True Freedom Investing, LLC
CIK 2096483 · View on SEC EDGAR ↗
- Portfolio value
- $1.3B
- Positions
- 97
- As of
- June 30, 2026
#2,068 of 9,443 by 13F value · top 21.9%
Portfolio value QoQ: -2.0% 13F does not disclose cash
- Top 10 holdings weight
- 74.63%
- Top 25 holdings weight
- 83.60%
- Positions above 1%
- 11
- Effective number of positions
- 9.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $26,563,678
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 40.1% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 75
- Closed
- 1
On this page
Sector breakdown
Technology
4.1%
Healthcare
3.5%
Energy
2.7%
Financials
1.3%
Industrials
1.1%
Consumer products
1.1%
Utilities
0.9%
Communication Services
0.9%
Consumer Discretionary
0.8%
Telecommunication
0.5%
Consumer Staples
0.5%
Real Estate
0.4%
Packaging
0.4%
Retail
0.3%
Financial Services
0.3%
Materials
0.1%
Other/Unmapped
81.0%
Full portfolio 97 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IJS | $225,814,501 | 17.68% | 1,906,412 | $-4,033,815 | Down ×1 | ||
| IWM | $224,306,328 | 17.56% | 904,461 | $-4,019,336 | Down ×1 | ||
| IJK | $223,136,623 | 17.47% | 2,217,617 | $-3,893,792 | Down ×1 | ||
| GLD | $92,725,344 | 7.26% | 215,495 | $-1,401,884 | Down ×1 | ||
| BIV | $38,304,661 | 3.00% | 496,303 | $-1,008,588 | Down ×1 | ||
| XLE XLE | $35,231,693 | 2.76% | 575,117 | $-1,336,816 | Down ×1 | ||
| SCHX | $33,572,232 | 2.63% | 1,309,369 | $-1,442,686 | Down ×1 | ||
| BND Vanguard Total Bond Market ETF | $31,141,312 | 2.44% | 422,886 | $-1,660,582 | Down ×1 | ||
| SCHF | $28,163,062 | 2.21% | 1,137,902 | $-1,208,320 | Down ×1 | ||
| SPY SPY | $20,722,985 | 1.62% | 31,865 | $-245,178 | Down ×2 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $14,084,272 | 1.10% | 147,572 | $-1,054,707 | Down ×1 | ||
| COP ConocoPhillips Common Stock | $10,536,357 | 0.82% | 79,821 | $-112,332 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $9,996,015 | 0.78% | 58,918 | $-39,531 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8,032,075 | 0.63% | 21,698 | $-91,802 | Down ×2 | ||
| PSX Phillips 66 Common Stock | $7,354,798 | 0.58% | 40,371 | $-36,618 | Down ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $7,002,198 | 0.55% | 54,373 | $-84,866 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $6,831,793 | 0.53% | 33,020 | $-36,828 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $6,817,503 | 0.53% | 56,676 | $-39,455 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $6,554,005 | 0.51% | 130,558 | $-37,850 | Down ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $6,542,379 | 0.51% | 33,173 | $-33,527 | Down ×1 | ||
| SCHD | $6,372,972 | 0.50% | 207,724 | $-138,613 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $6,166,746 | 0.48% | 24,299 | $0 | |||
| C Citigroup, Inc. Common Stock | $6,142,954 | 0.48% | 54,166 | $-32,662 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $6,066,750 | 0.48% | 17,242 | $-34,129 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $6,048,045 | 0.47% | 27,808 | $-29,143 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6,005,795 | 0.47% | 20,417 | $-29,710 | Down ×1 | ||
