Financial Freedom, LLC

Q3 2025 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
357
Total value ($000)
$200,761
Net value change ($000)
+15,183 (8.2%)
New positions
15
Sold out positions
11
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/17/2026 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)
DTCR 2,202 557.5%
XSMO 1,472 84.8%
VFMO 1,319 99.8%
QTUM 1,271 279.3%
VGT 1,257 12.6%
SMH 1,219 23.3%
SIXG 1,193 168.3%
QQQ 948 6.6%
IGM 709 27.7%
RSPU 684 1487.0%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -1,355 -70.9%
IWY -846 -15.6%
XMHQ -817 -77.2%
MUB -306 -59.4%
MBB -282 -72.1%
IVOG -282 -100.0%
SCHP -240 -11.4%
PG -236 -3.6%
DRIV -218 -46.8%
MDYG -170 -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