Abound Wealth Management
Latest statistics and disclosures from Abound Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJR, AGG, VEA, IVV, VV, and represent 42.93% of Abound Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, IJR, VOO, QQQ, AGG, IVV, ACWI, SPLG, VEA, BND.
- Started 123 new stock positions in OHI, BZ, EES, BUZZ, ESGE, TLK, APP, RMBS, BMRN, CMS.
- Reduced shares in these 10 stocks: MO, TSLA, IEMG, AAPL, BABA, EFA, GOOG, VCIT, , FNDC.
- Sold out of its positions in FEBW, AVEM, AMSF, ANSS, BZH, BRF Brasil Foods SA, BHF, CZR, CGUS, DXC.
- Abound Wealth Management was a net buyer of stock by $19M.
- Abound Wealth Management has $400M in assets under management (AUM), dropping by 12.87%.
- Central Index Key (CIK): 0001950323
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Portfolio Holdings for Abound Wealth Management
Abound Wealth Management holds 1359 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Abound Wealth Management has 1359 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Abound Wealth Management Sept. 30, 2025 positions
- Download the Abound Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 12.1 | $49M | +5% | 408k | 118.83 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 10.6 | $42M | +3% | 421k | 100.25 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.6 | $31M | +2% | 509k | 59.92 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.5 | $26M | +4% | 39k | 669.30 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 6.1 | $24M | 79k | 307.86 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.2 | $21M | 789k | 26.34 |
|
|
| Ishares Core Msci Emkt (IEMG) | 5.1 | $20M | 310k | 65.92 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.8 | $19M | +10% | 31k | 612.39 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.3 | $17M | +2% | 67k | 254.31 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.6 | $14M | 44k | 328.17 |
|
|
| Apple (AAPL) | 2.5 | $9.9M | -2% | 39k | 254.63 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $9.7M | 112k | 87.31 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $9.1M | +110% | 14k | 666.16 |
|
| Tesla Motors (TSLA) | 2.1 | $8.2M | -4% | 19k | 444.72 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $7.1M | 131k | 54.18 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $5.4M | 37k | 145.65 |
|
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.3 | $5.0M | +18% | 64k | 78.34 |
|
| Broadcom (AVGO) | 1.1 | $4.2M | 13k | 329.90 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $3.9M | 21k | 186.58 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $3.9M | +82% | 6.5k | 600.39 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $3.8M | 135k | 27.90 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $3.7M | 41k | 91.42 |
|
|
| Microsoft Corporation (MSFT) | 0.8 | $3.2M | +2% | 6.2k | 517.97 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $2.9M | +3% | 27k | 106.49 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.7 | $2.7M | +5% | 27k | 99.81 |
|
| Amazon (AMZN) | 0.7 | $2.7M | +13% | 12k | 219.57 |
|
| Oneok (OKE) | 0.6 | $2.4M | 33k | 72.97 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.6M | +25% | 6.6k | 243.09 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.6M | +3% | 2.1k | 734.21 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.4M | -2% | 60k | 23.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | -11% | 5.7k | 243.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | +2% | 3.6k | 315.43 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.0M | +92% | 14k | 74.37 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $897k | +14322% | 6.5k | 138.24 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $859k | +20% | 3.5k | 247.12 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $764k | 4.0k | 189.68 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $714k | +3% | 28k | 25.71 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $708k | 765.00 | 925.63 |
|
|
| Southern Company (SO) | 0.2 | $675k | 7.1k | 94.77 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $647k | +3% | 4.2k | 153.63 |
|
| AFLAC Incorporated (AFL) | 0.2 | $638k | -9% | 5.7k | 111.71 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $627k | +42% | 1.3k | 479.53 |
|
| Netflix (NFLX) | 0.2 | $622k | +2% | 519.00 | 1198.11 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $530k | 2.8k | 186.48 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $494k | -17% | 19k | 26.30 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $480k | -13% | 14k | 33.37 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $458k | +93% | 613.00 | 746.89 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $425k | +2% | 6.5k | 65.26 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $393k | 2.9k | 134.19 |
