Abound Financial
Latest statistics and disclosures from Abound Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPSM, OAKM, SPTM, SPYV, and represent 51.50% of Abound Financial's stock portfolio.
- Added to shares of these 10 stocks: OAKM (+$8.9M), SPYV (+$8.5M), SPEM, XLE, ETHA, SPMB, IBIT, SPTI, SPIB, SLYG.
- Started 208 new stock positions in XLE, QRVO, DIS, T, ETH, LLY, CAT, LMT, DFAS, XLI.
- Reduced shares in these 10 stocks: GLDM (-$6.0M), SPYG (-$5.8M), XLC, XLF, SPSM, SPYM, SPDW, AGG, FLMI, META.
- Sold out of its positions in AOA, PCQ.
- Abound Financial was a net buyer of stock by $4.3M.
- Abound Financial has $258M in assets under management (AUM), dropping by 3.40%.
- Central Index Key (CIK): 0002024264
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Portfolio Holdings for Abound Financial
Abound Financial holds 276 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 11.0 | $28M | -16% | 267k | 106.70 |
|
| Spdr Series Trust State Street Spd (SPSM) | 10.6 | $27M | -5% | 585k | 46.86 |
|
| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 10.2 | $26M | +51% | 928k | 28.36 |
|
| Spdr Series Trust State Street Spd (SPTM) | 10.1 | $26M | 317k | 82.50 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 9.6 | $25M | +52% | 437k | 56.81 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.3 | $16M | -5% | 364k | 44.41 |
|
| Spdr Series Trust State Street Spd (SPYM) | 5.6 | $15M | -8% | 181k | 80.22 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 3.9 | $10M | +9% | 217k | 46.81 |
|
| Spdr Series Trust State Street Spd (SPTI) | 3.2 | $8.3M | +6% | 288k | 28.84 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 3.2 | $8.1M | -3% | 108k | 75.43 |
|
| Spdr Series Trust State Street Spd (SPMD) | 2.9 | $7.5M | 130k | 57.91 |
|
|
| Spdr Series Trust State Street Spd (SPMB) | 2.4 | $6.3M | +9% | 281k | 22.42 |
|
| Spdr Series Trust State Street Spd (SPIB) | 1.6 | $4.0M | +10% | 119k | 33.81 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.2 | $3.0M | -66% | 36k | 85.37 |
|
| Spdr Series Trust State Street Spd (SLYG) | 1.1 | $2.7M | +11% | 29k | 94.19 |
|
| Microsoft Corporation (MSFT) | 0.9 | $2.3M | 4.7k | 483.61 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.2M | -3% | 7.2k | 313.00 |
|
| Apple (AAPL) | 0.9 | $2.2M | -12% | 8.2k | 271.85 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.8 | $2.1M | -5% | 18k | 116.97 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.8 | $2.0M | -19% | 82k | 24.87 |
|
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.7 | $1.8M | -7% | 25k | 73.34 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $1.6M | -5% | 8.2k | 191.57 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (QVMS) | 0.5 | $1.3M | -7% | 46k | 28.23 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.5 | $1.3M | +97% | 58k | 22.43 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $1.1M | +96% | 22k | 49.65 |
|
| Tesla Motors (TSLA) | 0.4 | $1.1M | 2.3k | 449.72 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $962k | -7% | 1.7k | 570.75 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $815k | NEW | 18k | 44.71 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $792k | 2.2k | 360.13 |
|
|
| Spdr Series Trust State Street Spd (LGLV) | 0.3 | $770k | 4.4k | 175.55 |
|
|
| Enbridge (ENB) | 0.3 | $767k | -12% | 16k | 47.83 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $757k | -3% | 1.5k | 502.65 |
|
| Leidos Holdings (LDOS) | 0.3 | $745k | 4.1k | 180.39 |
|
|
| Amazon (AMZN) | 0.3 | $700k | +23% | 3.0k | 230.82 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $688k | 2.3k | 303.96 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $679k | -34% | 1.0k | 660.18 |
|
| Strategy Cl A New (MSTR) | 0.3 | $678k | +2% | 4.5k | 151.95 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.3 | $649k | -9% | 14k | 45.05 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $635k | -5% | 6.5k | 97.80 |
|
| AmerisourceBergen (COR) | 0.2 | $610k | -4% | 1.8k | 337.66 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $506k | 839.00 | 603.28 |
|
