Freedom Financial Partners LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists 89 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the disclosed holdings. Among the notable equity positions are shares of Apple Inc., valued at 46,310 shares, and Microsoft Corporation, held at 1,817 shares. The firm also holds significant stakes in Vanguard index funds, including the Vanguard S&P 500 ETF Shares with 45,623 shares and the Vanguard Emerging Markets Stock ETF with 196,932 shares.
Other individual company holdings include Alphabet Inc. Class A and Class C shares, with 728 and 823 shares respectively, and NVIDIA Corporation with 8,523 shares. The filing also lists positions in UnitedHealth Group, Tesla Inc., and 3M Co., among others.
The report indicates that all holdings are held in a sole capacity, meaning they are not shared with any other entity.
