13F-HR filed by Freedom Investment Management, Inc.
Freedom Investment Management, Inc. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 140 holding rows worth $378,272,093.
- Accession
- 0001062993-25-016827
- Filer
- CIK 1566653
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 164 entries on the cover page, a total value of $378,272,093 stated on the cover page (in dollars after the unit check, H1), rows summing to $378,272,093 with VALUE read as dollars as filed, 13F file number 028-15088. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerGeoWealth Management, LLC
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 1,457,467 | $55,048,525 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 625,142 | $45,285,289 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 993,169 | $32,566,010 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 168,283 | $31,383,219 | dollars as filed | |
| WISDOMTREE TR | 97717W570 | US MIDCAP FUND | 312,547 | $20,600,003 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 602,517 | $18,997,352 | dollars as filed | |
| Avantis International Small Cp Eq ETF | 025072190 | SHS | 241,468 | $16,312,133 | dollars as filed | |
| IVLU | 46435G409 | COM | 363,001 | $12,879,287 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 390,016 | $12,437,612 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 316,121 | $10,065,281 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 175,287 | $10,035,172 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 102,550 | $9,573,032 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 64,507 | $3,569,197 | dollars as filed | |
| WISDOMTREE TR | 97717X511 | YIELD ENHANCD US | 74,265 | $3,287,695 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 55,428 | $3,226,457 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 46,762 | $3,201,337 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138g805 | TAXABLE MUN BD | 117,125 | $3,196,344 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 9,981 | $2,813,367 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,861 | $2,765,516 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 24,866 | $2,598,725 | dollars as filed | |
| KRANESHARES TRUST | 500767645 | VALU LINE DY ETF | 80,310 | $2,215,283 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,538 | $2,166,693 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 54,837 | $2,115,068 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J206 | MULTIFACTOR MI | 31,593 | $2,043,745 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 43,352 | $1,999,375 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 62,484 | $1,899,191 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 36,598 | $1,847,099 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 22,001 | $1,736,087 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,508,400 | dollars as filed | |
| DBX ETF TR | 233051705 | XTRACK MUN INFRA | 60,674 | $1,496,837 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 16,590 | $1,482,705 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 26,865 | $1,447,221 | dollars as filed | |
| VANGUARD MUN BD FDS | 922907738 | INTERMEDIATE TRM | 14,354 | $1,440,179 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 11,870 | $1,405,041 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,877 | $1,250,103 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 8,130 | $1,131,511 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 4,627 | $1,108,715 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 8,626 | $1,039,408 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,565 | $1,038,353 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 11,723 | $1,023,478 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F763 | FT VEST US EQT | 18,460 | $1,017,977 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 14,044 | $1,010,342 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 6,530 | $1,007,166 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 9,696 | $964,226 | dollars as filed | |
| GLOBAL X FDS | 37954Y715 | RBTCS ARTFL INTE | 26,683 | $945,365 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 18,143 | $919,903 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 28,662 | $914,605 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 9,965 | $883,411 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 11,423 | $839,102 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,249 | $836,176 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 8,626 | $813,557 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,693 | $811,991 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 3,145 | $799,638 | dollars as filed | |
| JPMORGAN INTERNATIONAL GROWTH ETF | 46641Q324 | COM | 10,287 | $775,080 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 7,509 | $752,758 | dollars as filed | |
| GLOBAL X FDS | 37954Y731 | CONSCIOUS COS | 17,426 | $751,854 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 23,932 | $750,983 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F664 | FT VEST US EQT | 15,740 | $747,807 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 2,539 | $745,884 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 12,252 | $734,131 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V142 | WATER RES ETF | 10,086 | $727,290 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 8,349 | $654,339 | dollars as filed | |
