BYRNE FINANCIAL FREEDOM, LLC

Q4 2025 13F-HR Holdings

Location
Franklin, MA
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$217,928
Net value change ($000)
+17,004 (8.5%)
New positions
10
Sold out positions
9
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MU 6,011 NEW
GOOGL 3,807 23.8%
JSI 3,032 NEW
JAAA 2,619 NEW
RECS 2,204 37.1%
PULS 2,072 66.4%
CAH 1,574 NEW
PYLD 1,500 NEW
JPST 1,116 214.2%
AMZN 1,022 5.3%
Top Reduces (Value $000, Stocks/ETFs)
COST -5,410 -94.3%
ARKF -1,590 -20.7%
XLP -1,468 -75.2%
FLHY -1,419 -100.0%
IGV -1,047 -100.0%
ARKK -774 -7.9%
MSFT -774 -7.8%
PYPL -610 -74.7%
SPYG -358 -12.1%
SO -219 -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