BYRNE FINANCIAL FREEDOM, LLC

Q2 2026 13F-HR Holdings

Location
Franklin, MA
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$256,121
Net value change ($000)
+47,158 (22.6%)
New positions
21
Sold out positions
5
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
MU 17,833 240.6%
BRIE 6,511 NEW
GOOGL 3,726 21.2%
AMZN 2,532 13.6%
ARKK 1,931 24.5%
META 1,368 37.6%
SMLF 1,347 144.2%
QQQM 1,298 26.3%
AIQ 1,273 40.0%
SOXX 1,215 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPDW -2,946 -86.8%
DIEM -2,637 -70.7%
PLTR -1,247 -16.6%
SIVR -881 -17.0%
FLQS -863 -28.3%
JAAA -740 -27.4%
WMT -711 -9.5%
FLQM -643 -31.2%
FDIQ -425 -7.5%
ADBE -347 -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