Freedom Financial Partners LLC
Top Portfolio Positions
34 positions ·
$40,228,775 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
56,267 | $14,280,001 | 35.50% | |
| ENTG |
Entegris Inc
Technology
|
33,963 | $3,981,822 | 9.90% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
45,839 | $3,115,218 | 7.74% | |
| ECL |
Ecolab Inc.
Basic Materials
|
11,096 | $2,951,757 | 7.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,477 | $1,557,234 | 3.87% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
57,482 | $1,292,770 | 3.21% | |
| NVDA |
Nvidia Corp
Technology
|
6,470 | $1,128,368 | 2.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,589 | $917,139 | 2.28% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
37,342 | $741,612 | 1.84% | |
| MSFT |
Microsoft Corp
Technology
|
1,999 | $739,969 | 1.84% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ARKB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,292,770 | 57,482 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,562,381 | 53,801 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,967,116 | 51,739 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,810,079 | 50,575 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $468,594 | 17,102 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $535,556 | 17,226 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||