Financial Freedom, LLC

Q1 2026 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    426

  • Value ($000)

    $200,802

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0001965484
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$15.19M
8 %

183,524

NDQ

INVESCO QQQ TR

UNIT SER 1
$14.09M
7 %

24,410

---

VANGUARD WORLD FD

INF TECH ETF
$10.37M
5 %

14,866

SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
$7.33M
4 %

19,107

XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
$7.3M
4 %

119,139

---

VANGUARD WORLD FD

CONSUM DIS ETF
$6.57M
3 %

18,300

IMTM

ISHARES TR

MSCI INTL MOMENT
$6.26M
3 %

130,424

PG

PROCTER &GAMBLE CO

COM
$5.66M
3 %

39,212

XLV

SELECT SECTOR SPDR TR

STATE STREET HEA
$5.37M
3 %

36,621

---

VANGUARD WORLD FD

FINANCIALS ETF
$4.85M
2 %

40,151

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