ETF Holders

True Freedom Investing, LLC ETF holdings

Coeur D'Alene, ID

Reported $1.0B in 34 ETFs in its Form 13F for June 30, 2026.

ETF value
$1.0B
ETFs held
34
Change from prior quarter
-2.3%
With price moves
ETFs as a share of its 13F
80.3%
of $1.3B

Top 10 of 34 ETF holdings

TickerFundValueSharesChange
IJSiShares S&P Small-Cap 600 Value ETF$225.8M1,906,412−34,055 shares
IWMiShares Russell 2000 ETF$224.3M904,461−16,207 shares
IJKiShares S&P Mid-Cap 400 Growth ETF$223.1M2,217,617−38,698 shares
GLDSPDR Gold Shares$92.7M215,495−3,258 shares
BIVVanguard Intermediate-Term Bond ETF$38.3M496,303−13,068 shares
XLEState Street Energy Select Sector SPDR ETF$35.2M575,117−21,822 shares
SCHXSchwab U.S. Large-Cap ETF$33.6M1,309,369−56,267 shares
BNDVanguard Total Bond Market ETF$31.1M422,886−22,550 shares
SCHFSchwab International Equity ETF$28.2M1,137,902−48,821 shares
SPYState Street SPDR S&P 500 ETF Trust$20.7M31,865−377 shares
24 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002096483. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does True Freedom Investing, LLC own?

True Freedom Investing, LLC reported 34 ETF positions worth $1.0B in its Form 13F for June 30, 2026. The largest was IJS, at $225.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.