BYRNE FINANCIAL FREEDOM, LLC

CIK 2063947 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$256.1M
#5.656 dari 9.443 berdasarkan nilai 13F · top 59.9%
Posisi
119
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +22.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
48,37%
Bobot 25 kepemilikan teratas
74,90%
Posisi di atas 1%
23
Jumlah posisi efektif
27,3

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 6,69% Perkiraan pembelian $21.114.888 · penjualan $15.550.577

Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,8% masih dipegang

Posisi baru
21
Meningkat
39
Menurun
57
Tertutup
5
Di halaman ini

Rincian sektor

Technology
23,6%
Retail
11,5%
Communication Services
10,5%
Industrials
2,7%
Healthcare
1,9%
Financials
0,7%
Communications
0,3%
Energy
0,2%
Consumer Discretionary
0,2%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
48,3%

Portofolio lengkap 119 posisi

Tipe Rentetan Tren 8 kuartal
MU Micron Technology, Inc. - Common Stock $25.244.259 9,86% 21.870 $17.832.968 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $21.328.036 8,33% 60.363 $3.726.368 Turun ×3
AMZN Amazon.com, Inc. - Common Stock $21.185.688 8,27% 88.888 $2.531.903 Turun ×1
ARKK $9.796.975 3,83% 121.220 $1.931.045 Naik ×1
RECS $8.327.421 3,25% 192.408 $901.264 Naik ×1
MSFT Microsoft Corporation - Common Stock $8.210.833 3,21% 22.012 $487.530 Naik ×2
IUS Invesco RAFI Strategic US ETF $8.193.045 3,20% 124.932 $790.263 Turun ×1
AAPL Apple Inc. - Common Stock $7.468.365 2,92% 25.810 $889.635 Turun ×4
NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 $7.374.020 2,88% 628.111 $163.666 Turun ×5
WMT Walmart Inc. - Common Stock $6.768.195 2,64% 59.758 $-710.708 Turun ×2
BRIE MFS Blended Research International Equity ETF $6.510.923 2,54% 214.740 Naik ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $6.275.837 2,45% 53.791 $-1.246.697 Naik ×3
QQQM Invesco NASDAQ 100 ETF $6.235.512 2,43% 20.581 $1.297.769 Turun ×4
ARKF $6.175.871 2,41% 156.510 $812.574 Naik ×2
FDIQ Invesco Bloomberg Financial Data Providers ETF $5.232.634 2,04% 81.841 $-425.351 Turun ×1
QQQ Invesco QQQ Trust, Series 1 $5.048.021 1,97% 6.855 $1.043.545 Turun ×1
META Meta Platforms, Inc. - Class A Common Stock $5.005.232 1,95% 8.886 $1.367.845 Naik ×3
AIQ Global X Artificial Intelligence & Technology ETF $4.456.274 1,74% 67.921 $1.272.960 Turun ×1
SIVR $4.288.239 1,67% 76.276 $-880.865 Naik ×1
PULS $4.212.532 1,64% 85.016 $436.295 Naik ×1
PAVE $3.463.303 1,35% 58.780 $451.310 Turun ×2
