Freedom Investment Management, Inc.

Q3 2026 13F-HR Holdings

Location
South Windsor, CT
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$329,600
Net value change ($000)
-29,570 (-8.2%)
New positions
8
Sold out positions
20
Turnover %
42.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 48,397 NEW
DFA INVT DIMENSIONS GROUP IN 10,077 NEW
BLACKROCK ETF TRUST 1,052 NEW
AVDS 851 5.4%
DFIC 623 1.9%
VTV 586 1.8%
IVLU 479 3.7%
QQQM 457 NEW
DFAE 452 2.4%
REET 298 2.4%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -46,907 -100.0%
DFSV -10,477 -100.0%
DFUS -6,670 -16.7%
DFAT -3,741 -100.0%
DFAS -3,715 -100.0%
DFAC -2,698 -100.0%
VOO -2,363 -100.0%
AAPL -2,178 -83.7%
DFIV -2,054 -90.5%
VTEI -1,445 -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