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FTF

Freedom Together Foundation Portfolio holdings

AUM $867M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
+7%
1 Year Est. Return
+20.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$874M
AUM Growth
+$57M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
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
$819B
$665M 76.11%
998,000
– –
RSP icon
2
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$209M 23.89%
1,100,000
– –

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EI
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MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return
OMG
One Madison Group New York $866M AUM 33.81% 1-Year Est. Return
ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 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

Freedom Together Foundation's Q3 2025 Portfolio in Review

As of Q3 2025, Freedom Together Foundation held 2 positions worth $874M, up 7% from $817M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2025: 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 $874M portfolio in Q3 2025.
  • Freedom Together Foundation opened 0 new positions and closed 0 in Q3 2025.
  • Freedom Together Foundation's portfolio value rose 7% quarter-over-quarter to $874M.

Based on Freedom Together Foundation's 13F filing for Q3 2025, filed 14 Nov 2025.