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Abound Financial

Latest statistics and disclosures from Abound Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPSM, OAKM, SPYG, SPTM, SPYV, and represent 52.65% of Abound Financial's stock portfolio.
Added to shares of these 10 stocks: ARKK, ETHA, IBIT, WFC, OAKM, CRWD, COST, LPLA, CRCL, DDOG.
Started 15 new stock positions in CRWD, VSNT, NVDA, SATS, NET, RUM, COST, HOOD, ARKK, CRCL. MELI, GEV, GEHC, DDOG, SYK.
Reduced shares in these 10 stocks: SPEM (-$5.8M), GLDM, SPYG, SPTM, SPSM, SLYG, SPYV, SPDW, XLE, SPMD.
Sold out of its positions in AGNC, DEO, DASH, FSCO, NKE, RGLD, SNOW, SOLV.
Abound Financial was a net seller of stock by $-24M.
Abound Financial has $229M in assets under management (AUM), dropping by -11.41%.
Central Index Key (CIK): 0002024264

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Portfolio Holdings for Abound Financial

Abound Financial holds 283 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPSM)	11.4	$26M	-7%	542k	48.32	View chart
Oakmark U S MF Closed and MF Open (OAKM)	11.2	$26M		931k	27.57	View chart
State Street MF Closed and MF Open (SPYG)	10.1	$23M	-11%	237k	97.91	View chart
State Street MF Closed and MF Open (SPTM)	9.9	$23M	-9%	288k	79.06	View chart
State Street MF Closed and MF Open (SPYV)	9.9	$23M	-8%	402k	56.58	View chart
State Street MF Closed and MF Open (SPDW)	6.7	$15M	-8%	334k	45.65	View chart
State Street MF Closed and MF Open (SPYM)	5.8	$13M	-3%	174k	76.54	View chart
Vanguard Ultra MF Closed and MF Open (VBIL)	3.4	$7.7M	-6%	101k	75.65	View chart
State Street MF Closed and MF Open (SPTI)	3.3	$7.6M	-7%	266k	28.66	View chart
State Street MF Closed and MF Open (SPMD)	3.0	$6.9M	-9%	117k	59.22	View chart
State Street MF Closed and MF Open (SPMB)	2.6	$6.0M	-5%	267k	22.39	View chart
State Street MF Closed and MF Open (SPEM)	1.9	$4.4M	-56%	94k	46.91	View chart
State Street MF Closed and MF Open (SPIB)	1.5	$3.5M	-12%	104k	33.54	View chart
Invesco S&p MF Closed and MF Open (SPHB)	0.9	$2.1M		18k	115.95	View chart
Apple Common Stock (AAPL)	0.9	$2.1M		8.1k	253.80	View chart
Alphabet Common Stock (GOOGL)	0.9	$2.0M	-2%	7.0k	287.57	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.8	$1.9M	-4%	78k	24.79	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.8	$1.8M	NEW	27k	67.59	View chart
Jpmorgan MF Closed and MF Open (JIG)	0.8	$1.8M		25k	74.24	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$1.6M	-8%	4.3k	370.19	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.6	$1.5M	-5%	7.7k	191.91	View chart
Ishares Ethereum MF Closed and MF Open (ETHA)	0.6	$1.5M	+57%	92k	15.83	View chart
Invesco S&p MF Closed and MF Open (QVMS)	0.6	$1.3M		46k	29.14	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.6	$1.3M	+52%	34k	38.42	View chart
Tesla Common Stock (TSLA)	0.4	$868k		2.3k	371.75	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.4	$844k		2.2k	383.40	View chart
Mastercard Common Stock (MA)	0.4	$832k		1.7k	499.57	View chart
State Street MF Closed and MF Open (SLYG)	0.4	$807k	-71%	8.4k	96.62	View chart
