We are live on ! Find out more
FTF

Freedom Together Foundation Portfolio holdings

AUM $867M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$867M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$633M 73%
847,400
RSP icon
2
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$234M 27%
1,100,000

Similar funds

OMG
One Madison Group New York $866M AUM 33.81% 1-Year Est. Return
WFAL
Wedbush Fund Advisers, LLC Pasadena, California $863M AUM
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
NOCM
Night Owl Capital Management Greenwich, Connecticut $858M AUM 31.41% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return
EPIMS
Evelyn Partners Investment Management Services London $850M AUM 20.89% 1-Year Est. Return

Freedom Together Foundation's Q2 2026 Portfolio in Review

As of Q2 2026, Freedom Together Foundation held 2 positions worth $867M, up 14% from $762M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Freedom Together Foundation opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

  • Freedom Together Foundation's ten largest holdings make up 100% of its $867M portfolio in Q2 2026.
  • Freedom Together Foundation opened 0 new positions and closed 0 in Q2 2026.
  • Freedom Together Foundation's portfolio value rose 14% quarter-over-quarter to $867M.

Based on Freedom Together Foundation's 13F filing for Q2 2026, filed 3 Aug 2026.