BYRNE FINANCIAL FREEDOM, LLC

CIK

2063947

Location

FRANKLIN, MA

Portfolio Value

Small $130,665,096

Diversification

Diversified

Filing Date

Global Rank

#5,365 / 8,517 ▲ 233

Top Industry

Semiconductors 26.7%

3Y Alpha vs SPY

+3.1%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+32.0%

SPY

+27.3%

Annualised alpha

+2.8%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.3%

+3.6 pts

Top 5

53.2%

+3.2 pts

Top 10

74.1%

−1.4 pts

HHI

856

Diversified+94

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.9%	$63,921,888	25
Consumer Cyclical	17.7%	$23,106,661	6
Unclassified	9.3%	$12,184,964	5
Financial Services	7.0%	$9,172,780	4
Consumer Defensive	5.4%	$6,999,995	2
Communication Services	4.2%	$5,548,239	2
Healthcare	3.6%	$4,754,895	5
Industrials	3.3%	$4,351,821	7
Energy	0.5%	$623,853	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
SIVR	abrdn Silver ETF Trust	+4,092	76,276	$4,288,236
META	Meta Platforms, Inc.	+2,528	8,886	$5,005,394
PLTR	Palantir Technologies Inc.	+2,365	53,791	$6,275,795
ORCL	Oracle Corp	+1,597	5,361	$785,654
U	Unity Software Inc.	+1,500	12,288	$351,191
MSFT	Microsoft Corp	+1,148	22,012	$8,210,916
SAP	Sap SE	+1,146	2,565	$395,292
AVGO	Broadcom Inc.	+405	4,356	$1,645,479
GEV	GE Vernova Inc.	+396	908	$1,066,772
CAH	Cardinal Health Inc	+295	8,866	$2,106,206
QCOM	Qualcomm Inc/De	+224	5,111	$944,461
SPY	Spdr S&P 500 ETF Trust	+204	3,136	$2,341,870
CAT	Caterpillar Inc	+161	1,031	$1,097,911
IBM	International Business Machines Corp	+145	4,622	$1,299,752
GE	General Electric Co	+130	2,168	$810,246
CIEN	Ciena Corp	+129	654	$320,826
NVDA	Nvidia Corp	+123	16,005	$3,202,440
BA	Boeing Co	+120	1,964	$425,147
GLD	Spdr Gold Trust	+88	707	$260,444
AMGN	Amgen Inc	+67	1,454	$526,522
ABBV	AbbVie Inc.	+20	1,327	$333,926
TJX	Tjx Companies Inc /De/	+1	2,063	$312,544
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−61,449	1,519	$542,845
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−13,951	628,111	$7,374,023
SNDA	Sonida Senior Living, Inc.	−4,894	22,491	$917,632
DELL	Dell Technologies Inc.	−2,675	3,119	$1,345,723
APH	Amphenol Corp /De/	−2,410	11,935	$2,104,379
CSCO	Cisco Systems, Inc.	−1,299	4,854	$570,150
AMZN	Amazon Com Inc	−677	88,888	$21,185,565
RTX	RTX Corp	−623	1,636	$310,398
WMT	Walmart Inc.	−420	59,758	$6,768,191
JNJ	Johnson & Johnson	−366	3,428	$870,609
SBUX	Starbucks Corp	−240	3,015	$308,102
FTNT	Fortinet, Inc.	−230	7,537	$1,157,833
SGOL	abrdn Gold ETF Trust	−160	6,445	$246,392
BAC	Bank Of America Corp /De/	−132	6,771	$385,811
AAPL	Apple Inc.	−112	25,810	$7,468,381
PWR	Quanta Services, Inc.	−91	590	$424,823
QQQ	Invesco Qqq Trust, Series 1	−83	6,855	$5,048,022
XOM	ExxonMobil Holdings Corp	−76	4,563	$623,853
PANW	Palo Alto Networks Inc	−72	1,257	$428,662
MU	Micron Technology Inc	−67	21,870	$25,244,322
JPM	Jpmorgan Chase & Co	−51	3,080	$1,008,176
WFC	Wells Fargo & Company/Mn	−44	4,898	$404,770
UBER	Uber Technologies, Inc	−43	5,244	$378,407
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−32	568	$271,259
HD	Home Depot, Inc.	−30	1,908	$672,913
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	553	$321,243
INTU	Intuit Inc.	1,127	$294,147
LRCX	Lam Research Corp	630	$272,997
TSLA	Tesla, Inc.	529	$222,497
TER	Teradyne, Inc	455	$220,147
MRCY	Mercury Systems Inc	1,770	$216,524
STX	Seagate Technology Holdings plc	217	$209,405
NOW	ServiceNow, Inc.	2,045	$203,027
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	1,666	$358,289
ADBE	Adobe Inc.	1,428	$347,118
COST	Costco Wholesale Corp /New	249	$248,111
TMO	Thermo Fisher Scientific Inc.	497	$244,290
VZ	Verizon Communications Inc	4,598	$230,819
TMUS	T-Mobile US, Inc.	1,010	$212,130
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $130,665,096 total · filing declares 119 positions · $256,121,349 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Reduced	21,870	-67	$25,244,322	+240.6%	19.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	88,888	-677	$21,185,565	+13.6%	16.21%
