Freedom Investment Management, Inc.

13F filer, CIK 1566653, SOUTH WINDSOR, CT

Freedom Investment Management, Inc. reported $378,272,093 across 140 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 67.56% of the portfolio.

Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC13F-HR 0001062993-25-016827

Period: 2025-09-30
Reported value: $378M
Holdings: 140
Top 10 weight: 67.56%
New: 5
Sold out: 599

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BRK-Anew	+2	$1.51M
FOCTnew	+15,740	$748K
BAInew	+15,407	$526K
BDYNnew	+20,627	$522K
KVLEadded	+17,609	$486K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYreduced	-92,743	-$61.8M
BILreduced	-249,427	-$22.9M
IEFAreduced	-239,295	-$20.9M
AGGreduced	-185,343	-$18.6M
IJHreduced	-238,469	-$15.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001062993-25-016827, largest first. % of portfolio is the value over $378,272,093, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DUHPDIMENSIONAL ETF TRUST	1,457,467	$55M	14.55%	-130,246	Timeline
DFUSDIMENSIONAL ETF TRUST	625,142	$45.3M	11.97%	-40,306	Timeline
DFICDIMENSIONAL ETF TRUST	993,169	$32.6M	8.61%	-29,704	Timeline
VTVVANGUARD INDEX FDS	168,283	$31.4M	8.3%	-7,992	Timeline
EZMWISDOMTREE TR	312,547	$20.6M	5.45%	-13,447	Timeline
DFAEDIMENSIONAL ETF TRUST	602,517	$19M	5.02%	-22,393	Timeline
AVDSAMERICAN CENTY ETF TR	241,468	$16.3M	4.31%	-17,946	Timeline
IVLUISHARES TR	363,001	$12.9M	3.4%	-1,175	Timeline
DFEVDIMENSIONAL ETF TRUST	390,016	$12.4M	3.29%	-13,808	Timeline
DFSVDIMENSIONAL ETF TRUST	316,121	$10.1M	2.66%	-24,522	Timeline
AVSCAMERICAN CENTY ETF TR	175,287	$10M	2.65%	-19,291	Timeline
BONDPIMCO ETF TR	102,550	$9.57M	2.53%	-69,381	Timeline
SPYVSPDR SERIES TRUST	64,507	$3.57M	0.94%	-51,501	Timeline
AGGYWISDOMTREE TR	74,265	$3.29M	0.87%	-33,171	Timeline
DFATDIMENSIONAL ETF TRUST	55,428	$3.23M	0.85%	-1,122	Timeline
DFASDIMENSIONAL ETF TRUST	46,762	$3.2M	0.85%	-1,008	Timeline
BABINVESCO EXCH TRADED FD TR II	117,125	$3.2M	0.84%	-54,573	Timeline
XLKSELECT SECTOR SPDR TR	9,981	$2.81M	0.74%	-25,274	Timeline
AAPLAPPLE INC	10,861	$2.77M	0.73%	-42,374	Timeline
SPYGSPDR SERIES TRUST	24,866	$2.6M	0.69%	-108,033	Timeline
KVLEKRANESHARES TRUST	80,310	$2.22M	0.59%	+17,609	Timeline
VOOVANGUARD INDEX FDS	3,538	$2.17M	0.57%	-894	Timeline
DFACDIMENSIONAL ETF TRUST	54,837	$2.12M	0.56%	-2,540	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	31,593	$2.04M	0.54%	-25,401	Timeline
DFIVDIMENSIONAL ETF TRUST	43,352	$2M	0.53%	-18,408	Timeline
DIHPDIMENSIONAL ETF TRUST	62,484	$1.9M	0.5%	-57,316	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	36,598	$1.85M	0.49%	-23,844	Timeline
BSVVANGUARD BD INDEX FDS	22,001	$1.74M	0.46%	-9,872	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	2	$1.51M	0.4%	new	Timeline