Enbridge Common Stock (ENB)	0.3	$781k	-10%	14k	54.14	View chart
State Street MF Closed and MF Open (LGLV)	0.3	$771k		4.3k	178.10	View chart
Taiwan Semiconductor Common Stock (TSM)	0.3	$744k	-2%	2.2k	337.92	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$722k		1.5k	479.20	View chart
Leidos Holdings Common Stock (LDOS)	0.3	$642k		4.1k	155.51	View chart
Amazon Common Stock (AMZN)	0.3	$628k		3.0k	208.27	View chart
Cencora Common Stock (COR)	0.2	$567k		1.8k	314.07	View chart
Nuveen Esg MF Closed and MF Open (NULV)	0.2	$539k	-17%	12k	45.50	View chart
Nuveen Esg MF Closed and MF Open (NULG)	0.2	$532k	-9%	5.9k	90.94	View chart
Strategy Common Stock (MSTR)	0.2	$531k	-4%	4.3k	124.80	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.2	$513k		831.00	616.76	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.2	$424k	-7%	735.00	576.79	View chart
Science Applications Common Stock (SAIC)	0.2	$422k		4.4k	94.92	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$419k		4.7k	89.60	View chart
Booking Holdings Common Stock (BKNG)	0.2	$383k	-2%	91.00	4212.00	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$379k	-5%	5.4k	70.18	View chart
Meta Platforms Common Stock (META)	0.2	$351k	-40%	613.00	572.44	View chart
Oracle Corp Common Stock (ORCL)	0.1	$332k		2.3k	147.11	View chart
Exxon Mobil Common Stock (XOM)	0.1	$326k	+6%	1.9k	169.66	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.1	$318k		992.00	320.81	View chart
Visa Common Stock (V)	0.1	$318k	+2%	1.1k	302.31	View chart
Xtrackers S&p MF Closed and MF Open (SNPE)	0.1	$268k		4.5k	59.55	View chart
Invesco Buyback MF Closed and MF Open (PKW)	0.1	$260k		2.0k	131.25	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.1	$250k		3.3k	75.19	View chart
Philip Morris Common Stock (PM)	0.1	$248k		1.5k	165.34	View chart
Wells Fargo Common Stock (WFC)	0.1	$246k	+1151%	3.1k	79.61	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.1	$238k		4.5k	52.76	View chart
State Street MF Closed and MF Open (SHE)	0.1	$228k	-5%	1.8k	127.79	View chart
Vaneck Green MF Closed and MF Open (GRNB)	0.1	$223k	-5%	9.3k	23.96	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$211k		1.4k	155.11	View chart
Nuveen Esg MF Closed and MF Open (NUMV)	0.1	$210k	-23%	5.4k	38.77	View chart
First Trust MF Closed and MF Open (QTEC)	0.1	$187k	-3%	866.00	215.98	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.1	$185k	-7%	4.1k	45.06	View chart
Verisign Common Stock (VRSN)	0.1	$181k		730.00	248.36	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$178k	-4%	2.6k	67.53	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$177k		924.00	191.81	View chart
Walmart Common Stock (WMT)	0.1	$164k		1.3k	124.30	View chart
First Trust MF Closed and MF Open (FXL)	0.1	$162k	-4%	1.0k	158.87	View chart
Broadcom Common Stock (AVGO)	0.1	$161k		520.00	309.51	View chart
Northrop Grumman Common Stock (NOC)	0.1	$150k		220.00	682.24	View chart
State Street MF Closed and MF Open (SPY)	0.1	$146k		225.00	650.34	View chart
Chevron Corp Common Stock (CVX)	0.1	$145k		699.00	206.90	View chart