NVDA NVIDIA Corporation - Common Stock $3.202.455 1,25% 16.005 $432.675 Naik ×3
JSI $3.192.039 1,25% 62.332 $-324.189 Turun ×1
SPY SPY $2.341.507 0,91% 3.136 $434.708 Naik ×1
SPYG $2.292.013 0,89% 19.262 $414.561 Naik ×1
SMLF $2.280.873 0,89% 25.588 $1.347.262 Naik ×1
FLQS $2.189.870 0,86% 44.877 $-863.049 Turun ×6
CAH Cardinal Health, Inc. Common Stock $2.106.265 0,82% 8.866 $295.114 Naik ×2
APH Amphenol Corporation Common Stock $2.104.407 0,82% 11.935 $291.896 Turun ×4
PTH Invesco Dorsey Wright Healthcare Momentum ETF $1.967.138 0,77% 32.917 $317.050 Turun ×2
JAAA $1.963.055 0,77% 38.880 $-740.122 Turun ×1
XLK XLK $1.957.023 0,76% 10.272 $549.079 Turun ×2
AVGO Broadcom Inc. - Common Stock $1.645.638 0,64% 4.356 $422.853 Naik ×1
PYLD $1.501.643 0,59% 56.623 $56.456 Naik ×1
XAR $1.497.560 0,58% 5.277 $131.910 Turun ×1
FLQM $1.415.566 0,55% 24.455 $-643.584 Turun ×6
DELL Dell Technologies Inc. Class C Common Stock $1.345.723 0,53% 3.119 $394.694 Turun ×1
IBM International Business Machines Corporation Common Stock $1.299.728 0,51% 4.622 $214.592 Naik ×3
SOXX SOXX $1.214.986 0,47% 1.896 Naik ×1
FTNT Fortinet, Inc. - Common Stock $1.157.894 0,45% 7.537 $523.143 Turun ×1
CAT Caterpillar, Inc. Common Stock $1.097.912 0,43% 1.031 $481.553 Naik ×2
DIEM $1.093.985 0,43% 25.205 $-2.637.005 Turun ×1
GEV GE Vernova Inc. Common Stock $1.066.773 0,42% 908 $619.848 Naik ×1
XLY XLY $1.037.032 0,40% 8.842 $67.953 Turun ×2
XLF XLF $1.032.091 0,40% 19.252 $91.494 Naik ×2
AIRR First Trust RBA American Industrial Renaissance ETF $1.010.853 0,39% 7.586 $142.794 Turun ×3
JPM JP Morgan Chase & Co. Common Stock $1.008.198 0,39% 3.080 $87.069 Turun ×2
XLV XLV $1.007.924 0,39% 6.353 $-112.716 Turun ×6
FTXL First Trust Nasdaq Semiconductor ETF $944.610 0,37% 3.315 $457.959 Naik ×1
QCOM QUALCOMM Incorporated - Common Stock $944.426 0,37% 5.111 $315.033 Naik ×3
SNDA Sonida Senior Living, Inc. Common Stock $917.633 0,36% 22.491 $34.459 Turun ×1
JNJ Johnson & Johnson Common Stock $870.550 0,34% 3.428 $-56.820 Turun ×1
CIBR First Trust NASDAQ Cybersecurity ETF $821.523 0,32% 9.143 $536.670 Naik ×3
GE GE Aerospace Common Stock $810.428 0,32% 2.168 $232.009 Naik ×1
ORCL Oracle Corporation Common Stock $785.632 0,31% 5.361 $231.848 Naik ×1
VIS $720.507 0,28% 1.999 Naik ×1
MOAT $715.124 0,28% 6.879 $14.582 Turun ×5
HD Home Depot, Inc. (The) Common Stock $672.914 0,26% 1.908 $35.655 Turun ×2
XOM Exxon Mobil Corporation Common Stock $623.921 0,24% 4.563 $-163.165 Turun ×2