| SCHB | $5,962,128 | 0.47% | 237,535 | $-117,092 | Down ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $5,758,369 | 0.45% | 37,081 | $-31,369 | Down ×1 | ||
| SPMD | $5,710,762 | 0.45% | 96,433 | $-124,303 | Down ×2 | ||
| DFAS | $5,683,274 | 0.44% | 79,900 | $-355,864 | Down ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $5,676,725 | 0.44% | 43,354 | $-32,604 | Down ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $5,657,742 | 0.44% | 107,643 | $-52,087 | Down ×1 | ||
| SO Southern Company (The) Common Stock | $5,639,784 | 0.44% | 58,431 | $-32,044 | Down ×1 | ||
| WM Waste Management, Inc. Common Stock | $5,628,483 | 0.44% | 24,494 | $-28,494 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5,529,487 | 0.43% | 17,865 | $-64,080 | Down ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $5,511,184 | 0.43% | 28,388 | $-32,227 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $5,282,020 | 0.41% | 16,995 | $-29,214 | Down ×1 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $5,070,515 | 0.40% | 52,561 | $-28,265 | Down ×1 | ||
| OMC Omnicom Group Inc. Common Stock | $5,049,343 | 0.40% | 67,047 | $-27,037 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $5,025,240 | 0.39% | 34,791 | $-27,155 | Down ×2 | ||
| BRKB | $5,011,474 | 0.39% | 10,458 | $-86,256 | Down ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $4,986,009 | 0.39% | 28,891 | $-28,475 | Down ×1 | ||
| SCHE | $4,985,975 | 0.39% | 151,319 | $-257,439 | Down ×1 | ||
| MET MetLife, Inc. Common Stock | $4,746,705 | 0.37% | 67,120 | $-27,086 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $4,672,497 | 0.37% | 13,826 | $-91,246 | Down ×2 | ||
| IP International Paper Company Common Stock | $4,573,926 | 0.36% | 128,121 | $-24,276 | Down ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $4,511,682 | 0.35% | 79,194 | $-23,643 | Down ×1 | ||
| ABT Abbott Laboratories Common Stock | $4,456,848 | 0.35% | 43,409 | $-24,743 | Down ×1 | ||
| GPC Genuine Parts Company Common Stock | $4,434,822 | 0.35% | 41,937 | $-23,476 | Down ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $4,281,618 | 0.34% | 21,073 | $-22,349 | Down ×1 | ||
| XLRE XLRE | $4,133,407 | 0.32% | 101,235 | $-209,907 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,914,060 | 0.31% | 22,443 | $-74,294 | Down ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $3,810,634 | 0.30% | 13,017 | $-80,651 | Down ×1 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $3,802,530 | 0.30% | 22,297 | $-82,542 | Down ×1 | ||
| BPRE Bluerock Private Real Estate Fund Common Shares of Beneficial Interest | $3,652,257 | 0.29% | 219,883 | $-132,880 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,570,672 | 0.28% | 6,241 | $-76,093 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $3,464,034 | 0.27% | 21,607 | $-75,671 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,388,553 | 0.27% | 5,871 | $-210,729 | Down ×2 | ||
| EEM | $3,376,267 | 0.26% | 59,452 | $-206,488 | Down ×2 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $3,345,972 | 0.26% | 19,048 | $-71,142 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,337,714 | 0.26% | 11,635 | $-58,807 | Down ×2 | ||
| DXCM DexCom, Inc. - Common Stock | $3,333,298 | 0.26% | 53,078 | $-70,085 | Down ×1 | ||