Eli Lilly Common Stock (LLY)	0.1	$138k		150.00	919.77	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$136k		320.00	426.40	View chart
Church & Dwight Common Stock (CHD)	0.1	$134k		1.4k	93.32	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.1	$134k		3.4k	38.86	View chart
Nuveen Esg MF Closed and MF Open (NUMG)	0.1	$126k	-7%	3.1k	41.08	View chart
Novartis Common Stock (NVS)	0.1	$120k	-7%	787.00	152.75	View chart
Jpmorgan Chase Common Stock (JPM)	0.1	$116k		395.00	293.93	View chart
Rtx Corp Common Stock (RTX)	0.1	$115k		595.00	192.90	View chart
Ishares Esg MF Closed and MF Open (DSI)	0.0	$114k		944.00	121.19	View chart
Schwab Charles Common Stock (SCHW)	0.0	$110k		1.2k	93.96	View chart
Alphabet Common Stock (GOOG)	0.0	$102k	-8%	357.00	286.86	View chart
First Trust MF Closed and MF Open (FDN)	0.0	$102k	-4%	435.00	234.03	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$101k		415.00	244.44	View chart
Ross Stores Common Stock (ROST)	0.0	$97k	-33%	448.00	216.63	View chart
Intl Business Common Stock (IBM)	0.0	$97k		400.00	242.39	View chart
Analog Devices Common Stock (ADI)	0.0	$97k		304.00	317.82	View chart
Agilent Technologies Common Stock (A)	0.0	$96k	-2%	843.00	113.95	View chart
State Street MF Closed and MF Open (XLF)	0.0	$94k		1.9k	49.37	View chart
Ishares U S MF Closed and MF Open (ITB)	0.0	$91k		1.0k	90.55	View chart
Lowes Companies Common Stock (LOW)	0.0	$89k	-2%	375.00	236.04	View chart
Spdr Gold Common Stock (GLD)	0.0	$84k		195.00	430.29	View chart
Unilever Common Stock (UL)	0.0	$80k		1.4k	56.97	View chart
Bitmine Immersion Common Stock (BMNR)	0.0	$80k		4.0k	19.78	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$78k		457.00	170.54	View chart
Procter & Gamble Common Stock (PG)	0.0	$78k		539.00	144.44	View chart
Advanced Micro Common Stock (AMD)	0.0	$70k		344.00	203.43	View chart
Avery Dennison Corp Common Stock (AVY)	0.0	$69k		400.00	172.68	View chart
Ishares Msci MF Closed and MF Open (EWC)	0.0	$68k		1.2k	54.79	View chart
Air Products Common Stock (APD)	0.0	$67k		230.00	289.98	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.0	$67k	-19%	650.00	102.25	View chart
Lockheed Martin Common Stock (LMT)	0.0	$66k		110.00	602.14	View chart
Applied Materials Common Stock (AMAT)	0.0	$65k		191.00	341.79	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.0	$65k	NEW	166.00	390.41	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.0	$64k		710.00	90.53	View chart
Elevance Health Common Stock (ELV)	0.0	$63k	-4%	215.00	292.24	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$63k		253.00	248.00	View chart
Toyota Motor Common Stock (TM)	0.0	$62k		300.00	206.09	View chart
Spdr Gold MF Closed and MF Open (GLDM)	0.0	$62k	-98%	665.00	92.69	View chart
Costco Wholesale Common Stock (COST)	0.0	$61k	NEW	61.00	996.43	View chart
First Solar Common Stock (FSLR)	0.0	$61k	-8%	308.00	197.26	View chart
Lpl Financial Common Stock (LPLA)	0.0	$58k	+9550%	193.00	301.46	View chart
