BYRNE FINANCIAL FREEDOM, LLC
Sector Allocation
- Other40.5%$103.8M
- Technology35.5%$91.0M
- Consumer Discretionary9.0%$23.1M
- Financials8.5%$21.7M
- Consumer Staples3.6%$9.1M
- Industrials1.6%$4.1M
- Healthcare1.0%$2.6M
- Energy0.2%$623,921
AUM History
13fpro.ai/research/fund/byrne-financial-freedom-llc-2063947
Conviction and streaks
Concentrating · top 10 = 48.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MU
$25.2MGOOG
$21.3MAMZN
$21.2M- ARK$9.8M
- COLUMBIA$8.3M
MSFT
$8.2MIVZ
$8.2MAAPL
$7.5M- NUVEEN$7.4M
WMT
$6.8M- MFS$6.5M
PLTR
$6.3M- $6.2M
- ARK$6.2M
- INVESCO$5.2M
QQQ
$5.0MMETA
$5.0M- GLOBAL$4.5M
SIVR
$4.3M- PGIM$4.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/byrne-financial-freedom-llc-2063947
BYRNE FINANCIAL FREEDOM, LLC 13F holdings — Q2 2026
$256.1M portfolio (+22.6% QoQ) · 119 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
$25.2M
9.9% of stocks
-0.3%This quarter+3.3%Since filed3 qtrsHeld$21.3M
8.3% of stocks
-2%This quarter-5.8%Since filed6+ qtrsHeld$21.2M
8.3% of stocks
-0.8%This quarter+5.8%Since filed6+ qtrsHeld- 4
ARK ETF TR - INNOVATION ETF
$9.8M
3.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
COLUMBIA ETF TR I - RESH ENHNC COR
$8.3M
3.3% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— $8.2M
3.2% of stocks
+6%This quarter+18.1%Since filed6+ qtrsHeld$8.2M
3.2% of stocks
-2%This quarter-3.0%Since filed6+ qtrsHeld$7.5M
2.9% of stocks
-0.4%This quarter+3.1%Since filed6+ qtrsHeld- 9
NUVEEN AMT FREE QLTY MUN INC - COM
$7.4M
2.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $6.8M
2.6% of stocks
-0.7%This quarter+8.3%Since filed6+ qtrsHeld
All holdings — BYRNE FINANCIAL FREEDOM, LLC (Q2 2026)
119 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | MFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETFetf/fund | — | $6.5M | 2.5% | 215K | New | — | — | 13F |
| 12 | Palantir Technologies Inc. | Technology | $6.3M | 2.5% | 54K | +5% | 6+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Invesco Ltd.etf/fund | Financials | $6.2M | 2.4% | 21K | -1.0% | 6+ qtrs | — | 13F | |
| 14 | — | ARK ETF TR - BLOC FIN INN ETFetf/fund | — | $6.2M | 2.4% | 157K | +11% | — | — | 13F |
| 15 | — | INVESCO EXCH TRADED FD TR II - BLOOM DATA ETFetf/fund | — | $5.2M | 2.0% | 82K | -1.0% | — | — | 13F |
| 16 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $5.0M | 2.0% | 6,855 | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Meta Platforms, Inc. | Technology | $5.0M | 1.9% | 8,886 | +40% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | GLOBAL X FDS - ARTIFICIAL ETFetf/fund | — | $4.5M | 1.7% | 68K | -0.4% | — | — | 13F |
| 19 | abrdn Silver ETF Trustetf/fund | Financials | $4.3M | 1.7% | 76K | +6% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | PGIM ETF TR - PGIM ULTRA SH BDetf/fund | — | $4.2M | 1.6% | 85K | +11% | — | — | 13F |
| 21 | — | GLOBAL X FDS - US INFR DEV ETFetf/fund | — | $3.5M | 1.4% | 59K | -0.8% | — | — | 13F |
| 22 | NVIDIA CORP | Technology | $3.2M | 1.3% | 16K | +0.8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | JANUS DETROIT STR TR - HEND SECU IN ETFetf/fund | — | $3.2M | 1.3% | 62K | -9% | — | — | 13F |
| 24 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.3M | 0.9% | 3,136 | +7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $2.3M | 0.9% | 19K | +0.5% | — | — | 13F |
| 26 | — | ISHARES TR - US SML CAP EQT | — | $2.3M | 0.9% | 26K | +107% | |||
| 27 | — | FRANKLIN TEMPLETON ETF TR - US SML CP MLTFCT | — | $2.2M | 0.9% | 45K | -37% | |||
