Byrne Financial Freedom

FRANKLIN, MAfiles as BYRNE FINANCIAL FREEDOM, LLC

$256m in 119 US stocks at the end of 30 June 2026. The top 10 are 48.4% of the money. It changed about 14.0% of the portfolio this quarter.

Value

$256m

Stocks

119

Top 10 share

48.4%

Turnover

14.0%

What changed this quarter

New

Bought for the first time this quarter.

MFS Active Exchange Traded FBRIE
2.5% of the fund
Ishares TRSOXX
0.5% of the fund
Vanguard World FDVIS
0.3% of the fund
Spdr Series TrustSPYM
0.2% of the fund
Ishares TRIHI
0.1% of the fund
RBB FDRBIL
0.1% of the fund
Ishares TRITA
0.1% of the fund
Vanguard Index FDSVUG
0.1% of the fund
Ishares TRIMCB
0.1% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
IntuitINTU
0.1% of the fund
Lam ResearchLRCX
0.1% of the fund
Vanguard Index FDSVTV
<0.1% of the fund
Vanguard World FDVOX
<0.1% of the fund
TeslaTSLA
<0.1% of the fund
TeradyneTER
<0.1% of the fund
Mercury SystemsMRCY
<0.1% of the fund
Columbia ETF TR IIXCEM
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
Vanguard Index FDSVTI
<0.1% of the fund
ServiceNowNOW
<0.1% of the fund

Added

Bought more of a stock they already held.

ARK ETF TRARKK
3.8% of the fund
+4%
MicrosoftMSFT
3.2% of the fund
+6%
Palantir TechnologiesPLTR
2.5% of the fund
+5%
ARK ETF TRARKF
2.4% of the fund
+11%
Meta PlatformsMETA
2.0% of the fund
+40%
Abrdn Silver ETF TrustSIVR
1.7% of the fund
+6%
Pgim ETF TRPULS
1.6% of the fund
+11%
State STR Spdr S&P 500 ETF TSPY
0.9% of the fund
+7%
Ishares TRSMLF
0.9% of the fund
+107%
Cardinal HealthCAH
0.8% of the fund
+3%
BroadcomAVGO
0.6% of the fund
+10%
Pimco ETF TRPYLD
0.6% of the fund
+3%
International Business MachinesIBM
0.5% of the fund
+3%
CaterpillarCAT
0.4% of the fund
+19%
GE VernovaGEV
0.4% of the fund
+77%
QualcommQCOM
0.4% of the fund
+5%
First TR Exchange-Traded FDCIBR
0.3% of the fund
+101%
General ElectricGE
0.3% of the fund
+6%
OracleORCL
0.3% of the fund
+42%
Ishares TRIVV
0.2% of the fund
+29%
AmgenAMGN
0.2% of the fund
+5%
BoeingBA
0.2% of the fund
+7%
Vanguard Specialized FundsVIG
0.2% of the fund
+8%
Select Sector Spdr TRXLI
0.2% of the fund
+6%
SAP SESAP
0.2% of the fund
+81%

Cut

Sold some of their stake.

Invesco Exch TRD SLF IDX FDIUS
3.2% of the fund
-2%
Nuveen AMT Free Qlty MUNXNEAX
2.9% of the fund
-2%
Janus Detroit STR TRJSI
1.2% of the fund
-9%
Franklin Templeton ETF TRFLQS
0.9% of the fund
-37%
AmphenolAPH
0.8% of the fund
-17%
Invesco Exchange Traded FD TPTH
0.8% of the fund
-2%
Janus Detroit STR TRJAAA
0.8% of the fund
-28%
Select Sector Spdr TRXLK
0.8% of the fund
-3%
Franklin Templeton ETF TRFLQM
0.6% of the fund
-35%
Dell TechnologiesDELL
0.5% of the fund
-46%
FortinetFTNT
0.5% of the fund
-3%
Franklin Templeton ETF TRDIEM
0.4% of the fund
-76%
First TR Exchange Traded FDAIRR
0.4% of the fund
-3%
Select Sector Spdr TRXLV
0.4% of the fund
-17%
Sonida Senior LivingSNDA
0.4% of the fund
-18%
Johnson & JohnsonJNJ
0.3% of the fund
-10%
Vaneck ETF TrustMOAT
0.3% of the fund
-5%
J P Morgan Exchange Traded FJPST
0.2% of the fund
-3%
Cisco SystemsCSCO
0.2% of the fund
-21%
Spdr Series TrustXBI
0.2% of the fund
-3%
AlphabetGOOGL
0.2% of the fund
-6%
Select Sector Spdr TRXLP
0.2% of the fund
-4%
Spdr Index SHS FDSSPDW
0.2% of the fund
-88%
Wisdomtree TRDXJ
0.2% of the fund
-8%
First TR Exchange-Traded FDFTSM
0.2% of the fund
-10%

Sold out

Sold their entire stake.

