account_balance

Investment manager · 13F filer · SEC CIK 1566653

Freedom Investment Management, Inc.

Reported value$330Mas of Sep 30, 2026
Positions93 6 new, 19 sold out
Top 10 weight73.4%DUHP alone is 15%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DUHP Dfa Invt Dimensions Group In 14.7% Added +3%
DFIC Dimensional ETF Trust 10.1% Held
DFUS Dimensional ETF Trust 10.1% Trimmed −18%
VTV Vanguard Index FDS 10.0% Added +3%
EZM Wisdomtree Tr 6.5% Added +5%
DFAE Dimensional ETF Trust 6.0% Added +5%
AVDS American Centy ETF Tr 5.0% Held
IVLU iShares Tr 4.1% Held
REET iShares Tr 3.8% Added +10%
AVSC American Centy ETF Tr 3.1% Added +4%
DFSV Dfa Invt Dimensions Group In 3.1% Held
DFEV Dimensional ETF Trust 3.0% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • BFLX $1.05M
  • QQQM $457K
  • XLV $231K
  • PQUS $213K
arrow_upwardAdded
  • IEFA +21%
  • REET +10%
  • BDYN +8%
  • SCHG +8%
arrow_downwardTrimmed
  • JMUB −20%
  • MINO −20%
  • DFUS −18%
  • AGGY −10%
remove_circleSold out
  • DFAT $3.74M
  • DFAS $3.71M
  • DFAC $2.7M
  • VOO $2.36M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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