| GD General Dynamics Corporation Common Stock | $3,265,705 | 0.26% | 9,515 | $-66,241 | Down ×1 | ||
| CRM Salesforce, Inc. Common Stock | $3,227,898 | 0.25% | 17,292 | $-71,868 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,143,211 | 0.25% | 15,092 | $-60,606 | Down ×1 | ||
| IVW | $3,047,858 | 0.24% | 26,946 | $-200,544 | Down ×2 | ||
| INTU Intuit Inc. - Common Stock | $2,942,000 | 0.23% | 6,804 | $-61,398 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $2,819,151 | 0.22% | 5,642 | $-59,392 | Down ×1 | ||
| SCHO | $2,716,462 | 0.21% | 111,927 | $-84,921 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,769,549 | 0.14% | 12,097 | $-26,477 | Down ×4 | ||
| HYG | $1,341,076 | 0.11% | 16,856 | $-40,814 | Down ×2 | ||
| LQD | $1,335,245 | 0.10% | 12,251 | $-40,871 | Down ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $1,131,842 | 0.09% | 11,244 | $0 | |||
| CION CION Investment Corporation Common Stock | $978,953 | 0.08% | 143,122 | $0 | |||
| SCHP | $922,017 | 0.07% | 34,649 | $-1,650 | Down ×1 | ||
| VTI | $796,610 | 0.06% | 2,483 | $0 | |||
| IYM | $683,547 | 0.05% | 3,886 | $-211,455 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $615,560 | 0.05% | 3,191 | $-33 | |||
| WMT Walmart Inc. - Common Stock | $586,348 | 0.05% | 4,718 | $0 | |||
| TSLA Tesla, Inc. - Common Stock | $565,432 | 0.04% | 1,521 | $0 | |||
| RGLD Royal Gold, Inc. - Common Stock | $459,863 | 0.04% | 1,807 | $0 | |||
| MMM 3M Company Common Stock | $443,964 | 0.03% | 3,057 | $0 | |||
| IAU | $377,237 | 0.03% | 4,279 | $0 | |||
| SLB SLB Limited Common Shares | $357,983 | 0.03% | 6,966 | $0 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $331,850 | 0.03% | 3,350 | $0 | |||
| SGOL | $327,912 | 0.03% | 7,349 | $0 | |||
| SCHM | $304,925 | 0.02% | 9,849 | $0 | |||
| FNV Franco-Nevada Corporation | $282,378 | 0.02% | 1,143 | $0 | |||
| EIX Edison International Common Stock | $276,895 | 0.02% | 3,784 | $0 | |||
| CW Curtiss-Wright Corporation Common Stock | $272,448 | 0.02% | 400 | $0 | |||
| BIL | $232,819 | 0.02% | 2,541 | $0 | |||
| IYZ | $228,594 | 0.02% | 5,814 | $-315,465 | Down ×3 | ||
| SPLV | $209,985 | 0.02% | 2,871 | $0 | |||
| ROIV Roivant Sciences Ltd. - Common Shares | $207,972 | 0.02% | 7,508 | $-11,357 | Down ×2 | ||
| MSIF MSC Income Fund, Inc. Common Stock | $171,409 | 0.01% | 14,073 | $0 | |||
| LPTH LightPath Technologies, Inc. - Class A Common Stock | $110,761 | 0.01% | 11,043 | $0 | |||
| SRFM Surf Air Mobility Inc. Common Stock | $34,890 | 0.00% | 30,339 | $0 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SPGI | March 31, 2026 | 312,224 | $163,165,167 | 2.0% |
| GS | March 31, 2026 | 174,607 | $153,479,377 | 21.1% |
| MAR | March 31, 2026 | 198,275 | $61,512,797 | 9.2% |
| CAT | March 31, 2026 | 74,161 | $42,484,612 | 16.3% |
| AVY | March 31, 2026 | 229,920 | $41,817,850 | 5.8% |
| IYF | Dec. 31, 2025 | 202,895 | $25,694,623 | No longer tracked |
| ECL | March 31, 2026 | 97,794 | $25,672,881 | 5.6% |
| DIS | March 31, 2026 | 212,100 | $24,130,652 | 11.2% |
| SSO | March 31, 2026 | 355,086 | $20,566,581 | No longer tracked |
| IYH | March 31, 2026 | 271,156 | $17,652,256 | No longer tracked |