|
|
| Strategy Cl A New (MSTR) | 0.1 | $383k | +2% | 1.2k | 322.07 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $378k | +315% | 1.3k | 293.81 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $360k | +36% | 1.7k | 215.78 |
|
| Abbvie (ABBV) | 0.1 | $356k | 1.5k | 231.49 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $334k | 3.0k | 112.74 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $332k | +2% | 2.2k | 148.61 |
|
| Zions Bancorporation (ZION) | 0.1 | $313k | -24% | 5.5k | 56.58 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $308k | 1.4k | 225.51 |
|
|
| Visa Com Cl A (V) | 0.1 | $300k | +16% | 879.00 | 341.47 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $299k | 817.00 | 365.34 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $289k | +3% | 5.6k | 51.59 |
|
| Wal-Mart Stores (WMT) | 0.1 | $287k | +33% | 2.8k | 103.05 |
|
| Amgen (AMGN) | 0.1 | $286k | +5% | 1.0k | 282.11 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $277k | +4% | 848.00 | 326.38 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $275k | -12% | 2.3k | 121.44 |
|
| Home Depot (HD) | 0.1 | $274k | +6% | 677.00 | 405.16 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $268k | +4% | 1.6k | 167.33 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $251k | +26% | 441.00 | 568.81 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $249k | +9% | 556.00 | 447.23 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $245k | +201% | 9.0k | 27.30 |
|
| Oracle Corporation (ORCL) | 0.1 | $244k | +2% | 867.00 | 281.38 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $244k | +8% | 1.1k | 222.17 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.1 | $233k | 3.6k | 64.00 |
|
|
| Cisco Systems (CSCO) | 0.1 | $223k | +2% | 3.3k | 68.43 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $221k | 4.7k | 46.81 |
|
|
| Advisors Ser Tr Scharf Etf | 0.1 | $220k | NEW | 3.9k | 56.27 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $216k | +46% | 1.2k | 182.47 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $215k | +348% | 493.00 | 435.38 |
|
| Caterpillar (CAT) | 0.1 | $212k | +11% | 445.00 | 476.81 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $212k | 432.00 | 490.29 |
|
|
| Workday Cl A (WDAY) | 0.1 | $208k | -14% | 863.00 | 240.73 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $207k | -21% | 6.6k | 31.16 |
|
| salesforce (CRM) | 0.1 | $206k | +16% | 870.00 | 237.09 |
|
| International Business Machines (IBM) | 0.1 | $203k | +3% | 719.00 | 282.05 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $202k | +11% | 968.00 | 208.67 |
|
| Wells Fargo & Company (WFC) | 0.0 | $195k | +5% | 2.3k | 83.84 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $193k | +28% | 252.00 | 764.02 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $181k | +109% | 2.3k | 78.09 |
|
| Johnson & Johnson (JNJ) | 0.0 | $175k | +4% | 941.00 | 185.47 |
|
| Cadence Design Systems (CDNS) | 0.0 | $171k | 487.00 | 351.61 |
|
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $170k | 6.8k | 25.10 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $168k | 1.2k | 145.66 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $167k | 1.8k | 94.32 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $167k | -56% | 1.8k | 93.35 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $163k | -8% | 1.3k | 120.76 |
|
| McDonald's Corporation (MCD) | 0.0 | $160k | +4% | 526.00 | 304.11 |
|
| O'reilly Automotive (ORLY) | 0.0 | $148k | +9% | 1.4k | 107.81 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $145k | 3.4k | 42.13 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $145k | 481.00 | 300.80 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $141k | 2.0k | 69.37 |
|
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| Chevron Corporation (CVX) | 0.0 | $137k | +25% | 881.00 | 155.38 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $136k | +209% | 3.5k | 38.57 |
|
| MercadoLibre (MELI) | 0.0 | $136k | 58.00 | 2336.95 |
|
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| Ge Vernova (GEV) | 0.0 | $136k | -2% | 220.00 | 616.05 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $135k | -41% | 3.1k | 42.96 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $134k | 2.3k | 56.94 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $133k | 2.7k | 49.00 |
|
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $131k | 900.00 | 145.60 |
|
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| Goldman Sachs (GS) | 0.0 | $130k | +13% | 164.00 | 794.51 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $130k | 343.00 | 378.86 |
|
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.0 | $130k | 1.5k | 88.63 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $127k | +103% | 4.0k | 31.91 |
