True Freedom Investing, LLC

13F filer · CIK 0002096483

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$1.28BU.S. long equity reported on 13F

Positions690 new · 0 closed

Net flow last quarter-$4.47MBuys minus sells

Top 10 positions weight13.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202669 positions
GLDSPDR Gold Trust	$92.7M	7.26%	0.06%	-1.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$20.7M	1.62%	Not reported	-1.2%	Q4 2024
COPConocophillips	$10.5M	0.82%	0.01%	-1.1%	Q4 2025
XOMExxonMobil Holdings Corp	$10M	0.78%	0.00%	-0.4%	Q4 2025
MSFTMicrosoft Corp	$8.03M	0.63%	0.00%	-1.1%	Q2 2025
PSXPhillips 66	$7.35M	0.58%	0.01%	-0.5%	Q4 2025
QCOMQualcomm Inc	$7M	0.55%	0.01%	-1.2%	Q4 2025
CVXChevron Corp	$6.83M	0.53%	0.00%	-0.5%	Q4 2025
MRKMerck & Co., Inc.	$6.82M	0.53%	0.00%	-0.6%	Q4 2025
VZVerizon Communications Inc	$6.55M	0.51%	0.00%	-0.6%	Q1 2026
AZNAstrazeneca PLC	$6.54M	0.51%	Not reported	-0.5%	Q4 2025
AAPLApple Inc.	$6.17M	0.48%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$6.14M	0.48%	0.00%	-0.5%	Q4 2025
AMGNAmgen Inc	$6.07M	0.48%	0.00%	-0.6%	Q4 2025
ABBVAbbVie Inc.	$6.05M	0.47%	0.00%	-0.5%	Q4 2025
JPMJPMorgan Chase & Co	$6.01M	0.47%	0.00%	-0.5%	Q4 2025
PEPPepsico Inc	$5.76M	0.45%	0.00%	-0.5%	Q4 2024
SPMDSupermedia Inc.	$5.71M	0.45%	Not reported	-2.1%	Q4 2025
DUKDuke Energy CORP	$5.68M	0.44%	0.01%	-0.6%	Q1 2026
SOSouthern Co	$5.64M	0.44%	0.01%	-0.6%	Q1 2026
WMWaste Management Inc	$5.63M	0.44%	0.01%	-0.5%	Q4 2025
AVGOBroadcom Inc.	$5.53M	0.43%	0.00%	-1.2%	Q2 2025
TXNTexas Instruments Inc	$5.51M	0.43%	0.00%	-0.6%	Q4 2025
