Freedom Investment Management, Inc.
Net buyer this quarter
$359M
13
+$480K
3.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BAB | $3.12M | 0.87% | Not reported | +0.5% | Q4 2023 |
 AAPL | $2.6M | 0.72% | 0.00% | +1.8% | Q1 2013 |
 BSVN | $1.63M | 0.45% | 0.22% | -0.8% | Q1 2013 |
 SPY | $1.55M | 0.43% | Not reported | +12.4% | Q1 2013 |
 DFAX | $898K | 0.25% | Not reported | +1.4% | Q4 2023 |
 BRK.A | $749K | 0.21% | Not reported | Not reported | Q3 2025 |
| GLDM | $440K | 0.12% | 0.00% | +54.6% | Q1 2026 |
 NVDA | $410K | 0.11% | 0.00% | +17.1% | Q4 2016 |
 GOOGL | $410K | 0.11% | 0.00% | +10.5% | Q1 2016 |
 VOT | $376K | 0.10% | Not reported | +11.7% | Q1 2013 |
 MSFT | $313K | 0.09% | 0.00% | +13.5% | Q1 2013 |
| QQQ | $279K | 0.08% | Not reported | Not reported | Q1 2022 |
 AMZN | $215K | 0.06% | 0.00% | Not reported | Q1 2013 |
| Q1 2026 | |||||
| BAB | $3.12M | 0.93% | Not reported | +14.7% | Q4 2023 |
| AAPL | $2.24M | 0.67% | 0.00% | +0.7% | Q1 2013 |
| BSVN | $1.66M | 0.49% | 0.22% | -4.8% | Q1 2013 |
| SPY | $1.2M | 0.36% | Not reported | +13.4% | Q1 2013 |
| DFAX | $817K | 0.24% | Not reported | +0.6% | Q4 2023 |
| BRK.A | $718K | 0.21% | Not reported | Not reported | Q3 2025 |
| GLDM | $332K | 0.10% | 0.00% | New | Q1 2026 |
| NVDA | $305K | 0.09% | 0.00% | -9.9% | Q4 2016 |
 BBBI | $304K | 0.09% | 0.32% | -1.1% | Q2 2025 |
| GOOGL | $299K | 0.09% | 0.00% | +4.4% | Q1 2016 |
| VOT | $283K | 0.08% | Not reported | -23.2% | Q1 2013 |
| MSFT | $274K | 0.08% | 0.00% | +18.4% | Q1 2013 |
 IWS | $247K | 0.07% | Not reported | -1.7% | Q1 2013 |
| Q4 2025 | |||||
| BAB | $2.75M | 0.80% | Not reported | -13.8% | Q4 2023 |
| AAPL | $2.38M | 0.69% | 0.00% | -19.2% | Q1 2013 |
| BSVN | $1.75M | 0.51% | 0.23% | +0.9% | Q1 2013 |
| SPY | $1.11M | 0.32% | Not reported | -13.1% | Q1 2013 |
| DFAX | $782K | 0.23% | Not reported | -0.1% | Q4 2023 |
| BRK.A | $755K | 0.22% | Not reported | -50.0% | Q3 2025 |
| VOT | $399K | 0.12% | Not reported | -43.7% | Q1 2013 |
| NVDA | $363K | 0.11% | 0.00% | -65.1% | Q4 2016 |
| GOOGL | $311K | 0.09% | 0.00% | -49.6% | Q1 2016 |
| BBBI | $311K | 0.09% | 0.33% | +1.7% | Q2 2025 |
| MSFT | $302K | 0.09% | 0.00% | -48.4% | Q1 2013 |
| QQQ | $275K | 0.08% | Not reported | -45.4% | Q1 2022 |
 ORCL | $252K | 0.07% | 0.00% | -13.9% | Q1 2013 |
| THRO | $248K | 0.07% | 0.08% | -34.3% | Q2 2025 |
| IWS | $244K | 0.07% | Not reported | -1.9% | Q1 2013 |
| IAU | $221K | 0.06% | 0.00% | -10.4% | Q1 2013 |
| Q3 2025 | |||||
| BAB | $3.2M | 0.84% | Not reported | -31.8% | Q4 2023 |
| AAPL | $2.77M | 0.73% | 0.00% | -79.6% | Q1 2013 |
| BSVN | $1.74M | 0.46% | 0.23% | -31.0% | Q1 2013 |
| BRK.A | $1.51M | 0.40% | Not reported | New | Q3 2025 |
| SPY | $1.25M | 0.33% | Not reported | -98.0% | Q1 2013 |
| NVDA | $1.04M | 0.27% | 0.00% | -93.0% | Q4 2016 |
| DFAX | $751K | 0.20% | Not reported | -3.1% | Q4 2023 |
| VOT | $746K | 0.20% | Not reported | -34.7% | Q1 2013 |
| MSFT | $626K | 0.17% | 0.00% | -94.9% | Q1 2013 |
| QQQ | $493K | 0.13% | Not reported | -74.1% | Q1 2022 |
| GOOGL | $480K | 0.13% | 0.00% | -96.1% | Q1 2016 |
| GOOG | $462K | 0.12% | Not reported | -74.8% | Q1 2021 |
| ORCL | $422K | 0.11% | 0.00% | -80.3% | Q1 2013 |
| THRO | $370K | 0.10% | 0.12% | -40.7% | Q2 2025 |
| AMZN | $358K | 0.09% | 0.00% | -95.6% | Q1 2013 |
 META | $315K | 0.08% | Not reported | -95.7% | Q1 2014 |
| BBBI | $307K | 0.08% | 0.32% | -83.4% | Q2 2025 |
 V | $300K | 0.08% | 0.00% | -88.9% | Q1 2013 |
| IWS | $246K | 0.07% | Not reported | -88.0% | Q1 2013 |
 MCK | $237K | 0.06% | 0.00% | -29.6% | Q1 2016 |
 BKNG | $228K | 0.06% | 0.00% | -83.3% | Q1 2018 |
 INTU | $225K | 0.06% | 0.00% | -87.2% | Q4 2016 |
| IAU | $221K | 0.06% | 0.00% | -88.6% | Q1 2013 |
 SYK | $219K | 0.06% | 0.00% | -88.4% | Q2 2013 |