Freedom Together Foundation
Long book
$762.2M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
+14.2%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsFreedom Together Foundation is a wealth-management firm allocating client money, running a $762.2M US long book across 2 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, INVESCO S&P 500 EQUAL WEIGHT.
Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of 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
+6.7%
Q2 2024
+9.3%
Q3 2024
+1.1%
Q4 2024
-4.2%
Q1 2025
+9.9%
Q2 2025
+7.3%
Q3 2025
+2.4%
Q4 2025
-3.0%
Q1 2026
+14.2%
Sector allocation
Technology 50%
Financials 23%
Healthcare 18%
Communications 5%
Consumer staples 3%
Other 2%
Long book by quarter
What does Freedom Together own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 2 | $762.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 2 | $788.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 2 | $873.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 2 | $816.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 22 | $764.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 22 | $900.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 24 | $946.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 24 | $934.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 23 | $916.2M | canonical | SEC ↗ |