|
| Booking Holdings (BKNG) | 0.2 | $498k | -4% | 93.00 | 5357.42 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $489k | +9% | 797.00 | 613.92 |
|
| Science App Int'l (SAIC) | 0.2 | $447k | 4.4k | 100.66 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $439k | -3% | 2.3k | 194.91 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $396k | 5.7k | 69.42 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $394k | 4.7k | 84.22 |
|
|
| Visa Com Cl A (V) | 0.1 | $361k | -7% | 1.0k | 350.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $333k | 992.00 | 335.27 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $308k | -15% | 4.5k | 68.36 |
|
| Dbx Etf Tr Xtrackrs S&p 500 (SNPE) | 0.1 | $281k | 4.5k | 62.45 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $276k | -10% | 7.1k | 39.10 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $266k | 2.0k | 134.32 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $249k | 3.3k | 75.05 |
|
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| Spdr Series Trust State Street Spd (SHE) | 0.1 | $249k | -4% | 1.9k | 132.05 |
|
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.1 | $241k | -17% | 9.9k | 24.34 |
|
| Philip Morris International (PM) | 0.1 | $240k | -4% | 1.5k | 160.40 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $233k | -11% | 1.4k | 167.94 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $218k | 1.8k | 120.34 |
|
|
| First Tr Exchange-traded SHS (QTEC) | 0.1 | $207k | -20% | 901.00 | 230.21 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $198k | -5% | 4.4k | 44.65 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $184k | NEW | 924.00 | 198.62 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $182k | NEW | 2.8k | 66.00 |
|
| Broadcom (AVGO) | 0.1 | $180k | NEW | 520.00 | 346.10 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $179k | -21% | 1.1k | 168.28 |
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| Verisign (VRSN) | 0.1 | $177k | 730.00 | 242.95 |
|
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| Eli Lilly & Co. (LLY) | 0.1 | $161k | NEW | 150.00 | 1074.68 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $158k | NEW | 3.3k | 47.74 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $153k | NEW | 225.00 | 681.92 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $152k | -34% | 320.00 | 473.30 |
|
| Wal-Mart Stores (WMT) | 0.1 | $147k | NEW | 1.3k | 111.42 |
|
| Abrdn Healthcare Investors Sh Ben Int (HQH) | 0.1 | $142k | NEW | 7.5k | 18.94 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $136k | NEW | 3.4k | 39.59 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $127k | NEW | 394.00 | 322.14 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $125k | NEW | 220.00 | 570.21 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $123k | NEW | 455.00 | 269.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $122k | NEW | 389.00 | 313.80 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $122k | NEW | 944.00 | 128.83 |
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| Ross Stores (ROST) | 0.0 | $121k | NEW | 673.00 | 180.14 |
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| Church & Dwight (CHD) | 0.0 | $121k | NEW | 1.4k | 83.85 |
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| International Business Machines (IBM) | 0.0 | $119k | NEW | 400.00 | 296.21 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $117k | NEW | 1.2k | 99.88 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $117k | NEW | 861.00 | 136.02 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $117k | NEW | 848.00 | 137.87 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $109k | NEW | 4.0k | 27.15 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $109k | NEW | 595.00 | 183.40 |
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| Chevron Corporation (CVX) | 0.0 | $107k | NEW | 699.00 | 152.41 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $104k | -96% | 1.9k | 54.77 |
|
| Iqvia Holdings (IQV) | 0.0 | $103k | NEW | 457.00 | 225.41 |
|