Holdings

Micron TechnologyMU
Share
9.9%
Value
$25m
Shares
21,870
Held
AlphabetGOOG
Share
8.3%
Value
$21m
Shares
60,363
Held
Amazon.comAMZN
Share
8.3%
Value
$21m
Shares
88,888
Held
ARK ETF TRARKK
Share
3.8%
Value
$10m
Shares
121,220
+4%
Columbia ETF TR IRECS
Share
3.3%
Value
$8m
Shares
192,408
Held
MicrosoftMSFT
Share
3.2%
Value
$8m
Shares
22,012
+6%
Invesco Exch TRD SLF IDX FDIUS
Share
3.2%
Value
$8m
Shares
124,932
-2%
AppleAAPL
Share
2.9%
Value
$7m
Shares
25,810
Held
Nuveen AMT Free Qlty MUNXNEAX
Share
2.9%
Value
$7m
Shares
628,111
-2%
WalmartWMT
Share
2.6%
Value
$7m
Shares
59,758
Held
MFS Active Exchange Traded FBRIE
Share
2.5%
Value
$7m
Shares
214,740
New
Palantir TechnologiesPLTR
Share
2.5%
Value
$6m
Shares
53,791
+5%
Invesco Exch Traded FD TR IIQQQM
Share
2.4%
Value
$6m
Shares
20,581
Held
ARK ETF TRARKF
Share
2.4%
Value
$6m
Shares
156,510
+11%
Invesco Exch Traded FD TR IIFDIQ
Share
2.0%
Value
$5m
Shares
81,841
Held
Invesco QQQ TRQQQ
Share
2.0%
Value
$5m
Shares
6,855
Held
Meta PlatformsMETA
Share
2.0%
Value
$5m
Shares
8,886
+40%
Global X FDSAIQ
Share
1.7%
Value
$4m
Shares
67,921
Held
Abrdn Silver ETF TrustSIVR
Share
1.7%
Value
$4m
Shares
76,276
+6%
Pgim ETF TRPULS
Share
1.6%
Value
$4m
Shares
85,016
+11%
Global X FDSPAVE
Share
1.4%
Value
$3m
Shares
58,780
Held
NvidiaNVDA
Share
1.3%
Value
$3m
Shares
16,005
Held
Janus Detroit STR TRJSI
Share
1.2%
Value
$3m
Shares
62,332
-9%
State STR Spdr S&P 500 ETF TSPY
Share
0.9%
Value
$2m
Shares
3,136
+7%
Spdr Series TrustSPYG
Share
0.9%
Value
$2m
Shares
19,262
Held
Ishares TRSMLF
Share
0.9%
Value
$2m
Shares
25,588
+107%
Franklin Templeton ETF TRFLQS
Share
0.9%
Value
$2m
Shares
44,877
-37%
Cardinal HealthCAH
Share
0.8%
Value
$2m
Shares
8,866
+3%
AmphenolAPH
Share
0.8%
Value
$2m
Shares
11,935
-17%
Invesco Exchange Traded FD TPTH
Share
0.8%
Value
$2m
Shares
32,917
-2%
Janus Detroit STR TRJAAA
Share
0.8%
Value
$2m
Shares
38,880
-28%
Select Sector Spdr TRXLK
Share
0.8%
Value
$2m
Shares
10,272
-3%
BroadcomAVGO
Share
0.6%
Value
$2m
Shares
4,356
+10%
Pimco ETF TRPYLD
Share
0.6%
Value
$2m
Shares
56,623
+3%
Spdr Series TrustXAR
Share
0.6%
Value
$1m
Shares
5,277
Held
Franklin Templeton ETF TRFLQM
Share
0.6%
Value
$1m
Shares
24,455
-35%
Dell TechnologiesDELL
Share
0.5%
Value
$1m
Shares
3,119
-46%
International Business MachinesIBM
Share
0.5%
Value
$1m
Shares
4,622
+3%
Ishares TRSOXX
Share
0.5%
Value
$1m
Shares
1,896
New
FortinetFTNT
Share
0.5%
Value
$1m
Shares
7,537
-3%
CaterpillarCAT
Share
0.4%
Value
$1m
Shares
1,031
+19%
Franklin Templeton ETF TRDIEM
Share
0.4%
Value
$1m
Shares
25,205
-76%
GE VernovaGEV
Share
0.4%
Value
$1m
Shares
908
+77%
Select Sector Spdr TRXLY
Share
0.4%
Value
$1m
Shares
8,842
Held
Select Sector Spdr TRXLF
Share
0.4%
Value
$1m
Shares
19,252
Held
First TR Exchange Traded FDAIRR
Share
0.4%
Value
$1m
Shares
7,586
-3%
JPMorgan ChaseJPM
Share
0.4%
Value
$1m
Shares
3,080
Held
Select Sector Spdr TRXLV
Share
0.4%
Value
$1m
Shares
6,353
-17%
First TR Exchange Traded FDFTXL
Share
0.4%
Value
$944,610
Shares
3,315
Held
QualcommQCOM
Share
0.4%
Value
$944,426
Shares
5,111
+5%
Sonida Senior LivingSNDA