Fedex Corp Common Stock (FDX)	0.0	$57k		161.00	355.32	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$57k		81.00	697.72	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$56k		609.00	92.31	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.0	$54k		90.00	597.54	View chart
Hershey Company Common Stock (HSY)	0.0	$52k		250.00	207.89	View chart
Ishares Msci MF Closed and MF Open (ENZL)	0.0	$50k		1.2k	42.65	View chart
Global X MF Closed and MF Open (PFFD)	0.0	$50k		2.7k	18.40	View chart
Yum China Common Stock (YUMC)	0.0	$49k		1.0k	48.78	View chart
Plumas Bancorp Common Stock (PLBC)	0.0	$47k		970.00	48.82	View chart
Walt Disney Common Stock (DIS)	0.0	$47k	-43%	491.00	96.33	View chart
Cisco Systems Common Stock (CSCO)	0.0	$46k		586.00	77.59	View chart
Altria Group Common Stock (MO)	0.0	$44k		664.00	65.99	View chart
Trico Bancshares Common Stock (TCBK)	0.0	$43k		908.00	47.54	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$43k		202.00	211.15	View chart
Duke Energy Common Stock (DUK)	0.0	$42k		323.00	130.94	View chart
Ecolab Common Stock (ECL)	0.0	$42k		156.00	266.86	View chart
General Dynamics Common Stock (GD)	0.0	$40k		117.00	343.22	View chart
Williams Cos Common Stock (WMB)	0.0	$39k		542.00	72.78	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$39k		267.00	146.28	View chart
Invesco S&p MF Closed and MF Open (SPVM)	0.0	$39k		562.00	68.87	View chart
Circle Internet Common Stock (CRCL)	0.0	$38k	NEW	400.00	95.41	View chart
American Express Common Stock (AXP)	0.0	$37k		122.00	303.43	View chart
Linde Common Stock (LIN)	0.0	$37k	-10%	75.00	492.56	View chart
Grab Holdings Common Stock (GRAB)	0.0	$37k		10k	3.66	View chart
Grayscale Ethereum Common Stock (ETHE)	0.0	$37k		2.1k	17.07	View chart
State Street MF Closed and MF Open (SLYV)	0.0	$36k		382.00	94.58	View chart
Pfizer Common Stock (PFE)	0.0	$35k		1.2k	28.08	View chart
L3harris Technologies Common Stock (LHX)	0.0	$35k		100.00	345.15	View chart
Airbnb Common Stock (ABNB)	0.0	$35k	-5%	273.00	126.28	View chart
Icon Common Stock (ICLR)	0.0	$33k		299.00	110.66	View chart
Qualcomm Common Stock (QCOM)	0.0	$33k		256.00	128.79	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.0	$33k		458.00	70.91	View chart
Autodesk Common Stock (ADSK)	0.0	$32k		135.00	239.41	View chart
Abbvie Common Stock (ABBV)	0.0	$31k		141.00	217.50	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$30k		98.00	309.40	View chart
Carmax Common Stock (KMX)	0.0	$30k	-28%	725.00	41.58	View chart
Merck & Company Common Stock (MRK)	0.0	$30k		246.00	120.29	View chart
Home Depot Common Stock (HD)	0.0	$28k		85.00	328.89	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$28k		98.00	282.37	View chart
Salesforce Common Stock (CRM)	0.0	$27k		145.00	186.74	View chart
Hartford Mun MF Closed and MF Open (HMOP)	0.0	$27k		698.00	38.74	View chart
Townebank Portsmouth Common Stock (TOWN)	0.0	$27k		800.00	33.67	View chart
Principal Us MF Closed and MF Open (USMC)	0.0	$27k		418.00	64.31	View chart
Gilead Sciences Common Stock (GILD)	0.0	$27k		191.00	139.37	View chart
Grayscale Bitcoin Common Stock (BTC)	0.0	$26k		873.00	29.99	View chart
Bank New York Common Stock (BK)	0.0	$26k		216.00	118.62	View chart
