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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
+37.19%
1 Year Est. Return
+55.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$47.2M
Cap. Flow
+$5.76M
Cap. Flow %
2.25%
Top 10 Hldgs %
48.37%
Holding
124
New
21
Increased
39
Reduced
57
Closed
5

Top Buys

Rank Stock Value
1
BRIE
MFS Blended Research International Equity ETF
BRIE
+$6.29M
2
META icon
Meta Platforms (Facebook)
META
+$1.55M
3
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.1M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$963K
5
VIS icon
Vanguard Industrials ETF
VIS
+$677K

Top Sells

Rank Stock Value
1
DIEM icon
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
+$3.3M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.24M
3
FLQS icon
Franklin US Small Cap Multifactor Index ETF
FLQS
+$1.22M
4
DELL icon
Dell
DELL
+$774K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$748K

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.29%
2 Technology 24.96%
3 Communication Services 10.49%
4 Consumer Discretionary 9.02%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
101
Intuit
INTU
$85.3B
$294K 0.11%
+1,127
New +$393K
IEMG icon
102
iShares Core MSCI Emerging Markets ETF
IEMG
$163B
$290K 0.11%
3,503
-200
-5% -$15.9K
LRCX icon
103
Lam Research
LRCX
$379B
$273K 0.11%
+630
New +$191K
TSM icon
104
TSMC
TSM
$2.24T
$271K 0.11%
568
-32
-5% -$13K
GLD icon
105
SPDR Gold Trust
GLD
$148B
$260K 0.1%
707
+88
+14% +$36.5K
RWJ icon
106
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.03B
$260K 0.1%
4,370
-14
-0.3% -$778
SGOL icon
107
abrdn Physical Gold Shares ETF
SGOL
$7.29B
$246K 0.1%
6,445
-160
-2% -$6.88K
VTV icon
108
Vanguard Morningstar Value ETF
VTV
$192B
$245K 0.1%
+1,123
New +$235K
SPLB icon
109
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.23B
$242K 0.09%
10,788
+52
+0.5% +$1.16K
PEP icon
110
PepsiCo
PEP
$187B
$232K 0.09%
1,712
-18
-1% -$2.69K
VOX icon
111
Vanguard Communication Services ETF
VOX
$5.82B
$229K 0.09%
+1,244
New +$239K
TSLA icon
112
Tesla
TSLA
$1.44T
$222K 0.09%
+529
New +$210K
TER icon
113
Teradyne
TER
$59.9B
$220K 0.09%
+455
New +$172K
MRCY icon
114
Mercury Systems
MRCY
$4.88B
$217K 0.08%
+1,770
New +$169K
XCEM icon
115
Columbia EM Core ex-China ETF
XCEM
$2.12B
$212K 0.08%
+4,000
New +$195K
STX icon
116
Seagate
STX
$188B
$209K 0.08%
+217
New +$166K
VTI icon
117
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$208K 0.08%
+561
New +$201K
NOW icon
118
ServiceNow
NOW
$137B
$203K 0.08%
+2,045
New +$202K
IJR icon
119
iShares Core S&P Small-Cap ETF
IJR
$107B
$201K 0.08%
1,357
-293
-18% -$40.2K
ADBE icon
120
Adobe
ADBE
$100B
– –
-1,428
Closed -$347K
COST icon
121
Costco
COST
$401B
– –
-249
Closed -$248K
TMO icon
122
Thermo Fisher Scientific
TMO
$226B
– –
-497
Closed -$244K
TMUS icon
123
T-Mobile US
TMUS
$197B
– –
-1,010
Closed -$212K
VZ icon
124
Verizon
VZ
$211B
– –
-4,598
Closed -$231K
1 2 3 4
5

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MWM
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MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
VPWA
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KWM
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PCM
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WMS
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DTC
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Byrne Financial Freedom's Q2 2026 Portfolio in Review

As of Q2 2026, Byrne Financial Freedom held 124 positions worth $256M, up 23% from $209M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Byrne Financial Freedom's Q2 2026 filing shows 21 new, 39 increased, 57 reduced and 5 closed positions. Its largest new stake was MFS Blended Research International Equity ETF: 214,740 shares worth $6.51M. The largest sale was Franklin Emerging Market Core Dividend Tilt Index ETF, an estimated $3.3M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, down from 51% a quarter earlier, followed by Technology and Communication Services.

  • Byrne Financial Freedom's largest Q2 2026 buy was MFS Blended Research International Equity ETF: 214,740 shares worth $6.51M.
  • Byrne Financial Freedom added most to Meta Platforms (Facebook) in Q2 2026, an estimated $1.55M increase.
  • Byrne Financial Freedom's biggest Q2 2026 reduction was Franklin Emerging Market Core Dividend Tilt Index ETF, cutting an estimated $3.3M.
  • Byrne Financial Freedom fully exited Adobe in Q2 2026, selling an estimated $347K.
  • Byrne Financial Freedom's ten largest holdings make up 48% of its $256M portfolio in Q2 2026.
  • Byrne Financial Freedom opened 21 new positions and closed 5 in Q2 2026.
  • Byrne Financial Freedom's portfolio value rose 23% quarter-over-quarter to $256M.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.