True Freedom Investing, LLC has recently disclosed its quarterly holdings in a filing with the SEC, indicating a total portfolio value of $641,402,180 as of September 30, 2026. This report is significant as it showcases the firm's investment strategy and highlights its focus on leading companies in the technology and healthcare sectors.

The filing reveals that True Freedom has made substantial investments in major corporations, including Apple Inc., Microsoft Corp., and Amazon.com Inc. These investments reflect a strategic approach to capitalize on growth in the tech sector, which has been a focal point for many investors in recent years.

Background

True Freedom Investing, LLC is a private investment firm based in Coeur d'Alene, Idaho. The firm was previously known as Sherman Portfolios, LLC, having changed its name on November 12, 2025. As a non-public entity, True Freedom operates under the SEC's 1934 Act and is classified under the Central Index Key (CIK) number 0002096483.

The firm has been active in filing various forms with the SEC, including its most recent Form 13F-HR, which was filed on October 29, 2026. This filing is part of a series that includes other reports, such as the N-PX form filed on August 24, 2026.

What the Filing Says

The recent filing indicates that True Freedom Investing holds a diverse portfolio with a total of 127 entries. The report highlights a significant investment in 3M Co., with a holding valued at $478,163, and a notable stake in Abbott Laboratories worth $5,661,251. Furthermore, the firm has invested heavily in AbbVie Inc. and Advanced Micro Devices Inc., with values of $7,592,465 and $1,073,639, respectively.

Additionally, the filing shows that True Freedom has made substantial investments in various sectors, including healthcare, technology, and consumer goods, indicating a balanced approach to portfolio management.

Impact

This update from True Freedom Investing may affect a range of stakeholders, including investors, analysts, and competitors in the financial industry. The firm’s focus on established companies in the tech and healthcare sectors could signal to other investors a trend towards these industries, especially as they continue to show resilience and growth potential.

Moreover, the substantial value of True Freedom's portfolio may attract attention from potential clients and investors looking for reliable investment strategies in a volatile market.

What's Next

The filing does not specify what happens next for True Freedom Investing. However, it is likely that the firm will continue to monitor its investments closely and may adjust its portfolio in response to market conditions and emerging opportunities.