BYRNE FINANCIAL FREEDOM, LLC

CIK 0002063947 • 7 13F filings • Apr 29, 2025 – Jul 30, 2026

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Filer information

Filed by: BYRNE FINANCIAL FREEDOM, LLC, Chief Compliance Officer
Address: 11 EAST STREET, FRANKLIN, MA, 02038
Phone: (508) 528-9366
AUM: $217.9M

AUM over time

$256.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $217.9M93 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$309K	0.1%Prev: 0.2%	1,352 SH	Decreased-548 SH
ADOBE INC	COM	$597K	0.3%Prev: 0.3%	1,707 SH	Decreased+305 SH
ALPHABET INC	CAP STK CL A	$501K	0.2%Prev: 0.2%	1,599 SH	Increased-350 SH
ALPHABET INC	CAP STK CL C	$19.8M	9.1%Prev: 4.8%	63,092 SH	Increased+6,107 SH
AMAZON COM INC	COM	$20.3M	9.3%Prev: 8.7%	87,954 SH	Increased-973 SH
AMGEN INC	COM	$497K	0.2%	1,519 SH	New
AMPHENOL CORP NEW	CL A	$2.0M	0.9%Prev: 0.5%	14,887 SH	Increased-1,513 SH
APPLE INC	COM	$7.5M	3.4%Prev: 4.1%	27,499 SH	Decreased-9,049 SH
ARK ETF TR	BLOCKCHAIN & FIN	$6.1M	2.8%	127,736 SH	New
ARK ETF TR	INNOVATION ETF	$9.0M	4.1%Prev: 4.2%	117,241 SH	Decreased-47,178 SH
BANK AMERICA CORP	COM	$386K	0.2%Prev: 0.1%	7,011 SH	Increased-171 SH
BOEING CO	COM	$400K	0.2%Prev: 0.2%	1,844 SH	Increased-91 SH
BROADCOM INC	COM	$1.7M	0.8%Prev: 0.2%	4,961 SH	Increased+3,352 SH
CARDINAL HEALTH INC	COM	$1.6M	0.7%	7,661 SH	New
CATERPILLAR INC	COM	$496K	0.2%	865 SH	New
CISCO SYS INC	COM	$479K	0.2%Prev: 0.2%	6,220 SH	Increased+86 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$8.1M	3.7%Prev: 0.1%	199,365 SH	Increased+193,151 SH
COSTCO WHSL CORP NEW	COM	$327K	0.2%Prev: 1.9%	379 SH	Decreased-4,245 SH
DELL TECHNOLOGIES INC	CL C	$608K	0.3%Prev: 0.2%	4,828 SH	Increased+1,271 SH
EXXON MOBIL CORP	COM	$567K	0.3%Prev: 0.2%	4,712 SH	Increased+1,170 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$242K	0.1%	3,387 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$427K	0.2%	3,300 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$821K	0.4%	8,347 SH	New
FORTINET INC	COM	$515K	0.2%Prev: 0.4%	6,483 SH	Decreased-2,688 SH
FRANKLIN TEMPLETON ETF TR	EMER MKT COR DIV	$3.4M	1.6%	101,986 SH	New
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$2.2M	1.0%Prev: 2.9%	39,040 SH	Decreased-82,855 SH
FRANKLIN TEMPLETON ETF TR	US SML CP MLTFCT	$3.8M	1.7%Prev: 3.3%	87,224 SH	Decreased-91,967 SH
GE AEROSPACE	COM NEW	$790K	0.4%	2,564 SH	New
GE VERNOVA INC	COM	$335K	0.2%	512 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$3.4M	1.6%	66,964 SH	New
GLOBAL X FDS	US INFR DEV ETF	$3.3M	1.5%Prev: 0.7%	69,286 SH	Increased+31,263 SH
HOME DEPOT INC	COM	$1.0M	0.5%Prev: 0.5%	2,957 SH	Decreased+33 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.5%Prev: 3.1%	3,875 SH	Decreased-27,467 SH
INTUIT	COM	$1.3M	0.6%Prev: 0.6%	2,018 SH	Increased-1 SH
INVESCO EXCH TRADED FD TR II	KBW REGL BKG	$5.1M	2.3%Prev: 1.7%	82,540 SH	Increased+19,010 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.4M	2.5%Prev: 1.6%	21,315 SH	Increased+4,632 SH
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$222K	0.1%Prev: 2.3%	4,561 SH	Decreased-107,153 SH
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$7.2M	3.3%Prev: 2.4%	125,314 SH	Increased+15,313 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT HE	$1.8M	0.8%Prev: 2.1%	35,635 SH	Decreased-84,950 SH
INVESCO QQQ TR	UNIT SER 1	$4.2M	1.9%Prev: 1.7%	6,845 SH	Increased-492 SH
ISHARES TR	20 YR TR BD ETF	$235K	0.1%	2,700 SH	New
ISHARES TR	CORE MSCI EAFE	$376K	0.2%	4,200 SH	New
ISHARES TR	CORE S&P MCP ETF	$333K	0.2%Prev: 0.1%	5,042 SH	Increased+4 SH
ISHARES TR	MSCI EMG MKT ETF	$342K	0.2%	6,248 SH	New
ISHARES TR	US SML CAP EQT	$1.1M	0.5%	15,351 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.6M	0.8%Prev: 0.4%	32,363 SH	Increased+16,610 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$3.0M	1.4%	58,244 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.6M	1.2%	51,785 SH	New
