Freedom Investment Management, Inc.
Long book
$337.0M
Q1 2026
Positions
106
Top-10 weight
68%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsFreedom Investment Management, Inc. is a wealth-management firm allocating client money, specialised in technology (75% of the long book), running a $337.0M US long book across 106 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US HIGH PROFI ET, DIMENSIONAL US EQ MKT ETF, DIMENSIONAL INTERNATIONAL CO, VANGUARD VALUE ETF, WISDOMTREE US MIDCAP FUND.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
+6.1%
Q3 2024
-0.8%
Q4 2024
-0.9%
Q1 2025
+8.7%
Q2 2025
+6.7%
Q3 2025
+3.0%
Q4 2025
+0.6%
Q1 2026
+10.9%
Sector allocation
Technology 81%
Financials 19%
Long book by quarter
What does Freedom Investment own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 153 | $337.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 169 | $343.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 164 | $378.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 841 | $1.25B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 838 | $1.19B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 848 | $1.20B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 758 | $1.26B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 772 | $1.22B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 786 | $1.25B | canonical | SEC ↗ |