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BFF

Byrne Financial Freedom Portfolio holdings

AUM $256M
1-Year Est. Return 55.23%
This Fund
S&P 500
This Quarter Est. Return
+17.06%
1 Year Est. Return
+55.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24M
Cap. Flow
-$499K
Cap. Flow %
-0.25%
Top 10 Hldgs %
47.6%
Holding
104
New
7
Increased
42
Reduced
33
Closed
4

Top Buys

Rank Stock Value
1
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$1.92M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.89M
3
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$637K
4
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$569K
5
PLTR icon
Palantir
PLTR
+$536K

Top Sells

Rank Stock Value
1
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.98M
2
UNH icon
UnitedHealth
UNH
+$2.42M
3
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.33M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$344K
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$252K

Sector Composition

Rank Sector Weight
1 Technology 19.88%
2 Consumer Discretionary 10.94%
3 Communication Services 5.95%
4 Consumer Staples 5.5%
5 Financials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
26
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$2.17M 1.08%
3,507
-192
-5% -$110K
EEM icon
27
iShares MSCI Emerging Markets ETF
EEM
$30B
$2.02M 1.01%
+41,956
New +$1.89M
XLY icon
28
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$1.98M 0.99%
18,228
+1,092
+6% +$112K
APH icon
29
Amphenol
APH
$209B
$1.72M 0.86%
17,400
– –
XLP icon
30
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.71M 0.86%
21,140
+4,730
+29% +$384K
INTU icon
31
Intuit
INTU
$89B
$1.59M 0.79%
2,019
-3
-0.1% -$2.03K
XLK icon
32
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.57M 0.78%
12,372
-146
-1% -$16.2K
XLV icon
33
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$1.33M 0.66%
9,846
-488
-5% -$65.9K
XAR icon
34
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
$1.29M 0.65%
6,138
+1
+0% +$181
JPM icon
35
JPMorgan Chase
JPM
$950B
$1.21M 0.61%
4,177
-85
-2% -$21.7K
IBM icon
36
IBM
IBM
$224B
$1.18M 0.59%
3,998
-458
-10% -$118K
XLF icon
37
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$1.08M 0.54%
20,657
-432
-2% -$21.4K
QCOM icon
38
Qualcomm
QCOM
$176B
$1.08M 0.54%
6,762
-625
-8% -$92K
HD icon
39
Home Depot
HD
$355B
$1.08M 0.54%
2,936
+8
+0.3% +$2.9K
FTNT icon
40
Fortinet
FTNT
$117B
$959K 0.48%
9,071
– –
PYPL icon
41
PayPal
PYPL
$50.5B
$956K 0.48%
12,866
-2,063
-14% -$141K
ORCL icon
42
Oracle
ORCL
$423B
$863K 0.43%
3,948
-500
-11% -$80.7K
RWJ icon
43
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.1B
$859K 0.43%
19,841
-858
-4% -$34.6K
PANW icon
44
Palo Alto Networks
PANW
$297B
$845K 0.42%
4,129
+241
+6% +$44.8K
AIQ icon
45
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$717K 0.36%
+16,420
New +$637K
U icon
46
Unity
U
$18.9B
$700K 0.35%
28,920
-5,224
-15% -$115K
IGV icon
47
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
$689K 0.34%
6,296
+1,209
+24% +$120K
DXJ icon
48
WisdomTree Japan Hedged Equity Fund
DXJ
$7.42B
$654K 0.33%
5,726
-27,310
-83% -$2.98M
FLHY icon
49
Franklin High Yield Corporate ETF
FLHY
$1.24B
$647K 0.32%
26,570
-527
-2% -$12.5K
AVGO icon
50
Broadcom
AVGO
$2.04T
$643K 0.32%
2,333
+272
+13% +$59.1K
1
2
3 4 5

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Axa
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KAM
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HFRG
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GCCM
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2
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CIM
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LRIC
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Byrne Financial Freedom's Q2 2025 Portfolio in Review

As of Q2 2025, Byrne Financial Freedom held 104 positions worth $200M, up 14% from $176M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Byrne Financial Freedom's Q2 2025 filing shows 7 new, 42 increased, 33 reduced and 4 closed positions. Its largest new stake was iShares MSCI Emerging Markets ETF: 41,956 shares worth $2.02M. The largest sale was WisdomTree Japan Hedged Equity Fund, an estimated $2.98M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 18% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Byrne Financial Freedom's largest Q2 2025 buy was iShares MSCI Emerging Markets ETF: 41,956 shares worth $2.02M.
  • Byrne Financial Freedom added most to Columbia Research Enhanced Core ETF in Q2 2025, an estimated $1.92M increase.
  • Byrne Financial Freedom's biggest Q2 2025 reduction was WisdomTree Japan Hedged Equity Fund, cutting an estimated $2.98M.
  • Byrne Financial Freedom fully exited UnitedHealth in Q2 2025, selling an estimated $2.42M.
  • Byrne Financial Freedom's ten largest holdings make up 48% of its $200M portfolio in Q2 2025.
  • Byrne Financial Freedom opened 7 new positions and closed 4 in Q2 2025.
  • Byrne Financial Freedom's portfolio value rose 14% quarter-over-quarter to $200M.

Based on Byrne Financial Freedom's 13F filing for Q2 2025, filed 14 Aug 2025.