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| Tg Therapeutics (TGTX) | 0.0 | $127k | 3.5k | 36.13 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $125k | NEW | 1.7k | 72.44 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $124k | +9% | 266.00 | 464.38 |
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| Abbott Laboratories (ABT) | 0.0 | $123k | -18% | 917.00 | 133.97 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $123k | 1.0k | 118.46 |
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| Merck & Co (MRK) | 0.0 | $122k | -50% | 1.5k | 83.92 |
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| Trip Com Group Ads (TCOM) | 0.0 | $121k | 1.6k | 75.20 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $119k | 813.00 | 145.88 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $117k | 871.00 | 133.85 |
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| Cooper Standard Holdings (CPS) | 0.0 | $116k | NEW | 3.1k | 36.93 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $114k | -45% | 2.3k | 50.06 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $114k | 1.3k | 87.24 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $111k | +376% | 539.00 | 206.42 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $111k | NEW | 2.5k | 44.69 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $111k | 2.6k | 42.80 |
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| Fifth Third Ban (FITB) | 0.0 | $109k | 2.4k | 44.55 |
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| Walt Disney Company (DIS) | 0.0 | $108k | +29% | 940.00 | 114.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $107k | +6818% | 761.00 | 140.87 |
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| SYSCO Corporation (SYY) | 0.0 | $107k | 1.3k | 82.33 |
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| CoStar (CSGP) | 0.0 | $106k | 1.3k | 84.37 |
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| Waste Management (WM) | 0.0 | $106k | +8% | 478.00 | 220.90 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $105k | 1.3k | 78.36 |
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| Applied Materials (AMAT) | 0.0 | $103k | +32% | 502.00 | 204.69 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $100k | 1.6k | 61.12 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $99k | +5% | 1.1k | 89.37 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $98k | 2.1k | 46.33 |
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| Truist Financial Corp equities (TFC) | 0.0 | $97k | 2.1k | 45.71 |
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| Otter Tail Corporation (OTTR) | 0.0 | $94k | 1.2k | 81.94 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $94k | NEW | 1.6k | 58.21 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $94k | +6% | 450.00 | 209.30 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $94k | +63% | 335.00 | 279.00 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $93k | 332.00 | 280.45 |
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| Trane Technologies SHS (TT) | 0.0 | $92k | -2% | 218.00 | 421.97 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $92k | +59% | 525.00 | 174.43 |
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| Zscaler Incorporated (ZS) | 0.0 | $90k | 300.00 | 299.66 |
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| Bristol Myers Squibb (BMY) | 0.0 | $89k | +7% | 2.0k | 45.09 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $89k | +4% | 994.00 | 89.13 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $87k | +2% | 1.1k | 79.80 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $87k | +305% | 1.6k | 53.39 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $86k | NEW | 1.3k | 68.46 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $85k | 519.00 | 164.39 |
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| UnitedHealth (UNH) | 0.0 | $84k | +13% | 244.00 | 344.88 |
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| Blackrock (BLK) | 0.0 | $84k | +38% | 72.00 | 1161.38 |
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| Verizon Communications (VZ) | 0.0 | $83k | 1.9k | 43.94 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $82k | 247.00 | 332.84 |
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| Kroger (KR) | 0.0 | $82k | 1.2k | 67.41 |
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| Booking Holdings (BKNG) | 0.0 | $82k | 15.00 | 5453.27 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $81k | +24% | 313.00 | 259.80 |
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| TJX Companies (TJX) | 0.0 | $81k | +48% | 561.00 | 144.60 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $81k | -56% | 2.2k | 36.16 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $80k | -61% | 1.8k | 44.51 |
