1y return+17.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $117 against $121 in the S&P 500.2
True Freedom Investing, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IJSIshares Tr | $225.8M | 17.7% | −1.8% |
| IWMIshares Tr | $224.3M | 17.6% | −1.8% |
| IJKIshares Tr | $223.1M | 17.5% | −1.7% |
| GLDSpdr Gold Tr | $92.7M | 7.3% | −1.5% |
| BIVVanguard Bd Index Fds | $38.3M | 3.0% | −2.6% |
| XLESelect Sector Spdr Tr | $35.2M | 2.8% | −3.7% |
| SCHXSchwab Strategic Tr | $33.6M | 2.6% | −4.1% |
| BNDVanguard Bd Index Fds | $31.1M | 2.4% | −5.1% |
| SCHFSchwab Strategic Tr | $28.2M | 2.2% | −4.1% |
| SPYState Str Spdr S&p 500 Etf T | $20.7M | 1.6% | −1.2% |
| IEFIshares Tr | $14.1M | 1.1% | −7.0% |
| COPConocophillips | $10.5M | 0.8% | −1.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $10.0M | 0.8% | |
| MSFTMicrosoft Corp | $8.0M | 0.6% | −1.1% |
| PSXPhillips 66 | $7.4M | 0.6% | |
| QCOMQualcomm Inc | $7.0M | 0.5% | −1.2% |
| CVXChevron Corporation | $6.8M | 0.5% | |
| MRKMerck & Co Inc | $6.8M | 0.5% | |
| VZVerizon Communications Inc | $6.6M | 0.5% | |
| Astrazeneca PLCCUSIP G0593M107 | $6.5M | 0.5% | |
| SCHDSchwab Strategic Tr | $6.4M | 0.5% | −2.1% |
| AAPLApple Inc | $6.2M | 0.5% | |
| CCitigroup Inc | $6.1M | 0.5% | |
| AMGNAmgen Inc | $6.1M | 0.5% | |
| ABBVAbbvie Inc | $6.0M | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TXNTexas Instrs Inc | December 31, 2025 | +71.8% | $5.5M |
| AVGOBroadcom Inc | June 30, 2025 | +37.0% | $5.5M |
| PSXPhillips 66 | December 31, 2025 | +31.0% | $7.4M |
| SCHFSchwab Strategic Tr | June 30, 2025 | +25.3% | $28.2M |
| XLESelect Sector Spdr Tr | June 30, 2025 | +25.2% | $35.2M |
| MRKMerck & Co Inc | December 31, 2025 | +22.1% | $6.8M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $224.3M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2025 | +20.9% | $20.7M |
| GLDSpdr Gold Tr | June 30, 2025 | +20.8% | $92.7M |
| SCHXSchwab Strategic Tr | June 30, 2025 | +20.4% | $33.6M |
Sold off last quarter
- IYWIshares Tr was $288K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −5.2% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| March 31, 2025 | −0.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: True Freedom Investing, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2096483&type=13F-HR&dateb=&owner=include&count=40CIK 2096483
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2096483/000110465926095030/Filed August 12, 2026 · accession 0001104659-26-095030