| SPDR SERIES TRUST | 78464A839 | ST STR SP400VAL | 7,678 | $640,451 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y673 | QUITY MANAGD FLR | 17,502 | $630,597 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,209 | $626,261 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 3,044 | $592,037 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 6,505 | $567,310 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 6,330 | $567,291 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 12,579 | $554,734 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 6,201 | $554,013 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 15,407 | $526,303 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C723 | DYNAMIC EQTY ACT | 20,627 | $522,059 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 12,266 | $516,766 | dollars as filed | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 5,640 | $516,383 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 821 | $492,904 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 10,512 | $491,015 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 9,438 | $481,692 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,974 | $479,763 | dollars as filed | |
| ISHARES TR | 46436E759 | COM | 6,193 | $469,058 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 10,725 | $465,679 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,897 | $462,087 | dollars as filed | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 5,532 | $439,861 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 10,865 | $436,555 | dollars as filed | |
| GLOBAL X FDS | 37954Y384 | CYBRSCURTY ETF | 12,366 | $435,171 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 8,412 | $430,937 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,501 | $422,230 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 15,394 | $413,182 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 7,554 | $408,589 | dollars as filed | |
| ISHARES TR | 464288372 | COM | 6,622 | $404,737 | dollars as filed | |
| GLOBAL X FDS | 37954Y442 | CLOUD COMPUTNG | 17,125 | $398,339 | dollars as filed | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 7,040 | $393,340 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,594 | $385,752 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 4,153 | $381,104 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,124 | $377,153 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 7,613 | $376,532 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C806 | ISHA US THEM ETF | 9,777 | $370,159 | dollars as filed | |
| VANGUARD RUSSELL 2000 VALUE ETF | 92206C649 | ETF | 2,369 | $369,304 | dollars as filed | |
| VANGUARD RUSSELL 2000 GROWTH ETF | 92206C623 | ETF | 1,564 | $365,600 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 6,076 | $359,687 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,630 | $357,941 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 5,204 | $354,527 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 3,320 | $353,547 | dollars as filed | |
| SPDW | 78463X889 | COM | 8,222 | $351,834 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 5,146 | $349,026 | dollars as filed | |
| GLOBAL X FDS | 37954Y467 | E COMMERCE ETF | 9,805 | $343,616 | dollars as filed | |
| IJH | 464287507 | COM | 5,140 | $335,463 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N791 | INNOVATOR GW 100 | 12,219 | $332,338 | dollars as filed | |
| Fidelity MSCI Energy Index ETF | 316092402 | SHS | 13,288 | $328,473 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 4,195 | $315,086 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 429 | $314,897 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 2,600 | $311,792 | dollars as filed | |
| BONDBLOXX TR BBB ETF RATED 5-10 YR CORP BD | 09789C747 | ETF | 5,875 | $307,301 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,236 | $305,347 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q449 | BETA US GRAD ETF | 6,487 | $300,105 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 879 | $300,076 | dollars as filed | |
| INVESCO INTERNATIONAL CORPORAT | 46138E636 | INTL CORP BD | 12,467 | $297,081 | dollars as filed | |
| VTI | 922908769 | COM | 868 | $284,852 | dollars as filed | |
| VWO | 922042858 | SHS | 5,163 | $279,719 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 3,805 | $276,162 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 5,695 | $271,901 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 2,690 | $269,580 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C524 | INTRNL DEV JAN | 7,592 | $267,161 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 5,973 | $266,933 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 1,761 | $245,924 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 7,486 | $240,082 | dollars as filed | |
| STRATEGY SHS | 86280R803 | DAY HAGAN SMART | 4,919 | $237,629 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 307 | $237,281 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 4,131 | $236,748 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 42 | $228,033 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 4,832 | $226,938 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 1,593 | $225,406 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 329 | $224,843 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 1,564 | $222,798 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 3,900 | $221,762 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 3,034 | $220,813 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 592 | $218,691 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,294 | $217,133 | dollars as filed | |
| SIMPLIFY HEALTH CARE ETF | 82889N772 | ETF | 6,797 | $215,533 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,014 | $209,460 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 795 | $203,996 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001062993-25-016827 | this filing | 2025-11-14 | acceptance time not in the bulk data set |