JPST $621.866 0,24% 12.297 $-18.039 Turun ×2
IVV $607.717 0,24% 811 $197.018 Naik ×1
CSCO Cisco Systems, Inc. - Common Stock $570.105 0,22% 4.854 $92.695 Turun ×2
SPYM $558.729 0,22% 6.358 Naik ×1
XBI XBI $557.990 0,22% 3.526 $94.714 Turun ×2
GOOGL Alphabet Inc. - Class A Common Stock $542.970 0,21% 1.519 $80.480 Turun ×1
AMGN Amgen Inc. - Common Stock $526.665 0,21% 1.454 $38.662 Naik ×1
XLP XLP $482.095 0,19% 5.804 $-11.730 Turun ×3
VFLO VictoryShares Free Cash Flow ETF $451.339 0,18% 9.865 $54.409 Turun ×5
SPDW $448.003 0,17% 8.891 $-2.945.564 Turun ×1
DXJ $446.706 0,17% 2.574 $3.847 Turun ×5
FTSM First Trust Enhanced Short Maturity ETF $429.509 0,17% 7.191 $-49.328 Turun ×1
PANW Palo Alto Networks, Inc. - Common Stock $428.662 0,17% 1.257 $215.598 Turun ×1
IEFA $426.055 0,17% 4.411 $-56.108 Turun ×1
BA Boeing Company (The) Common Stock $425.054 0,17% 1.964 $58.128 Naik ×1
PWR Quanta Services, Inc. Common Stock $424.512 0,17% 590 $50.878 Turun ×1
VIG $424.407 0,17% 1.794 $66.180 Naik ×4
EEM $406.895 0,16% 5.948 $51.495 Turun ×1
XLI XLI $405.559 0,16% 2.189 $70.449 Naik ×1
LOW Lowe's Companies, Inc. Common Stock $405.040 0,16% 1.837 $-29.480 Turun ×1
WFC Wells Fargo & Company Common Stock $404.729 0,16% 4.898 $11.256 Turun ×2
XHB XHB $399.990 0,16% 3.461 $58.288
SAP SAP SE ADS $395.293 0,15% 2.565 $152.346 Naik ×1
IJH $388.887 0,15% 5.043 $48.359
BAC Bank of America Corporation Common Stock $385.810 0,15% 6.771 $49.284 Turun ×3
UBER Uber Technologies, Inc. Common Stock $378.433 0,15% 5.244 $-1.878 Turun ×3
TLT iShares 20+ Year Treasury Bond ETF $372.391 0,15% 4.309 $35.014 Naik ×2
IHI $368.402 0,14% 7.456
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF $359.208 0,14% 7.200 Naik ×1
U Unity Software Inc. Common Stock $351.191 0,14% 12.288 $114.502 Naik ×1
ABBV AbbVie Inc. Common Stock $334.037 0,13% 1.327 $49.682 Naik ×1
ITA ITA $332.422 0,13% 1.371 Naik ×1
SPYV $325.949 0,13% 5.362 $37.391 Naik ×1
VUG $325.867 0,13% 3.783 Naik ×1
IMCB $323.338 0,13% 3.349 Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock $321.243 0,13% 553 Naik ×1
CIEN Ciena Corporation Common Stock $320.827 0,13% 654 $117.006 Naik ×1
MUNI $319.282 0,12% 6.070 $8.751 Naik ×1
TJX TJX Companies, Inc. (The) Common Stock $312.497 0,12% 2.063 $-16.746 Naik ×6
RTX RTX Corporation Common Stock $310.364 0,12% 1.636 $-125.407 Turun ×1
SBUX Starbucks Corporation - Common Stock $308.146 0,12% 3.015 $16.556 Turun ×2