Share
0.4%
Value
$917,633
Shares
22,491
-18%
Johnson & JohnsonJNJ
Share
0.3%
Value
$870,550
Shares
3,428
-10%
First TR Exchange-Traded FDCIBR
Share
0.3%
Value
$821,523
Shares
9,143
+101%
General ElectricGE
Share
0.3%
Value
$810,428
Shares
2,168
+6%
OracleORCL
Share
0.3%
Value
$785,632
Shares
5,361
+42%
Vanguard World FDVIS
Share
0.3%
Value
$720,507
Shares
1,999
New
Vaneck ETF TrustMOAT
Share
0.3%
Value
$715,124
Shares
6,879
-5%
Home DepotHD
Share
0.3%
Value
$672,914
Shares
1,908
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$623,921
Shares
4,563
Held
J P Morgan Exchange Traded FJPST
Share
0.2%
Value
$621,866
Shares
12,297
-3%
Ishares TRIVV
Share
0.2%
Value
$607,717
Shares
811
+29%
Cisco SystemsCSCO
Share
0.2%
Value
$570,105
Shares
4,854
-21%
Spdr Series TrustSPYM
Share
0.2%
Value
$558,729
Shares
6,358
New
Spdr Series TrustXBI
Share
0.2%
Value
$557,990
Shares
3,526
-3%
AlphabetGOOGL
Share
0.2%
Value
$542,970
Shares
1,519
-6%
AmgenAMGN
Share
0.2%
Value
$526,665
Shares
1,454
+5%
Select Sector Spdr TRXLP
Share
0.2%
Value
$482,095
Shares
5,804
-4%
Victory Portfolios IIVFLO
Share
0.2%
Value
$451,339
Shares
9,865
Held
Spdr Index SHS FDSSPDW
Share
0.2%
Value
$448,003
Shares
8,891
-88%
Wisdomtree TRDXJ
Share
0.2%
Value
$446,706
Shares
2,574
-8%
First TR Exchange-Traded FDFTSM
Share
0.2%
Value
$429,509
Shares
7,191
-10%
Palo Alto NetworksPANW
Share
0.2%
Value
$428,662
Shares
1,257
-5%
Ishares TRIEFA
Share
0.2%
Value
$426,055
Shares
4,411
-17%
BoeingBA
Share
0.2%
Value
$425,054
Shares
1,964
+7%
Quanta ServicesPWR
Share
0.2%
Value
$424,512
Shares
590
-13%
Vanguard Specialized FundsVIG
Share
0.2%
Value
$424,407
Shares
1,794
+8%
Ishares TREEM
Share
0.2%
Value
$406,895
Shares
5,948
-5%
Select Sector Spdr TRXLI
Share
0.2%
Value
$405,559
Shares
2,189
+6%
Lowe's CompaniesLOW
Share
0.2%
Value
$405,040
Shares
1,837
Held
Wells Fargo & CompanyWFC
Share
0.2%
Value
$404,729
Shares
4,898
Held
Spdr Series TrustXHB
Share
0.2%
Value
$399,990
Shares
3,461
Held
SAP SESAP
Share
0.2%
Value
$395,293
Shares
2,565
+81%
Ishares TRIJH
Share
0.2%
Value
$388,887
Shares
5,043
Held
Bank of AmericaBAC
Share
0.2%
Value
$385,810
Shares
6,771
Held
Uber TechnologiesUBER
Share
0.1%
Value
$378,433
Shares
5,244
Held
Ishares TRTLT
Share
0.1%
Value
$372,391
Shares
4,309
+11%
Ishares TRIHI
Share
0.1%
Value
$368,402
Shares
7,456
New
RBB FDRBIL
Share
0.1%
Value
$359,208
Shares
7,200
New
Unity SoftwareU
Share
0.1%
Value
$351,191
Shares
12,288
+14%
AbbVieABBV
Share
0.1%
Value
$334,037
Shares
1,327
Held
Ishares TRITA
Share
0.1%
Value
$332,422
Shares
1,371
New
Spdr Series TrustSPYV
Share
0.1%
Value
$325,949
Shares
5,362
+5%
Vanguard Index FDSVUG
Share
0.1%
Value
$325,867
Shares
3,783
New
Ishares TRIMCB
Share
0.1%
Value
$323,338
Shares
3,349
New
Advanced Micro DevicesAMD
Share
0.1%
Value
$321,243
Shares
553
New
CienaCIEN
Share
0.1%
Value
$320,827
Shares
654
+25%
Pimco ETF TRMUNI
Share
0.1%
Value
$319,282
Shares
6,070
+2%
TJX CompaniesTJX
Share
0.1%
Value
$312,497
Shares
2,063
Held
RTXRTX
Share
0.1%
Value
$310,364
Shares
1,636
-28%
StarbucksSBUX
Share
0.1%
Value
$308,146
Shares
3,015
-7%

