BYRNE FINANCIAL FREEDOM, LLC
CIK: 0002063947SEC EDGAR →
Portfolio Value
$217.9M
Holdings
99
As of
Q4 2025
New Positions
10
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 87,954 | $20.3M | 9.32% |
| 2 | ALPHABET INC | 63,092 | $19.8M | 9.08% |
| 3 | MICROSOFT CORP | 18,825 | $9.1M | 4.18% |
| 4 | PALANTIR TECHNOLOGIES INC | 50,907 | $9.0M | 4.15% |
| 5 | ARK ETF TR | 117,241 | $9.0M | 4.14% |
| 6 | COLUMBIA ETF TR I | 199,365 | $8.1M | 3.74% |
| 7 | NUVEEN AMT FREE QLTY MUN INC | 648,817 | $7.5M | 3.46% |
| 8 | APPLE INC | 27,499 | $7.5M | 3.43% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 125,314 | $7.2M | 3.29% |
| 10 | WALMART INC | 62,281 | $6.9M | 3.18% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $88.1M | 40.4% |
| Technology | 18 | $45.7M | 21.0% |
| Unknown | 8 | $25.4M | 11.7% |
| Consumer Cyclical | 7 | $22.8M | 10.5% |
| Communication Services | 4 | $21.0M | 9.7% |
| Consumer Defensive | 3 | $7.5M | 3.4% |
| Healthcare | 5 | $4.0M | 1.8% |
| Industrials | 5 | $2.4M | 1.1% |
| Energy | 1 | $567K | 0.3% |
| Utilities | 1 | $334K | 0.2% |