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True Freedom Investing, LLC 13F holdings

Filed 2026-08-12 · True Freedom Investing, LLC · 97 positions · $1.3B

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TickerCompanySharesValue% of portfolio
IJSISHARES TR1.9M$225.8M17.7%
IWMISHARES TR904.5K$224.3M17.6%
IJKISHARES TR2.2M$223.1M17.5%
GLDSPDR GOLD TR215.5K$92.7M7.3%
BIVVANGUARD BD INDEX FDS496.3K$38.3M3.0%
XLESELECT SECTOR SPDR TR575.1K$35.2M2.8%
SCHXSCHWAB STRATEGIC TR1.3M$33.6M2.6%
BNDVANGUARD BD INDEX FDS422.9K$31.1M2.4%
SCHFSCHWAB STRATEGIC TR1.1M$28.2M2.2%
SPYSTATE STR SPDR S&P 500 ETF T31.9K$20.7M1.6%
IEFISHARES TR147.6K$14.1M1.1%
COPCONOCOPHILLIPS79.8K$10.5M0.8%
EXMOCEXXON MOBIL CORP58.9K$10.0M0.8%
MSFTMICROSOFT CORP21.7K$8.0M0.6%
PSXPHILLIPS 6640.4K$7.4M0.6%
QCOMQUALCOMM INC54.4K$7.0M0.5%
CVXCHEVRON CORPORATION33.0K$6.8M0.5%
MRKMERCK & CO INC56.7K$6.8M0.5%
VZVERIZON COMMUNICATIONS INC130.6K$6.6M0.5%
—ASTRAZENECA PLC33.2K$6.5M0.5%
SCHDSCHWAB STRATEGIC TR207.7K$6.4M0.5%
AAPLAPPLE INC24.3K$6.2M0.5%
CCITIGROUP INC54.2K$6.1M0.5%
AMGNAMGEN INC17.2K$6.1M0.5%
ABBVABBVIE INC27.8K$6.0M0.5%
JPMJPMORGAN CHASE & CO20.4K$6.0M0.5%
SCHBSCHWAB STRATEGIC TR237.5K$6.0M0.5%
PEPPEPSICO INC37.1K$5.8M0.5%
SPMDSPDR SERIES TRUST96.4K$5.7M0.4%
DFASDIMENSIONAL ETF TRUST79.9K$5.7M0.4%
DUKDUKE ENERGY CORP NEW43.4K$5.7M0.4%
IGSBISHARES TR107.6K$5.7M0.4%
SOSOUTHERN CO58.4K$5.6M0.4%
WMWASTE MGMT INC DEL24.5K$5.6M0.4%
AVGOBROADCOM INC17.9K$5.5M0.4%
TXNTEXAS INSTRS INC28.4K$5.5M0.4%
MCDMCDONALDS CORP17.0K$5.3M0.4%
KMBKIMBERLY-CLARK CORP52.6K$5.1M0.4%
OMCOMNICOM GROUP INC67.0K$5.0M0.4%
PGPROCTER & GAMBLE CO34.8K$5.0M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL10.5K$5.0M0.4%
AMTAMERICAN TOWER CORP28.9K$5.0M0.4%
SCHESCHWAB STRATEGIC TR151.3K$5.0M0.4%
METMETLIFE INC67.1K$4.7M0.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC13.8K$4.7M0.4%
IPINTERNATIONAL PAPER CO128.1K$4.6M0.4%
ULUNILEVER PLC79.2K$4.5M0.4%
ABTABBOTT LABORATORIES43.4K$4.5M0.3%
GPCGENUINE PARTS CO41.9K$4.4M0.3%
ADPAUTOMATIC DATA PROCESSING IN21.1K$4.3M0.3%
XLRESELECT SECTOR SPDR TR101.2K$4.1M0.3%
NVDANVIDIA CORPORATION22.4K$3.9M0.3%
ELVELEVANCE HEALTH INC FORMERLY13.0K$3.8M0.3%
IQVIQVIA HLDGS INC22.3K$3.8M0.3%
BPREBLUEROCK PVT REAL ESTATE FD219.9K$3.7M0.3%
METAMETA PLATFORMS INC6.2K$3.6M0.3%
PANWPALO ALTO NETWORKS INC21.6K$3.5M0.3%
QQQINVESCO QQQ TR5.9K$3.4M0.3%
EEMISHARES TR59.5K$3.4M0.3%
VEEVVEEVA SYS INC19.0K$3.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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