Company	Share of fund	Value	Shares	Change
Micron TechnologyMU	9.9%	$25m	21,870	Held
AlphabetGOOG	8.3%	$21m	60,363	Held
Amazon.comAMZN	8.3%	$21m	88,888	Held
ARK ETF TRARKK	3.8%	$10m	121,220	+4%
Columbia ETF TR IRECS	3.3%	$8m	192,408	Held
MicrosoftMSFT	3.2%	$8m	22,012	+6%
Invesco Exch TRD SLF IDX FDIUS	3.2%	$8m	124,932	-2%
AppleAAPL	2.9%	$7m	25,810	Held
Nuveen AMT Free Qlty MUNXNEAX	2.9%	$7m	628,111	-2%
WalmartWMT	2.6%	$7m	59,758	Held
MFS Active Exchange Traded FBRIE	2.5%	$7m	214,740	New
Palantir TechnologiesPLTR	2.5%	$6m	53,791	+5%
Invesco Exch Traded FD TR IIQQQM	2.4%	$6m	20,581	Held
ARK ETF TRARKF	2.4%	$6m	156,510	+11%
Invesco Exch Traded FD TR IIFDIQ	2.0%	$5m	81,841	Held
Invesco QQQ TRQQQ	2.0%	$5m	6,855	Held
Meta PlatformsMETA	2.0%	$5m	8,886	+40%
Global X FDSAIQ	1.7%	$4m	67,921	Held
Abrdn Silver ETF TrustSIVR	1.7%	$4m	76,276	+6%
Pgim ETF TRPULS	1.6%	$4m	85,016	+11%
Global X FDSPAVE	1.4%	$3m	58,780	Held
NvidiaNVDA	1.3%	$3m	16,005	Held
Janus Detroit STR TRJSI	1.2%	$3m	62,332	-9%
State STR Spdr S&P 500 ETF TSPY	0.9%	$2m	3,136	+7%
Spdr Series TrustSPYG	0.9%	$2m	19,262	Held
Ishares TRSMLF	0.9%	$2m	25,588	+107%
Franklin Templeton ETF TRFLQS	0.9%	$2m	44,877	-37%
Cardinal HealthCAH	0.8%	$2m	8,866	+3%
AmphenolAPH	0.8%	$2m	11,935	-17%
Invesco Exchange Traded FD TPTH	0.8%	$2m	32,917	-2%
Janus Detroit STR TRJAAA	0.8%	$2m	38,880	-28%
Select Sector Spdr TRXLK	0.8%	$2m	10,272	-3%
BroadcomAVGO	0.6%	$2m	4,356	+10%
Pimco ETF TRPYLD	0.6%	$2m	56,623	+3%
Spdr Series TrustXAR	0.6%	$1m	5,277	Held
Franklin Templeton ETF TRFLQM	0.6%	$1m	24,455	-35%
Dell TechnologiesDELL	0.5%	$1m	3,119	-46%
International Business MachinesIBM	0.5%	$1m	4,622	+3%
Ishares TRSOXX	0.5%	$1m	1,896	New
FortinetFTNT	0.5%	$1m	7,537	-3%
CaterpillarCAT	0.4%	$1m	1,031	+19%
Franklin Templeton ETF TRDIEM	0.4%	$1m	25,205	-76%
GE VernovaGEV	0.4%	$1m	908	+77%
Select Sector Spdr TRXLY	0.4%	$1m	8,842	Held
Select Sector Spdr TRXLF	0.4%	$1m	19,252	Held
First TR Exchange Traded FDAIRR	0.4%	$1m	7,586	-3%
JPMorgan ChaseJPM	0.4%	$1m	3,080	Held
Select Sector Spdr TRXLV	0.4%	$1m	6,353	-17%
First TR Exchange Traded FDFTXL	0.4%	$944,610	3,315	Held
QualcommQCOM	0.4%	$944,426	5,111	+5%
Sonida Senior LivingSNDA	0.4%	$917,633	22,491	-18%
Johnson & JohnsonJNJ	0.3%	$870,550	3,428	-10%
First TR Exchange-Traded FDCIBR	0.3%	$821,523	9,143	+101%
General ElectricGE	0.3%	$810,428	2,168	+6%
