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Freedom Financial Partners LLC
Freedom Financial Partners LLC is a registered investment adviser headquartered in Oakdale, Minnesota. Founded in January 2013, the firm provides wealth management and financial planning services primarily to individuals, including high-net-worth clients, as well as business owners and affluent families. As of February 2025, the firm manages approximately $301 million in assets with a team of 9 employees, focusing on tailored advisory solutions that align with clients' personal and financial goals.
Investment Strategy
Freedom Financial Partners employs a personalized, goals-based investment approach centered on Modern Portfolio Theory. The firm conducts comprehensive reviews of each client's intentions, objectives, and constraints to formulate custom investment proposals and target asset allocations. Portfolios are typically constructed using a diversified mix of mutual funds, ETFs, and separate account strategies, with an emphasis on strategic asset allocation as the principal driver of long-term investment results. Investment recommendations balance performance potential with practical implementation considerations, ensuring alignment with each client's unique needs.
Latest 13F Filing Activity
Freedom Financial Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 84 equity positions with a total 13F market value of $262M. The fund increased holdings in Capital Group International, Capital Group Dividend Value, J P Morgan Exchange Traded F among other positions. Freedom Financial Partners LLC reduced exposure to Capital Group Intl Focus EQT, American Centy Etf TR, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.97% | $26.2M | 42,725 | $540.82 | $612.38 | +$2.3M |
A AVUS | AMERICAN CENTY ETF TR | 8.36% | $21.9M | 201,748 | $96.95 | $108.70 | -$3.1M |
A AVDE | AMERICAN CENTY ETF TR | 7.42% | $19.5M | 246,766 | $62.70 | $78.90 | +$1.6M |
A AAPL | APPLE INC | 5.63% | $14.8M | 58,025 | $250.42 | $254.63 | +$2.6M |
V VO | VANGUARD INDEX FDS | 5.03% | $13.2M | 44,904 | $265.56 | $293.74 | +$1.1M |
Industry Allocation
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