 $733.5K 0.31% 18,292 SH
43 STATE STREET SPDR PORTFOLIO S&P 500 ETF SPYM 78464A854 $722.3K 0.30% 9,437 SH
44 TESLA INC COM TSLA 88160R101 $678.8K 0.29% 1,826 SH
45 VISA INC COM CL A V 92826C839 $642.2K 0.27% 2,125 SH
46 WALMART INC COM WMT 931142103 $627.4K 0.26% 5,048 SH
47 ELI LILLY & CO COM LLY 532457108 $574.9K 0.24% 625 SH
48 VANGUARD ENERGY ETF VDE 92204A306 $526.4K 0.22% 3,042 SH
49 WISDOMTREE US QUALITY DIVIDEND GROWTH FUND DGRW 97717X669 $521.7K 0.22% 5,939 SH
50 STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF SPAB 78464A649 $513.1K 0.22% 20,026 SH
Filing History
Period Filed AUM Holdings Accession
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