Financial Freedom, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 218,003
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 347 | 218,003 | 13F-HR | Financial Freedom, LLC |
| Q2 2026 | 8/5/2026 | 107 | 217,874 | 13F-HR | Financial Freedom, LLC |
| Q1 2026 | 4/30/2026 | 426 | 200,802 | 13F-HR | Financial Freedom, LLC |
| Q4 2025 | 2/17/2026 | 340 | 201,490 | 13F-HR | Financial Freedom, LLC |
| Q3 2025 | 11/13/2025 | 357 | 200,761 | 13F-HR | Financial Freedom, LLC |
| Q2 2025 | 8/13/2025 | 353 | 185,578 | 13F-HR | Financial Freedom, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.36 K | 17.1% | 7.24 K | 0 | 7.24 K |
| ETFs | 180.6 K | 82.9% | 0 | 7.136 K | -7.136 K |
| Debt | 26 | 0.0% | 26 | 0 | 26 |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
218,003
Holdings
347
QoQ value change ($000)
129
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.