Holders — by stockHoldings — by fund
True Freedom Investing, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002096483
$1.28B
disclosed book value
97
positions
17.7%
largest position share
Positions, as of 2026-06-30
top 97 of 97 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IJSISHARES TR | 1.9M | $225.8M | 17.7% |
| 2 | IWMISHARES TR | 904,461 | $224.3M | 17.6% |
| 3 | IJKISHARES TR | 2.2M | $223.1M | 17.5% |
| 4 | GLDSPDR GOLD TR | 215,495 | $92.7M | 7.3% |
| 5 | BIVVANGUARD BD INDEX FDS | 496,303 | $38.3M | 3% |
| 6 | XLESELECT SECTOR SPDR TR | 575,117 | $35.2M | 2.8% |
| 7 | SCHXSCHWAB STRATEGIC TR | 1.3M | $33.6M | 2.6% |
| 8 | BNDVANGUARD BD INDEX FDS | 422,886 | $31.1M | 2.4% |
| 9 | SCHFSCHWAB STRATEGIC TR | 1.1M | $28.2M | 2.2% |
| 10 | SPYSTATE STR SPDR S&P 500 ETF T | 31,865 | $20.7M | 1.6% |
| 11 | IEFISHARES TR | 147,572 | $14.1M | 1.1% |
| 12 | COPCONOCOPHILLIPS | 79,821 | $10.5M | 0.8% |
| 13 | EXMOCEXXON MOBIL CORP | 58,918 | $10.0M | 0.8% |
| 14 | MSFTMICROSOFT CORP | 21,698 | $8.0M | 0.6% |
| 15 | PSXPHILLIPS 66 | 40,371 | $7.4M | 0.6% |
| 16 | QCOMQUALCOMM INC | 54,373 | $7.0M | 0.5% |
| 17 | CVXCHEVRON CORPORATION | 33,020 | $6.8M | 0.5% |
| 18 | MRKMERCK & CO INC | 56,676 | $6.8M | 0.5% |
| 19 | VZVERIZON COMMUNICATIONS INC | 130,558 | $6.6M | 0.5% |
| 20 | ASTRAZENECA PLC | 33,173 | $6.5M | 0.5% |
| 21 | SCHDSCHWAB STRATEGIC TR | 207,724 | $6.4M | 0.5% |
| 22 | AAPLAPPLE INC | 24,299 | $6.2M | 0.5% |
| 23 | CCITIGROUP INC | 54,166 | $6.1M | 0.5% |
| 24 | AMGNAMGEN INC | 17,242 | $6.1M | 0.5% |
| 25 | ABBVABBVIE INC | 27,808 | $6.0M | 0.5% |
| 26 | JPMJPMORGAN CHASE & CO | 20,417 | $6.0M | 0.5% |
| 27 | SCHBSCHWAB STRATEGIC TR | 237,535 | $6.0M | 0.5% |
| 28 | PEPPEPSICO INC | 37,081 | $5.8M | 0.5% |
| 29 | SPMDSPDR SERIES TRUST | 96,433 | $5.7M | 0.4% |
| 30 | DFASDIMENSIONAL ETF TRUST | 79,900 | $5.7M | 0.4% |
| 31 | DUKDUKE ENERGY CORP NEW | 43,354 | $5.7M | 0.4% |
| 32 | IGSBISHARES TR | 107,643 | $5.7M | 0.4% |
| 33 | SOSOUTHERN CO | 58,431 | $5.6M | 0.4% |
| 34 | WMWASTE MGMT INC DEL | 24,494 | $5.6M | 0.4% |
| 35 | AVGOBROADCOM INC | 17,865 | $5.5M | 0.4% |
| 36 | TXNTEXAS INSTRS INC | 28,388 | $5.5M | 0.4% |
| 37 | MCDMCDONALDS CORP | 16,995 | $5.3M | 0.4% |
| 38 | KMBKIMBERLY-CLARK CORP | 52,561 | $5.1M | 0.4% |
| 39 | OMCOMNICOM GROUP INC | 67,047 | $5.0M | 0.4% |
| 40 | PGPROCTER & GAMBLE CO | 34,791 | $5.0M | 0.4% |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,458 | $5.0M | 0.4% |
| 42 | AMTAMERICAN TOWER CORP | 28,891 | $5.0M | 0.4% |
| 43 | SCHESCHWAB STRATEGIC TR | 151,319 | $5.0M | 0.4% |
| 44 | METMETLIFE INC | 67,120 | $4.7M | 0.4% |
| 45 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 13,826 | $4.7M | 0.4% |
| 46 | IPINTERNATIONAL PAPER CO | 128,121 | $4.6M | 0.4% |
