Freedom Investment Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's principal executive officer, John O'Connor, as the contact person for the report.
The portfolio consists of 138 individual equity positions, with Apple Inc. holding the largest share of the portfolio. Freedom Investment Management reported owning 824,424 shares of Apple Inc. common stock. The firm also holds significant positions in exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF, iShares Core MSCI EAFE ETF, and the iShares Core MSCI ACWI ex US ETF.
The filing details a diverse mix of holdings across various sectors and market caps. The portfolio includes substantial stakes in Dimensional ETF Trust funds, such as the International Core Equity fund with 883,829 shares, and the Emerging Markets Value fund with 2,356,711 shares. Other notable individual stock holdings include NVIDIA Corporation, Alphabet Inc. Class A, and Amazon.com Inc.
Within the fixed income and alternative sectors, Freedom Investment Management holds positions in PIMCO ETF Trust funds, including the Active Bond ETF and the Muni Income Opportunity fund. The portfolio also includes exposure to precious metals through World Gold Trust SPDR Gold Minis and various sector-specific SPDR ETFs, such as the Select Sector SPDR Trust Technology ETF and the Vanguard Scottsdale Funds VNG Russell 1000 Value ETF.
