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Brian Byrne

Byrne Financial Freedom, Llc

Assets Managed
$208.963M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-4.11%(2Q avg: 2.18%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Byrne Financial Freedom, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Byrne Financial Freedom, Llc 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 208.963M in assets, with a quarterly growth rate of -4.11% and a 2-quarter average growth rate of 2.18%. The portfolio is managed by Brian Byrne, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 1.84%
8.93%
$18.654M
89,565 shares@ $208.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.74%
8.43%
$17.602M
61,360 shares@ $286.86 avg price
ARKK
Ark Innovation Etf
Recent Activity
Decreased -0.73%
3.77%
$7.866M
116,377 shares@ $67.6 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.84%
3.7%
$7.723M
20,864 shares@ $370.18 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 1.02%
3.6%
$7.523M
51,426 shares@ $146.28 avg price
WMT
Walmart Inc
Recent Activity
Decreased -3.37%
3.58%
$7.479M
60,178 shares@ $124.28 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Decreased -4.44%
3.56%
$7.426M
190,512 shares@ $38.98 avg price
MU
Micron Technology Inc
Recent Activity
Increased 4.15%
3.55%
$7.411M
21,937 shares@ $337.85 avg price
IUS
Invesco Rafi Strategic Us Et
Recent Activity
Increased 2.01%
3.55%
$7.403M
127,824 shares@ $57.92 avg price
XNEAX
Nuveen Amt-fr Qlty Muni Inc
Recent Activity
Decreased -1.04%
3.46%
$7.21M
642,062 shares@ $11.23 avg price

1-10 of 103