Financial Freedom, LLC
Financial Freedom, LLC is a registered investment advisory firm headquartered in Cincinnati, Ohio. The firm was founded in 2003 and operates with a small team of 3 employees, focusing primarily on serving high net worth individual clients across the United States. Financial Freedom, LLC is SEC-registered and provides investment management services designed to help clients achieve their financial goals, with personalized and collaborative planning.
Investment Strategy
Financial Freedom, LLC employs a client-focused investment approach, tailoring strategies to the specific needs and risk profiles of individual clients, particularly high net worth individuals. The firm utilizes a diversified portfolio comprising equities, exchange-traded funds (ETFs), and other securities, as indicated by their 13F filings, which show significant holdings in well-known technology and index stocks as well as select ETF products. Their philosophy emphasizes long-term wealth management, risk management, and financial independence for their clients.
Top Holdings
Equity Positions (349)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR UNIT SER 1 | 7.68% | $14.3M | 25,847 | $273.21 | $551.64 | +$1.9M |
V VCIT | VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF | 7.67% | $14.2M | 171,748 | $78.19 | $82.92 | +$93.4K |
V VGT | VANGUARD WORLD FD INF TECH ETF | 5.38% | $10.0M | 15,050 | $323.48 | $663.28 | +$1.7M |
V VCR | VANGUARD WORLD FD CONSUM DIS ETF | 3.79% | $7.0M | 19,390 | $223.96 | $362.32 | +$532.3K |
V VFH | VANGUARD WORLD FD FINANCIALS ETF | 3.59% | $6.7M | 52,373 | $82.82 | $127.30 | +$245.1K |