| Walt Disney Company (DIS) | 0.0 | $99k | NEW | 869.00 | 113.74 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $96k | NEW | 1.0k | 96.30 |
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| Lowe's Companies (LOW) | 0.0 | $93k | NEW | 386.00 | 240.85 |
|
| Unilever Spon Adr New (UL) | 0.0 | $92k | NEW | 1.4k | 65.40 |
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| First Solar (FSLR) | 0.0 | $88k | NEW | 338.00 | 261.23 |
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| Johnson & Johnson (JNJ) | 0.0 | $86k | NEW | 415.00 | 206.95 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $83k | NEW | 806.00 | 102.54 |
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| Analog Devices (ADI) | 0.0 | $82k | NEW | 303.00 | 271.38 |
|
| Anthem (ELV) | 0.0 | $79k | NEW | 225.00 | 349.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $77k | NEW | 195.00 | 396.31 |
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| Procter & Gamble Company (PG) | 0.0 | $77k | NEW | 539.00 | 143.31 |
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| Advanced Micro Devices (AMD) | 0.0 | $74k | NEW | 344.00 | 214.16 |
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| Avery Dennison Corporation (AVY) | 0.0 | $73k | NEW | 400.00 | 181.88 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $67k | NEW | 1.2k | 53.93 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $64k | NEW | 300.00 | 214.06 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $64k | NEW | 710.00 | 89.46 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $62k | NEW | 253.00 | 246.16 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $61k | NEW | 81.00 | 753.78 |
|
| Air Products & Chemicals (APD) | 0.0 | $57k | NEW | 230.00 | 246.59 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $56k | NEW | 90.00 | 627.13 |
|
| O'reilly Automotive (ORLY) | 0.0 | $56k | NEW | 609.00 | 91.21 |
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| Icon SHS (ICLR) | 0.0 | $55k | NEW | 299.00 | 182.22 |
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| Ishares Tr New Zealand Etf (ENZL) | 0.0 | $53k | NEW | 1.2k | 45.27 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $53k | NEW | 109.00 | 484.23 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $52k | NEW | 2.1k | 24.37 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $51k | NEW | 2.7k | 18.91 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $50k | 10k | 4.99 |
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| Applied Materials (AMAT) | 0.0 | $49k | NEW | 191.00 | 256.99 |
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| Yum China Holdings (YUMC) | 0.0 | $48k | NEW | 1.0k | 47.74 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $48k | NEW | 267.00 | 177.75 |
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| FedEx Corporation (FDX) | 0.0 | $46k | NEW | 160.00 | 288.55 |
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| Hershey Company (HSY) | 0.0 | $46k | NEW | 250.00 | 181.98 |
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| American Express Company (AXP) | 0.0 | $45k | NEW | 122.00 | 370.92 |
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| Cisco Systems (CSCO) | 0.0 | $45k | NEW | 586.00 | 77.03 |
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| Qualcomm (QCOM) | 0.0 | $44k | NEW | 256.00 | 171.06 |
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| Plumas Ban (PLBC) | 0.0 | $43k | NEW | 970.00 | 44.69 |
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| TriCo Bancshares (TCBK) | 0.0 | $43k | NEW | 908.00 | 47.37 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $43k | NEW | 202.00 | 212.07 |
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| Ecolab (ECL) | 0.0 | $41k | NEW | 156.00 | 263.35 |
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| Autodesk (ADSK) | 0.0 | $40k | NEW | 135.00 | 296.01 |
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| General Dynamics Corporation (GD) | 0.0 | $39k | NEW | 117.00 | 336.65 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $39k | NEW | 289.00 | 135.72 |
