Freedom Investment Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$337.0M
Q ending 2026-03-31
Prior quarter
$343.9M
Q ending 2025-12-31
Change
-2.0% QoQ · -71.7% YoY
Positions
106
reported holdings
Largest positions
Top 100 of 106 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.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DUHP | Shares | $43.6M | 1.2M |
| Dimensional Etf Trust | DFUS | Shares | $36.3M | 513K |
| Dimensional Etf Trust | DFIC | Shares | $31.0M | 873K |
| Vanguard Index Fds | VTV | Shares | $29.7M | 152K |
| Wisdomtree Tr | EZM | Shares | $19.8M | 294K |
| Dimensional Etf Trust | DFAE | Shares | $17.5M | 515K |
| American Centy Etf Tr | AVDS | Shares | $14.7M | 205K |
| Ishares Tr | IVLU | Shares | $12.9M | 326K |
| Ishares Tr | REET | Shares | $11.8M | 469K |
| Dimensional Etf Trust | DFSV | Shares | $10.1M | 288K |
| American Centy Etf Tr | AVSC | Shares | $10.0M | 161K |
| Pimco Etf Tr | BOND | Shares | $9.4M | 102K |
| Dimensional Etf Trust | DFEV | Shares | $9.2M | 257K |
| Global X Fds | LNGX | Shares | $7.5M | 162K |
| Spdr Series Trust | SPYV | Shares | $3.9M | 70K |
| Dimensional Etf Trust | DFAT | Shares | $3.4M | 54K |
| Dimensional Etf Trust | DFAS | Shares | $3.3M | 46K |
| Wisdomtree Tr | AGGY | Shares | $3.2M | 74K |
| Invesco Exch Traded Fd Tr Ii | BAB | Shares | $3.1M | 116K |
| Spdr Series Trust | SPYG | Shares | $2.5M | 26K |
| Dimensional Etf Trust | DFAC | Shares | $2.3M | 60K |
| Dimensional Etf Trust | DFIV | Shares | $2.2M | 42K |
| Apple Inc | AAPL | Shares | $2.2M | 9K |
| John Hancock Exchange Traded | JHMM | Shares | $2.1M | 31K |
| Vanguard Index Fds | VOO | Shares | $2.1M | 4K |
| Dimensional Etf Trust | DIHP | Shares | $2.0M | 63K |
| Vanguard Bd Index Fds | BSV | Shares | $1.7M | 21K |
| Vanguard Scottsdale Fds | VONV | Shares | $1.6M | 17K |
| J P Morgan Exchange Traded F | JMUB | Shares | $1.5M | 31K |
| Vanguard Mun Bd Fds | VTEI | Shares | $1.5M | 15K |
| Pimco Etf Tr | MINO | Shares | $1.4M | 30K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.2M | 2K |
| Ishares Tr | IEFA | Shares | $1.1M | 12K |
| Dimensional Etf Trust | DCOR | Shares | $1.0M | 14K |
| Blackrock Etf Trust | BDYN | Shares | $982K | 40K |
| Spdr Series Trust | SLYV | Shares | $970K | 10K |
| Vanguard Scottsdale Fds | VONG | Shares | $890K | 8K |
| Spdr Series Trust | SLYG | Shares | $863K | 9K |
| Dbx Etf Tr | RVNU | Shares | $856K | 35K |
| Innovator Etfs Trust | PNOV | Shares | $819K | 20K |
| Dimensional Etf Trust | DFAX | Shares | $817K | 24K |
| Vanguard Index Fds | VB | Shares | $789K | 3K |
| Ishares Tr | AGG | Shares | $787K | 8K |
| First Tr Exchng Traded Fd Vi | FOCT | Shares | $750K | 16K |
| Vanguard Star Fds | VXUS | Shares | $735K | 10K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Spdr Series Trust | MDYV | Shares | $663K | 8K |
