True Freedom Investing, LLC
True Freedom Investing, LLC reported 97 US-listed holdings worth $1.28 billion in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: iShares Trust (17.7%), iShares Russell 2000 ETF (17.6%) and iShares Trust (17.5%). Against the quarter before, it opened 0 positions, added to 0, trimmed 75 and sold out of 1.
Filed before as Sherman Porfolios, LLC.
Reported holdings$1.28B-2.0% on Q1 2026
Positions97-1 on Q1 2026
The largest ten74.6%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Trimmed
The 14 largest of its 97 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Held 22Trimmed 75Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 75
- iShares Trust IJS-34,055 shares · -2%
- iShares Russell 2000 ETF IWM-16,207 shares · -2%
- iShares Trust IJK-38,698 shares · -2%
- Vanguard Total Bond Market ETF BND-22,550 shares · -5%
- Schwab US Large Cap SCHX-56,267 shares · -4%
- SPDR Gold Trust GLD-3,258 shares · -1%
- Select Sector SPDR Trust XLE-21,822 shares · -4%
- Schwab Strategic Trust SCHF-48,821 shares · -4%
and 67 more in the table below
Sold out of 1
- iShares Trust IYW$287,919 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| iShares Trust IJS | 1,906,412 | $225.8 million | 17.68% | -34,055 |
| iShares Russell 2000 ETF IWM | 904,461 | $224.3 million | 17.56% | -16,207 |
| iShares Trust IJK | 2,217,617 | $223.1 million | 17.47% | -38,698 |
| SPDR Gold Trust GLD | 215,495 | $92.7 million | 7.26% | -3,258 |
| Vanguard Intermed Term Bond ETF BIV | 496,303 | $38.3 million | 3.00% | -13,068 |
| Select Sector SPDR Trust XLE | 575,117 | $35.2 million | 2.76% | -21,822 |
| Schwab US Large Cap SCHX | 1,309,369 | $33.6 million | 2.63% | -56,267 |
| Vanguard Total Bond Market ETF BND | 422,886 | $31.1 million | 2.44% | -22,550 |
| Schwab Strategic Trust SCHF | 1,137,902 | $28.2 million | 2.21% | -48,821 |
| SPDR S&P 500 SPY | 31,865 | $20.7 million | 1.62% | -377 |
| iShares Trust IEF | 147,572 | $14.1 million | 1.10% | -11,051 |
| ConocoPhillips COP | 79,821 | $10.5 million | 0.82% | -851 |
| ExxonMobil Holdings Corp. XOM | 58,918 | $10.0 million | 0.78% | -233 |
| Microsoft Corp. MSFT | 21,698 | $8.0 million | 0.63% | -248 |
| Phillips 66 PSX | 40,371 | $7.4 million | 0.58% | -201 |
| Qualcomm Inc. QCOM | 54,373 | $7.0 million | 0.55% | -659 |
| Chevron Corp. CVX | 33,020 | $6.8 million | 0.53% | -178 |
| Merck & Co., Inc. MRK | 56,676 | $6.8 million | 0.53% | -328 |
| Verizon Communications Inc. VZ | 130,558 | $6.6 million | 0.51% | -754 |
| AstraZeneca PLC AZN | 33,173 | $6.5 million | 0.51% | -170 |
| Schwab Strategic Trust SCHD | 207,724 | $6.4 million | 0.50% | -4,518 |
| Apple Inc. AAPL | 24,299 | $6.2 million | 0.48% | no change |
| Citigroup Inc. C | 54,166 | $6.1 million | 0.48% | -288 |
| Amgen Inc. AMGN | 17,242 | $6.1 million | 0.48% | -97 |
| AbbVie Inc. ABBV | 27,808 | $6.0 million | 0.47% | -134 |
| JPMorgan Chase & Co. JPM | 20,417 | $6.0 million | 0.47% | -101 |
| Schwab Strategic Trust SCHB | 237,535 | $6.0 million | 0.47% | -4,665 |
| PepsiCo Inc. PEP | 37,081 | $5.8 million | 0.45% | -202 |
| SPDR Ser Trust SPMD | 96,433 | $5.7 million | 0.45% | -2,099 |
| Dimensional ETF Trust DFAS | 79,900 | $5.7 million | 0.44% | -5,003 |
| Duke Energy Corp. DUK | 43,354 | $5.7 million | 0.44% | -249 |
| iShares Trust IGSB | 107,643 | $5.7 million | 0.44% | -991 |
| Southern Co. SO | 58,431 | $5.6 million | 0.44% | -332 |
| Waste Management Inc. WM | 24,494 | $5.6 million | 0.44% | -124 |
| Broadcom Inc. AVGO | 17,865 | $5.5 million | 0.43% | -207 |
| Texas Instruments Inc. TXN | 28,388 | $5.5 million | 0.43% | -166 |
| McDonald's Corp. MCD | 16,995 | $5.3 million | 0.41% | -94 |
| Kimberly Clark Corp. KMB | 52,561 | $5.1 million | 0.40% | -293 |
| Omnicom Group Inc. OMC | 67,047 | $5.0 million | 0.40% | -359 |
| Procter & Gamble Co. PG | 34,791 | $5.0 million | 0.39% | -188 |