| 28 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $2.1M | 0.8% | 8,866 | +3% | |||
| 29 | $APH | AMPHENOL CORP /DE/ | Technology | $2.1M | 0.8% | 12K | -17% | |||
| 30 | — | INVESCO EXCHANGE TRADED FD T - DORS WR HEAL ETF | — | $2.0M | 0.8% | 33K | -2% | |||
| 31 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $2.0M | 0.8% | 39K | -28% | |||
| 32 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.0M | 0.8% | 10K | -3% | |||
| 33 | $AVGO | Broadcom Inc. | Technology | $1.6M | 0.6% | 4,356 | +10% | |||
| 34 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.5M | 0.6% | 57K | +3% | |||
| 35 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $1.5M | 0.6% | 5,277 | -2% | |||
| 36 | — | FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT | — | $1.4M | 0.6% | 24K | -35% | |||
| 37 | $DELL | Dell Technologies Inc. | Technology | $1.3M | 0.5% | 3,119 | -46% | |||
| 38 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.3M | 0.5% | 4,622 | +3% | |||
| 39 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.2M | 0.5% | 1,896 | New | |||
| 40 | $FTNT | Fortinet, Inc. | Technology | $1.2M | 0.5% | 7,537 | -3% | |||
| 41 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.4% | 1,031 | +19% | |||
| 42 | — | FRANKLIN TEMPLETON ETF TR - EMER MKT COR DIV | — | $1.1M | 0.4% | 25K | -76% | |||
| 43 | $GEV | GE Vernova Inc. | Industrials | $1.1M | 0.4% | 908 | +77% | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $1.0M | 0.4% | 8,842 | -0.6% | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.0M | 0.4% | 19K | +1% | |||
| 46 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $1.0M | 0.4% | 7,586 | -3% | |||
| 47 | $JPM | JPMORGAN CHASE & CO | Financials | $1.0M | 0.4% | 3,080 | -2% | |||
| 48 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.0M | 0.4% | 6,353 | -17% | |||
| 49 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | — | $945K | 0.4% | 3,315 | +0.5% | |||
| 50 | $QCOM | QUALCOMM INC/DE | Technology | $944K | 0.4% | 5,111 | +5% | |||
| 51 | $SNDA | SONIDA SENIOR LIVING, INC. | Healthcare | $918K | 0.4% | 22K | -18% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $871K | 0.3% | 3,428 | -10% | |||
| 53 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $822K | 0.3% | 9,143 | +101% | |||
| 54 | $GE | GENERAL ELECTRIC CO | Industrials | $810K | 0.3% | 2,168 | +6% | |||
| 55 | $ORCL | ORACLE CORP | Technology | $786K | 0.3% | 5,361 | +42% | |||
| 56 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $721K | 0.3% | 1,999 | New | |||
| 57 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $715K | 0.3% | 6,879 | -5% | |||
| 58 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $673K | 0.3% | 1,908 | -2% | |||
| 59 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $624K | 0.2% | 4,563 | -2% | |||
| 60 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $622K | 0.2% | 12K | -3% | |||
| 61 | — | ISHARES TR - CORE S&P500 ETF | — | $608K | 0.2% | 811 | +29% | |||
| 62 | $CSCO | CISCO SYSTEMS, INC. | Technology | $570K | 0.2% | 4,854 | -21% | |||
| 63 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $559K | 0.2% | 6,358 | New | |||
| 64 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $558K | 0.2% | 3,526 | -3% | |||
| 65 | $GOOGL | Alphabet Inc. | Technology | $543K | 0.2% | 1,519 | -6% | |||
| 66 | $AMGN | AMGEN INC | Healthcare | $527K | 0.2% | 1,454 | +5% | |||
| 67 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $482K | 0.2% | 5,804 | -4% | |||
