Venus Phillips
Freedom Together Foundation
Assets Managed
$762.21M
Holdings
2
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
-3.34%(2Q avg: -6.53%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Freedom Together Foundation's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2 positions.
Assets under management
The assets under management (AUM) of Freedom Together Foundation over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 762.21M in assets, with a quarterly growth rate of -3.34% and a 2-quarter average growth rate of -6.53%. The portfolio is managed by Venus Phillips, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPY Spdr S&p 500 Etf Trust
| 72.31% | $551.098M 847,400 shares@ $650.34 avg price | |
RSP Invesco S&p 500 Equal Weight
| 27.7% | $211.112M 1.1M shares@ $191.92 avg price |
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