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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.
Latest 13F Filing Activity
Financial Freedom, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 349 equity positions with a total 13F market value of $186M. The fund increased holdings in Invesco QQQ TR Unit Ser 1, Vanguard World FD Inf Tech Etf, Vaneck Etf Trust Semiconductr Etf among other positions. Financial Freedom, LLC reduced exposure to Ishares Core Us Aggregate Bond Etf, Select Sector SPDR TR Energy, Invesco Exchange Traded FD TR S&P MDCP Quality among others.
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 |
Industry Allocation
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