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| Coca-Cola Company (KO) | 0.0 | $78k | +4% | 1.2k | 66.32 |
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| One Gas (OGS) | 0.0 | $78k | 961.00 | 80.94 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $77k | 367.00 | 209.60 |
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| At&t (T) | 0.0 | $77k | +2% | 2.7k | 28.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $76k | 163.00 | 468.90 |
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| Iron Mountain (IRM) | 0.0 | $76k | 748.00 | 102.00 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $76k | +32% | 255.00 | 297.62 |
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| Community Bank System (CBU) | 0.0 | $72k | 1.2k | 58.63 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $72k | -14% | 1.8k | 39.19 |
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| Carrier Global Corporation (CARR) | 0.0 | $71k | -2% | 1.2k | 59.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $69k | -10% | 285.00 | 241.87 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $68k | 590.00 | 115.08 |
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| American Express Company (AXP) | 0.0 | $67k | +19% | 200.00 | 332.81 |
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| Boston Scientific Corporation (BSX) | 0.0 | $66k | 679.00 | 97.61 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $66k | 4.5k | 14.68 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $66k | 1.1k | 61.18 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $65k | 654.00 | 99.92 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $64k | 162.00 | 396.12 |
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| Qualcomm (QCOM) | 0.0 | $64k | +48% | 385.00 | 166.20 |
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| Cadence Bank (CADE) | 0.0 | $63k | 1.7k | 37.53 |
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| Kinsale Cap Group (KNSL) | 0.0 | $62k | 146.00 | 425.50 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $62k | +14% | 498.00 | 124.39 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $62k | 398.00 | 155.61 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $61k | -53% | 1.3k | 45.51 |
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| Kite Rlty Group Tr Com New (KRG) | 0.0 | $61k | 2.8k | 22.30 |
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| Eaton Corp SHS (ETN) | 0.0 | $61k | 164.00 | 374.02 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $61k | 469.00 | 129.71 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $61k | 964.00 | 62.91 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $60k | NEW | 584.00 | 103.32 |
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| Servicenow (NOW) | 0.0 | $60k | 65.00 | 922.83 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $60k | 533.00 | 112.13 |
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| Advanced Micro Devices (AMD) | 0.0 | $59k | +20% | 367.00 | 161.97 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $59k | 320.00 | 183.63 |
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| Intuit (INTU) | 0.0 | $59k | 86.00 | 681.17 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $57k | 1.1k | 53.02 |
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| Village Super Mkt Cl A New (VLGEA) | 0.0 | $56k | 1.5k | 37.36 |
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| RBB Motley Fool Gbl (TMFG) | 0.0 | $56k | 1.9k | 29.94 |
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| Northwest Bancshares (NWBI) | 0.0 | $53k | NEW | 4.3k | 12.39 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $53k | +25% | 476.00 | 110.59 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $53k | -69% | 149.00 | 352.11 |
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| MetLife (MET) | 0.0 | $52k | +29% | 635.00 | 82.43 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $52k | +150% | 879.00 | 59.22 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $52k | 926.00 | 55.71 |
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| Starbucks Corporation (SBUX) | 0.0 | $52k | +16% | 608.00 | 84.62 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $51k | -8% | 715.00 | 71.36 |
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| Ecolab (ECL) | 0.0 | $51k | 186.00 | 273.90 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $51k | 264.00 | 192.63 |
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| Hca Holdings (HCA) | 0.0 | $51k | +27% | 119.00 | 425.90 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $50k | 247.00 | 203.42 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $49k | -20% | 167.00 | 293.79 |
