BYRNE FINANCIAL FREEDOM, LLC

Q3 2025 13F-HR Holdings

Location
Franklin, MA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
98
Total value ($000)
$200,924
Net value change ($000)
+880 (0.4%)
New positions
10
Sold out positions
12
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/4/2026 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)
GOOGL 5,494 52.3%
DIEM 3,249 NEW
RECS 3,218 118.3%
AIQ 1,892 263.9%
SPDW 1,852 482.3%
IUS 1,561 28.9%
FDIQ 1,409 38.3%
SMLF 1,175 NEW
COST 928 19.3%
AIRR 829 NEW
Top Reduces (Value $000, Stocks/ETFs)
FLQM -3,961 -62.8%
FLQS -3,248 -45.5%
PTH -2,987 -66.0%
VFLO -2,919 -88.3%
MOAT -2,388 -70.5%
EEM -1,703 -84.1%
ARKK -1,535 -13.6%
QQQM -1,456 -21.6%
XLY -825 -41.6%
QCOM -662 -61.5%
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