RVNUDBX ETF TR	60,674	$1.5M	0.4%	-43,143	Timeline
VONVVANGUARD SCOTTSDALE FDS	16,590	$1.48M	0.39%	-79,045	Timeline
XLFSELECT SECTOR SPDR TR	26,865	$1.45M	0.38%	-137,787	Timeline
VTEIVANGUARD MUN BD FDS	14,354	$1.44M	0.38%	+95	Timeline
XLCSELECT SECTOR SPDR TR	11,870	$1.41M	0.37%	-40,331	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,877	$1.25M	0.33%	-92,743	Timeline
XLVSELECT SECTOR SPDR TR	8,130	$1.13M	0.3%	-41,761	Timeline
XLYSELECT SECTOR SPDR TR	4,627	$1.11M	0.29%	-20,532	Timeline
VONGVANGUARD SCOTTSDALE FDS	8,626	$1.04M	0.27%	-94,121	Timeline
NVDANVIDIA CORPORATION	5,565	$1.04M	0.27%	-74,136	Timeline
IEFAISHARES TR	11,723	$1.02M	0.27%	-239,295	Timeline
FFEBFIRST TR EXCHNG TRADED FD VI	18,460	$1.02M	0.27%	-17,972	Timeline
DCORDIMENSIONAL ETF TRUST	14,044	$1.01M	0.27%	-1,068	Timeline
XLISELECT SECTOR SPDR TR	6,530	$1.01M	0.27%	-3,802	Timeline
NULGNUSHARES ETF TR	9,696	$964K	0.25%	-4,843	Timeline
BOTZGLOBAL X FDS	26,683	$945K	0.25%	-7,436	Timeline
FMBFIRST TR EXCH TRADED FD III	18,143	$920K	0.24%	-11,793	Timeline
SCHGSCHWAB STRATEGIC TR	28,662	$915K	0.24%	-198,757	Timeline
SLYVSPDR SERIES TRUST	9,965	$883K	0.23%	-10,606	Timeline
VXUSVANGUARD STAR FDS	11,423	$839K	0.22%	-1,486	Timeline
IVVISHARES TR	1,249	$836K	0.22%	-10,520	Timeline
SLYGSPDR SERIES TRUST	8,626	$814K	0.22%	-7,252	Timeline
VUGVANGUARD INDEX FDS	1,693	$812K	0.21%	-3,648	Timeline
VBVANGUARD INDEX FDS	3,145	$800K	0.21%	-1,857	Timeline
JIGJ P MORGAN EXCHANGE TRADED F	10,287	$775K	0.2%	-5,994	Timeline
AGGISHARES TR	7,509	$753K	0.2%	-185,343	Timeline
CPTLGLOBAL X FDS	17,426	$752K	0.2%	-8,474	Timeline
DFAXDIMENSIONAL ETF TRUST	23,932	$751K	0.2%	-768	Timeline
FOCTFIRST TR EXCHNG TRADED FD VI	15,740	$748K	0.2%	new	Timeline
VOTVANGUARD INDEX FDS	2,539	$746K	0.2%	-1,350	Timeline
VEAVANGUARD TAX-MANAGED FDS	12,252	$734K	0.19%	-39,649	Timeline
PHOINVESCO EXCHANGE TRADED FD T	10,086	$727K	0.19%	-3,026	Timeline
XLPSELECT SECTOR SPDR TR	8,349	$654K	0.17%	-36,682	Timeline
MDYVSPDR SERIES TRUST	7,678	$640K	0.17%	-52,065	Timeline
SFLRINNOVATOR ETFS TRUST	17,502	$631K	0.17%	-17,052	Timeline
MSFTMICROSOFT CORP	1,209	$626K	0.17%	-22,601	Timeline
QUALISHARES TR	3,044	$592K	0.16%	-23,453	Timeline
XLUSELECT SECTOR SPDR TR	6,505	$567K	0.15%	-9,315	Timeline
XLBSELECT SECTOR SPDR TR	6,330	$567K	0.15%	-13,185	Timeline
NUSCNUSHARES ETF TR	12,579	$555K	0.15%	-6,300	Timeline
XLESELECT SECTOR SPDR TR	6,201	$554K	0.15%	-13,005	Timeline
BAIBLACKROCK ETF TRUST	15,407	$526K	0.14%	new	Timeline
BDYNBLACKROCK ETF TRUST	20,627	$522K	0.14%	new	Timeline
XLRESELECT SECTOR SPDR TR	12,266	$517K	0.14%	-17,109	Timeline
MDYGSPDR SERIES TRUST	5,640	$516K	0.14%	-8,978	Timeline
