Freedom Investment Management, Inc.

Q3 2025 13F-HR Holdings

Location
Hartford, CT
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
140
Total value ($000)
$378,272
Net value change ($000)
-874,856 (-69.8%)
New positions
5
Sold out positions
598
Turnover %
136.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/30/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 1,508 NEW
DFAE 906 5.0%
IVLU 901 7.5%
DFIC 765 2.4%
FOCT 748 NEW
DFUS 687 1.5%
KVLE 584 35.8%
BAI 526 NEW
BDYN 522 NEW
EZM 463 2.3%
Top Reduces (Value $000, Stocks/ETFs)
SPY -57,211 -97.9%
BIL -22,880 -98.4%
IEFA -19,932 -95.1%
AGG -18,378 -96.1%
IJH -14,774 -97.8%
SGOL -12,812 -100.0%
NVDA -11,554 -91.8%
MSFT -11,217 -94.7%
FTEC -10,523 -100.0%
VONG -10,181 -90.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type