Freedom Investment Management, Inc.

CIK 0001566653 · SOUTH WINDSOR, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Freedom Investment Management, Inc. reported 106 positions worth $359.2M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: DUHP (13.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$359.2M
2026 Q2
Positions
106
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.0%
Est. Net Flow (Q)
2026 Q2
10 / 106 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DUHPDIMENSIONAL ETF TRUSTSH$46.9M13.06%1,124,058
2DFUSDIMENSIONAL ETF TRUSTSH$39.9M11.10%486,503
3DFICDIMENSIONAL ETF TRUSTSH$32.6M9.08%875,410
4VTVVANGUARD INDEX FDSSH$32.5M9.04%148,914
5EZMWISDOMTREE TRSH$21.5M6.00%284,274
6DFAEDIMENSIONAL ETF TRUSTSH$19.2M5.35%478,127
7AVDSAMERICAN CENTY ETF TRSH$15.8M4.39%209,678
8IVLUISHARES TRSH$13.0M3.62%310,737
9REETISHARES TRSH$12.3M3.44%446,830
10AVSCAMERICAN CENTY ETF TRSH$10.6M2.94%143,871

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Freedom Investment Management, Inc. hold as of Q2 2026?

Freedom Investment Management, Inc. reported 106 positions worth $359.2M in its Q2 2026 13F filing. Largest positions: DUHP (13.1%), DFUS (11.1%), DFIC (9.1%), VTV (9.0%) and EZM (6.0%).

What did Freedom Investment Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Freedom Investment Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.