Byrne Financial Freedom, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$209.0M
Q ending 2026-03-31
Prior quarter
$217.9M
Q ending 2025-12-31
Change
-4.1% QoQ · +18.7% YoY
Positions
103
reported holdings

Largest positions

Top 100 of 103 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Amazon Com IncAMZNShares$18.7M90K
Alphabet IncGOOGShares$17.6M61K
Ark Etf TrARKKShares$7.9M116K
Microsoft CorpMSFTShares$7.7M21K
Palantir Technologies IncPLTRShares$7.5M51K
Walmart IncWMTShares$7.5M60K
Columbia Etf Tr IRECSShares$7.4M191K
Micron Technology IncMUShares$7.4M22K
Invesco Exch Trd Slf Idx FdIUSShares$7.4M128K
Nuveen Amt Free Qlty Mun IncXNEAXShares$7.2M642K
Apple IncAAPLShares$6.6M26K
Invesco Exch Traded Fd Tr IiFDIQShares$5.7M83K
Ark Etf TrARKFShares$5.4M141K
Abrdn Silver Etf TrustSIVRShares$5.2M72K
Invesco Exch Traded Fd Tr IiQQQMShares$4.9M21K
Invesco Qqq TrQQQShares$4.0M7K
Pgim Etf TrPULSShares$3.8M76K
Franklin Templeton Etf TrDIEMShares$3.7M106K
Meta Platforms IncMETAShares$3.6M6K
Janus Detroit Str TrJSIShares$3.5M68K
Spdr Index Shs FdsSPDWShares$3.4M74K
Global X FdsAIQShares$3.2M68K
Franklin Templeton Etf TrFLQSShares$3.1M72K
Global X FdsPAVEShares$3.0M59K
Nvidia CorporationNVDAShares$2.8M16K
Janus Detroit Str TrJAAAShares$2.7M54K
Franklin Templeton Etf TrFLQMShares$2.1M37K
State Str Spdr S&P 500 Etf TSPYShares$1.9M3K
Spdr Series TrustSPYGShares$1.9M19K
Amphenol CorpAPHShares$1.8M14K
Cardinal Health IncCAHShares$1.8M9K
Invesco Exchange Traded Fd TPTHShares$1.7M34K
Pimco Etf TrPYLDShares$1.4M55K
Select Sector Spdr TrXLKShares$1.4M11K
Spdr Series TrustXARShares$1.4M5K
Broadcom IncAVGOShares$1.2M4K
Select Sector Spdr TrXLVShares$1.1M8K
International Business MachsIBMShares$1.1M4K
Select Sector Spdr TrXLYShares$969K9K
Dell Technologies IncDELLShares$951K6K
Select Sector Spdr TrXLFShares$941K19K
Ishares TrSMLFShares$934K12K
Johnson & JohnsonJNJShares$927K4K
Jpmorgan Chase & CoJPMShares$921K3K
Sonida Senior Living IncSNDAShares$883K27K
First Tr Exchange Traded FdAIRRShares$868K8K
Exxon Mobil CorpXOMShares$787K5K
Vaneck Etf TrustMOATShares$701K7K
J P Morgan Exchange Traded FJPSTShares$640K13K
Home Depot IncHDShares$637K2K
Fortinet IncFTNTShares$635K8K
Qualcomm IncQCOMShares$629K5K
Caterpillar IncCATShares$616K870
Ge AerospaceGEShares$578K2K
Oracle CorpORCLShares$554K4K
Select Sector Spdr TrXLPShares$494K6K
Amgen IncAMGNShares$488K1K
First Tr Exchange Traded FdFTXLShares$487K3K
Ishares TrIEFAShares$482K5K
First Tr Exchange-Traded FdFTSMShares$479K8K
Cisco Sys IncCSCOShares$477K6K
Spdr Series TrustXBIShares$463K4K
Alphabet IncGOOGLShares$462K2K
Ge Vernova IncGEVShares$447K512
Wisdomtree TrDXJShares$443K3K
Rtx CorporationRTXShares$436K2K
Lowes Cos IncLOWShares$435K2K
Ishares TrIVVShares$411K629
Victory Portfolios IiVFLOShares$397K10K
Wells Fargo & CoWFCShares$393K5K
Uber Technologies IncUBERShares$380K5K
Quanta Svcs IncPWRShares$374K681
Boeing CoBAShares$367K2K
Vanguard Specialized FundsVIGShares$358K2K
Ishares TrEEMShares$355K6K
Adobe IncADBEShares$347K1K
Spdr Series TrustXHBShares$342K3K
Ishares TrIJHShares$341K5K
Ishares TrTLTShares$337K4K
Bank America CorpBACShares$337K7K
Select Sector Spdr TrXLIShares$335K2K
Tjx Cos Inc NewTJXShares$329K2K
Pimco Etf TrMUNIShares$311K6K
Etfs Gold TrSGOLShares$295K7K
Starbucks CorpSBUXShares$292K3K
Spdr Series TrustSPYVShares$289K5K
First Tr Exchange-Traded FdCIBRShares$285K5K
Abbvie IncABBVShares$284K1K
Pepsico IncPEPShares$269K2K
Spdr Gold TrGLDShares$266K619
Ishares IncIEMGShares$258K4K
Costco Wholesale CorporationCOSTShares$248K249
Thermo Fisher Scientific IncTMOShares$244K497
Sap SeSAPShares$243K1K
Spdr Series TrustSPLBShares$239K11K
Unity Software IncUShares$237K11K
Verizon Communications IncVZShares$231K5K
Invesco Exch Traded Fd Tr IiRWJShares$221K4K
Palo Alto Networks IncPANWShares$213K1K
T-Mobile Us IncTMUSShares$212K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.