BYRNE FINANCIAL FREEDOM, LLC

Q1 2026 13F-HR Holdings

Location
Franklin, MA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$208,963
Net value change ($000)
-8,965 (-4.1%)
New positions
12
Sold out positions
8
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SIVR 5,169 NEW
META 3,108 587.5%
MU 1,400 23.3%
SPDW 1,103 48.1%
SNDA 883 NEW
FDIQ 554 10.9%
WMT 540 7.8%
JSI 484 16.0%
FTSM 479 NEW
IVV 411 NEW
Top Reduces (Value $000, Stocks/ETFs)
WCLD -4,165 -100.0%
GOOGL -2,196 -11.1%
AMZN -1,648 -8.1%
PLTR -1,526 -16.9%
PULS -1,417 -27.3%
MSFT -1,381 -15.2%
INTU -1,337 -100.0%
ARKK -1,152 -12.8%
JPST -997 -60.9%
AAPL -897 -12.0%
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