Freedom Investment Management
$359M 13F equity value
119 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Freedom Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 1,124,058 | $47M | 13.1% |
| DFUS | DIMENSIONAL ETF TRUST | 486,503 | $40M | 11.1% |
| DFIC | DIMENSIONAL ETF TRUST | 875,410 | $33M | 9.1% |
| VTV | VANGUARD INDEX FDS | 148,914 | $32M | 9.0% |
| EZM | WISDOMTREE TR | 284,274 | $22M | 6.0% |
| DFAE | DIMENSIONAL ETF TRUST | 478,127 | $19M | 5.4% |
| AVDS | AMERICAN CENTY ETF TR | 209,678 | $16M | 4.4% |
| IVLU | ISHARES TR | 310,737 | $13M | 3.6% |
| REET | ISHARES TR | 446,830 | $12M | 3.4% |
| AVSC | AMERICAN CENTY ETF TR | 143,871 | $11M | 2.9% |
Track Freedom Investment Management's 13F portfolio: $359M in reported holdings, 119 positions. Top holdings and quarterly changes on SentiSense.
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