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| CarMax (KMX) | 0.0 | $39k | NEW | 1.0k | 38.64 |
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| salesforce (CRM) | 0.0 | $38k | NEW | 145.00 | 265.01 |
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| Altria (MO) | 0.0 | $38k | NEW | 664.00 | 57.66 |
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| Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM) | 0.0 | $38k | NEW | 559.00 | 67.76 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $38k | -84% | 323.00 | 117.21 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $37k | NEW | 105.00 | 349.99 |
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| Linde SHS (LIN) | 0.0 | $36k | NEW | 84.00 | 428.71 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $35k | NEW | 382.00 | 90.97 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $34k | NEW | 458.00 | 74.17 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $34k | NEW | 873.00 | 38.73 |
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| Williams Companies (WMB) | 0.0 | $33k | NEW | 542.00 | 60.11 |
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| Abbvie (ABBV) | 0.0 | $32k | NEW | 141.00 | 228.50 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $32k | NEW | 772.00 | 41.27 |
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| Pfizer (PFE) | 0.0 | $31k | NEW | 1.2k | 24.90 |
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| McDonald's Corporation (MCD) | 0.0 | $30k | NEW | 97.00 | 305.90 |
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| L3harris Technologies (LHX) | 0.0 | $29k | NEW | 100.00 | 293.57 |
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| Home Depot (HD) | 0.0 | $29k | NEW | 85.00 | 344.11 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.0 | $29k | NEW | 418.00 | 68.45 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $28k | NEW | 264.00 | 106.70 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $28k | NEW | 148.00 | 185.56 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.0 | $27k | NEW | 698.00 | 39.11 |
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| TowneBank (TOWN) | 0.0 | $27k | NEW | 800.00 | 33.37 |
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| Abbott Laboratories (ABT) | 0.0 | $26k | NEW | 209.00 | 125.29 |
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| Bank of America Corporation (BAC) | 0.0 | $26k | NEW | 473.00 | 55.00 |
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| Merck & Co (MRK) | 0.0 | $26k | NEW | 246.00 | 105.26 |
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| eBay (EBAY) | 0.0 | $26k | NEW | 297.00 | 87.10 |
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| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.0 | $26k | NEW | 1.6k | 16.53 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $25k | NEW | 216.00 | 116.09 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $24k | NEW | 109.00 | 223.23 |
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| Galaxy Digital Cl A (GLXY) | 0.0 | $24k | NEW | 1.1k | 22.36 |
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| Granite Construction (GVA) | 0.0 | $24k | NEW | 205.00 | 115.19 |
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| Gilead Sciences (GILD) | 0.0 | $23k | NEW | 191.00 | 122.74 |
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| Spdr Series Trust State Street Spd (CNRG) | 0.0 | $23k | NEW | 262.00 | 89.48 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $23k | NEW | 784.00 | 29.89 |
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| Norfolk Southern (NSC) | 0.0 | $23k | NEW | 80.00 | 288.73 |
|
| Wells Fargo & Company (WFC) | 0.0 | $23k | NEW | 247.00 | 93.20 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $23k | NEW | 200.00 | 113.72 |
|
| Qorvo (QRVO) | 0.0 | $23k | NEW | 269.00 | 84.51 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $23k | NEW | 261.00 | 86.39 |
|
| Prologis (PLD) | 0.0 | $22k | NEW | 172.00 | 127.30 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $22k | NEW | 292.00 | 74.51 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $22k | NEW | 312.00 | 69.67 |