MSFT	Microsoft Corp Technology	Added	22,012	+1,148	$8,210,916	+6.3%	6.28%
AAPL	Apple Inc. Technology	Reduced	25,810	-112	$7,468,381	+13.5%	5.72%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Reduced	628,111	-13,951	$7,374,023	+2.3%	5.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	59,758	-420	$6,768,191	−9.5%	5.18%
PLTR	Palantir Technologies Inc. Technology	Added	53,791	+2,365	$6,275,795	−16.6%	4.80%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,855	-83	$5,048,022	+26.1%	3.86%
META	Meta Platforms, Inc. Communication Services	Added	8,886	+2,528	$5,005,394	+37.6%	3.83%
SIVR	abrdn Silver ETF Trust	Added	76,276	+4,092	$4,288,236	−17.0%	3.28%
NVDA	Nvidia Corp Technology	Added	16,005	+123	$3,202,440	+15.6%	2.45%
SPY	Spdr S&P 500 ETF Trust	Added	3,136	+204	$2,341,870	+22.8%	1.79%
CAH	Cardinal Health Inc Healthcare	Added	8,866	+295	$2,106,206	+16.3%	1.61%
APH	Amphenol Corp /De/ Technology	Reduced	11,935	-2,410	$2,104,379	—	1.61%
AVGO	Broadcom Inc. Technology	Added	4,356	+405	$1,645,479	+34.6%	1.26%
DELL	Dell Technologies Inc. Technology	Reduced	3,119	-2,675	$1,345,723	+41.5%	1.03%
IBM	International Business Machines Corp Technology	Added	4,622	+145	$1,299,752	+19.8%	0.99%
FTNT	Fortinet, Inc. Technology	Reduced	7,537	-230	$1,157,833	+82.4%	0.89%
CAT	Caterpillar Inc Industrials	Added	1,031	+161	$1,097,911	+78.1%	0.84%
GEV	GE Vernova Inc. Industrials	Added	908	+396	$1,066,772	+138.7%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,080	-51	$1,008,176	+9.5%	0.77%
QCOM	Qualcomm Inc/De Technology	Added	5,111	+224	$944,461	+50.1%	0.72%
SNDA	Sonida Senior Living, Inc. Healthcare	Reduced	22,491	-4,894	$917,632	+3.9%	0.70%
JNJ	Johnson & Johnson Healthcare	Reduced	3,428	-366	$870,609	−6.1%	0.67%
GE	General Electric Co Industrials	Added	2,168	+130	$810,246	+40.1%	0.62%
ORCL	Oracle Corp Technology	Added	5,361	+1,597	$785,654	+41.9%	0.60%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,908	-30	$672,913	+5.6%	0.51%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,563	-76	$623,853	−20.7%	0.48%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,854	-1,299	$570,150	+19.4%	0.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,519	-61,449	$542,845	−97.0%	0.42%
AMGN	Amgen Inc Healthcare	Added	1,454	+67	$526,522	+7.9%	0.40%
PANW	Palo Alto Networks Inc Technology	Reduced	1,257	-72	$428,662	+101.2%	0.33%
BA	Boeing Co Industrials	Added	1,964	+120	$425,147	+15.8%	0.33%
PWR	Quanta Services, Inc. Industrials	Reduced	590	-91	$424,823	+13.6%	0.33%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,837	-2	$405,040	−6.8%	0.31%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	4,898	-44	$404,770	+2.9%	0.31%
SAP	Sap SE Technology	Added	2,565	+1,146	$395,292	+62.7%	0.30%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,771	-132	$385,811	+14.6%	0.30%
UBER	Uber Technologies, Inc Technology	Reduced	5,244	-43	$378,407	−0.5%	0.29%
U	Unity Software Inc. Technology	Added	12,288	+1,500	$351,191	+48.4%	0.27%
ABBV	AbbVie Inc. Healthcare	Added	1,327	+20	$333,926	+17.5%	0.26%
AMD	Advanced Micro Devices Inc Technology	NEW	553	NEW	$321,243	NEW	0.25%
CIEN	Ciena Corp Technology	Added	654	+129	$320,826	+57.4%	0.25%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,063	+1	$312,544	−5.1%	0.24%
RTX	RTX Corp Industrials	Reduced	1,636	-623	$310,398	−28.8%	0.24%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,015	-240	$308,102	+5.7%	0.24%
INTU	Intuit Inc. Technology	NEW	1,127	NEW	$294,147	NEW	0.23%
LRCX	Lam Research Corp Technology	NEW	630	NEW	$272,997	NEW	0.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	568	-32	$271,259	+33.8%	0.21%
GLD	Spdr Gold Trust	Added	707	+88	$260,444	−2.2%	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.