MCDMcdonalds Corp	$5.28M	0.41%	0.00%	-0.6%	Q4 2025
KMBKimberly Clark Corp	$5.07M	0.40%	0.02%	-0.6%	Q4 2025
OMCOmnicom Group Inc.	$5.05M	0.40%	0.02%	-0.5%	Q4 2025
PGPROCTER & GAMBLE Co	$5.03M	0.39%	0.00%	-0.5%	Q4 2025
BRK.BBerkshire Hathaway Inc	$5.01M	0.39%	Not reported	-1.7%	Q4 2025
AMTAmerican Tower Corp	$4.99M	0.39%	0.01%	-0.6%	Q1 2026
METMetlife Inc	$4.75M	0.37%	0.01%	-0.6%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.67M	0.37%	0.00%	-1.9%	Q3 2025
IPInternational Paper Co	$4.57M	0.36%	0.02%	-0.5%	Q4 2025
ULUnilever PLC	$4.51M	0.35%	0.00%	-0.5%	Q4 2025
ABTAbbott Laboratories	$4.46M	0.35%	0.00%	-0.6%	Q4 2025
GPCGenuine Parts Co	$4.43M	0.35%	0.03%	-0.5%	Q4 2025
ADPAutomatic Data Processing Inc	$4.28M	0.34%	0.01%	-0.5%	Q4 2025
NVDANvidia Corp	$3.91M	0.31%	0.00%	-1.9%	Q4 2024
ELVElevance Health, Inc.	$3.81M	0.30%	0.01%	-2.1%	Q4 2025
IQVIqvia Holdings Inc.	$3.8M	0.30%	0.01%	-2.1%	Q4 2025
BPREBluerock Private Real Estate Fund	$3.65M	0.29%	Not reported	-3.5%	Q4 2025
METAMeta Platforms, Inc.	$3.57M	0.28%	Not reported	-2.1%	Q1 2026
PANWPalo Alto Networks Inc	$3.46M	0.27%	0.00%	-2.1%	Q1 2026
QQQInvesco QQQ Trust, Series 1	$3.39M	0.27%	Not reported	-5.9%	Q4 2024
VEEVVeeva Systems Inc	$3.35M	0.26%	0.01%	-2.1%	Q4 2025
GOOGAlphabet Inc.	$3.34M	0.26%	Not reported	-1.7%	Q4 2025
DXCMDexcom Inc	$3.33M	0.26%	0.01%	-2.1%	Q1 2026
GDGeneral Dynamics Corp	$3.27M	0.26%	0.00%	-2.0%	Q4 2025
CRMSalesforce, Inc.	$3.23M	0.25%	0.00%	-2.2%	Q1 2026
AMZNAmazon Com Inc	$3.14M	0.25%	0.00%	-1.9%	Q4 2024
INTUIntuit Inc.	$2.94M	0.23%	0.00%	-2.0%	Q4 2025

