Freedom Financial Partners LLC
CIK
2054598
Location
OAKDALE, MN
Portfolio Value
Micro
$40,228,775
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,095
/ 8,603
▲ 65
· as of Mar 2026
Top Industry
Consumer Electronics
39.7%
3Y Alpha vs SPY
-1.7%
Period ended 3 months ago
Filed Apr 16, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.1%
SPY
+24.0%
Annualised alpha
-2.0%
Max drawdown
−23.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
35.5%
−1.6 pts
Top 5
64.3%
+2.0 pts
Top 10
76.3%
−0.1 pts
HHI
1,544
Moderately concentrated−64
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.0% | $20,130,160 |
| Unclassified | 10.6% | $4,262,859 |
| Real Estate | 7.7% | $3,115,218 |
| Basic Materials | 7.3% | $2,951,757 |
| Consumer Cyclical | 6.5% | $2,604,852 |
| Industrials | 5.4% | $2,152,514 |
| Consumer Defensive | 2.7% | $1,096,062 |
| Financial Services | 2.7% | $1,072,739 |
| Healthcare | 2.7% | $1,066,594 |
| Energy | 2.1% | $860,849 |
| Utilities | 1.8% | $705,540 |
| Communication Services | 0.5% | $209,631 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARKB | Ark 21Shares Bitcoin ETF | +3,681 | 57,482 | $1,292,770 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +2,870 | 37,342 | $741,612 | |
| WPC | W. P. Carey Inc. | +1,551 | 45,839 | $3,115,218 | |
| EPD | Enterprise Products Partners L.P. | +402 | 9,085 | $343,776 | |
| APG | APi Group Corp | +325 | 6,375 | $258,315 | |
| MAIN | Main Street Capital CORP | +221 | 5,577 | $295,357 | |
| NVDA | Nvidia Corp | +7 | 6,470 | $1,128,368 | |
| ULTA | Ulta Beauty, Inc. | +6 | 670 | $350,215 | |
| GOOGL | Alphabet Inc. | +3 | 729 | $209,631 | |
| DAL | Delta Air Lines, Inc. | +3 | 10,928 | $726,493 | |
| MMM | 3M Co | +3 | 2,646 | $384,278 | |
| JNJ | Johnson & Johnson | +2 | 2,393 | $584,944 | |
| UNH | Unitedhealth Group Inc | +1 | 1,780 | $481,650 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| USB | US Bancorp De | −966 | 10,211 | $531,074 | |
| AAPL | Apple Inc. | −777 | 56,267 | $14,280,001 | |
| XEL | Xcel Energy Inc | −679 | 5,897 | $468,457 | |
| ECL | Ecolab Inc. | −676 | 11,096 | $2,951,757 | |
| MSFT | Microsoft Corp | −452 | 1,999 | $739,969 | |
| PEP | Pepsico Inc | −285 | 3,401 | $528,141 | |
| BITB | Bitwise Bitcoin ETF | −100 | 6,311 | $232,307 | |
| ENTG | Entegris Inc | −88 | 33,963 | $3,981,822 | |
| AMZN | Amazon Com Inc | −75 | 7,477 | $1,557,234 | |
| EME | EMCOR Group, Inc. | −69 | 328 | $242,165 | |
| CAT | Caterpillar Inc | −50 | 764 | $541,263 | |
| GLD | Spdr Gold Trust | −44 | 1,597 | $687,173 | |
| PG | PROCTER & GAMBLE Co | −16 | 2,428 | $350,700 | |
| No positions match the current search. | |||||
34 positions ·
$40,228,775 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 56,267 | $14,280,001 | 35.50% | |
| ENTG |
Entegris Inc
Technology
|
Reduced | 33,963 | $3,981,822 | 9.90% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Added | 45,839 | $3,115,218 | 7.74% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 11,096 | $2,951,757 | 7.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,477 | $1,557,234 | 3.87% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Added | 57,482 | $1,292,770 | 3.21% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,470 | $1,128,368 | 2.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,589 | $917,139 | 2.28% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Added | 37,342 | $741,612 | 1.84% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,999 | $739,969 | 1.84% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Added | 10,928 | $726,493 | 1.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,876 | $697,403 | 1.73% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,597 | $687,173 | 1.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,393 | $584,944 | 1.45% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 764 | $541,263 | 1.35% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 10,211 | $531,074 | 1.32% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 3,401 | $528,141 | 1.31% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,780 | $481,650 | 1.20% | |
| XEL |
Xcel Energy Inc
Utilities
|
Reduced | 5,897 | $468,457 | 1.16% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 846 | $391,858 | 0.97% | |
| MMM |
3M Co
Industrials
|
Added | 2,646 | $384,278 | 0.96% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,428 | $350,700 | 0.87% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 670 | $350,215 | 0.87% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 9,085 | $343,776 | 0.85% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
Added | 5,577 | $295,357 | 0.73% | |
| CCJ |
Cameco Corp
Energy
|
Held | 2,532 | $275,000 | 0.68% | |
| APG |
APi Group Corp
Industrials
|
Added | 6,375 | $258,315 | 0.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 514 | $246,308 | 0.61% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 328 | $242,165 | 0.60% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,170 | $242,073 | 0.60% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 849 | $237,083 | 0.59% | |
| BITB |
Bitwise Bitcoin ETF
|
Reduced | 6,311 | $232,307 | 0.58% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 218 | $217,221 | 0.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 729 | $209,631 | 0.52% |