| IDU | March 31, 2026 | 161,938 | $17,547,602 | No longer tracked |
| EFA | March 31, 2026 | 169,809 | $16,306,758 | No longer tracked |
| BDX | March 31, 2026 | 80,508 | $15,624,110 | 20.1% |
| SE | March 31, 2026 | 75,475 | $9,628,346 | 41.0% |
| LOW | March 31, 2026 | 37,578 | $9,062,320 | -7.9% |
| EMR | March 31, 2026 | 47,935 | $6,361,933 | 19.1% |
| UPS | March 31, 2026 | 63,814 | $6,329,741 | 5.0% |
| BK | March 31, 2026 | 45,163 | $5,242,950 | No longer tracked |
| SYY | March 31, 2026 | 58,642 | $4,321,328 | 17.9% |
| ADI | March 31, 2026 | 15,308 | $4,151,609 | 18.3% |
| ADBE | March 31, 2026 | 9,541 | $3,339,255 | 12.3% |
| WBD | March 31, 2026 | 106,865 | $3,079,849 | 3.5% |
| APD | March 31, 2026 | 11,729 | $2,897,392 | 4.5% |
| DD | March 31, 2026 | 70,560 | $2,836,512 | 206.0% |
| HON | March 31, 2026 | 13,664 | $2,665,775 | -2.9% |
| LRCX | March 31, 2026 | 15,467 | $2,647,641 | 47.0% |
| MU | March 31, 2026 | 9,191 | $2,623,203 | 191.5% |
| GOOGL | March 31, 2026 | 8,340 | $2,610,432 | 18.9% |
| GIS | March 31, 2026 | 55,665 | $2,588,437 | 5.7% |
| WDC | March 31, 2026 | 14,917 | $2,569,752 | 73.9% |
| NEM | March 31, 2026 | 24,212 | $2,417,602 | 20.9% |
| WDAY | March 31, 2026 | 11,200 | $2,405,536 | 50.4% |
| INTC | March 31, 2026 | 63,167 | $2,330,862 | 108.3% |
| APH | March 31, 2026 | 16,787 | $2,268,595 | 23.4% |
| TER | March 31, 2026 | 11,396 | $2,205,810 | 26.3% |
| GLW | March 31, 2026 | 25,005 | $2,189,438 | 12.9% |
| AMD | March 31, 2026 | 9,781 | $2,094,699 | 131.4% |
| WFC | March 31, 2026 | 22,374 | $2,085,257 | 6.3% |
| KLAC | March 31, 2026 | 1,699 | $2,064,421 | -87.4% |
| FSLR | March 31, 2026 | 7,706 | $2,013,038 | 8.9% |
| MPWR | March 31, 2026 | 2,145 | $1,944,142 | 20.4% |
| ALB | March 31, 2026 | 11,273 | $1,594,453 | -20.8% |
| IVV | March 31, 2026 | 2,184 | $1,495,909 | No longer tracked |
| STX | March 31, 2026 | 5,383 | $1,482,424 | 119.2% |
| TEL | March 31, 2026 | 6,474 | $1,472,900 | -3.0% |
| BA | March 31, 2026 | 6,060 | $1,315,747 | 7.8% |
| A | March 31, 2026 | 9,024 | $1,227,896 | 37.2% |
| DIA | Dec. 31, 2025 | 2,639 | $1,223,810 | No longer tracked |
| TPR | Dec. 31, 2025 | 10,398 | $1,177,262 | 2.3% |
| SGOV | Dec. 31, 2025 | 11,244 | $1,132,291 | 0.2% |
| IYR | Dec. 31, 2025 | 10,889 | $1,057,104 | No longer tracked |
| IVE | Dec. 31, 2025 | 5,037 | $1,040,219 | No longer tracked |
| AXON | Sept. 30, 2025 | 1,209 | $1,000,979 | -15.2% |
| LITE | March 31, 2026 | 2,686 | $990,033 | 31.0% |
| TTWO | Sept. 30, 2025 | 4,073 | $989,128 | -6.1% |
| SWK | March 31, 2026 | 13,176 | $978,713 | 40.1% |
| VGK | March 31, 2026 | 11,649 | $973,936 | No longer tracked |
| CIEN | March 31, 2026 | 4,110 | $961,206 | 2.9% |
| ORCL | Dec. 31, 2025 | 3,381 | $950,872 | -24.9% |
| GE | Dec. 31, 2025 | 3,109 | $935,249 | 13.2% |
| VAC | March 31, 2026 | 15,574 | $898,464 | 69.5% |
| GEV | Dec. 31, 2025 | 1,452 | $892,835 | 48.5% |
| VST | Dec. 31, 2025 | 4,508 | $883,207 | -13.7% |
| EQT | Sept. 30, 2025 | 14,699 | $857,246 | -1.1% |
| DFCF | March 31, 2026 | 19,924 | $847,965 | No longer tracked |
| VOT | March 31, 2026 | 3,003 | $838,257 | No longer tracked |
| JCI | Sept. 30, 2025 | 7,896 | $833,976 | 31.9% |