| Berkshire Hathaway Inc. Class B BRKB | 10,458 | $5.0 million | 0.39% | -180 |
| American Tower Corp. AMT | 28,891 | $5.0 million | 0.39% | -165 |
| Schwab Strategic Trust SCHE | 151,319 | $5.0 million | 0.39% | -7,813 |
| Metlife Inc. MET | 67,120 | $4.7 million | 0.37% | -383 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 13,826 | $4.7 million | 0.37% | -270 |
| International Paper Co. IP | 128,121 | $4.6 million | 0.36% | -680 |
| Unilever plc UL | 79,194 | $4.5 million | 0.35% | -415 |
| Abbott Laboratories ABT | 43,409 | $4.5 million | 0.35% | -241 |
| Genuine Parts Co. GPC | 41,937 | $4.4 million | 0.35% | -222 |
| Automatic Data Processing Inc. ADP | 21,073 | $4.3 million | 0.34% | -110 |
| Select Sector SPDR Trust XLRE | 101,235 | $4.1 million | 0.32% | -5,141 |
| NVIDIA Corp. NVDA | 22,443 | $3.9 million | 0.31% | -426 |
| Elevance Health, Inc. ELV | 13,017 | $3.8 million | 0.30% | -275 |
| IQVIA Holdings Inc. IQV | 22,297 | $3.8 million | 0.30% | -484 |
| Bluerock Private Real Es BPRE | 219,883 | $3.7 million | 0.29% | -8,000 |
| Meta Platforms, Inc. META | 6,241 | $3.6 million | 0.28% | -133 |
| Palo Alto Networks Inc. PANW | 21,607 | $3.5 million | 0.27% | -472 |
| Invesco QQQ Trust QQQ | 5,871 | $3.4 million | 0.27% | -365 |
| iShares Trust EEM | 59,452 | $3.4 million | 0.26% | -3,636 |
| Veeva Systems Inc. VEEV | 19,048 | $3.3 million | 0.26% | -405 |
| Alphabet Inc. GOOG | 11,635 | $3.3 million | 0.26% | -205 |
| Dexcom Inc. DXCM | 53,078 | $3.3 million | 0.26% | -1,116 |
| General Dynamics Corp. GD | 9,515 | $3.3 million | 0.26% | -193 |
| Salesforce, Inc. CRM | 17,292 | $3.2 million | 0.25% | -385 |
| Amazon.com Inc. AMZN | 15,092 | $3.1 million | 0.25% | -291 |
| iShares S&P Growth Index FD IVW | 26,946 | $3.0 million | 0.24% | -1,773 |
| Intuit Inc. INTU | 6,804 | $2.9 million | 0.23% | -142 |
| Mastercard Inc. MA | 5,642 | $2.8 million | 0.22% | -119 |
| Schwab Strategic Trust SCHO | 111,927 | $2.7 million | 0.21% | -3,499 |
| Palantir Technologies Inc. PLTR | 12,097 | $1.8 million | 0.14% | -181 |
| iShares Trust HYG | 16,856 | $1.3 million | 0.11% | -513 |
| iShares Trust LQD | 12,251 | $1.3 million | 0.10% | -375 |
| iShares Trust SGOV | 11,244 | $1.1 million | 0.09% | no change |
| Cion Invt Corp. CION | 143,122 | $978,953 | 0.08% | no change |
| Schwab Strategic Trust SCHP | 34,649 | $922,017 | 0.07% | -62 |
| VG Totl STK Vprs VTI | 2,483 | $796,610 | 0.06% | no change |
| iShares Trust IYM | 3,886 | $683,547 | 0.05% | -1,202 |
| RTX Corp. RTX | 3,191 | $615,560 | 0.05% | no change |
| Walmart Inc. WMT | 4,718 | $586,348 | 0.05% | no change |
| Tesla, Inc. TSLA | 1,521 | $565,432 | 0.04% | no change |
| Royal Gold Inc. RGLD | 1,807 | $459,863 | 0.04% | no change |
| 3M Co. MMM | 3,057 | $443,964 | 0.03% | no change |
| iShares Gold Trust IAU | 4,279 | $377,237 | 0.03% | no change |
| SLB Limited SLB | 6,966 | $357,983 | 0.03% | no change |
| Marvell Technology, Inc. MRVL | 3,350 | $331,850 | 0.03% | no change |
| Etfs Gold Trust SGOL | 7,349 | $327,912 | 0.03% | no change |
| Schwab US Mid-Cap ETF SCHM | 9,849 | $304,925 | 0.02% | no change |
| Franco Nev Corp. FNV | 1,143 | $282,378 | 0.02% | no change |
| Edison International EIX | 3,784 | $276,895 | 0.02% | no change |
| Curtiss Wright Corp. CW | 400 | $272,448 | 0.02% | no change |
| SPDR Ser Trust BIL | 2,541 | $232,819 | 0.02% | no change |
| iShares Trust IYZ | 5,814 | $228,594 | 0.02% | -8,023 |
| Invesco S&P 500 Low Volatility ETF SPLV | 2,871 | $209,985 | 0.02% | no change |
| Roivant Sciences Ltd. ROIV | 7,508 | $207,972 | 0.02% | -410 |
| MSC Income Fund Inc. MSIF | 14,073 | $171,409 | 0.01% | no change |
| LightPath Technologies Inc LPTH | 11,043 | $110,761 | 0.01% | no change |
| Surf Air Mobility Inc. CMN SRFM | 30,339 | $34,890 | 0.00% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.