Q1 2026Reported May 13, 202669 positions
GLDSPDR Gold Trust	$94.1M	7.22%	0.06%	+226.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$21M	1.61%	Not reported	-41.9%	Q4 2024
COPConocophillips	$10.6M	0.82%	0.01%	+65.7%	Q4 2025
XOMExxonMobil Holdings Corp	$10M	0.77%	0.00%	+35.3%	Q4 2025
MSFTMicrosoft Corp	$8.12M	0.62%	0.00%	-94.8%	Q2 2025
PSXPhillips 66	$7.39M	0.57%	0.01%	+3.4%	Q4 2025
QCOMQualcomm Inc	$7.09M	0.54%	0.01%	+17.8%	Q4 2025
CVXChevron Corp	$6.87M	0.53%	0.00%	+3.0%	Q4 2025
MRKMerck & Co., Inc.	$6.86M	0.53%	0.00%	+4.4%	Q4 2025
VZVerizon Communications Inc	$6.59M	0.51%	0.00%	New	Q1 2026
AZNAstrazeneca PLC	$6.58M	0.50%	Not reported	+5.1%	Q4 2025
CCitigroup Inc	$6.18M	0.47%	0.00%	+4.0%	Q4 2025
AAPLApple Inc.	$6.17M	0.47%	0.00%	+345.7%	Q4 2024
AMGNAmgen Inc	$6.1M	0.47%	0.00%	+7.9%	Q4 2025
ABBVAbbVie Inc.	$6.08M	0.47%	0.00%	+6.6%	Q4 2025
JPMJPMorgan Chase & Co	$6.04M	0.46%	0.00%	+7.2%	Q4 2025
SPMDSupermedia Inc.	$5.84M	0.45%	Not reported	-3.2%	Q4 2025
PEPPepsico Inc	$5.79M	0.44%	0.00%	+2065.1%	Q4 2024
DUKDuke Energy CORP	$5.71M	0.44%	0.01%	New	Q1 2026
SOSouthern Co	$5.67M	0.44%	0.01%	New	Q1 2026
WMWaste Management Inc	$5.66M	0.43%	0.01%	+8.7%	Q4 2025
AVGOBroadcom Inc.	$5.59M	0.43%	0.00%	-20.1%	Q2 2025
TXNTexas Instruments Inc	$5.54M	0.43%	0.00%	+8.3%	Q4 2025
MCDMcdonalds Corp	$5.31M	0.41%	0.00%	+11.0%	Q4 2025
KMBKimberly Clark Corp	$5.1M	0.39%	0.02%	+32.2%	Q4 2025
BRK.BBerkshire Hathaway Inc	$5.1M	0.39%	Not reported	+4.8%	Q4 2025
OMCOmnicom Group Inc.	$5.08M	0.39%	0.02%	+12.5%	Q4 2025
PGPROCTER & GAMBLE Co	$5.05M	0.39%	0.00%	-45.9%	Q4 2025
AMTAmerican Tower Corp	$5.01M	0.38%	0.01%	New	Q1 2026
METMetlife Inc	$4.77M	0.37%	0.01%	+13.7%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.76M	0.37%	0.00%	-24.0%	Q3 2025
IPInternational Paper Co	$4.6M	0.35%	0.02%	+14.4%	Q4 2025
ULUnilever PLC	$4.54M	0.35%	0.00%	+11.4%	Q4 2025
ABTAbbott Laboratories	$4.48M	0.34%	0.00%	+16.8%	Q4 2025
GPCGenuine Parts Co	$4.46M	0.34%	0.03%	+15.3%	Q4 2025
ADPAutomatic Data Processing Inc	$4.3M	0.33%	0.01%	+25.3%	Q4 2025
NVDANvidia Corp	$3.99M	0.31%	0.00%	+1653.8%	Q4 2024
ELVElevance Health, Inc.	$3.89M	0.30%	0.01%	+10.4%	Q4 2025
IQVIqvia Holdings Inc.	$3.89M	0.30%	0.01%	+11.2%	Q4 2025
BPREBluerock Private Real Estate Fund	$3.79M	0.29%	Not reported	-0.9%	Q4 2025
METAMeta Platforms, Inc.	$3.65M	0.28%	Not reported	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$3.6M	0.28%	Not reported	-80.9%	Q4 2024
PANWPalo Alto Networks Inc	$3.54M	0.27%	0.00%	New	Q1 2026
VEEVVeeva Systems Inc	$3.42M	0.26%	0.01%	+45.1%	Q4 2025
DXCMDexcom Inc	$3.4M	0.26%	0.01%	New	Q1 2026
GOOGAlphabet Inc.	$3.4M	0.26%	Not reported	-2.6%	Q4 2025
GDGeneral Dynamics Corp	$3.33M	0.26%	0.00%	+2.6%	Q4 2025
CRMSalesforce, Inc.	$3.3M	0.25%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$3.2M	0.25%	0.00%	+10.3%	Q4 2024
INTUIntuit Inc.	$3M	0.23%	0.00%	+62.0%	Q4 2025

