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Freedom Day Solutions, LLC
Freedom Day Solutions, LLC is an independent, Houston-based Registered Investment Adviser (RIA) founded in 2006. Serving families and business owners nationwide, the firm provides financial planning, investment management, and ongoing advisory services. As of 2025, it employs a team of 6 professionals and manages assets for both high net worth individuals and broader retail clients. The company operates autonomously from major banks or brokerages and emphasizes personalized, long-term client partnerships.
Investment Strategy
Freedom Day Solutions focuses on holistic, personalized financial planning and active portfolio management, aiming to guide clients to their 'Freedom Day'—the point at which their income exceeds their expenses. All services, including research and portfolio management, are handled in-house, emphasizing independence from Wall Street middlemen. The firm strategically manages multi-asset class portfolios to deliver growth and security for households and business owners, prioritizing long-term relationships and conflict-free advice.
Latest 13F Filing Activity
Freedom Day Solutions, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 88 equity positions with a total 13F market value of $337M. The fund increased holdings in Mcdonalds Corp., Quanta SVCS Inc., Williams Cos Inc. among other positions. Freedom Day Solutions, LLC reduced exposure to Gallagher Arthur J & Co., Unitedhealth Group Inc., Infosys LTD among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MBOX | EA SERIES TRUST | 30.41% | $102.4M | 3,050,306 | $26.56 | $33.56 | -$252.4K |
S SPTM | SPDR SERIES TRUST | 2.82% | $9.5M | 126,726 | $53.65 | $74.89 | -$538.2K |
U USRT | ISHARES TR | 2.54% | $8.5M | 151,094 | $53.02 | $56.56 | -$321.0K |
V VXUS | VANGUARD STAR FDS | 2.51% | $8.5M | 122,356 | $57.86 | $69.09 | +$382.9K |
A AAPL | APPLE INC | 2.39% | $8.0M | 39,149 | $47.29 | $205.17 | -$1.1M |
Industry Allocation
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