True Freedom Investing, LLC
All 13F Filings
- Location
- Coeur D'alene, ID
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 641,402
- Description
- —
- Website
- —
- 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 | 10/29/2026 | 127 | 641,402 | 13F-HR | True Freedom Investing, LLC |
| Q2 2026 | 8/12/2026 | 97 | 1,277,170 | 13F-HR | True Freedom Investing, LLC |
| Q1 2026 | 5/13/2026 | 98 | 1,303,734 | 13F-HR | SHERMAN PORFOLIOS, LLC |
| Q4 2025 | 2/17/2026 | 156 | 1,467,169 | 13F-HR | SHERMAN PORFOLIOS, LLC |
| Q3 2025 | 12/22/2025 | 70 | 280,062 | 13F-HR | SHERMAN PORFOLIOS, LLC |
| Q2 2025 | 12/22/2025 | 57 | 254,053 | 13F-HR | SHERMAN PORFOLIOS, LLC |
| Q4 2024 | 12/22/2025 | 56 | 230,443 | 13F-HR | SHERMAN PORFOLIOS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 309.6 K | 48.3% | 58.2 K | 0 | 58.2 K |
| ETFs | 331.8 K | 51.7% | 0 | 694 K | -694 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
641,402
Holdings
127
QoQ value change ($000)
-635,768
(-49.8%)
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.