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| Norfolk Southern (NSC) | 0.0 | $49k | 163.00 | 300.97 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $49k | 306.00 | 159.86 |
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| American Battery Technology Com New (ABAT) | 0.0 | $49k | 10k | 4.86 |
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| Sun Life Financial (SLF) | 0.0 | $48k | -8% | 798.00 | 60.03 |
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| ConocoPhillips (COP) | 0.0 | $47k | +31% | 500.00 | 94.62 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $46k | +11% | 1.1k | 42.37 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $46k | +552% | 333.00 | 137.98 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $45k | +2% | 183.00 | 247.22 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $45k | +111% | 93.00 | 483.32 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $45k | 1.1k | 41.12 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $45k | +27% | 174.00 | 257.15 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $45k | 455.00 | 97.87 |
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| Digital Realty Trust (DLR) | 0.0 | $44k | 253.00 | 173.03 |
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| Chubb (CB) | 0.0 | $44k | +80% | 155.00 | 282.43 |
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| Workiva Com Cl A (WK) | 0.0 | $43k | 500.00 | 86.08 |
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| Boeing Company (BA) | 0.0 | $43k | +5% | 199.00 | 215.92 |
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| Palo Alto Networks (PANW) | 0.0 | $42k | 208.00 | 203.56 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $42k | 380.00 | 110.77 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $42k | 150.00 | 279.84 |
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| Pepsi (PEP) | 0.0 | $42k | -25% | 299.00 | 140.34 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $42k | 216.00 | 194.05 |
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| Geo Group Inc/the reit (GEO) | 0.0 | $42k | 2.0k | 20.49 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $42k | 914.00 | 45.40 |
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| Middleby Corporation (MIDD) | 0.0 | $41k | 309.00 | 132.93 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $41k | NEW | 367.00 | 111.22 |
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| Encana Corporation (OVV) | 0.0 | $40k | 1.0k | 40.40 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $40k | +81% | 140.00 | 286.89 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $40k | +1767% | 523.00 | 76.72 |
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| Williams Companies (WMB) | 0.0 | $40k | 631.00 | 63.35 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $39k | NEW | 790.00 | 49.46 |
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| Corning Incorporated (GLW) | 0.0 | $39k | 476.00 | 82.05 |
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| Ameriprise Financial (AMP) | 0.0 | $39k | 79.00 | 492.32 |
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| Honeywell International (HON) | 0.0 | $39k | 184.00 | 210.08 |
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| Mongodb Cl A (MDB) | 0.0 | $39k | 124.00 | 310.39 |
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| Danaher Corporation (DHR) | 0.0 | $38k | -2% | 193.00 | 197.84 |
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| Morgan Stanley Com New (MS) | 0.0 | $38k | -4% | 240.00 | 158.90 |
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| ViaSat (VSAT) | 0.0 | $38k | 1.3k | 29.31 |
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Past Filings by Abound Wealth Management
SEC 13F filings are viewable for Abound Wealth Management going back to 2022
- Abound Wealth Management 2025 Q3 filed Oct. 10, 2025
- Abound Wealth Management 2025 Q2 filed July 14, 2025
- Abound Wealth Management 2025 Q1 filed April 17, 2025
- Abound Wealth Management 2024 Q4 filed Jan. 13, 2025
- Abound Wealth Management 2024 Q3 filed Nov. 4, 2024
- Abound Wealth Management 2022 Q2 filed Aug. 12, 2024
- Abound Wealth Management 2022 Q1 filed Aug. 12, 2024
- Abound Wealth Management 2021 Q4 filed Aug. 12, 2024
- Abound Wealth Management 2024 Q2 filed Aug. 9, 2024
- Abound Wealth Management 2023 Q3 filed Aug. 8, 2024
- Abound Wealth Management 2023 Q2 filed Aug. 8, 2024
- Abound Wealth Management 2024 Q1 filed Aug. 8, 2024
- Abound Wealth Management 2023 Q4 filed Aug. 8, 2024
- Abound Wealth Management 2023 Q1 filed Aug. 7, 2024
- Abound Wealth Management 2022 Q4 filed Aug. 7, 2024
- Abound Wealth Management 2022 Q3 filed Aug. 7, 2024