Q4 2025Reported Feb 17, 2026121 positions
MSFTMicrosoft Corp	$204M	13.88%	0.01%	+92246.3%	Q2 2025
SPGIS&P Global Inc.	$163M	11.12%	0.10%	New	Q4 2025
GSGoldman Sachs Group Inc	$153M	10.46%	0.06%	New	Q4 2025
MARMarriott International Inc	$61.5M	4.19%	0.07%	New	Q4 2025
CATCaterpillar Inc	$42.5M	2.90%	0.02%	New	Q4 2025
AVYAvery Dennison Corp	$41.8M	2.85%	0.30%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$37.8M	2.58%	Not reported	+203.0%	Q4 2024
GLDSPDR Gold Trust	$26.6M	1.81%	0.02%	-31.6%	Q4 2024
ECLEcolab Inc.	$25.7M	1.75%	0.03%	New	Q4 2025
DISWalt Disney Co	$24.1M	1.64%	0.01%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$20M	1.36%	Not reported	+50.9%	Q4 2024
BDXBecton Dickinson & Co	$15.6M	1.06%	0.03%	New	Q4 2025
WMTWalmart Inc.	$10.6M	0.72%	0.00%	New	Q4 2025
RTXRTX Corp	$10.4M	0.71%	0.00%	New	Q4 2025
SESea Ltd	$9.63M	0.66%	0.04%	New	Q4 2025
PGPROCTER & GAMBLE Co	$9.26M	0.63%	0.00%	New	Q4 2025
LOWLowes Companies Inc	$9.06M	0.62%	0.01%	New	Q4 2025
QCOMQualcomm Inc	$7.99M	0.54%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$7.83M	0.53%	0.00%	+551.8%	Q2 2025
MMM3m Co	$7.33M	0.50%	0.01%	New	Q4 2025
EMREmerson Electric Co	$6.36M	0.43%	0.01%	New	Q4 2025
UPSUnited Parcel Service Inc	$6.33M	0.43%	0.01%	New	Q4 2025
JPMJPMorgan Chase & Co	$6.17M	0.42%	0.00%	New	Q4 2025
CCitigroup Inc	$6.11M	0.42%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$5.99M	0.41%	0.00%	New	Q4 2025
SPMDSupermedia Inc.	$5.89M	0.40%	Not reported	New	Q4 2025
AZNAstrazeneca PLC	$5.83M	0.40%	Not reported	New	Q4 2025
MRKMerck & Co., Inc.	$5.75M	0.39%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.63M	0.38%	0.00%	+2467.0%	Q3 2025
XOMExxonMobil Holdings Corp	$5.26M	0.36%	0.00%	New	Q4 2025
AMGNAmgen Inc	$5.26M	0.36%	0.00%	New	Q4 2025
BNYBank of New York Mellon Corp	$5.24M	0.36%	0.01%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$5.1M	0.35%	Not reported	New	Q4 2025
EIXEdison International	$5.07M	0.35%	0.02%	New	Q4 2025
PSXPhillips 66	$5.06M	0.35%	0.01%	New	Q4 2025
WMWaste Management Inc	$4.98M	0.34%	0.01%	New	Q4 2025
CVXChevron Corp	$4.91M	0.33%	0.00%	New	Q4 2025
OMCOmnicom Group Inc.	$4.84M	0.33%	0.02%	New	Q4 2025
MCDMcdonalds Corp	$4.71M	0.32%	0.00%	New	Q4 2025
METMetlife Inc	$4.69M	0.32%	0.01%	New	Q4 2025
ABTAbbott Laboratories	$4.68M	0.32%	0.00%	New	Q4 2025
ULUnilever PLC	$4.67M	0.32%	0.00%	New	Q4 2025
IQVIqvia Holdings Inc.	$4.62M	0.31%	0.01%	New	Q4 2025
TXNTexas Instruments Inc	$4.58M	0.31%	0.00%	New	Q4 2025
COPConocophillips	$4.56M	0.31%	0.00%	New	Q4 2025
GPCGenuine Parts Co	$4.5M	0.31%	0.03%	New	Q4 2025
IPInternational Paper Co	$4.44M	0.30%	0.02%	New	Q4 2025
ADPAutomatic Data Processing Inc	$4.35M	0.30%	0.00%	New	Q4 2025
SYYSysco Corp	$4.32M	0.29%	0.01%	New	Q4 2025
ELVElevance Health, Inc.	$4.22M	0.29%	0.01%	New	Q4 2025