JOHNSON & JOHNSON	COM	$735K	0.3%Prev: 0.2%	3,549 SH	Increased+115 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.5%Prev: 0.4%	3,555 SH	Increased-606 SH
LOWES COS INC	COM	$443K	0.2%Prev: 0.2%	1,839 SH	Decreased+6 SH
META PLATFORMS INC	CL A	$529K	0.2%Prev: 0.2%	801 SH	Increased-74 SH
MICRON TECHNOLOGY INC	COM	$6.0M	2.8%	21,063 SH	New
MICROSOFT CORP	COM	$9.1M	4.2%Prev: 3.5%	18,825 SH	Increased-86 SH
NIKE INC	CL B	$202K	0.1%	3,164 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$7.5M	3.5%Prev: 3.2%	648,817 SH	Increased+4,383 SH
NVIDIA CORPORATION	COM	$2.8M	1.3%Prev: 0.8%	15,273 SH	Increased+2,179 SH
ORACLE CORP	COM	$963K	0.4%Prev: 0.3%	4,943 SH	Increased+995 SH
PALANTIR TECHNOLOGIES INC	CL A	$9.0M	4.2%Prev: 3.7%	50,907 SH	Increased-60,414 SH
PALO ALTO NETWORKS INC	COM	$245K	0.1%Prev: 0.3%	1,329 SH	Decreased-2,359 SH
PAYPAL HLDGS INC	COM	$207K	0.1%Prev: 0.5%	3,538 SH	Decreased-9,668 SH
PEPSICO INC	COM	$243K	0.1%Prev: 0.1%	1,692 SH	Decreased-16 SH
PGIM ETF TR	PGIM ULTRA SH BD	$5.2M	2.4%Prev: 1.0%	104,725 SH	Increased+59,148 SH
PIMCO ETF TR	25YR+ ZERO U S	$204K	0.1%Prev: 4.8%	3,178 SH	Decreased-155,136 SH
PIMCO ETF TR	INTER MUN BD ACT	$312K	0.1%Prev: 0.1%	5,950 SH	Increased
PIMCO ETF TR	MULTISECTOR BD	$1.5M	0.7%	56,234 SH	New
QUALCOMM INC	COM	$686K	0.3%Prev: 0.3%	4,012 SH	Decreased-943 SH
QUANTA SVCS INC	COM	$287K	0.1%	681 SH	New
RTX CORPORATION	COM	$409K	0.2%Prev: 0.1%	2,229 SH	Increased+16 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$1.6M	0.7%	15,781 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.0M	0.5%	19,048 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.2M	0.6%	7,765 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$331K	0.2%	2,137 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.5M	0.7%	10,680 SH	New
SPDR GOLD TR	GOLD SHS	$245K	0.1%	619 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$2.3M	1.1%Prev: 1.2%	51,595 SH	Decreased-29,495 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.9%Prev: 1.1%	2,987 SH	Decreased-1,046 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.3M	2.4%	52,258 SH	New
STARBUCKS CORP	COM	$278K	0.1%	3,304 SH	New
T-MOBILE US INC	COM	$204K	0.1%Prev: 0.1%	1,007 SH	Decreased-30 SH
TESLA INC	COM	$251K	0.1%Prev: 0.2%	559 SH	Decreased-742 SH
THERMO FISHER SCIENTIFIC INC	COM	$872K	0.4%Prev: 0.5%	1,505 SH	Decreased-581 SH
TJX COS INC NEW	COM	$317K	0.1%Prev: 0.1%	2,061 SH	Increased+5 SH
UBER TECHNOLOGIES INC	COM	$451K	0.2%	5,519 SH	New
UNITY SOFTWARE INC	COM	$477K	0.2%Prev: 0.2%	10,788 SH	Increased-8,679 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$862K	0.4%Prev: 2.5%	8,327 SH	Decreased-52,601 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$366K	0.2%Prev: 0.1%	1,665 SH	Increased-7 SH
VICTORY PORTFOLIOS II	SHARES FREE CASH	$400K	0.2%Prev: 1.6%	10,165 SH	Decreased-93,061 SH
WALMART INC	COM	$6.9M	3.2%Prev: 2.4%	62,281 SH	Increased+2,311 SH
WELLS FARGO CO NEW	COM	$481K	0.2%Prev: 0.2%	5,160 SH	Increased-2 SH
WISDOMTREE TR	CLOUD COMPUTNG	$4.2M	1.9%Prev: 1.6%	118,958 SH	Increased+26,078 SH
WISDOMTREE TR	INDIA ERNGS FD	$394K	0.2%Prev: 0.3%	8,505 SH	Decreased-4,420 SH
WISDOMTREE TR	JAPN HEDGE EQT	$420K	0.2%Prev: 1.6%	2,917 SH	Decreased-29,534 SH

Sold (vs prior filing)

ARBOR REALTY TRUST INC — $195K
ARK ETF TR — $5.4M
AUTOMATIC DATA PROCESSING IN — $207K
AXON ENTERPRISE INC — $229K
BIOMARIN PHARMACEUTICAL INC — $243K
DEERE & CO — $208K
DISNEY WALT CO — $236K
DRAFTKINGS INC NEW — $257K
ELI LILLY & CO — $350K
FLAHERTY & CRUMRINE PFD INCO — $211K
FRANKLIN TEMPLETON ETF TR — $406K
INVESCO EXCH TRADED FD TR II — $2.7M
ISHARES TR — $258K
ISHARES TR — $417K
ISHARES TR — $318K
LOCKHEED MARTIN CORP — $346K
NUVEEN MASSACHUSETS QLT MUN — $211K
PROGRESSIVE CORP — $214K
SALESFORCE INC — $286K
SELECT SECTOR SPDR TR — $1.0M
… and 15 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001951757-26-000352	$217.9M	View
Apr 29, 2025	Q4 2024	13F-HR	0001951757-25-000469	$224.7M	View
Nov 14, 2025	Q3 2025