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
PLTR $6.275.837 2,45% naik ×3
META $5.005.232 1,95% naik ×3
NVDA $3.202.455 1,25% naik ×3
IBM $1.299.728 0,51% naik ×3
QCOM $944.426 0,37% naik ×3
CIBR $821.523 0,32% naik ×3
VIG $424.407 0,17% naik ×4
TJX $312.497 0,12% naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
BRIE $6.510.923 214.740 2,54%
SOXX $1.214.986 1.896 0,47%
VIS $720.507 1.999 0,28%
SPYM $558.729 6.358 0,22%
IHI $368.402 7.456 0,14%
RBIL $359.208 7.200 0,14%
ITA $332.422 1.371 0,13%
VUG $325.867 3.783 0,13%
IMCB $323.338 3.349 0,13%
AMD $321.243 553 0,13%
INTU $294.147 1.127 0,11%
LRCX $272.998 630 0,11%
VTV $244.659 1.123 0,10%
VOX $228.879 1.244 0,09%
TSLA $222.497 529 0,09%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
MU Dipangkas -67 +$17.8M
GOOG Dipangkas -997 +$3.7M
DIEM Dipangkas -80K -$2.6M
AMZN Dipangkas -677 +$2.5M
ARKK Beli lebih banyak +5K +$1.9M
META Beli lebih banyak +3K +$1.4M
SMLF Beli lebih banyak +13K +$1.3M
QQQM Dipangkas -199 +$1.3M
AIQ Dipangkas -288 +$1.3M
PLTR Beli lebih banyak +2K -$1.2M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
SPTL 31 Maret 2025 275.100 $7.204.859 Tidak lagi dilacak
WCLD 31 Maret 2026 118.958 $4.164.721
PINK 31 Maret 2025 102.940 $3.053.203 Tidak lagi dilacak
RDIV 31 Maret 2025 56.433 $2.722.898 Tidak lagi dilacak
UNH 30 Juni 2025 4.612 $2.415.296 24,2%
FLHY 31 Des. 2025 57.833 $1.418.645 Tidak lagi dilacak
INTU 31 Maret 2026 2.018 $1.336.764 -16,6%
IGV 31 Des. 2025 9.106 $1.047.257 Tidak lagi dilacak
AXON 30 Sep. 2025 507 $419.766 -15,2%
TSM 30 Sep. 2025 1.762 $399.075 50,5%
EPI 31 Maret 2026 8.505 $393.681 Tidak lagi dilacak
LLY 30 Sep. 2025 454 $353.585 63,8%
ADBE 30 Juni 2026 1.428 $347.118 33,1%
LMT 30 Sep. 2025 712 $329.920 13,9%
SPTL 31 Maret 2026 10.226 $270.692 Tidak lagi dilacak
IHI 30 Sep. 2025 4.291 $268.788 Tidak lagi dilacak
IJR 31 Maret 2025 2.235 $257.544 Tidak lagi dilacak
DKNG 31 Maret 2025 6.899 $256.642 -24,8%
ZROZ 30 Juni 2025 3.523 $252.355 Tidak lagi dilacak
TSLA 31 Maret 2026 559 $251.393 -6,2%
COST 30 Juni 2026 249 $248.426 0,8%
TMO 30 Juni 2026 497 $244.312 23,8%
CRM 30 Sep. 2025 849 $231.539 -13,3%
VZ 30 Juni 2026 4.598 $230.804 16,8%
SO 31 Des. 2025 2.307 $218.614 4,5%
ADP 30 Juni 2025 708 $216.254 -9,5%
TMUS 30 Juni 2026 1.010 $212.198 9,1%
IJR 31 Des. 2025 1.782 $211.773 Tidak lagi dilacak
BMRN 30 Sep. 2025 3.852 $211.744 24,9%
NMT 31 Des. 2025 18.097 $210.830 10,1%
VTI 30 Sep. 2025 687 $208.734 Tidak lagi dilacak
SBND 31 Des. 2025 11.000 $208.725 Tidak lagi dilacak
DE 31 Maret 2025 492 $208.483 32,9%
TXN 30 Sep. 2025 996 $206.790 44,3%
PYPL 31 Maret 2026 3.538 $206.520 37,6%
ZROZ 31 Maret 2026 3.178 $204.219 Tidak lagi dilacak
PGR 30 Sep. 2025 760 $202.785 -10,9%
NKE 31 Maret 2026 3.164 $201.561 -23,2%
VZ 31 Des. 2025 4.573 $200.986 21,4%
DIS 30 Juni 2025 2.029 $200.300 -13,6%
ABR 31 Des. 2025 15.683 $191.492 -33,4%
PFD 30 Sep. 2025 10.600 $119.886 -6,3%
PFO 30 Sep. 2025 10.200 $94.350 -7,4%
AUR 31 Des. 2025 14.000 $75.460 60,4%