Freedom Investment Management, Inc.

Q1 2026 13F-HR Holdings

Location
South Windsor, CT
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$336,951
Net value change ($000)
-6,972 (-2.0%)
New positions
5
Sold out positions
16
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
REET 11,799 NEW
LNGX 7,547 NEW
BOND 1,194 14.5%
AGGY 376 13.3%
BAB 375 13.7%
GLDM 332 NEW
BDVL 290 NEW
AVSC 276 2.8%
DMXF 234 NEW
SPYV 134 3.5%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -8,897 -16.9%
DFUS -6,779 -15.7%
DFEV -2,637 -22.3%
DFIC -1,307 -4.0%
AVDS -1,104 -7.0%
VTV -690 -2.3%
XLC -396 -100.0%
XLK -391 -43.3%
EZM -375 -1.9%
QUAL -320 -100.0%
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