| 68 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $451K | 0.2% | 9,865 | -2% | |||
| 69 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $448K | 0.2% | 8,891 | -88% | |||
| 70 | $WT | WisdomTree, Inc. | Financials | $447K | 0.2% | 2,574 | -8% | |||
| 71 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $430K | 0.2% | 7,191 | -10% | |||
| 72 | $PANW | Palo Alto Networks Inc | Technology | $429K | 0.2% | 1,257 | -5% | |||
| 73 | — | ISHARES TR - CORE MSCI EAFE | — | $426K | 0.2% | 4,411 | -17% | |||
| 74 | $BA | BOEING CO | Industrials | $425K | 0.2% | 1,964 | +7% | |||
| 75 | $PWR | QUANTA SERVICES, INC. | Industrials | $425K | 0.2% | 590 | -13% | |||
| 76 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $424K | 0.2% | 1,794 | +8% | |||
| 77 | — | ISHARES TR - MSCI EMG MKT ETF | — | $407K | 0.2% | 5,948 | -5% | |||
| 78 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $406K | 0.2% | 2,189 | +6% | |||
| 79 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $405K | 0.2% | 1,837 | -0.1% | |||
| 80 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $405K | 0.2% | 4,898 | -0.9% | |||
| 81 | — | SPDR SERIES TRUST - ST STR SP HOME | — | $400K | 0.2% | 3,461 | — | |||
| 82 | $SAP | SAP SE | Technology | $395K | 0.1% | 2,565 | +81% | |||
| 83 | — | ISHARES TR - CORE S&P MCP ETF | — | $389K | 0.1% | 5,043 | — | |||
| 84 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $386K | 0.1% | 6,771 | -2% | |||
| 85 | $UBER | Uber Technologies, Inc | Technology | $378K | 0.1% | 5,244 | -0.8% | |||
| 86 | — | ISHARES TR - 20 YR TR BD ETF | — | $372K | 0.1% | 4,309 | +11% | |||
| 87 | — | ISHARES TR - U.S. MED DVC ETF | — | $368K | 0.1% | 7,456 | New | |||
| 88 | — | RBB FD INC - FM ULTRASHORT TR | — | $359K | 0.1% | 7,200 | New | |||
| 89 | $U | Unity Software Inc. | Technology | $351K | 0.1% | 12K | +14% | |||
| 90 | $ABBV | AbbVie Inc. | Healthcare | $334K | 0.1% | 1,327 | +2% | |||
| 91 | — | ISHARES TR - US AER DEF ETF | — | $332K | 0.1% | 1,371 | New | |||
| 92 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $326K | 0.1% | 5,362 | +5% | |||
| 93 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $326K | 0.1% | 3,783 | New | |||
| 94 | — | ISHARES TR - MRGSTR MD CP ETF | — | $323K | 0.1% | 3,349 | New | |||
| 95 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $321K | 0.1% | 553 | New | |||
| 96 | $CIEN | CIENA CORP | Technology | $321K | 0.1% | 654 | +25% | |||
| 97 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $319K | 0.1% | 6,070 | +2% | |||
| 98 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $312K | 0.1% | 2,063 | +0.0% | |||
| 99 | $RTX | RTX Corp | Industrials | $310K | 0.1% | 1,636 | -28% | |||
| 100 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $308K | 0.1% | 3,015 | -7% | |||
| 101 | $INTU | INTUIT INC. | Technology | $294K | 0.1% | 1,127 | New | |||
| 102 | — | ISHARES INC - CORE MSCI EMKT | — | $290K | 0.1% | 3,503 | -5% | |||
| 103 | $LRCX | LAM RESEARCH CORP | Technology | $273K | 0.1% | 630 | New | |||
| 104 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $271K | 0.1% | 568 | -5% | |||
| 105 | $GLD | SPDR GOLD TRUST | Financials | $260K | 0.1% | 707 | +14% | |||
| 106 | $IVZ | Invesco Ltd. | Financials | $260K | 0.1% | 4,370 | -0.3% | |||
| 107 | $SGOL | abrdn Gold ETF Trust | Financials | $246K | 0.1% | 6,445 | -2% | |||
| 108 | — | VANGUARD INDEX FDS - VALUE ETF | — | $245K | 0.1% | 1,123 | New | |||