Adobe Common Stock (ADBE)	0.0	$26k		105.00	243.09	View chart
Granite Construction Common Stock (GVA)	0.0	$25k		205.00	119.72	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$24k		200.00	118.45	View chart
Pg&e Corp Common Stock (PCG)	0.0	$24k		1.3k	17.57	View chart
Coterra Energy Common Stock (CTRA)	0.0	$23k		666.00	35.14	View chart
Vaneck Digital MF Closed and MF Open (DAPP)	0.0	$23k		1.6k	14.92	View chart
Norfolk Southern Common Stock (NSC)	0.0	$23k		80.00	287.00	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$23k		784.00	28.71	View chart
Dimensional Us MF Closed and MF Open (DFAS)	0.0	$22k		312.00	71.13	View chart
Ishares U S MF Closed and MF Open (IYT)	0.0	$22k		292.00	74.60	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$22k		209.00	102.67	View chart
Mondelez International Common Stock (MDLZ)	0.0	$21k		372.00	57.64	View chart
Bank America Common Stock (BAC)	0.0	$21k	-7%	438.00	48.75	View chart
Check Point Common Stock (CHKP)	0.0	$21k		148.00	142.85	View chart
Qorvo Common Stock (QRVO)	0.0	$21k		269.00	77.40	View chart
Prologis Common Stock (PLD)	0.0	$21k	-9%	156.00	132.04	View chart
Pepsico Common Stock (PEP)	0.0	$20k		131.00	155.29	View chart
Masco Corp Common Stock (MAS)	0.0	$20k		336.00	60.37	View chart
Ebay Common Stock (EBAY)	0.0	$20k	-26%	218.00	91.02	View chart
Datadog Common Stock (DDOG)	0.0	$20k	NEW	167.00	118.05	View chart
Galaxy Digital Common Stock (GLXY)	0.0	$20k		1.1k	18.45	View chart
Veeva Systems Common Stock (VEEV)	0.0	$19k		109.00	175.66	View chart
Texas Instruments Common Stock (TXN)	0.0	$19k		98.00	194.14	View chart
Ishares Silver Common Stock (SLV)	0.0	$19k		271.00	68.14	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$18k		260.00	69.75	View chart
Invesco California MF Closed and MF Open (PWZ)	0.0	$18k		754.00	23.87	View chart
Caterpillar Common Stock (CAT)	0.0	$18k		25.00	708.48	View chart
American Tower Common Stock (AMT)	0.0	$17k		100.00	172.58	View chart
Stryker Corp Common Stock (SYK)	0.0	$16k	NEW	50.00	328.60	View chart
Dexcom Common Stock (DXCM)	0.0	$16k		256.00	62.80	View chart
Ishares Short MF Closed and MF Open (SUB)	0.0	$16k	-44%	146.00	106.51	View chart
State Street MF Closed and MF Open (SRLN)	0.0	$16k	-50%	386.00	40.14	View chart
Carvana Company Common Stock (CVNA)	0.0	$15k		49.00	314.39	View chart
United Parcel Common Stock (UPS)	0.0	$15k		154.00	98.38	View chart
Terawulf Common Stock (WULF)	0.0	$15k		1.0k	14.43	View chart
Ge Aerospace Common Stock (GE)	0.0	$15k	+20%	52.00	283.77	View chart
Uber Technologies Common Stock (UBER)	0.0	$14k	+400%	200.00	71.93	View chart
Danaher Corp Common Stock (DHR)	0.0	$14k		75.00	189.60	View chart
Conocophillips Common Stock (COP)	0.0	$14k		107.00	132.00	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$14k		140.00	97.13	View chart
Yum Brands Common Stock (YUM)	0.0	$13k		85.00	155.48	View chart
Coinbase Global Common Stock (COIN)	0.0	$13k	-3%	75.00	174.63	View chart
State Street MF Closed and MF Open (CNRG)	0.0	$13k	-45%	144.00	90.32	View chart
