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Byrne Financial Freedom, LLC
Byrne Financial Freedom, LLC is a Massachusetts-based registered investment adviser headquartered in Franklin, MA. Founded prior to 2020 by Joseph Gerard Byrne, the firm provides comprehensive financial planning, retirement planning, asset management, and wealth advisory services to individuals, families, and business owners primarily in Massachusetts and the surrounding states. Byrne Financial Freedom focuses on education, estate planning, tax planning, insurance planning, and specializes in serving women and young investors. The firm employs approximately 10 professionals and offers a consultative approach to clients seeking tailored investment solutions and long-term financial security.
Investment Strategy
Byrne Financial Freedom, LLC utilizes a holistic, consultative approach to investment management, integrating retirement planning, asset allocation, tax optimization, and estate strategies to help clients achieve financial freedom and legacy planning goals. The firm's investment philosophy emphasizes personalized portfolio construction based on client objectives, risk tolerance, and time horizon, with a focus on diversification across asset classes. Byrne Financial Freedom serves a broad client base, including individuals, families, women in transition, and young investors, providing education and strategic advice that fosters long-term financial wellness. They also offer business owner financial planning and insurance solutions tailored to entrepreneurial needs, aiming to minimize financial risk and maximize growth opportunities.
Latest 13F Filing Activity
Byrne Financial Freedom, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $200M. The fund increased holdings in Ark Etf TR, Palantir Technologies Inc., Amazon Com Inc. among other positions. Byrne Financial Freedom, LLC reduced exposure to Wisdomtree TR, Unitedhealth Group Inc., Vaneck Etf Trust among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 9.75% | $19.5M | 88,875 | $219.39 | $219.39 | +$2.8M |
A ARKK | ARK ETF TR | 5.66% | $11.3M | 161,139 | $56.77 | $70.29 | +$3.6M |
G GOOG | ALPHABET INC | 5.25% | $10.5M | 59,173 | $189.96 | $177.39 | +$1.6M |
M MSFT | MICROSOFT CORP | 4.72% | $9.4M | 18,964 | $422.36 | $497.41 | +$2.4M |
P PLTR | PALANTIR TECHNOLOGIES INC | 4.16% | $8.3M | 61,101 | $80.17 | $136.32 | +$3.6M |
Industry Allocation
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