BYRNE FINANCIAL FREEDOM, LLC
RIA/Wealth
BYRNE FINANCIAL FREEDOM, LLC is a RIA/Wealth based in Franklin, MA led by Joseph Gerard Byrne, reporting $435.7M in AUM as of Q3 2025 with 44% ETF concentration.
CEOJoseph Gerard Byrne
- Portfolio Value
- $200.9M
- Positions
- 98
- Top Holding
- AMZN at 9.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BYRNE FINANCIAL FREEDOM, LLC's portfolio (49.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $19.3M | 9.60% | -$234.3K Sold | 0.00% 87.8K shares | |
Internet Content & Information Communication Services | $16.0M | 7.96% | +$1.6M Bought | 0.00% 65.7K shares | |
Software - Infrastructure Technology | $9.9M | 4.92% | +$55.9K Bought | 0.00% 19.1K shares | |
ETF ETF | $9.8M | 4.87% | -$4.1M Sold | — 113.5K shares | |
Software - Infrastructure Technology | $9.0M | 4.50% | -$2.1M Sold | 0.00% 49.5K shares | |
ETF ETF | $7.7M | 3.82% | -$665.8K Sold | — 135.1K shares | |
Unknown Unknown | $7.4M | 3.68% | -$404.8K Sold | — 649.2K shares | |
Consumer Electronics Technology | $7.0M | 3.49% | -$2.2M Sold | 0.00% 27.6K shares | |
ETF ETF | $7.0M | 3.47% | +$1.2M Bought | — 126.2K shares | |
Discount Stores Consumer Defensive | $6.4M | 3.17% | +$77.8K Bought | 0.00% 61.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BYRNE FINANCIAL FREEDOM, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BYRNE FINANCIAL FREEDOM, LLC
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