Fidelity Nasdaq MF Closed and MF Open (ONEQ)	0.0	$13k		150.00	84.91	View chart
Verizon Communications Common Stock (VZ)	0.0	$12k		247.00	50.20	View chart
State Street MF Closed and MF Open (MDYV)	0.0	$12k		145.00	85.15	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$12k		224.00	54.05	View chart
Dollar Genl Common Stock (DG)	0.0	$12k		100.00	118.73	View chart
Kimberly Clark Common Stock (KMB)	0.0	$12k		120.00	96.47	View chart
Wells Fargo Preferred Stock (WFC.PL)	0.0	$12k		10.00	1155.00	View chart
Hut 8 Common Stock (HUT)	0.0	$11k		240.00	46.91	View chart
Echostar Corp Common Stock (SATS)	0.0	$10k	NEW	87.00	117.07	View chart
Boeing Company Common Stock (BA)	0.0	$10k		50.00	199.02	View chart
3m Company Common Stock (MMM)	0.0	$9.9k	-18%	68.00	145.24	View chart
Sharplink Common Stock (SBET)	0.0	$9.6k		1.5k	6.45	View chart
Cooper Cos Common Stock (COO)	0.0	$9.4k		132.00	71.50	View chart
Paychex Common Stock (PAYX)	0.0	$9.2k		100.00	92.12	View chart
Allstate Corp Common Stock (ALL)	0.0	$9.1k		44.00	207.34	View chart
Omnicom Group Common Stock (OMC)	0.0	$9.0k		119.00	75.31	View chart
Global X MF Closed and MF Open (HYDR)	0.0	$9.0k		247.00	36.24	View chart
Sanofi Common Stock (SNY)	0.0	$8.1k		168.00	48.18	View chart
Sunoco Common Stock (SUN)	0.0	$7.8k		120.00	64.97	View chart
State Street MF Closed and MF Open (MDYG)	0.0	$7.1k		74.00	95.96	View chart
Firstenergy Corp Common Stock (FE)	0.0	$7.1k		140.00	50.66	View chart
Intel Corp Common Stock (INTC)	0.0	$7.1k	-61%	160.00	44.13	View chart
Day One Common Stock (DAWN)	0.0	$7.0k		327.00	21.44	View chart
Mckesson Corp Common Stock (MCK)	0.0	$6.9k	-52%	8.00	865.38	View chart
Blackrock Fdg Common Stock (BLK)	0.0	$6.7k		7.00	961.71	View chart
Medtronic Common Stock (MDT)	0.0	$6.7k		77.00	86.65	View chart
Acadia Healthcare Common Stock (ACHC)	0.0	$6.3k		270.00	23.39	View chart
Shopify Common Stock (SHOP)	0.0	$5.9k		50.00	118.62	View chart
Cipher Digital Common Stock (CIFR)	0.0	$5.9k		457.00	12.87	View chart
State Street MF Closed and MF Open (XLE)	0.0	$5.9k	-99%	96.00	61.26	View chart
Becton Dickinson Common Stock (BDX)	0.0	$5.8k		37.00	157.24	View chart
Invesco Leisure MF Closed and MF Open (PEJ)	0.0	$5.8k		100.00	57.98	View chart
Qnity Electronics Common Stock (Q)	0.0	$5.8k		50.00	115.38	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.0	$5.3k		110.00	48.46	View chart
Iren Common Stock (IREN)	0.0	$5.3k		155.00	34.28	View chart
Mercadolibre Common Stock (MELI)	0.0	$5.2k	NEW	3.00	1729.00	View chart
At&t Common Stock (T)	0.0	$5.0k		172.00	28.99	View chart
Abrdn Healthcare MF Closed and MF Open (HQH)	0.0	$4.8k	-96%	268.00	17.79	View chart
Prudential Financial Common Stock (PRU)	0.0	$4.6k		47.00	97.68	View chart
Dupont De Common Stock (DD)	0.0	$4.6k		100.00	45.80	View chart
Realty Income Common Stock (O)	0.0	$4.5k		74.00	61.18	View chart
Patterson Uti Common Stock (PTEN)	0.0	$4.3k		400.00	10.83	View chart
Grayscale Ethereum Common Stock (ETH)	0.0	$4.0k		203.00	19.86	View chart
Affirm Holdings Common Stock (AFRM)	0.0	$3.9k		85.00	45.82	View chart