| Schwab Strategic Tr | SCHG | Shares | $653K | 22K |
| Spdr Series Trust | MDYG | Shares | $550K | 6K |
| Vanguard Tax-Managed Fds | VEA | Shares | $516K | 8K |
| Select Sector Spdr Tr | XLK | Shares | $512K | 4K |
| Vanguard Index Fds | VUG | Shares | $508K | 1K |
| Innovator Etfs Trust | SFLR | Shares | $492K | 14K |
| Fidelity Covington Trust | FENY | Shares | $450K | 13K |
| Wisdomtree Tr | DLS | Shares | $437K | 5K |
| Pimco Etf Tr | PYLD | Shares | $410K | 16K |
| Select Sector Spdr Tr | XLF | Shares | $409K | 8K |
| Spdr Index Shs Fds | SPDW | Shares | $409K | 9K |
| Vanguard Scottsdale Fds | VTWV | Shares | $403K | 2K |
| Kraneshares Trust | KVLE | Shares | $400K | 16K |
| Ishares Tr | IJH | Shares | $395K | 6K |
| Wisdomtree Tr | EES | Shares | $386K | 7K |
| Ishares Inc | ACWV | Shares | $386K | 3K |
| Nushares Etf Tr | NULG | Shares | $369K | 4K |
| Vanguard Scottsdale Fds | VTWG | Shares | $366K | 2K |
| Ishares Tr | IGIB | Shares | $359K | 7K |
| Ishares Tr | IAGG | Shares | $358K | 7K |
| Ishares Tr | IVV | Shares | $347K | 531 |
| World Gold Tr | GLDM | Shares | $332K | 4K |
| J P Morgan Exchange Traded F | JIG | Shares | $324K | 4K |
| Dimensional Etf Trust | DFSU | Shares | $321K | 8K |
| Innovator Etfs Trust | NOCT | Shares | $312K | 6K |
| Nvidia Corporation | NVDA | Shares | $305K | 2K |
| Bondbloxx Etf Trust | BBBI | Shares | $304K | 6K |
| Alphabet Inc | GOOGL | Shares | $299K | 1K |
| Dimensional Etf Trust | DFUV | Shares | $297K | 6K |
| Blackrock Etf Trust | BAI | Shares | $296K | 9K |
| J P Morgan Exchange Traded F | BBCB | Shares | $295K | 6K |
| Ishares Tr | OEF | Shares | $295K | 926 |
| Blackrock Etf Trust | BDVL | Shares | $290K | 12K |
| Invesco Exch Traded Fd Tr Ii | PICB | Shares | $289K | 13K |
| Vanguard Index Fds | VOT | Shares | $283K | 1K |
| Dimensional Etf Trust | DFEM | Shares | $280K | 8K |
| Microsoft Corp | MSFT | Shares | $274K | 739 |
| Ishares Tr | IGF | Shares | $273K | 4K |
| Ishares Tr | IEUR | Shares | $272K | 4K |
| Nushares Etf Tr | NUSC | Shares | $265K | 6K |
| Innovator Etfs Trust | IOCT | Shares | $262K | 7K |
| Ishares Tr | EFV | Shares | $261K | 4K |
| Ishares Inc | ESGE | Shares | $258K | 6K |
| Schwab Strategic Tr | SCHE | Shares | $253K | 8K |
| Vanguard Intl Equity Index F | VNQI | Shares | $251K | 6K |
| Flexshares Tr | QLC | Shares | $251K | 3K |
| Vanguard Charlotte Fds | BNDX | Shares | $249K | 5K |
| Ishares Tr | IWS | Shares | $247K | 2K |
| Ishares Inc | EWJ | Shares | $242K | 3K |
| Select Sector Spdr Tr | XLI | Shares | $235K | 1K |
| Ishares Tr | DMXF | Shares | $234K | 3K |
| Ishares Tr | IUSB | Shares | $230K | 5K |
| Strategy Shs | SSUS | Shares | $229K | 5K |
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.