Freedom Day Solutions, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 24, 2026, Freedom Day Solutions, Llc disclosed 131 stock positions valued at approximately $451.97M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ISHARES TR, and WISDOMTREE TR.

Report Period
June 30, 2026
No. of Stocks
131
Portfolio Value
$451.97M
Holdings by Sector
Freedom Day Solutions, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology2.76%43,149+5,244+13.83%$12,485,654
ISHARES TRUSRTOther2.54%172,982+6,272+3.76%$11,494,668
WISDOMTREE TRDTHOther2.48%206,894+23,592+12.87%$11,195,010
SPDR SERIES TRUSTSPTMOther2.47%123,130-1,205-0.97%$11,178,951
COMFORT SYS USA INCFIXIndustrials2.07%4,718-1,209-20.40%$9,350,840
VANGUARD STAR FDSVXUSOther1.87%98,796-4,769-4.60%$8,446,103
ISHARES TRPFFOther1.59%236,211-32,140-11.98%$7,202,068
ASML HLDG NVASMLOther1.44%3,261-160-4.68%$6,487,526
MICROSOFT CORPMSFTTechnology1.41%17,025+3,241+23.51%$6,350,776
NVIDIA CORPORATIONNVDATechnology1.37%30,902+440+1.44%$6,183,125
INVESCO EXCHANGE TRADED FD TRSPOther1.35%28,633+1,475+5.43%$6,092,209
ALPHABET INCGOOGLCommunication Services1.34%16,989-389-2.24%$6,071,527
AMAZON COM INCAMZNConsumer Cyclical1.34%25,338+1,090+4.50%$6,039,087
AMERICAN CENTY ETF TRAVSUOther1.24%63,253+63,253+100.00%$5,599,156
ELI LILLY & COLLYHealthcare1.23%4,649+378+8.85%$5,575,675
GALLAGHER ARTHUR J & COAJGFinancial Services1.21%23,813+8,667+57.22%$5,466,750
BROADCOM INCAVGOTechnology1.18%14,147-155-1.08%$5,344,134
WISDOMTREE TRDEMOther1.15%96,226+33,992+54.62%$5,176,003
CASEYS GEN STORES INCCASYConsumer Cyclical1.13%6,402-169-2.57%$5,088,569
EXXON MOBIL CORPXOMEnergy1.09%36,185+4,819+15.36%$4,947,147
INTERACTIVE BROKERS GROUP INIBKRFinancial Services1.04%53,887-2,170-3.87%$4,690,340
QUANTA SVCS INCPWRIndustrials1.03%6,447-107-1.63%$4,642,037
EA SERIES TRUSTBOXXOther0.97%37,500+8,675+30.10%$4,390,875
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.94%4,540+27+0.60%$4,246,859
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.91%8,255+29+0.35%$4,130,886
WATTS WATER TECHNOLOGIES INCWTSIndustrials0.91%10,549-149-1.39%$4,129,227
WILLIAMS COS INCWMBEnergy0.88%53,226-691-1.28%$3,956,837
MUELLER INDS INCMLIIndustrials0.87%31,855-576-1.78%$3,915,878
KLA CORPKLACTechnology0.83%12,447+10,968+741.58%$3,755,475
ISHARES TRIXUSOther0.82%38,904-3,291-7.80%$3,712,972
Showing 30 of 131 holdings in the latest reporting period.