| 109 | — | SPDR SERIES TRUST - ST LONG BD ETF | — | $242K | 0.1% | 11K | +0.5% | |||
| 110 | $PEP | PEPSICO INC | Consumer Staples | $232K | 0.1% | 1,712 | -1% | |||
| 111 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $229K | 0.1% | 1,244 | New | |||
| 112 | $TSLA | Tesla, Inc. | Consumer Discretionary | $222K | 0.1% | 529 | New | |||
| 113 | $TER | TERADYNE, INC | Technology | $220K | 0.1% | 455 | New | |||
| 114 | $MRCY | MERCURY SYSTEMS INC | Technology | $217K | 0.1% | 1,770 | New | |||
| 115 | — | COLUMBIA ETF TR II - EM CORE EX ETF | — | $212K | 0.1% | 4,000 | New | |||
| 116 | $STX | Seagate Technology Holdings plc | Technology | $209K | 0.1% | 217 | New | |||
| 117 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $208K | 0.1% | 561 | New | |||
| 118 | $NOW | ServiceNow, Inc. | Technology | $203K | 0.1% | 2,045 | New | |||
| 119 | — | ISHARES TR - CORE S&P SCP ETF | — | $201K | 0.1% | 1,357 | -18% |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 39 added to, 57 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
- MFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETF$6.5M
first bought this quarter
- ISHARES TR - ISHARES SEMICDTR$1.2M
first bought this quarter
- VANGUARD WORLD FD - INDUSTRIAL ETF$721K
first bought this quarter
- SPDR SERIES TRUST - ST STR P500ETF$559K
first bought this quarter
- ISHARES TR - U.S. MED DVC ETF$368K
first bought this quarter
- RBB FD INC - FM ULTRASHORT TR$359K
first bought this quarter
+15 more in the Excel export
Added to (39)
now $5.0M · held 6+ qtrs, 2 adds in a row
- ISHARES TR - US SML CAP EQT+107%
now $2.3M
- ARK ETF TR - BLOC FIN INN ETF+11%
now $6.2M
$GEVGE Vernova Inc.+77%
now $1.1M · held 5 qtrs
- PGIM ETF TR - PGIM ULTRA SH BD+11%
now $4.2M
now $8.2M · held 6+ qtrs, 2 adds in a row
+33 more in the Excel export
Trimmed (57)
- FRANKLIN TEMPLETON ETF TR - EMER MKT COR DIV-76%
now $1.1M
- SPDR INDEX SHS FDS - ST STR PO EX ETF-88%
now $448K
- FRANKLIN TEMPLETON ETF TR - US SML CP MLTFCT-37%
now $2.2M
$DELLDell Technologies Inc.-46%
now $1.3M · held 6+ qtrs
- FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT-35%
now $1.4M
- JANUS DETROIT STR TR - HENDRSON AAA CL-28%
now $2.0M
+51 more in the Excel export
Holdings by quarter
Every 13F BYRNE FINANCIAL FREEDOM, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow BYRNE FINANCIAL FREEDOM?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BYRNE FINANCIAL FREEDOM's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+6.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 32% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
77%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BYRNE FINANCIAL FREEDOM, LLC disclosed 119 positions worth $256.1M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 9.9% of the equity portfolio, followed by $GOOG and $AMZN. During the quarter the fund opened 21 new positions and exited 5 and a full exit from $ADBE. The portfolio is most concentrated in Other (40.5% of disclosed assets). All figures are sourced directly from BYRNE FINANCIAL FREEDOM, LLC’s Form 13F-HR filing with the SEC under CIK 2063947.
Funds like this
managers whose biggest positions overlap BYRNE FINANCIAL FREEDOM'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: BYRNE FINANCIAL FREEDOM, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BYRNE FINANCIAL FREEDOM, LLC (SEC CIK: 2063947), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BYRNE FINANCIAL FREEDOM, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.