True Freedom Investing, LLC

Q3 2026 13F-HR Holdings

Location
Coeur D'alene, ID
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$641,402
Net value change ($000)
-635,768 (-49.8%)
New positions
38
Sold out positions
8
Turnover %
46.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 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)
EXXONMOBIL HOLDINGS CORP 10,035 NEW
SCHX 8,576 25.5%
QQQ 8,476 250.1%
XLE 6,850 19.4%
SCHWAB STRATEGIC TRUST 6,598 23.4%
IEMG 6,017 NEW
IJT 5,949 NEW
USRT 4,389 NEW
MSFT 3,490 43.5%
SSO 3,469 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJK -223,137 -100.0%
IJS -219,453 -97.2%
IWM -218,025 -97.2%
GLD -90,934 -98.1%
XOM -9,996 -100.0%
SCHE -4,710 -94.5%
XLRE -4,133 -100.0%
IVW -2,351 -77.1%
BPRE -2,261 -61.9%
IEF -1,709 -12.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type