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BFF
Byrne Financial Freedom Portfolio holdings
AUM
$209M
1-Year Est. Return
32.46%
This Fund
S&P 500
This Quarter
Est. Return
-3.64%
1 Year Est. Return
+32.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
-$8.96M
(-4.1%)
Cap. Flow
+$2.5M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
46.08%
Holding
111
New
12
Increased
34
Reduced
45
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
abrdn Physical Silver Shares ETF
SIVR
|
+$5.76M |
| 2 |
Meta Platforms (Facebook)
META
|
+$3.56M |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.07M |
| 4 |
Sonida Senior Living
SNDA
|
+$916K |
| 5 |
Microsoft
MSFT
|
+$853K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WCLD
WisdomTree Cloud Computing Fund
WCLD
|
+$4.16M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
+$1.41M |
| 3 |
Intuit
INTU
|
+$1.34M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$999K |
| 5 |
Franklin US Small Cap Multifactor Index ETF
FLQS
|
+$696K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.72% |
| 2 | Communication Services | 10.6% |
| 3 | Consumer Discretionary | 9.74% |
| 4 | Consumer Staples | 3.83% |
| 5 | Healthcare | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core S&P Small-Cap ETF
IJR
$110B
| $205K | 0.1% |
+1,650
| New | +$210K |
|
102
Ciena
CIEN
$53.4B
| $204K | 0.1% |
+525
| New | +$161K |
|
103
TSMC
TSM
$2.07T
| $203K | 0.1% |
+600
| New | +$206K |
|
104
WisdomTree India Earnings Fund ETF
EPI
$2.03B
| – | – |
-8,505
| Closed | -$394K |
|
|
105
Intuit
INTU
$83.1B
| – | – |
-2,018
| Closed | -$1.34M |
|
106
Nike
NKE
$62.5B
| – | – |
-3,164
| Closed | -$202K |
|
107
PayPal
PYPL
$49.5B
| – | – |
-3,538
| Closed | -$207K |
|
108
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
| – | – |
-10,226
| Closed | -$271K |
|
109
Tesla
TSLA
$1.22T
| – | – |
-559
| Closed | -$251K |
|
|
WCLD
110
WisdomTree Cloud Computing Fund
WCLD
$258M
| – | – |
-118,958
| Closed | -$4.16M |
|
111
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.36B
| – | – |
-3,178
| Closed | -$204K |
|
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Byrne Financial Freedom's Q1 2026 Portfolio in Review
As of Q1 2026, Byrne Financial Freedom held 111 positions worth $209M, down 4.1% from $218M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Byrne Financial Freedom's Q1 2026 filing shows 12 new, 34 increased, 45 reduced and 8 closed positions. Its largest new stake was abrdn Physical Silver Shares ETF: 72,184 shares worth $5.17M. The largest sale was WisdomTree Cloud Computing Fund, an estimated $4.16M.
By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 21% a quarter earlier, followed by Communication Services and Consumer Discretionary.
- Byrne Financial Freedom's largest Q1 2026 buy was abrdn Physical Silver Shares ETF: 72,184 shares worth $5.17M.
- Byrne Financial Freedom added most to Meta Platforms (Facebook) in Q1 2026, an estimated $3.56M increase.
- Byrne Financial Freedom's biggest Q1 2026 reduction was PGIM Ultra Short Bond ETF, cutting an estimated $1.41M.
- Byrne Financial Freedom fully exited WisdomTree Cloud Computing Fund in Q1 2026, selling an estimated $4.16M.
- Byrne Financial Freedom's ten largest holdings make up 46% of its $209M portfolio in Q1 2026.
- Byrne Financial Freedom opened 12 new positions and closed 8 in Q1 2026.
- Byrne Financial Freedom's portfolio value fell 4.1% quarter-over-quarter to $209M.
Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.