| 47 | ULUNILEVER PLC | 79,194 | $4.5M | 0.4% |
| 48 | ABTABBOTT LABORATORIES | 43,409 | $4.5M | 0.3% |
| 49 | GPCGENUINE PARTS CO | 41,937 | $4.4M | 0.3% |
| 50 | ADPAUTOMATIC DATA PROCESSING IN | 21,073 | $4.3M | 0.3% |
| 51 | XLRESELECT SECTOR SPDR TR | 101,235 | $4.1M | 0.3% |
| 52 | NVDANVIDIA CORPORATION | 22,443 | $3.9M | 0.3% |
| 53 | ELVELEVANCE HEALTH INC FORMERLY | 13,017 | $3.8M | 0.3% |
| 54 | IQVIQVIA HLDGS INC | 22,297 | $3.8M | 0.3% |
| 55 | BPREBLUEROCK PVT REAL ESTATE FD | 219,883 | $3.7M | 0.3% |
| 56 | METAMETA PLATFORMS INC | 6,241 | $3.6M | 0.3% |
| 57 | PANWPALO ALTO NETWORKS INC | 21,607 | $3.5M | 0.3% |
| 58 | QQQINVESCO QQQ TR | 5,871 | $3.4M | 0.3% |
| 59 | EEMISHARES TR | 59,452 | $3.4M | 0.3% |
| 60 | VEEVVEEVA SYS INC | 19,048 | $3.3M | 0.3% |
| 61 | GOOGALPHABET INC | 11,635 | $3.3M | 0.3% |
| 62 | DXCMDEXCOM INC | 53,078 | $3.3M | 0.3% |
| 63 | GDGENERAL DYNAMICS CORP | 9,515 | $3.3M | 0.3% |
| 64 | CRMSALESFORCE INC | 17,292 | $3.2M | 0.3% |
| 65 | AMZNAMAZON COM INC | 15,092 | $3.1M | 0.2% |
| 66 | IVWISHARES TR | 26,946 | $3.0M | 0.2% |
| 67 | INTUINTUIT | 6,804 | $2.9M | 0.2% |
| 68 | MAMASTERCARD INCORPORATED | 5,642 | $2.8M | 0.2% |
| 69 | SCHOSCHWAB STRATEGIC TR | 111,927 | $2.7M | 0.2% |
| 70 | PLTRPALANTIR TECHNOLOGIES INC | 12,097 | $1.8M | 0.1% |
| 71 | HYGISHARES TR | 16,856 | $1.3M | 0.1% |
| 72 | LQDISHARES TR | 12,251 | $1.3M | 0.1% |
| 73 | SGOVISHARES TR | 11,244 | $1.1M | 0.1% |
| 74 | CIONCION INVT CORP | 143,122 | $978,953 | 0.1% |
| 75 | SCHPSCHWAB STRATEGIC TR | 34,649 | $922,017 | 0.1% |
| 76 | VTIVANGUARD INDEX FDS | 2,483 | $796,610 | 0.1% |
| 77 | IYMISHARES TR | 3,886 | $683,547 | 0.1% |
| 78 | RTXRTX CORPORATION | 3,191 | $615,560 | 0% |
| 79 | WMTWALMART INC | 4,718 | $586,348 | 0% |
| 80 | TSLATESLA INC | 1,521 | $565,432 | 0% |
| 81 | RGLDROYAL GOLD INC | 1,807 | $459,863 | 0% |
| 82 | MMM3M CO | 3,057 | $443,964 | 0% |
| 83 | IAUISHARES GOLD TR | 4,279 | $377,237 | 0% |
| 84 | SLBSLB LIMITED | 6,966 | $357,983 | 0% |
| 85 | MRVLMARVELL TECHNOLOGY INC | 3,350 | $331,850 | 0% |
| 86 | SGOLETFS GOLD TR | 7,349 | $327,912 | 0% |
| 87 | SCHMSCHWAB STRATEGIC TR | 9,849 | $304,925 | 0% |
| 88 | FNVFRANCO NEV CORP | 1,143 | $282,378 | 0% |
| 89 | EIXEDISON INTL | 3,784 | $276,895 | 0% |
| 90 | CWCURTISS WRIGHT CORP | 400 | $272,448 | 0% |
| 91 | BILSPDR SERIES TRUST | 2,541 | $232,819 | 0% |
| 92 | IYZISHARES TR | 5,814 | $228,594 | 0% |
| 93 | SPLVINVESCO EXCH TRADED FD TR II | 2,871 | $209,985 | 0% |
| 94 | ROIVANT SCIENCES LTD | 7,508 | $207,972 | 0% |
| 95 | MSIFMSC INCOME FUND INC | 14,073 | $171,409 | 0% |
| 96 | LPTHLIGHTPATH TECHNOLOGIES INC | 11,043 | $110,761 | 0% |
| 97 | SRFMSURF AIR MOBILITY INC | 30,339 | $34,890 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.