|
| PG&E Corporation (PCG) | 0.0 | $22k | NEW | 1.3k | 16.07 |
|
| Masco Corporation (MAS) | 0.0 | $21k | NEW | 336.00 | 63.46 |
|
| Carvana Cl A (CVNA) | 0.0 | $21k | NEW | 49.00 | 422.02 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $20k | NEW | 372.00 | 53.83 |
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| Royal Gold (RGLD) | 0.0 | $20k | NEW | 90.00 | 222.29 |
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| Keysight Technologies (KEYS) | 0.0 | $20k | NEW | 98.00 | 203.18 |
|
| Pepsi (PEP) | 0.0 | $19k | NEW | 131.00 | 143.52 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $18k | NEW | 754.00 | 24.16 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $18k | NEW | 78.00 | 226.14 |
|
| American Tower Reit (AMT) | 0.0 | $18k | NEW | 100.00 | 175.57 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $18k | NEW | 666.00 | 26.32 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $18k | NEW | 260.00 | 67.22 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $18k | NEW | 271.00 | 64.42 |
|
| Danaher Corporation (DHR) | 0.0 | $17k | NEW | 75.00 | 228.92 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $17k | NEW | 98.00 | 173.49 |
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| Dex (DXCM) | 0.0 | $17k | NEW | 256.00 | 66.37 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $17k | NEW | 2.7k | 6.30 |
|
| Intel Corporation (INTC) | 0.0 | $15k | NEW | 417.00 | 36.90 |
|
| United Parcel Service CL B (UPS) | 0.0 | $15k | NEW | 154.00 | 99.19 |
|
| Caterpillar (CAT) | 0.0 | $14k | NEW | 25.00 | 572.88 |
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| McKesson Corporation (MCK) | 0.0 | $14k | NEW | 17.00 | 820.29 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $14k | NEW | 150.00 | 91.40 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $13k | NEW | 140.00 | 96.03 |
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| Sharplink Gaming Com New (SBET) | 0.0 | $13k | NEW | 1.5k | 8.94 |
|
| 3M Company (MMM) | 0.0 | $13k | NEW | 83.00 | 160.11 |
|
| Dollar General (DG) | 0.0 | $13k | NEW | 100.00 | 132.77 |
|
| Ge Aerospace Com New (GE) | 0.0 | $13k | NEW | 43.00 | 308.02 |
|
| Yum! Brands (YUM) | 0.0 | $13k | NEW | 85.00 | 151.28 |
|
| Spdr Series Trust State Street Spd (MDYV) | 0.0 | $12k | NEW | 145.00 | 84.66 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $12k | NEW | 10.00 | 1212.00 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $12k | NEW | 120.00 | 100.89 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $12k | NEW | 224.00 | 53.76 |
|
| Terawulf (WULF) | 0.0 | $12k | NEW | 1.0k | 11.49 |
|
| Paychex (PAYX) | 0.0 | $11k | NEW | 100.00 | 112.18 |
|
| Hut 8 Corp (HUT) | 0.0 | $11k | NEW | 240.00 | 45.94 |
|
| Boeing Company (BA) | 0.0 | $11k | NEW | 50.00 | 217.12 |
|
| Cooper Cos (COO) | 0.0 | $11k | NEW | 132.00 | 81.96 |
|
| Verizon Communications (VZ) | 0.0 | $10k | NEW | 247.00 | 40.73 |
|
| ConocoPhillips (COP) | 0.0 | $10k | NEW | 107.00 | 93.61 |
|
| Omni (OMC) | 0.0 | $9.6k | NEW | 119.00 | 80.75 |
|
| Allstate Corporation (ALL) | 0.0 | $9.2k | NEW | 44.00 | 208.16 |
|
| Nike CL B (NKE) | 0.0 | $8.9k | NEW | 140.00 | 63.71 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $8.1k | NEW | 168.00 | 48.46 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $8.0k | NEW | 50.00 | 160.98 |
|
| Global X Fds Gbl X Hydrogen (HYDR) | 0.0 | $7.9k | NEW | 247.00 | 31.79 |
|
| Blackrock (BLK) | 0.0 | $7.5k | NEW | 7.00 | 1070.29 |
|
| Medtronic SHS (MDT) | 0.0 | $7.4k | NEW | 77.00 | 96.06 |
|
| Becton, Dickinson and (BDX) | 0.0 | $7.2k | NEW | 37.00 | 194.08 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $6.8k | NEW | 74.00 | 92.43 |
|
| Cipher Mining (CIFR) | 0.0 | $6.7k | NEW | 457.00 | 14.76 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $6.3k | NEW | 85.00 | 74.44 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $6.3k | NEW | 120.00 | 52.41 |
|
| FirstEnergy (FE) | 0.0 | $6.3k | NEW | 140.00 | 44.77 |
|
