Freedom Financial Partners LLC
RIA/Wealth
Freedom Financial Partners LLC is a RIA/Wealth based in Oakdale, MN led by John Stephen Schwalbach, reporting $300.9M in AUM as of Q3 2025 with 86% ETF concentration and 55% concentrated in top 10 holdings.
PresidentJohn Stephen Schwalbach
- Portfolio Value
- $262.4M
- Positions
- 84
- Top Holding
- VOO at 9.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Freedom Financial Partners LLC's portfolio (54.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.2M | 9.97% | +$403.6K Bought | — 42.7K shares | |
ETF ETF | $21.9M | 8.36% | -$5.1M Sold | — 201.7K shares | |
ETF ETF | $19.5M | 7.42% | +$470.9K Bought | — 246.8K shares | |
Consumer Electronics Technology | $14.8M | 5.63% | -$375.6K Sold | 0.00% 58.0K shares | |
ETF ETF | $13.2M | 5.03% | +$455.6K Bought | — 44.9K shares | |
ETF ETF | $9.8M | 3.75% | +$31.2K Bought | — 20.5K shares | |
ETF ETF | $9.6M | 3.66% | +$351.5K Bought | — 311.0K shares | |
ETF ETF | $9.5M | 3.61% | -$8.4M Sold | — 320.1K shares | |
ETF ETF | $9.3M | 3.56% | +$9.3M New | — 277.0K shares | |
ETF ETF | $9.3M | 3.54% | +$143.0K Bought | — 123.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Freedom Financial Partners LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-59.33% | |
-47.04% | |
-18.91% | |
-16.56% | |
-12.32% |
Analytics
Portfolio insights and performance metrics for Freedom Financial Partners LLC
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