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Livermore
Livermore
ZHEN

Freedom Financial Partners LLC

SEC CIK
0002054598
Latest filing
Aug 6, 2026

The latest 13F from Freedom Financial Partners LLC covers Q2 2026 (filed Aug 6, 2026): 89 long positions worth $306.9M. The top 10 holdings make up 56.1% of the portfolio, and the largest is Vanguard S&P 500 ETF at 9.9%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$1.79M
Added
38
Est. +$5.99M
Reduced
40
Est. −$11.0M
Sold out
3
Est. −$716.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    9.9%$30.5M
  2. American Centy ETF Tr025072703
    7.6%$23.2M
  3. American Centy ETF Tr025072885
    7.0%$21.5M
  4. Capital Group International14021M107
    5.8%$17.7M
  5. Vanguard Morningstar Mid-Cap ETF922908629
    5.2%$16.1M

Share of portfolio

Top 5 holdings and the other 84 positions, by share of portfolio value

  1. Vanguard S&P 500 ETF9.9%
  2. American Centy ETF Tr7.6%
  3. American Centy ETF Tr7.0%
  4. Capital Group International5.8%
  5. Vanguard Morningstar Mid-Cap ETF5.2%
  6. Other 84 positions64.5%

Biggest buys

New and added positions, by estimated amount bought

  1. American Centy ETF Tr025072562
    +$1.53MAdded
  2. Capital Group International14021M107
    +$1.25MAdded
  3. Putnam ETF Trust746729813
    +$1.13MNew
  4. Capital Group Dividend Value14020W106
    +$866.3KAdded
  5. J P Morgan Exchange Traded F46654Q732
    +$651.6KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. J P Morgan Exchange Traded F46654Q732
    +1.07 pp3.0% → 4.1%
  2. Capital Group Dividend Value14020W106
    +0.49 pp3.5% → 4.0%
  3. American Centy ETF Tr025072562
    +0.49 pp0.1% → 0.6%
  4. Capital Group International14021M107
    +0.38 pp5.4% → 5.8%
  5. Putnam ETF Trust746729813
    +0.37 pp0.0% → 0.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAPLApple Inc.
    −$2.65MReducedHistory
  2. Capital Grp Fixed Incm ETF T14020Y102
    −$1.82MReduced
  3. JPMorgan Ultra-Short Income ETF46641Q837
    −$1.51MReduced
  4. ENTGEntegris Inc
    −$1.09MReducedHistory
  5. American Centy ETF Tr025072885
    −$825.3KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Capital Grp Fixed Incm ETF T14020Y102
    −0.89 pp3.4% → 2.5%
  2. AAPLApple Inc.
    −0.64 pp5.1% → 4.4%History
  3. JPMorgan Ultra-Short Income ETF46641Q837
    −0.59 pp1.2% → 0.6%
  4. Ssga Active ETF Tr78467V848
    −0.20 pp2.0% → 1.8%
  5. Capital Group Intl Focus EQT14019W109
    −0.12 pp1.9% → 1.8%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$306.9M
+$26.2M (+9.3%) vs. prior quarter
Positions
89
+1 vs. prior quarter
Top 10 concentration
56.1%
Top 10 as share of value
Turnover
2.6%
Q2 2026, one quarter
Average holding period
6.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $306.9M (Q2 2026)

Q4 2024: $207.3MQ1 2025: $214.8MQ2 2025: $237.2MQ3 2025: $262.4MQ4 2025: $274.9MQ1 2026: $280.8MQ2 2026: $306.9M
Q4 2024Q2 2026
13F filings of Freedom Financial Partners LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 202689$306.9MVanguard S&P 500 ETFAmerican Centy ETF TrAmerican Centy ETF Trvs. Q1 2026SEC
Q1 2026Apr 16, 202688$280.8MVanguard S&P 500 ETFAmerican Centy ETF TrAmerican Centy ETF Trvs. Q4 2025SEC
Q4 2025Jan 6, 202687$274.9MVanguard S&P 500 ETFAmerican Centy ETF TrAmerican Centy ETF Trvs. Q3 2025SEC
Q3 2025Oct 20, 202584$262.4MVanguard S&P 500 ETFAmerican Centy ETF TrAmerican Centy ETF Trvs. Q2 2025SEC
Q2 2025Aug 14, 202575$237.2MAmerican Centy ETF TrVanguard S&P 500 ETFAmerican Centy ETF Trvs. Q1 2025SEC
Q1 2025Apr 10, 202576$214.8MAmerican Centy ETF TrVanguard S&P 500 ETFAmerican Centy ETF Trvs. Q4 2024SEC
Q4 2024Feb 12, 202569$207.3MVanguard S&P 500 ETFAmerican Centy ETF TrAAPL–SEC