BYRNE FINANCIAL FREEDOM, LLC

CIK 0002063947 · Q1 2026

13F Equity AUM

$209.0M

-4.1% QoQ

Positions

103

+4 QoQ

AUM Rank

#7,222

Top 58%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 28.4%Top 10: 46.1%Top 20: 68.3%

AMZN8.9%

GOOG8.4%

ARKK3.8%

MSFT3.7%

PLTR3.6%

WMT3.6%

RECS3.5%

MU3.5%

IUS3.5%

XNEAX3.5%

Others (93)53.9%

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

Sector Allocation

Financial Services52.2%

Technology19.7%

Communication Services10.6%

Consumer Cyclical9.7%

Consumer Defensive3.8%

Healthcare2.2%

Other1.7%

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

Position Sizing

Positions: 103Median: 0.30%Avg: 0.97%

0–0.5%

65(14.1%)

0.5–1%

12(9.0%)

1–3%

15(27.7%)

3–5%

9(31.9%)

5%+

2(17.4%)

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

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Portfolio Overlap

Shared: 101Unique: 2vs 20 funds

1.4%Low

103

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.9%

BANK OF AMERICA CORP /DE/

2.1%

2.7%

1.8%

1.8%

VANGUARD CAPITAL MANAGEMENT LLC

1.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.7%

GEODE CAPITAL MANAGEMENT, LLC

1.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New12Increased34Decreased45Exited8

New Positions

SIVR2.5%

+72K

SNDA0.4%

+27K

FTSM0.2%

+8K

IVV0.2%

+629

SGOL0.1%

+7K

IEMG0.1%

+4K

SAP0.1%

+1K

SPLB0.1%

+11K

BAC0.1%

+5K

IJR0.1%

+2K

Increased

SPDW1.6%

+23K(+44%)

ARKF2.6%

+13K(+10%)

JSI1.7%

+10K(+17%)

META1.7%

+6K(+694%)

DIEM1.8%

+4K(+4%)

IUS3.5%

+3K(+2%)

MSFT3.7%

+2K(+11%)

JAAA1.3%

+2K(+4%)

AMZN8.9%

+2K(+2%)

FTNT0.3%

+1K(+20%)

Decreased

PULS1.8%

-28,439(-27%)

JPST0.3%

-19,719(-61%)

FLQS1.5%

-15,694(-18%)

PAVE1.4%

-10,007(-14%)

RECS3.5%

-8,853(-4%)

XNEAX3.5%

-6,755(-1%)

SPYG0.9%

-5,218(-21%)

SMLF0.5%

-2,984(-19%)

WMT3.6%

-2,103(-3%)

PTH0.8%

-1,960(-6%)

Exited

-118,958

-2,018

-8,505

-10,226

-559

-3,538

-3,164

-3,178

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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