Q3 2025Reported Dec 22, 202550 positions
GLDSPDR Gold Trust	$34.9M	12.44%	0.03%	+3.0%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$13M	4.63%	Not reported	-5.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$12.2M	4.36%	Not reported	-15.5%	Q4 2024
PLTRPalantir Technologies Inc.	$3.6M	1.28%	0.00%	-6.7%	Q4 2024
WDCWestern Digital Corp	$1.47M	0.53%	0.00%	New	Q3 2025
NVDANvidia Corp	$1.26M	0.45%	0.00%	+364.9%	Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$1.22M	0.44%	Not reported	-54.1%	Q4 2024
TPRTapestry, Inc.	$1.18M	0.42%	0.01%	+3.2%	Q2 2025
AVGOBroadcom Inc.	$1.15M	0.41%	0.00%	+7.1%	Q2 2025
STXSeagate Technology Holdings plc	$1.12M	0.40%	0.00%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$1.05M	0.38%	0.00%	New	Q3 2025
NEMNEWMONT Corp	$971K	0.35%	0.00%	New	Q3 2025
APHAmphenol Corp	$962K	0.34%	0.00%	-8.0%	Q2 2025
ORCLOracle Corp	$951K	0.34%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$935K	0.33%	0.00%	-1.9%	Q2 2025
GEVGE Vernova Inc.	$893K	0.32%	0.00%	-10.7%	Q2 2025
VSTVistra Corp.	$883K	0.32%	0.00%	-1.0%	Q4 2024
RCLRoyal Caribbean Cruises Ltd	$808K	0.29%	0.00%	Not reported	Q4 2024
BABoeing Co	$768K	0.27%	0.00%	New	Q3 2025
HWMHowmet Aerospace Inc.	$734K	0.26%	0.00%	-30.1%	Q4 2024
NRGNRG Energy, Inc.	$695K	0.25%	0.00%	-16.6%	Q2 2025
JBLJabil Inc	$660K	0.24%	0.00%	-1.2%	Q2 2025
DGDollar General Corp	$628K	0.22%	0.00%	New	Q3 2025
MRVLMarvell Technology, Inc.	$599K	0.21%	0.00%	New	Q3 2025
DLTRDollar Tree, Inc.	$580K	0.21%	0.00%	New	Q3 2025
ORLYO Reilly Automotive Inc	$577K	0.21%	0.00%	-9.3%	Q2 2025
WBDWarner Bros. Discovery, Inc.	$483K	0.17%	0.00%	New	Q3 2025
CELHCelsius Holdings, Inc.	$460K	0.16%	0.00%	New	Q3 2025
DASHDoorDash, Inc.	$404K	0.14%	Not reported	+5.0%	Q4 2024
SOFISoFi Technologies, Inc.	$373K	0.13%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$333K	0.12%	0.00%	-62.1%	Q4 2024
HOODRobinhood Markets, Inc.	$327K	0.12%	0.00%	-12.5%	Q4 2024
CARAvis Budget Group, Inc.	$294K	0.10%	0.01%	New	Q3 2025
APPAppLovin Corp	$292K	0.10%	0.00%	-64.1%	Q4 2024
RBLXRoblox Corp	$291K	0.10%	0.00%	+0.7%	Q2 2025
HIMSHims & Hers Health, Inc.	$280K	0.10%	Not reported	+10.5%	Q2 2025
TLNTalen Energy Corp	$261K	0.09%	0.00%	New	Q3 2025
RKLBRocket Lab Corp	$257K	0.09%	0.00%	New	Q3 2025
MPMP Materials Corp. / DE	$252K	0.09%	0.00%	-45.0%	Q2 2025
APGAPi Group Corp	$240K	0.09%	0.00%	New	Q3 2025
LRCXLam Research Corp	$237K	0.08%	0.00%	New	Q3 2025
MSFTMicrosoft Corp	$236K	0.08%	0.00%	+7.0%	Q2 2025
PEPPepsico Inc	$234K	0.08%	0.00%	Not reported	Q4 2024
CVNACarvana Co.	$225K	0.08%	Not reported	Not reported	Q4 2024
ALGMAllegro Microsystems, Inc.	$225K	0.08%	0.00%	New	Q3 2025
NETCloudflare, Inc.	$203K	0.07%	Not reported	New	Q3 2025
IBKRInteractive Brokers Group, Inc.	$202K	0.07%	0.00%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$202K	0.07%	0.00%	New	Q3 2025
COINCoinbase Global, Inc.	$200K	0.07%	0.00%	New	Q3 2025
SRFMSurf Air Mobility Inc.	$125K	0.04%	0.06%	New	Q3 2025

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