BYRNE FINANCIAL FREEDOM, LLC — 13F Holdings & Portfolio
CIK 2063947 · latest 13F-HR filed 2026-04-27
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
$209.0M
Long-equity book
Holdings
103
Distinct positions
Period
2026-03-31
Filed 2026-04-27
Q/Q Activity
+12 / −8 / ↑25 / ↓43
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- META PLATFORMS INC$3.1M +587.9%
- MICRON TECHNOLOGY INC$1.4M +23.3%
- SPDR INDEX SHS FDS$1.1M +48.1%
- INVESCO EXCH TRADED FD TR II$553.9K +10.9%
- WALMART INC$540.2K +7.8%
Top Trims
- ALPHABET INC-$2.2M -11.1%
- AMAZON COM INC-$1.6M -8.1%
- PALANTIR TECHNOLOGIES INC-$1.5M -16.9%
- PGIM ETF TR-$1.4M -27.3%
- MICROSOFT CORP-$1.4M -15.2%
New Positions
- ABRDN SILVER ETF TRUST$5.2M
- SONIDA SENIOR LIVING INC$883.2K
- FIRST TR EXCHANGE-TRADED FD$478.8K
- ISHARES TR$410.7K
- ETFS GOLD TR$294.7K
Exited Positions
- WISDOMTREE TR$4.2M
- INTUIT$1.3M
- WISDOMTREE TR$393.7K
- SPDR SERIES TRUST$270.7K
- TESLA INC$251.4K
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 | AMAZON COM INC | AMZN | 023135106 | $18.7M | 8.93% | 89,565 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $17.6M | 8.42% | 61,360 | SH |
| 3 | ARK ETF TR | ARKK | 00214Q104 | $7.9M | 3.76% | 116,377 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $7.7M | 3.70% | 20,864 | SH |
| 5 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $7.5M | 3.60% | 51,426 | SH |
| 6 | WALMART INC | WMT | 931142103 | $7.5M | 3.58% | 60,178 | SH |
| 7 | COLUMBIA ETF TR I | RECS | 19761L706 | $7.4M | 3.55% | 190,512 | SH |
| 8 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.4M | 3.55% | 21,937 | SH |
| 9 | INVESCO EXCH TRD SLF IDX FD | IUS | 46138J742 | $7.4M | 3.54% | 127,824 | SH |
| 10 | NUVEEN AMT FREE QLTY MUN INC | NEA | 670657105 | $7.2M | 3.45% | 642,062 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $6.6M | 3.15% | 25,922 | SH |
| 12 | INVESCO EXCH TRADED FD TR II | FDIQ | 46138E578 | $5.7M | 2.71% | 82,634 | SH |
| 13 | ARK ETF TR | ARKF | 00214Q708 | $5.4M | 2.57% | 141,102 | SH |
| 14 | ABRDN SILVER ETF TRUST | SIVR | 003264108 | $5.2M | 2.47% | 72,184 | SH |
| 15 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $4.9M | 2.36% | 20,780 | SH |
| 16 | INVESCO QQQ TR | QQQ | 46090E103 | $4.0M | 1.92% | 6,938 | SH |
| 17 | PGIM ETF TR | PULS | 69344A107 | $3.8M | 1.81% | 76,286 | SH |
| 18 | FRANKLIN TEMPLETON ETF TR | DIEM | 35473P207 | $3.7M | 1.79% | 105,554 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $3.6M | 1.74% | 6,358 | SH |
| 20 | JANUS DETROIT STR TR | JSI | 47103U746 | $3.5M | 1.68% | 68,210 | SH |
| 21 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $3.4M | 1.62% | 74,339 | SH |
| 22 | GLOBAL X FDS | AIQ | 37954Y632 | $3.2M | 1.52% | 68,209 | SH |
| 23 | FRANKLIN TEMPLETON ETF TR | FLQS | 35473P876 | $3.1M | 1.46% | 71,530 | SH |
| 24 | GLOBAL X FDS | PAVE | 37954Y673 | $3.0M | 1.44% | 59,279 | SH |
| 25 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.8M | 1.33% | 15,882 | SH |
| 26 | JANUS DETROIT STR TR | JAAA | 47103U845 | $2.7M | 1.29% | 53,666 | SH |
| 27 | FRANKLIN TEMPLETON ETF TR | FLQM | 35473P884 | $2.1M | 0.99% | 37,487 | SH |
| 28 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.9M | 0.91% | 2,932 | SH |
| 29 | SPDR SERIES TRUST | SPYG | 78464A409 | $1.9M | 0.90% | 19,175 | SH |
| 30 | AMPHENOL CORP | APH | 032095101 | $1.8M | 0.87% | 14,345 | SH |
| 31 | CARDINAL HEALTH INC | CAH | 14149Y108 | $1.8M | 0.87% | 8,571 | SH |
| 32 | INVESCO EXCHANGE TRADED FD T | PTH | 46137V852 | $1.7M | 0.79% | 33,675 | SH |
| 33 | PIMCO ETF TR | PYLD | 72201R585 | $1.4M | 0.69% | 55,160 | SH |
| 34 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $1.4M | 0.67% | 10,594 | SH |
| 35 | SPDR SERIES TRUST | XAR | 78464A631 | $1.4M | 0.65% | 5,377 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.59% | 3,951 | SH |
| 37 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $1.1M | 0.54% | 7,644 | SH |
| 38 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.1M | 0.52% | 4,477 | SH |
| 39 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $969.1K | 0.46% | 8,892 | SH |
| 40 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $951.0K | 0.46% | 5,794 | SH |
| 41 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $940.6K | 0.45% | 19,052 | SH |
| 42 | ISHARES TR | SMLF | 46434V290 | $933.6K | 0.45% | 12,367 | SH |
| 43 | JOHNSON & JOHNSON | JNJ | 478160104 | $927.4K | 0.44% | 3,794 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $921.1K | 0.44% | 3,131 | SH |
| 45 | SONIDA SENIOR LIVING INC | SNDA | 140475203 | $883.2K | 0.42% | 27,385 | SH |
| 46 | FIRST TR EXCHANGE TRADED FD | AIRR | 33738R704 | $868.1K | 0.42% | 7,836 | SH |
| 47 | EXXON MOBIL CORP | XOM | 30231G102 | $787.1K | 0.38% | 4,639 | SH |
| 48 | VANECK ETF TRUST | MOAT | 92189F643 | $700.5K | 0.34% | 7,244 | SH |
| 49 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $639.9K | 0.31% | 12,644 | SH |
| 50 | HOME DEPOT INC | HD | 437076102 | $637.3K | 0.30% | 1,938 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $209.0M | 103 | 0001951757-26-000742 |
| 2025-12-31 | 2026-02-04 | $217.9M | 99 | 0001951757-26-000352 |