| PM | Sept. 30, 2025 | 4,541 | $827,052 | 17.0% |
| BAX | March 31, 2026 | 42,861 | $819,081 | 55.9% |
| APP | March 31, 2026 | 1,212 | $816,670 | -24.5% |
| CRWD | Sept. 30, 2025 | 1,591 | $810,312 | -61.8% |
| RCL | Dec. 31, 2025 | 2,497 | $807,979 | 4.9% |
| NFLX | Sept. 30, 2025 | 597 | $799,461 | -93.4% |
| VIG | March 31, 2026 | 3,629 | $797,582 | No longer tracked |
| HWM | Dec. 31, 2025 | 3,739 | $733,704 | 34.6% |
| MDB | March 31, 2026 | 1,747 | $733,198 | 71.0% |
| SOFI | March 31, 2026 | 27,923 | $731,024 | 17.5% |
| ASTS | March 31, 2026 | 10,027 | $728,261 | -17.8% |
| MP | March 31, 2026 | 14,395 | $727,235 | 19.1% |
| COHR | March 31, 2026 | 3,771 | $696,013 | 26.4% |
| NRG | Dec. 31, 2025 | 4,294 | $695,413 | -28.0% |
| MOS | Sept. 30, 2025 | 18,998 | $693,047 | -31.5% |
| CAH | Sept. 30, 2025 | 4,029 | $676,872 | 46.9% |
| VRSN | Sept. 30, 2025 | 2,301 | $664,529 | -0.8% |
| JBL | Dec. 31, 2025 | 3,040 | $660,197 | 39.9% |
| APA | March 31, 2026 | 25,920 | $634,003 | 4.3% |
| DG | Dec. 31, 2025 | 6,072 | $627,541 | -8.3% |
| ALAB | March 31, 2026 | 3,668 | $610,208 | 164.3% |
| EXAS | March 31, 2026 | 5,936 | $602,860 | No longer tracked |
| MRVL | Dec. 31, 2025 | 7,129 | $599,335 | 189.9% |
| DLTR | Dec. 31, 2025 | 6,150 | $580,376 | 5.9% |
| ORLY | Dec. 31, 2025 | 5,355 | $577,323 | -2.6% |
| HOOD | March 31, 2026 | 5,073 | $573,756 | 53.4% |
| IWS | March 31, 2026 | 3,895 | $549,390 | No longer tracked |
| VRT | March 31, 2026 | 3,350 | $542,734 | 5.5% |
| INSM | March 31, 2026 | 2,963 | $515,681 | -23.3% |
| CELH | Dec. 31, 2025 | 7,997 | $459,748 | -29.3% |
| DASH | Dec. 31, 2025 | 1,487 | $404,449 | -3.1% |
| MSTR | Sept. 30, 2025 | 935 | $377,955 | -62.6% |
| UGI | Sept. 30, 2025 | 10,116 | $368,425 | 14.1% |
| T | Sept. 30, 2025 | 12,017 | $347,758 | -10.2% |
| DXJ | March 31, 2026 | 2,331 | $336,095 | No longer tracked |
| DXC | March 31, 2026 | 22,845 | $334,682 | -15.2% |
| ITB | March 31, 2026 | 3,203 | $308,430 | No longer tracked |
| IJR | March 31, 2026 | 2,503 | $300,811 | No longer tracked |
| CAR | Dec. 31, 2025 | 1,829 | $293,692 | 13.5% |
| RBLX | Dec. 31, 2025 | 2,104 | $291,446 | -52.0% |
| IYW | June 30, 2026 | 1,587 | $287,919 | No longer tracked |
| HIMS | Dec. 31, 2025 | 4,934 | $279,856 | -0.2% |
| SATS | March 31, 2026 | 2,544 | $276,533 | No longer tracked |
| ELAN | March 31, 2026 | 11,829 | $267,690 | 0.5% |
| TLN | Dec. 31, 2025 | 613 | $260,758 | -15.8% |
| RKLB | Dec. 31, 2025 | 5,370 | $257,277 | 5.4% |
| CEG | Sept. 30, 2025 | 787 | $254,012 | -17.2% |
| EXEL | Sept. 30, 2025 | 5,507 | $242,721 | 30.6% |
| APG | Dec. 31, 2025 | 6,995 | $240,418 | 9.5% |
| IYC | Dec. 31, 2025 | 2,241 | $234,857 | No longer tracked |
| CVNA | Dec. 31, 2025 | 597 | $225,212 | -83.2% |
| ALGM | Dec. 31, 2025 | 7,698 | $224,782 | 42.1% |
| KTOS | March 31, 2026 | 2,703 | $205,185 | -17.5% |
| NET | Dec. 31, 2025 | 946 | $203,002 | 39.7% |
| VOO | March 31, 2026 | 322 | $201,936 | No longer tracked |
| IBKR | Dec. 31, 2025 | 2,931 | $201,682 | 44.0% |
| COIN | Dec. 31, 2025 | 594 | $200,469 | -17.2% |
| SRFM | Dec. 31, 2025 | 29,219 | $125,350 | -61.8% |
| NWL | March 31, 2026 | 11,990 | $44,603 | 69.7% |