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BYRNE FINANCIAL FREEDOM, LLC — 13F Holdings & Portfolio

CIK 2063947 · latest 13F-HR filed 2026-07-30

Backtest portfolio

BYRNE FINANCIAL FREEDOM, LLC manages $256.1M in 13F-reported U.S. long-equity assets across 119 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (9.86%), GOOG (8.33%), AMZN (8.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 5, added to 65, and trimmed 20.

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
11 EAST STREET
FRANKLIN, MA 02038
Phone
(508) 528-9366
Filing Manager
BYRNE FINANCIAL FREEDOM, LLC
FRANKLIN, MA
Signatory
Brian Byrne
Chief Compliance Officer
Loading holdings…
AUM

$256.1M

Long-equity book

Holdings

119

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+21 / −5 / ↑65 / ↓20

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$17.8M +240.6%
  • ALPHABET INC$3.7M +21.2%
  • AMAZON COM INC$2.5M +13.6%
  • ARK ETF TR$1.9M +24.5%
  • META PLATFORMS INC$1.4M +37.6%
Show all 65 →

Top Trims

  • SPDR INDEX SHS FDS-$2.9M -86.8%
  • FRANKLIN TEMPLETON ETF TR-$2.6M -70.7%
  • PALANTIR TECHNOLOGIES INC-$1.2M -16.6%
  • ABRDN SILVER ETF TRUST-$880.9K -17.0%
  • FRANKLIN TEMPLETON ETF TR-$863.0K -28.3%
Show all 20 →

New Positions

  • MFS ACTIVE EXCHANGE TRADED F$6.5M
  • ISHARES TR$1.2M
  • VANGUARD WORLD FD$720.5K
  • SPDR SERIES TRUST$558.7K
  • ISHARES TR$368.4K
Show all 21 →

Exited Positions

  • ADOBE INC$347.1K
  • COSTCO WHOLESALE CORPORATION$248.4K
  • THERMO FISHER SCIENTIFIC INC$244.3K
  • VERIZON COMMUNICATIONS INC$230.8K
  • T-MOBILE US INC$212.2K
Show all 5 →
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 MICRON TECHNOLOGY INC MU 595112103 $25.2M 9.86% 21,870 SH
2 ALPHABET INC GOOG 02079K107 $21.3M 8.33% 60,363 SH
3 AMAZON COM INC AMZN 023135106 $21.2M 8.27% 88,888 SH
4 ARK ETF TR ARKK 00214Q104 $9.8M 3.83% 121,220 SH
5 COLUMBIA ETF TR I RECS 19761L706 $8.3M 3.25% 192,408 SH
6 MICROSOFT CORP MSFT 594918104 $8.2M 3.21% 22,012 SH
7 INVESCO EXCH TRD SLF IDX FD IUS 46138J742 $8.2M 3.20% 124,932 SH
8 APPLE INC AAPL 037833100 $7.5M 2.92% 25,810 SH
9 NUVEEN AMT FREE QLTY MUN INC NEA 670657105 $7.4M 2.88% 628,111 SH
10 WALMART INC WMT 931142103 $6.8M 2.64% 59,758 SH
11 MFS ACTIVE EXCHANGE TRADED F BRIE 55286W801 $6.5M 2.54% 214,740 SH
12 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $6.3M 2.45% 53,791 SH
13 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $6.2M 2.43% 20,581 SH
14 ARK ETF TR ARKF 00214Q708 $6.2M 2.41% 156,510 SH
15 INVESCO EXCH TRADED FD TR II FDIQ 46138E578 $5.2M 2.04% 81,841 SH
16 INVESCO QQQ TR QQQ 46090E103 $5.0M 1.97% 6,855 SH
17 META PLATFORMS INC META 30303M102 $5.0M 1.95% 8,886 SH
18 GLOBAL X FDS AIQ 37954Y632 $4.5M 1.74% 67,921 SH
19 ABRDN SILVER ETF TRUST SIVR 003264108 $4.3M 1.67% 76,276 SH
20 PGIM ETF TR PULS 69344A107 $4.2M 1.64% 85,016 SH
21 GLOBAL X FDS PAVE 37954Y673 $3.5M 1.35% 58,780 SH
22 NVIDIA CORPORATION NVDA 67066G104 $3.2M 1.25% 16,005 SH
23 JANUS DETROIT STR TR JSI 47103U746 $3.2M 1.25% 62,332 SH
24 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.3M 0.91% 3,136 SH
25 SPDR SERIES TRUST SPYG 78464A409 $2.3M 0.89% 19,262 SH
26 ISHARES TR SMLF 46434V290 $2.3M 0.89% 25,588 SH
27 FRANKLIN TEMPLETON ETF TR FLQS 35473P876 $2.2M 0.86% 44,877 SH
28 CARDINAL HEALTH INC CAH 14149Y108 $2.1M 0.82% 8,866 SH
29 AMPHENOL CORP APH 032095101 $2.1M 0.82% 11,935 SH
30 INVESCO EXCHANGE TRADED FD T PTH 46137V852 $2.0M 0.77% 32,917 SH
31 JANUS DETROIT STR TR JAAA 47103U845 $2.0M 0.77% 38,880 SH
32 SELECT SECTOR SPDR TR XLK 81369Y803 $2.0M 0.76% 10,272 SH
33 BROADCOM INC AVGO 11135F101 $1.6M 0.64% 4,356 SH
34 PIMCO ETF TR PYLD 72201R585 $1.5M 0.59% 56,623 SH
35 SPDR SERIES TRUST XAR 78464A631 $1.5M 0.58% 5,277 SH
36 FRANKLIN TEMPLETON ETF TR FLQM 35473P884 $1.4M 0.55% 24,455 SH
37 DELL TECHNOLOGIES INC DELL 24703L202 $1.3M 0.53% 3,119 SH
38 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.3M 0.51% 4,622 SH
39 ISHARES TR SOXX 464287523 $1.2M 0.47% 1,896 SH
40 FORTINET INC FTNT 34959E109 $1.2M 0.45% 7,537 SH
41 CATERPILLAR INC CAT 149123101 $1.1M 0.43% 1,031 SH
42 FRANKLIN TEMPLETON ETF TR DIEM 35473P207 $1.1M 0.43% 25,205 SH
43 GE VERNOVA INC GEV 36828A101 $1.1M 0.42% 908 SH
44 SELECT SECTOR SPDR TR XLY 81369Y407 $1.0M 0.40% 8,842 SH
45 SELECT SECTOR SPDR TR XLF 81369Y605 $1.0M 0.40% 19,252 SH
46 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $1.0M 0.39% 7,586 SH
47 JPMORGAN CHASE & CO JPM 46625H100 $1.0M 0.39% 3,080 SH
48 SELECT SECTOR SPDR TR XLV 81369Y209 $1.0M 0.39% 6,353 SH
49 FIRST TR EXCHANGE TRADED FD FTXL 33738R811 $944.6K 0.37% 3,315 SH
50 QUALCOMM INC QCOM 747525103 $944.4K 0.37% 5,111 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $256.1M 119 0001951757-26-001087
2026-03-31 2026-04-27 $209.0M 103 0001951757-26-000742
2025-12-31 2026-02-04 $217.9M 99 0001951757-26-000352