13F-HR filed by Freedom Investment Management, Inc.
Freedom Investment Management, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-22, with 106 holding rows worth $336,951,030.
- Accession
- 0001062993-26-002096
- Filer
- CIK 1566653
- Filed
- 2026-04-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 153 entries on the cover page, a total value of $336,951,030 stated on the cover page (in dollars after the unit check, H1), rows summing to $336,951,030 with VALUE read as dollars as filed, 13F file number 028-15088. The quarter's positions are built on this report. The resolved quarter.
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 | 1,185,914 | $43,594,198 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 512,578 | $36,346,904 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 872,760 | $31,009,134 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 151,572 | $29,738,426 | dollars as filed | |
| WISDOMTREE TR | 97717W570 | US MIDCAP FUND | 294,048 | $19,765,938 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 515,358 | $17,450,030 | dollars as filed | |
| Avantis International Small Cp Eq ETF | 025072190 | SHS | 205,183 | $14,742,423 | dollars as filed | |
| IVLU | 46435G409 | COM | 325,506 | $12,916,097 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 469,145 | $11,798,997 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 288,196 | $10,098,370 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 161,226 | $10,044,361 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 102,180 | $9,429,156 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 257,431 | $9,210,899 | dollars as filed | |
| GLOBAL X FDS | 37960A172 | US NATURAL GAS | 161,672 | $7,546,849 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 69,679 | $3,942,424 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 54,391 | $3,396,720 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 45,855 | $3,261,640 | dollars as filed | |
| WISDOMTREE TR | 97717X511 | YIELD ENHANCD US | 73,841 | $3,208,389 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138g805 | TAXABLE MUN BD | 115,774 | $3,121,267 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 25,704 | $2,516,648 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 60,073 | $2,334,431 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 42,476 | $2,241,887 | dollars as filed | |
| Apple Inc | 037833100 | COM | 8,832 | $2,241,405 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J206 | MULTIFACTOR MI | 31,497 | $2,114,082 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,513 | $2,099,174 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 62,821 | $2,024,080 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 21,126 | $1,656,481 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 17,440 | $1,634,802 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 30,729 | $1,536,130 | dollars as filed | |
| VANGUARD MUN BD FDS | 922907738 | INTERMEDIATE TRM | 14,558 | $1,454,880 | dollars as filed | |
| PIMCO ETF TR | 72201R635 | MUNI INCOME OPP | 29,918 | $1,351,396 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,850 | $1,202,667 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 12,007 | $1,087,027 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 13,877 | $1,000,280 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C723 | DYNAMIC EQTY ACT | 40,391 | $981,897 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 10,254 | $969,817 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 8,110 | $889,605 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 8,933 | $863,138 | dollars as filed | |
| DBX ETF TR | 233051705 | XTRACK MUN INFRA | 34,755 | $856,188 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C573 | US EQTY PWR BUF | 20,036 | $818,671 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 24,049 | $816,961 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 3,012 | $788,853 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 7,929 | $787,083 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F664 | FT VEST US EQT | 15,740 | $750,483 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 9,536 | $735,323 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $718,140 | dollars as filed | |
| SPDR SERIES TRUST | 78464A839 | ST STR SP400VAL | 7,788 | $663,122 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 22,429 | $653,371 | dollars as filed | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 5,734 | $550,247 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 8,060 | $516,484 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 3,853 | $512,115 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,162 | $507,561 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y673 | QUITY MANAGD FLR | 13,898 | $492,128 | dollars as filed | |
| Fidelity MSCI Energy Index ETF | 316092402 | SHS | 13,230 | $450,076 | dollars as filed | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 5,366 | $437,346 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 15,648 | $409,980 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 8,289 | $409,212 | dollars as filed | |
| SPDW | 78463X889 | COM | 8,959 | $408,972 | dollars as filed | |
| VANGUARD RUSSELL 2000 VALUE ETF | 92206C649 | ETF | 2,412 | $403,369 | dollars as filed | |
| KRANESHARES TRUST | 500767645 | VALU LINE DY ETF | 16,071 | $399,846 | dollars as filed | |
| IJH | 464287507 | COM | 5,854 | $395,349 | dollars as filed | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 6,652 | $386,116 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 3,228 | $385,778 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 4,054 | $368,671 | dollars as filed | |
| VANGUARD RUSSELL 2000 GROWTH ETF | 92206C623 | ETF | 1,596 | $365,641 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 6,746 | $359,045 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 7,149 | $357,716 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 531 | $347,070 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 3,582 | $332,016 | dollars as filed | |
| JPMORGAN INTERNATIONAL GROWTH ETF | 46641Q324 | COM | 4,363 | $323,909 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 7,812 | $320,995 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C615 | GRWT100 PWR BUF | 5,537 | $312,093 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,751 | $305,452 | dollars as filed | |
| BONDBLOXX TR BBB ETF RATED 5-10 YR CORP BD | 09789C747 | ETF | 5,909 | $303,889 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,039 | $298,563 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 6,129 | $297,011 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 8,983 | $295,990 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q449 | BETA US GRAD ETF | 6,495 | $294,535 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 926 | $294,533 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C715 | DISCIPLINED VOLA | 11,772 | $290,170 | dollars as filed | |
| INVESCO INTERNATIONAL CORPORAT | 46138E636 | INTL CORP BD | 12,509 | $288,959 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,099 | $282,828 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 8,099 | $279,824 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 739 | $273,833 | dollars as filed | |
| ISHARES TR | 464288372 | COM | 4,077 | $273,161 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 3,877 | $272,458 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 5,887 | $265,268 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C631 | INTERNATIONAL DV | 7,482 | $262,244 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 3,508 | $260,820 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 5,666 | $257,633 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 7,665 | $252,570 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 5,655 | $251,387 | dollars as filed | |
| FLEXSHARES TR | 33939L746 | US QUALITY CAP | 3,208 | $250,737 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 5,178 | $248,820 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 1,698 | $247,468 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 2,869 | $242,272 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,452 | $234,740 | dollars as filed | |
| ISHARES TR | 46436E759 | COM | 3,105 | $234,272 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 4,980 | $230,026 | dollars as filed | |
| STRATEGY SHS | 86280R803 | DAY HAGAN SMART | 4,903 | $228,880 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 4,448 | $226,768 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 3,916 | $216,776 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,440 | $211,178 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 4,498 | $211,168 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 2,916 | $204,520 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 835 | $200,298 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001062993-26-002096 | this filing | 2026-04-22 | acceptance time not in the bulk data set |