Byrne Financial Freedom, LLC reported 55 positions worth $137.23M for the quarter ended Jun 30, 2026, up 27.9% on the prior quarter. It opened 8 new positions, added to 21, trimmed 26 and exited 5. Its largest holding is Micron Technology Inc at 18.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | +2,528 | +39.8% | $1.42M | 3.65% |
| GEV GE Vernova Inc. | +396 | +77.3% | $465.24K | 0.777% |
| MSFT Microsoft Corp | +1,148 | +5.5% | $428.22K | 5.98% |
| AMD Advanced Micro Devices Inc | +553 | – | $321.24K | 0.234% |
| INTU Intuit Inc. | +1,127 | – | $294.15K | 0.214% |
| PLTR Palantir Technologies Inc. | +2,365 | +4.6% | $275.93K | 4.57% |
| LRCX Lam Research Corp | +630 | – | $273.00K | 0.199% |
| ORCL Oracle Corp | +1,597 | +42.4% | $234.03K | 0.572% |
| SIVR abrdn Silver ETF Trust | +4,092 | +5.7% | $230.05K | 3.12% |
| TSLA Tesla, Inc. | +529 | – | $222.50K | 0.162% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DELL Dell Technologies Inc. | -2,675 | -46.2% | $1.15M | 0.981% |
| APH Amphenol Corp | -4,820 | -16.8% | $424.94K | 1.53% |
| GOOG Alphabet Inc. | -997 | -1.6% | $352.27K | 15.54% |
| ADBE Adobe Inc. | -1,428 | -100.0% | $347.12K | Exited |
| COST Costco Wholesale Corp | -249 | -100.0% | $248.43K | Exited |
| TMO Thermo Fisher Scientific Inc. | -497 | -100.0% | $244.31K | Exited |
| VZ Verizon Communications Inc | -4,598 | -100.0% | $230.80K | Exited |
| TMUS T-Mobile US, Inc. | -1,010 | -100.0% | $212.20K | Exited |
| SNDA Sonida Senior Living, Inc. | -4,894 | -17.9% | $199.68K | 0.669% |
| AMZN Amazon Com Inc | -677 | -0.8% | $161.36K | 15.44% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +553 | $321.24K | 0.234% |
| INTU Intuit Inc. | +1,127 | $294.15K | 0.214% |
| LRCX Lam Research Corp | +630 | $273.00K | 0.199% |
| TSLA Tesla, Inc. | +529 | $222.50K | 0.162% |
| TER Teradyne, Inc | +455 | $220.15K | 0.16% |
| MRCY Mercury Systems Inc | +1,770 | $216.53K | 0.158% |
| STX Seagate Technology Holdings plc | +217 | $209.41K | 0.153% |
| NOW ServiceNow, Inc. | +2,045 | $203.03K | 0.148% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MU Micron Technology Inc | Technology | 21.9K | $25.24M | 18.4% | -67 | -0.3% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 60.4K | $21.33M | 15.54% | -997 | -1.6% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 88.9K | $21.19M | 15.44% | -677 | -0.8% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 22.0K | $8.21M | 5.98% | +1,148 | +5.5% | Added | 0% |
| 5 | AAPL Apple Inc. | Technology | 25.8K | $7.47M | 5.44% | -112 | -0.4% | Reduced | 0% |
| 6 | WMT Walmart Inc. | Consumer Staples | 59.8K | $6.77M | 4.93% | -420 | -0.7% | Reduced | 0% |
| 7 | PLTR Palantir Technologies Inc. | Technology | 53.8K | $6.28M | 4.57% | +2,365 | +4.6% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 8,886 | $5.01M | 3.65% | +2,528 | +39.8% | Added | 0% |
| 9 | SIVR abrdn Silver ETF Trust | Others | 76.3K | $4.29M | 3.12% | +4,092 | +5.7% | Added | 0.11% |
| 10 | NVDA Nvidia Corp | Technology | 16.0K | $3.20M | 2.33% | +123 | +0.8% | Added | 0% |
| 11 | CAH Cardinal Health Inc | Healthcare | 8,866 | $2.11M | 1.53% | +295 | +3.4% | Added | 0% |
| 12 | APH Amphenol Corp | Industrials | 23.9K | $2.10M | 1.53% | -4,820 | -16.8% | Reduced | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 4,356 | $1.65M | 1.2% | +405 | +10.3% | Added | 0% |
| 14 | DELL Dell Technologies Inc. | Technology | 3,119 | $1.35M | 0.981% | -2,675 | -46.2% | Reduced | 0% |
| 15 | IBM International Business Machines Corp | Technology | 4,622 | $1.30M | 0.947% | +145 | +3.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Byrne Financial Freedom.
As of its Q2 2026 13F filing, Byrne Financial Freedom, LLC’s five largest positions were Micron Technology Inc (MU) at 18.4%, Alphabet Inc. (GOOG) at 15.5%, Amazon Com Inc (AMZN) at 15.4%, Microsoft Corp (MSFT) at 6.0%, Apple Inc. (AAPL) at 5.4% of the reported portfolio.
Byrne Financial Freedom, LLC reported a 13F portfolio worth $137.23M across 55 positions for Q2 2026. That is up 27.9% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($1.42M), GE Vernova Inc. ($465.24K), Microsoft Corp ($428.22K). It opened 8 new positions.
Its largest sales by value were Dell Technologies Inc. ($1.15M), Amphenol Corp ($424.94K), Alphabet Inc. ($352.27K). It exited 5 positions entirely.
From the Form 13F-HR reports Byrne Financial Freedom, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.