Freedom Investment Management, Inc.

Q2 2026 13F-HR Holdings

Location
South Windsor, CT
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$359,170
Net value change ($000)
+22,219 (6.6%)
New positions
13
Sold out positions
13
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFUS 3,517 9.7%
DUHP 3,313 7.6%
VTV 2,715 9.1%
EZM 1,777 9.0%
DFAE 1,776 10.2%
DFIC 1,609 5.2%
AVDS 1,038 7.0%
PNOV 732 89.4%
REET 542 4.6%
DFEV 510 5.5%
Top Reduces (Value $000, Stocks/ETFs)
LNGX -1,633 -21.6%
FENY -450 -100.0%
PYLD -410 -100.0%
IGIB -359 -100.0%
IAGG -358 -100.0%
AGG -323 -41.0%
BBBI -304 -100.0%
BBCB -295 -100.0%
PICB -289 -100.0%
iSHARES TRUST -272 -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