QQQINVESCO QQQ TR	821	$493K	0.13%	-2,352	Timeline
IUSBISHARES TR	10,512	$491K	0.13%	-32,827	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	9,438	$482K	0.13%	-33,919	Timeline
GOOGLALPHABET INC	1,974	$480K	0.13%	-48,357	Timeline
DMXFISHARES TR	6,193	$469K	0.12%	-4,592	Timeline
ESGEISHARES INC	10,725	$466K	0.12%	-7,865	Timeline
GOOGALPHABET INC	1,897	$462K	0.12%	-5,628	Timeline
DLSWISDOMTREE TR	5,532	$440K	0.12%	new	Timeline
GWXSPDR INDEX SHS FDS	10,865	$437K	0.12%	-8,288	Timeline
BUGGLOBAL X FDS	12,366	$435K	0.12%	+103	Timeline
IAGGISHARES TR	8,412	$431K	0.11%	-133,773	Timeline
ORCLORACLE CORP	1,501	$422K	0.11%	-6,125	Timeline
PYLDPIMCO ETF TR	15,394	$413K	0.11%	-65,063	Timeline
IGIBISHARES TR	7,554	$409K	0.11%	-32,561	Timeline
IGFISHARES TR	6,622	$405K	0.11%	-1,883	Timeline
CLOUGLOBAL X FDS	17,125	$398K	0.11%	+154	Timeline
EESWISDOMTREE TR	7,040	$393K	0.1%	+2,078	Timeline
IWMISHARES TR	1,594	$386K	0.1%	-2,585	Timeline
BILSPDR SERIES TRUST	4,153	$381K	0.1%	-249,427	Timeline
IVWISHARES TR	3,124	$377K	0.1%	-10,849	Timeline
BNDXVANGUARD CHARLOTTE FDS	7,613	$377K	0.1%	-56,634	Timeline
THROBLACKROCK ETF TRUST	9,777	$370K	0.1%	-6,710	Timeline
VTWVVANGUARD SCOTTSDALE FDS	2,369	$369K	0.1%	-2,286	Timeline
VTWGVANGUARD SCOTTSDALE FDS	1,564	$366K	0.1%	-1,107	Timeline
DYNFBLACKROCK ETF TRUST	6,076	$360K	0.1%	-20,623	Timeline
AMZNAMAZON COM INC	1,630	$358K	0.09%	-35,022	Timeline
IEURISHARES TR	5,204	$355K	0.09%	-37,881	Timeline
MUBISHARES TR	3,320	$354K	0.09%	-4,114	Timeline
SPDWSPDR INDEX SHS FDS	8,222	$352K	0.09%	-21,762	Timeline
EFVISHARES TR	5,146	$349K	0.09%	-17,119	Timeline
EBIZGLOBAL X FDS	9,805	$344K	0.09%	+84	Timeline
IJHISHARES TR	5,140	$335K	0.09%	-238,469	Timeline
NFEBINNOVATOR ETFS TRUST	12,219	$332K	0.09%	-11,890	Timeline
FENYFIDELITY COVINGTON TRUST	13,288	$328K	0.09%	-45,280	Timeline
AVEMAMERICAN CENTY ETF TR	4,195	$315K	0.08%	-3,400	Timeline
METAMETA PLATFORMS INC	429	$315K	0.08%	-9,619	Timeline
ACWVISHARES INC	2,600	$312K	0.08%	-2,545	Timeline
BBBIBONDBLOXX ETF TRUST	5,875	$307K	0.08%	-29,583	Timeline
QQQMINVESCO EXCH TRADED FD TR II	1,236	$305K	0.08%	-36,682	Timeline
BBCBJ P MORGAN EXCHANGE TRADED F	6,487	$300K	0.08%	-31,657	Timeline
VVISA INC	879	$300K	0.08%	-7,004	Timeline
PICBINVESCO EXCH TRADED FD TR II	12,467	$297K	0.08%	-59,704	Timeline
VTIVANGUARD INDEX FDS	868	$285K	0.08%	-553	Timeline
VWOVANGUARD INTL EQUITY INDEX F	5,163	$280K	0.07%	-23,661	Timeline
LCTUBLACKROCK ETF TRUST	3,805	$276K	0.07%	-4,224	Timeline
VNQIVANGUARD INTL EQUITY INDEX F	5,695	$272K	0.07%	-28,765	Timeline
GBILGOLDMAN SACHS ETF TR	2,690	$270K	0.07%	+9	Timeline
IJANINNOVATOR ETFS TRUST	7,592	$267K	0.07%	-7,390	Timeline
DFUVDIMENSIONAL ETF TRUST	5,973	$267K	0.07%	-45,448	Timeline
