Freedom Investment Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Freedom Investment Management, Inc. held in its portfolio 112 assets valued at $343,923,124 (i.e. $343.92M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($52.49M), DIMENSIONAL ETF TRUST ($43.13M), and DIMENSIONAL ETF TRUST ($32.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 112 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Freedom Investment Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1380264 | 52491426 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 581454 | 43126413 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 937782 | 32315965 | INTL CORE EQUITY |
| VANGUARD INDEX FDS | 159320 | 30428471 | VALUE ETF |
| WISDOMTREE TR | 301519 | 20141439 | US MIDCAP FUND |
| DIMENSIONAL ETF TRUST | 542295 | 17662552 | EMGR CRE EQT MNG |
| AMERICAN CENTY ETF TR | 226992 | 15846281 | AVANTIS INTL SML |
| ISHARES TR | 339831 | 12930556 | MSCI INTL VLU FT |
| DIMENSIONAL ETF TRUST | 351153 | 11847909 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 306518 | 10081383 | US SMALL CAP VAL |
| AMERICAN CENTY ETF TR | 166300 | 9768455 | AVANTIS US SMALL |
| SPDR SERIES TRUST | 125019 | 9471977 | STATE STREET SPD |
| PIMCO ETF TR | 88476 | 8235416 | ACTIVE BD ETF |
| DIMENSIONAL ETF TRUST | 55227 | 3288224 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 46549 | 3243072 | US SMALL CAP ETF |
| WISDOMTREE TR | 64291 | 2832001 | YIELD ENHANCD US |
| INVESCO EXCH TRADED FD TR II | 100969 | 2746344 | TAXABLE MUN BD |
| APPLE INC | 8771 | 2384490 | COM |
| DIMENSIONAL ETF TRUST | 56492 | 2236494 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 3500 | 2195206 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 43312 | 2161244 | INTERNATNAL VAL |
| JOHN HANCOCK EXCHANGE TRADED | 31507 | 2063082 | MULTIFACTOR MI |
| DIMENSIONAL ETF TRUST | 62470 | 1978097 | INTL HIGH PROFIT |
| VANGUARD BD INDEX FDS | 22198 | 1749457 | SHORT TRM BOND |
| VANGUARD SCOTTSDALE FDS | 16463 | 1519531 | VNG RUS1000VAL |
| J P MORGAN EXCHANGE TRADED F | 29569 | 1493238 | MUNICIPAL ETF |
| VANGUARD MUN BD FDS | 14479 | 1459939 | INTERMEDIATE TRM |
| PIMCO ETF TR | 28646 | 1298237 | MUNI INCOME OPP |
| SPDR S&P 500 ETF TR | 1631 | 1112115 | TR UNIT |
| ISHARES TR | 11993 | 1072845 | CORE MSCI EAFE |
| BLACKROCK ETF TRUST | 41887 | 1072705 | DYNAMIC EQTY ACT |
| DIMENSIONAL ETF TRUST | 14087 | 1037225 | US CORE EQUITY 1 |
| VANGUARD SCOTTSDALE FDS | 8362 | 1018109 | VNG RUS1000GRW |
| SCHWAB STRATEGIC TR | 28153 | 918355 | US LCAP GR ETF |
| SELECT SECTOR SPDR TR | 6270 | 902680 | STATE STREET TEC |
| INNOVATOR ETFS TRUST | 20973 | 876252 | US EQTY PWR BUF |
| VANGUARD STAR FDS | 11528 | 869682 | VG TL INTL STK F |
| DBX ETF TR | 33406 | 819776 | XTRACK MUN INFRA |
| VANGUARD INDEX FDS | 3162 | 815703 | SMALL CP ETF |
| VANGUARD INDEX FDS | 1669 | 814250 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 23906 | 782439 | WORLD EX US CORE |
| ISHARES TR | 7722 | 771260 | CORE US AGGBD ET |
| FIRST TR EXCHNG TRADED FD VI | 15740 | 771103 | FT VEST US EQT |
| VANGUARD TAX-MANAGED FDS | 12167 | 760063 | VAN FTSE DEV MKT |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SELECT SECTOR SPDR TR | 11743 | 643151 | STATE STREET FIN |
| ISHARES TR | 857 | 587294 | CORE S&P500 ETF |
| INNOVATOR ETFS TRUST | 14546 | 536166 | QUITY MANAGD FLR |
| KRANESHARES TRUST | 19438 | 497323 | KRANESHARES VALU |
| ISHARES TR | 9719 | 452322 | CORE UNIVRSL USD |
