Freedom Financial Partners LLC reported 89 holdings worth US$307M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 6, 2026

Freedom Financial Partners LLC reported 89 holdings worth US$307M as of Jun 30, 2026. Largest: Apple Inc, Entegris, Inc. and W. P. Carey Inc. Reit. Filed Aug 6, 2026 (Form 13F).

Holdings: 89
Value as reported: US$307M

The filing in full

Company	Shares	Value as reported	% of portfolio
Apple Inc	47,114	US$13.6M	4.4%
Entegris, Inc.	27,875	US$5.01M	1.6%
W. P. Carey Inc. Reit	45,121	US$3.23M	1.1%
Ecolab Inc.	10,932	US$3.05M	0.99%
Amazon.com, Inc.	6,799	US$1.62M	0.53%
Nvidia Corporation	6,368	US$1.27M	0.42%
Delta Air Lines, Inc.	10,930	US$1.02M	0.33%
Tesla, Inc.	1,827	US$768K	0.25%
Unitedhealth Group Incorporated	1,790	US$744K	0.24%
Microsoft Corp.	1,897	US$708K	0.23%
Caterpillar, Inc.	664	US$707K	0.23%
U.s. Bancorp	10,211	US$617K	0.20%
Johnson & Johnson	2,395	US$608K	0.20%
Alphabet Inc (google) Class C	1,422	US$508K	0.17%
Xcel Energy Inc.	5,151	US$414K	0.13%
Procter & Gamble Company (the)	2,433	US$357K	0.12%
Enterprise Products Partners L.p.	9,340	US$343K	0.11%
Ulta Beauty, Inc.	680	US$307K	0.10%
3m Company	1,874	US$303K	0.10%
Pepsico, Inc.	2,178	US$295K	0.10%
Main Street Capital Corporation	5,675	US$294K	0.10%
Api Group Corporation	6,940	US$294K	0.10%
Berkshire Hathaway Inc.	509	US$255K	0.08%
Cameco Corporation	2,233	US$227K	0.07%
Jp Morgan Chase & Co.	679	US$222K	0.07%
Deere & Company	347	US$220K	0.07%
Home Depot, Inc. (the)	598	US$211K	0.07%
Constellation Energy Corporation	849	US$211K	0.07%
Costco Wholesale Corporation	218	US$204K	0.07%
Chevron Corporation	0	US$0	0.00%
Emcor Group, Inc.	0	US$0	0.00%

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Freedom Financial Partners LLC reported 89 holdings worth US$307M as of Jun 30, 2026 (Form 13F)

The filing in full

Source

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