IWSISHARES TR	1,761	$246K	0.07%	-12,918	Timeline
DFEMDIMENSIONAL ETF TRUST	7,486	$240K	0.06%	-3,171	Timeline
SSUSSTRATEGY SHS	4,919	$238K	0.06%	-69,191	Timeline
MCKMCKESSON CORP	307	$237K	0.06%	-129	Timeline
USXFISHARES TR	4,131	$237K	0.06%	-4,588	Timeline
BKNGBOOKING HOLDINGS INC	42	$228K	0.06%	-209	Timeline
VMBSVANGUARD SCOTTSDALE FDS	4,832	$227K	0.06%	-151,091	Timeline
IJTISHARES TR	1,593	$225K	0.06%	-2,371	Timeline
INTUINTUIT	329	$225K	0.06%	-2,233	Timeline
IWPISHARES TR	1,564	$223K	0.06%	-2,053	Timeline
VGLTVANGUARD SCOTTSDALE FDS	3,900	$222K	0.06%	-19,431	Timeline
IAUISHARES GOLD TR	3,034	$221K	0.06%	-23,513	Timeline
SYKSTRYKER CORPORATION	592	$219K	0.06%	-4,528	Timeline
IEMGISHARES INC	3,294	$217K	0.06%	-11,383	Timeline
PINKSIMPLIFY EXCHANGE TRADED FUN	6,797	$216K	0.06%	-3,546	Timeline
IVEISHARES TR	1,014	$209K	0.06%	-4,641	Timeline
MTUMISHARES TR	795	$204K	0.05%	-2,996	Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 599. All 599

Security	Shares before	Value before	Type
SGOLETFS GOLD TR	406,217	$12.8M	shares
FTECFIDELITY COVINGTON TRUST	53,359	$10.5M	shares
MRSKNORTHERN LIGHTS FD TR	281,164	$9.44M	shares
TLTISHARES TR	90,316	$7.97M	shares
VGSHVANGUARD SCOTTSDALE FDS	126,846	$7.46M	shares
SCHESCHWAB STRATEGIC TR	236,490	$7.13M	shares
SPIBSPDR SERIES TRUST	194,884	$6.54M	shares
BUFRFIRST TR EXCHNG TRADED FD VI	204,464	$6.5M	shares
VPUVANGUARD WORLD FD	27,638	$4.88M	shares
LQDISHARES TR	40,795	$4.47M	shares
HYGISHARES TR	42,721	$3.45M	shares
TSMTAIWAN SEMICONDUCTOR MANUFAC	14,901	$3.37M	shares
VNQVANGUARD INDEX FDS	37,317	$3.32M	shares
AEVAAEVA TECHNOLOGIES INC	86,546	$3.27M	shares
IJRISHARES TR	29,847	$3.26M	shares
KHPIMANAGED PORTFOLIO SER	128,320	$3.24M	shares
NFLXNETFLIX INC.	2,390	$3.2M	shares
VCSHVANGUARD SCOTTSDALE FDS	39,856	$3.17M	shares
SPOTSPOTIFY TECHNOLOGY S A	4,014	$3.08M	shares
AVGOBROADCOM INC	11,111	$3.06M	shares
LLYELI LILLY & CO	3,875	$3.02M	shares
CSMPROSHARES TR	41,436	$2.92M	shares
SSXUSTRATEGY SHS	88,947	$2.83M	shares
SECTNORTHERN LTS FD TR IV	48,478	$2.82M	shares
IBMINTERNATIONAL BUSINESS MACHS	9,416	$2.78M	shares
MAMASTERCARD INCORPORATED	4,911	$2.76M	shares
ACNACCENTURE PLC IRELAND	8,731	$2.61M	shares
QCOMQUALCOMM INC	16,284	$2.59M	shares
CSCOCISCO SYS INC	36,706	$2.55M	shares
MRKMERCK & CO INC	31,755	$2.51M	shares
AXPAMERICAN EXPRESS CO	7,788	$2.48M	shares
SPYMSPDR SERIES TRUST	33,127	$2.41M	shares
PLTRPALANTIR TECHNOLOGIES INC	17,108	$2.33M	shares
ASMLASML HLDG NV	2,890	$2.32M	shares
WMTWALMART INC	23,029	$2.25M	shares
SHMSPDR SERIES TRUST	45,273	$2.17M	shares
JBLJABIL INC	9,898	$2.16M	shares
TSLATESLA INC	6,743	$2.14M	shares
JPMJPMORGAN CHASE & CO	7,147	$2.07M	shares
HDHOME DEPOT INC	5,637	$2.07M	shares