| WISDOMTREE TR | 5516 | 446868 | INTL SMCAP DIV |
| NUSHARES ETF TR | 4429 | 433180 | NUVEEN ESG LRGCP |
| PIMCO ETF TR | 16024 | 427536 | MULTISECTOR BD |
| ISHARES TR | 7665 | 413014 | ISHS 5-10YR INVT |
| ISHARES INC | 3383 | 401731 | MSCI GBL MIN VOL |
| WISDOMTREE TR | 7030 | 400217 | US SMALLCAP FUND |
| ISHARES TR | 7982 | 399190 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 1430 | 399170 | MCAP GR IDXVIP |
| SELECT SECTOR SPDR TR | 3363 | 395955 | STATE STREET COM |
| SPDR INDEX SHS FDS | 8813 | 391377 | PORTFOLIO DEVLPD |
| SELECT SECTOR SPDR TR | 2528 | 391325 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 5216 | 382500 | INTERNL GWT |
| VANGUARD SCOTTSDALE FDS | 2370 | 379053 | VNG RUS2000VAL |
| DIMENSIONAL ETF TRUST | 8536 | 370718 | US SUSTAINABILTY |
| BLACKROCK ETF TRUST | 11098 | 369547 | ISHARES A I INNO |
| VANGUARD SCOTTSDALE FDS | 1561 | 368286 | VNG RUS2000GRW |
| NVIDIA CORPORATION | 1944 | 362573 | COM |
| VANGUARD CHARLOTTE FDS | 7454 | 360199 | TOTAL INT BD ETF |
| ISHARES TR | 4788 | 339854 | CORE MSCI EURO |
| INNOVATOR ETFS TRUST | 5795 | 335646 | GRWT100 PWR BUF |
| SELECT SECTOR SPDR TR | 2124 | 329541 | STATE STREET IND |
| FIDELITY COVINGTON TRUST | 13245 | 328071 | MSCI ENERGY IDX |
| ISHARES TR | 1613 | 320395 | MSCI USA QLT FCT |
| BLACKROCK ETF TRUST | 5261 | 319919 | ISHARES US EQUIT |
| ISHARES TR | 4810 | 317479 | CORE S&P MCP ETF |
| ALPHABET INC | 995 | 311322 | CAP STK CL A |
| BONDBLOXX ETF TRUST | 5972 | 310799 | BBB RATED 5 10 Y |
| INVESCO EXCH TRADED FD TR II | 1221 | 308903 | NASDAQ 100 ETF |
| ISHARES TR | 2455 | 302633 | S&P 500 GRWT ETF |
| J P MORGAN EXCHANGE TRADED F | 6592 | 301993 | BETABUILDERS USD |
| INVESCO EXCH TRADED FD TR II | 12640 | 301829 | INTL CORP BD |
| MICROSOFT CORP | 624 | 301707 | COM |
| ISHARES TR | 4906 | 301034 | GLB INFRASTR ETF |
| VANGUARD INDEX FDS | 868 | 291014 | TOTAL STK MKT |
| NUSHARES ETF TR | 6437 | 287419 | NUVEEN ESG SMLCP |
| ISHARES TR | 3949 | 282021 | EAFE VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 5233 | 281314 | FTSE EMR MKT ETF |
| ISHARES INC | 6309 | 278682 | ESG AWR MSCI EM |
| DIMENSIONAL ETF TRUST | 5973 | 278282 | US MKTWIDE VALUE |
| INVESCO QQQ TR | 448 | 275211 | UNIT SER 1 |
| INNOVATOR ETFS TRUST | 7834 | 273093 | INTERNATIONAL DV |
| FLEXSHARES TR | 3359 | 272045 | US QUALITY CAP |
| AMERICAN CENTY ETF TR | 3492 | 268954 | AVANTIS EMGMKT |
| SELECT SECTOR SPDR TR | 2233 | 266578 | STATE STREET CON |
| VANGUARD INTL EQUITY INDEX F | 5688 | 260760 | GLB EX US ETF |
| DIMENSIONAL ETF TRUST | 7706 | 254914 | EMERGING MKTS CO |
| ORACLE CORP | 1292 | 251760 | COM |
| BLACKROCK ETF TRUST | 6421 | 247597 | ISHARES US THEMA |
| SPDR INDEX SHS FDS | 5982 | 244406 | S&P INTL SMLCP |
| ISHARES TR | 1728 | 243703 | RUS MDCP VAL ETF |
| VANGUARD SCOTTSDALE FDS | 5118 | 240942 | MTG-BKD SECS ETF |
| STRATEGY SHS | 4903 | 239002 | DAY HAGAN SMART |
| BLACKROCK ETF TRUST | 3110 | 230423 | ISHARES US CARBO |
| ISHARES TR | 901 | 225634 | MSCI USA MMENTM |
| SCHWAB STRATEGIC TR | 6812 | 223093 | EMRG MKTEQ ETF |
| J P MORGAN EXCHANGE TRADED F | 4356 | 221882 | ULTRA SHT MUNCPL |
| VANGUARD SCOTTSDALE FDS | 3962 | 221099 | LONG TERM TREAS |
| ISHARES GOLD TR | 2719 | 220735 | ISHARES NEW |
| ISHARES TR | 1559 | 213450 | RUS MD CP GR ETF |
| ISHARES INC | 2596 | 209616 | MSCI JAPAN ETF |
| ISHARES TR | 977 | 207272 | S&P 500 VAL ETF |
| ISHARES TR | 601 | 206142 | S&P 100 ETF |
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