| Invesco Exchange Traded Fd T Leisure And Ente (PEJ) | 0.0 | $6.1k | NEW | 100.00 | 61.33 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $5.9k | NEW | 155.00 | 37.77 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $5.7k | NEW | 203.00 | 28.06 |
|
| Prudential Financial (PRU) | 0.0 | $5.3k | NEW | 47.00 | 112.87 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $5.1k | NEW | 110.00 | 46.59 |
|
| Root Cl A New (ROOT) | 0.0 | $4.9k | NEW | 68.00 | 72.24 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $4.9k | NEW | 150.00 | 32.47 |
|
| Servicenow (NOW) | 0.0 | $4.6k | NEW | 30.00 | 153.20 |
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $4.4k | NEW | 276.00 | 15.85 |
|
| At&t (T) | 0.0 | $4.3k | NEW | 172.00 | 24.84 |
|
| Realty Income (O) | 0.0 | $4.2k | NEW | 74.00 | 56.36 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $4.2k | NEW | 19.00 | 219.37 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $4.1k | NEW | 50.00 | 81.66 |
|
| Dupont De Nemours (DD) | 0.0 | $4.0k | NEW | 100.00 | 40.20 |
|
| Acadia Healthcare (ACHC) | 0.0 | $3.8k | NEW | 270.00 | 14.19 |
|
| Byrna Technologies Com New (BYRN) | 0.0 | $3.4k | NEW | 200.00 | 16.79 |
|
| Uber Technologies (UBER) | 0.0 | $3.3k | NEW | 40.00 | 81.70 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $3.2k | NEW | 37.00 | 87.35 |
|
| Hyperion Defi Com New (HYPD) | 0.0 | $3.2k | NEW | 890.00 | 3.56 |
|
| Day One Biopharmaceuticals I (DAWN) | 0.0 | $3.0k | NEW | 327.00 | 9.32 |
|
| Kraft Heinz (KHC) | 0.0 | $3.0k | NEW | 124.00 | 24.25 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $2.9k | NEW | 58.00 | 49.21 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $2.5k | NEW | 133.00 | 19.14 |
|
| Patterson-UTI Energy (PTEN) | 0.0 | $2.4k | NEW | 400.00 | 6.11 |
|
| Mattel (MAT) | 0.0 | $2.2k | NEW | 112.00 | 19.84 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.1k | NEW | 80.00 | 26.56 |
|
| Zeo Energy Corp Cl A (ZEO) | 0.0 | $1.7k | NEW | 1.5k | 1.09 |
|
| Eightco Holdings (ORBS) | 0.0 | $1.5k | NEW | 870.00 | 1.73 |
|
| Under Armour CL C (UA) | 0.0 | $1.4k | NEW | 300.00 | 4.80 |
|
| Callaway Golf Company (CALY) | 0.0 | $1.3k | NEW | 115.00 | 11.67 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $1.3k | NEW | 15.00 | 89.40 |
|
| Hyperliquid Strategies (PURR) | 0.0 | $1.3k | NEW | 357.00 | 3.56 |
|
| Doordash Cl A (DASH) | 0.0 | $1.1k | NEW | 5.00 | 226.40 |
|
| Compass Minerals International (CMP) | 0.0 | $1.1k | NEW | 57.00 | 19.63 |
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $1.1k | NEW | 452.00 | 2.35 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $1.0k | NEW | 100.00 | 10.17 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $792.998800 | NEW | 74.00 | 10.72 |
|
| Life Time Group Holdings Common Stock (LTH) | 0.0 | $770.999800 | NEW | 29.00 | 26.59 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $700.000000 | NEW | 2.00 | 350.00 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $576.000000 | NEW | 4.00 | 144.00 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $353.000100 | -99% | 3.00 | 117.67 |
|
| Agnico (AEM) | 0.0 | $339.000000 | NEW | 2.00 | 169.50 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $310.000000 | NEW | 2.00 | 155.00 |
|
| Coca-Cola Company (KO) | 0.0 | $280.000000 | NEW | 4.00 | 70.00 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $237.999900 | NEW | 3.00 | 79.33 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $200.000000 | -99% | 2.00 | 100.00 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $155.000000 | NEW | 1.00 | 155.00 |
|
| BRC Com Cl A (BRCC) | 0.0 | $135.005200 | NEW | 122.00 | 1.11 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $115.000000 | NEW | 4.00 | 28.75 |
|
| Bumble Com Cl A (BMBL) | 0.0 | $110.998600 | NEW | 31.00 | 3.58 |
|
Past Filings by Abound Financial
SEC 13F filings are viewable for Abound Financial going back to 2025
- Abound Financial 2025 Q4 restated filed Feb. 17, 2026
- Abound Financial 2025 Q4 filed Feb. 13, 2026
- Abound Financial 2025 Q3 filed Nov. 4, 2025
- Abound Financial 2025 Q2 filed Aug. 14, 2025
- Abound Financial 2025 Q1 filed April 30, 2025