KLACKLA CORP	2,284	$2.05M	shares
SPMOINVESCO EXCH TRADED FD TR II	18,175	$2.04M	shares
SWANAMPLIFY ETF TR	63,604	$1.95M	shares
GILDGILEAD SCIENCES INC	17,184	$1.91M	shares
VDEVANGUARD WORLD FD	15,710	$1.87M	shares
PGPROCTER & GAMBLE CO	11,650	$1.86M	shares
MSCIMSCI INC	3,186	$1.84M	shares
ABBVABBVIE INC	9,877	$1.83M	shares
VCITVANGUARD SCOTTSDALE FDS	22,097	$1.83M	shares
VRTXVERTEX PHARMACEUTICALS INC	4,110	$1.83M	shares
SSFISTRATEGY SHS	83,926	$1.79M	shares
NXPINXP SEMICONDUCTORS N V	8,168	$1.78M	shares
JPIBJ P MORGAN EXCHANGE TRADED F	36,157	$1.76M	shares
NRGNRG ENERGY INC	10,928	$1.75M	shares
BIVVANGUARD BD INDEX FDS	22,596	$1.75M	shares
QLCFLEXSHARES TR	23,673	$1.69M	shares
TXNTEXAS INSTRS INC	8,095	$1.68M	shares
SMCISUPER MICRO COMPUTER INC	34,143	$1.67M	shares
SCHOSCHWAB STRATEGIC TR	68,279	$1.66M	shares
DGROISHARES TR	25,886	$1.66M	shares
COSTCOSTCO WHOLESALE CORPORATION	1,660	$1.64M	shares
AMATAPPLIED MATLS INC	8,890	$1.63M	shares
FHLCFIDELITY COVINGTON TRUST	25,127	$1.61M	shares
TMOTHERMO FISHER SCIENTIFIC INC	3,928	$1.59M	shares
OEFISHARES TR	5,164	$1.57M	shares
NVONOVO-NORDISK A S	22,557	$1.56M	shares
CRWDCROWDSTRIKE HLDGS INC	3,023	$1.54M	shares
PDBCINVESCO ACTVELY MNGD ETC FD	116,452	$1.52M	shares
HWMHOWMET AEROSPACE INC	8,058	$1.5M	shares
BRK-BBERKSHIRE HATHAWAY INC DEL	3,071	$1.49M	shares
AMGNAMGEN INC	5,321	$1.49M	shares
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB	71,488	$1.48M	shares
ADBEADOBE INC	3,788	$1.47M	shares
CATCATERPILLAR INC	3,675	$1.43M	shares
BLVVANGUARD BD INDEX FDS	20,492	$1.43M	shares
ITRIITRON INC	10,655	$1.4M	shares
SPYDSPDR SERIES TRUST	33,036	$1.4M	shares
LDOSLEIDOS HOLDINGS INC	8,815	$1.39M	shares
SHOPSHOPIFY INC	12,037	$1.39M	shares
JNJJOHNSON & JOHNSON	9,055	$1.38M	shares
TIPISHARES TR	12,557	$1.38M	shares
SONYSONY GROUP CORP	52,570	$1.37M	shares
MRSHMARSH & MCLENNAN COS INC	6,215	$1.36M	shares
TMUST-MOBILE US INC	5,696	$1.36M	shares
MELIMERCADOLIBRE INC	519	$1.36M	shares
IEFISHARES TR	14,118	$1.35M	shares
CDNSCADENCE DESIGN SYSTEM INC	4,356	$1.34M	shares
RSPTINVESCO EXCHANGE TRADED FD T	32,542	$1.33M	shares
EOGEOG RES INC	11,088	$1.33M	shares
VLOVALERO ENERGY CORP	9,722	$1.31M	shares
PWRQUANTA SVCS INC	3,451	$1.3M	shares
XOMEXXON MOBIL CORP	12,092	$1.3M	shares
RLRALPH LAUREN CORP	4,704	$1.29M	shares
EMEEMCOR GROUP INC	2,410	$1.29M	shares
FOXAFOX CORP	22,975	$1.29M	shares
FNFABRINET	4,340	$1.28M	shares
CTASCINTAS CORP	5,605	$1.25M	shares
CRMSALESFORCE INC	4,568	$1.25M	shares
AEPAMERICAN ELEC PWR CO INC	11,869	$1.23M	shares
SNPSSYNOPSYS INC	2,400	$1.23M	shares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001062993-25-016827	base		2025-11-14	acceptance time not in the bulk data set	2026-10-07 03:02:25 UTC