True Freedom Investing, LLC

CIK 0002096483 · Q2 2026

13F Equity AUM

$1.3B

-2.0% QoQ

Positions

-1 QoQ

AUM Rank

#2,061

Top 23%

Skill Alpha (FF)

—

Building track record (5q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 63.0%Top 10: 74.6%Top 20: 81.2%

IJS17.7%

IWM17.6%

IJK17.5%

GQ97.3%

BIV3.0%

XLE2.8%

SCHX2.6%

BND2.4%

SCHF2.2%

SPY1.6%

Others (87)25.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.9%

Technology4.1%

Healthcare3.5%

Energy2.8%

Other7.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 97Median: 0.35%Avg: 1.03%

0–0.5%

77(18.8%)

0.5–1%

9(5.5%)

1–3%

7(15.8%)

3–5%

0(0.0%)

5%+

4(60.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 97vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased75Exited1

Decreased

SCHX2.6%

-56,267(-4%)

SCHF2.2%

-48,821(-4%)

IJK17.5%

-38,698(-2%)

IJS17.7%

-34,055(-2%)

BND2.4%

-22,550(-5%)

XLE2.8%

-21,822(-4%)

IWM17.6%

-16,207(-2%)

BIV3.0%

-13,068(-3%)

IEF1.1%

-11,051(-7%)

IYZ0.0%

-8,023(-58%)

Exited

IYW

-1,587

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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