BYRNE FINANCIAL FREEDOM, LLC
CIK 2063947 · Holdings on Mar 31, 2025 · First reported Apr 29, 2025
Top ten holdings
Q1 2025- AMZN9.50%
- GOOG5.06%
- AAPL4.51%
- ARKK4.40%
- XNEAX4.37%
- MSFT4.00%
- FLQS3.95%
- FLQM3.56%
- MOAT3.13%
- QQQM3.12%
Share classes counted separately45.60%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQMWeight increased · +1.56 pp1.56% → 3.12%Shares +11.78K (+70.63%)
- XNEAXWeight increased · +1.14 pp3.23% → 4.37%Shares +41.64K (+6.46%)
- PLTRWeight decreased · -1.04 pp3.75% → 2.71%Shares -54.79K (-49.22%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMZNAMAZON.COM INC View history and evidence | $16.72M | 9.50% | 87.86K shares | 8.68% → 9.50%+0.82 pp -1.07K (-1.20%) | Reduced | ↗▾ |
| 02 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $8.90M | 5.06% | 56.98K shares | 4.83% → 5.06%+0.23 pp -4 (-0.01%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $7.94M | 4.51% | 35.73K shares | 4.07% → 4.51%+0.44 pp -822 (-2.25%) | Reduced | ↗▾ |
| 04 | ARKKARK INNOVATION ETFINNOVATION ETF View history and evidence | $7.75M | 4.40% | 162.86K shares | 4.15% → 4.40%+0.25 pp -1.56K (-0.95%) | Reduced | ↗▾ |
| 05 | XNEAXNUVEEN AMT-FR QLTY MUNI INC View history and evidence | $7.68M | 4.37% | 686.07K shares | 3.23% → 4.37%+1.14 pp +41.64K (+6.46%) | Added | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $7.04M | 4.00% | 18.75K shares | 3.55% → 4.00%+0.45 pp -163 (-0.86%) | Reduced | ↗▾ |
| 07 | FLQSFRANKLIN U.S. SMALL CAP MULTUS SML CP MLTFCT View history and evidence | $6.96M | 3.95% | 176.60K shares | 3.32% → 3.95%+0.63 pp -2.59K (-1.45%) | Reduced | ↗▾ |
| 08 | FLQMFRANKLIN U.S. MID CAP MULTIFUS MID CP MLTFCT View history and evidence | $6.26M | 3.56% | 118.05K shares | 2.95% → 3.56%+0.61 pp -3.85K (-3.16%) | Reduced | ↗▾ |
| 09 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $5.51M | 3.13% | 62.65K shares | 2.51% → 3.13%+0.62 pp +1.72K (+2.83%) | Added | ↗▾ |
| 10 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $5.49M | 3.12% | 28.47K shares | 1.56% → 3.12%+1.56 pp +11.78K (+70.63%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPTL SS SPDR PF LNG TRM TSY E-USD | Non-derivative | -275,100 | -$7.20M | SEC filing ↗ | SEC filing ↗ |
| PINK SIMPLIFY HEALTH CARE ETF | Non-derivative | -102,940 | -$3.05M | SEC filing ↗ | SEC filing ↗ |
| RDIV INVESCO S&P ULTRA DIVIDEND | Non-derivative | -56,433 | -$2.72M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2063947 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 176005043
}Research all 97 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.