OracleORCL	0.3%	$785,632	5,361	+42%
Vanguard World FDVIS	0.3%	$720,507	1,999	New
Vaneck ETF TrustMOAT	0.3%	$715,124	6,879	-5%
Home DepotHD	0.3%	$672,914	1,908	Held
ExxonMobil HoldingsXOM	0.2%	$623,921	4,563	Held
J P Morgan Exchange Traded FJPST	0.2%	$621,866	12,297	-3%
Ishares TRIVV	0.2%	$607,717	811	+29%
Cisco SystemsCSCO	0.2%	$570,105	4,854	-21%
Spdr Series TrustSPYM	0.2%	$558,729	6,358	New
Spdr Series TrustXBI	0.2%	$557,990	3,526	-3%
AlphabetGOOGL	0.2%	$542,970	1,519	-6%
AmgenAMGN	0.2%	$526,665	1,454	+5%
Select Sector Spdr TRXLP	0.2%	$482,095	5,804	-4%
Victory Portfolios IIVFLO	0.2%	$451,339	9,865	Held
Spdr Index SHS FDSSPDW	0.2%	$448,003	8,891	-88%
Wisdomtree TRDXJ	0.2%	$446,706	2,574	-8%
First TR Exchange-Traded FDFTSM	0.2%	$429,509	7,191	-10%
Palo Alto NetworksPANW	0.2%	$428,662	1,257	-5%
Ishares TRIEFA	0.2%	$426,055	4,411	-17%
BoeingBA	0.2%	$425,054	1,964	+7%
Quanta ServicesPWR	0.2%	$424,512	590	-13%
Vanguard Specialized FundsVIG	0.2%	$424,407	1,794	+8%
Ishares TREEM	0.2%	$406,895	5,948	-5%
Select Sector Spdr TRXLI	0.2%	$405,559	2,189	+6%
Lowe's CompaniesLOW	0.2%	$405,040	1,837	Held
Wells Fargo & CompanyWFC	0.2%	$404,729	4,898	Held
Spdr Series TrustXHB	0.2%	$399,990	3,461	Held
SAP SESAP	0.2%	$395,293	2,565	+81%
Ishares TRIJH	0.2%	$388,887	5,043	Held
Bank of AmericaBAC	0.2%	$385,810	6,771	Held
Uber TechnologiesUBER	0.1%	$378,433	5,244	Held
Ishares TRTLT	0.1%	$372,391	4,309	+11%
Ishares TRIHI	0.1%	$368,402	7,456	New
RBB FDRBIL	0.1%	$359,208	7,200	New
Unity SoftwareU	0.1%	$351,191	12,288	+14%
AbbVieABBV	0.1%	$334,037	1,327	Held
Ishares TRITA	0.1%	$332,422	1,371	New
Spdr Series TrustSPYV	0.1%	$325,949	5,362	+5%
Vanguard Index FDSVUG	0.1%	$325,867	3,783	New
Ishares TRIMCB	0.1%	$323,338	3,349	New
Advanced Micro DevicesAMD	0.1%	$321,243	553	New
CienaCIEN	0.1%	$320,827	654	+25%
Pimco ETF TRMUNI	0.1%	$319,282	6,070	+2%
TJX CompaniesTJX	0.1%	$312,497	2,063	Held
RTXRTX	0.1%	$310,364	1,636	-28%
StarbucksSBUX	0.1%	$308,146	3,015	-7%

Showing the largest 100 of 119.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 28.0% since 30 June 2025.

Where the money is

Technology24.9%

Media & telecom10.5%

Retail & consumer9.0%

Everyday goods2.7%

Health care1.9%

Industrials1.8%

Financial services0.7%

Energy0.2%

Other48.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.