Plains Gp Common Stock (PAGP)	0.0	$3.2k		133.00	24.28	View chart
Servicenow Common Stock (NOW)	0.0	$3.1k		30.00	104.57	View chart
Hims & Hers Common Stock (HIMS)	0.0	$3.1k		150.00	20.76	View chart
Hyperion Defi Common Stock (HYPD)	0.0	$3.1k		890.00	3.45	View chart
Root Common Stock (ROOT)	0.0	$3.0k		68.00	44.18	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$2.9k		37.00	77.08	View chart
Kraft Heinz Common Stock (KHC)	0.0	$2.8k		124.00	22.49	View chart
Truist Financial Common Stock (TFC)	0.0	$2.7k		58.00	45.97	View chart
Magnum Ice Common Stock (MICC)	0.0	$2.4k	-41%	161.00	14.96	View chart
Robinhood Markets Common Stock (HOOD)	0.0	$2.3k	NEW	33.00	69.30	View chart
Byrna Technologies Common Stock (BYRN)	0.0	$1.8k		200.00	9.18	View chart
Hyperliquid Strategies Common Stock (PURR)	0.0	$1.8k		357.00	5.09	View chart
Ge Vernova Common Stock (GEV)	0.0	$1.7k	NEW	2.00	873.00	View chart
Nvidia Corp Common Stock (NVDA)	0.0	$1.7k	NEW	10.00	174.40	View chart
Under Armour Common Stock (UA)	0.0	$1.7k		300.00	5.79	View chart
Mattel Common Stock (MAT)	0.0	$1.6k		112.00	14.53	View chart
Callaway Golf Common Stock (CALY)	0.0	$1.6k		115.00	13.88	View chart
Compass Mnrls Common Stock (CMP)	0.0	$1.3k		57.00	23.35	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.0	$1.3k		15.00	87.87	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$1.1k		80.00	13.12	View chart
Zeo Energy Common Stock (ZEO)	0.0	$872.024000		1.5k	0.57	View chart
Eightco Holdings Common Stock (ORBS)	0.0	$811.014000		870.00	0.93	View chart
Clover Health Common Stock (CLOV)	0.0	$796.017200		452.00	1.76	View chart
Life Time Common Stock (LTH)	0.0	$780.999000		29.00	26.93	View chart
Zoominfo Technologies Common Stock (GTM)	0.0	$598.000000		100.00	5.98	View chart
State Street MF Closed and MF Open (XLK)	0.0	$532.000000		4.00	133.00	View chart
Rumble Common Stock (RUM)	0.0	$510.000000	NEW	100.00	5.10	View chart
Versant Media Common Stock (VSNT)	0.0	$444.000000	NEW	12.00	37.00	View chart
Agnico-eagle Common Stock (AEM)	0.0	$406.000000		2.00	203.00	View chart
State Street MF Closed and MF Open (XLC)	0.0	$333.000000		3.00	111.00	View chart
State Street MF Closed and MF Open (XLI)	0.0	$323.000000		2.00	161.50	View chart
Coca Cola Company Common Stock (KO)	0.0	$304.000000		4.00	76.00	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$213.999900	NEW	3.00	71.33	View chart
Cloudflare Common Stock (NET)	0.0	$206.000000	NEW	1.00	206.00	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$199.000000		2.00	99.50	View chart
State Street MF Closed and MF Open (XLV)	0.0	$147.000000		1.00	147.00	View chart
Warner Bros Common Stock (WBD)	0.0	$110.000000		4.00	27.50	View chart
Bumble Common Stock (BMBL)	0.0	$101.001100		31.00	3.26	View chart
BRC Common Stock (BRCC)	0.0	$95.001400		122.00	0.78	View chart

Past Filings by Abound Financial

SEC 13F filings are viewable for Abound Financial going back to 2025

Abound Financial 2026 Q1 filed May 4, 2026
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

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