Freedom Investment Management, Inc. reported 7 positions worth $5.14M for the quarter ended Jun 30, 2026, up 23.3% on the prior quarter. It opened 1 new position, added to 5, trimmed 0 and exited 0. Its largest holding is Apple Inc. at 50.6% 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 |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +904 | – | $215.45K | 4.19% |
| GLDM World Gold Trust | +1,957 | +54.6% | $155.42K | 8.56% |
| NVDA Nvidia Corp | +300 | +17.1% | $60.02K | 7.98% |
| AAPL Apple Inc. | +158 | +1.8% | $45.72K | 50.62% |
| GOOGL Alphabet Inc. | +109 | +10.5% | $38.95K | 7.98% |
| MSFT Microsoft Corp | +100 | +13.5% | $37.30K | 6.09% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMZN Amazon Com Inc | +904 | $215.45K | 4.19% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 8,990 | $2.60M | 50.62% | +158 | +1.8% | Added | 0% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $748.85K | 14.57% | 0 | 0.0% | Unchanged | 0% |
| 3 | GLDM World Gold Trust | Others | 5,539 | $439.91K | 8.56% | +1,957 | +54.6% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 2,051 | $410.34K | 7.98% | +300 | +17.1% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 1,148 | $410.28K | 7.98% | +109 | +10.5% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 839 | $312.96K | 6.09% | +100 | +13.5% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 904 | $215.45K | 4.19% | +904 | – | New | 0% |
Tip. Select a row to see that position’s full history at Freedom Investment Management.
As of its Q2 2026 13F filing, Freedom Investment Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 50.6%, Berkshire Hathaway Inc (BRK-A) at 14.6%, World Gold Trust (GLDM) at 8.6%, Nvidia Corp (NVDA) at 8.0%, Alphabet Inc. (GOOGL) at 8.0% of the reported portfolio.
Freedom Investment Management, Inc. reported a 13F portfolio worth $5.14M across 7 positions for Q2 2026. That is up 23.3% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($215.45K), World Gold Trust ($155.42K), Nvidia Corp ($60.02K). It opened 1 new positions.
From the Form 13F-HR reports Freedom Investment Management, Inc. 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.