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 42.82% of Abound Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJR, AGG, PLTR, SPY, VOO, AAPL, SPYM, IEMG, IVV, MSFT.
- Started 151 new stock positions in ARKB, SOLS, VCYT, FNB, BHF, SGOV, CZR, AMKR, THC, ESI.
- Reduced shares in these 10 stocks: ZION, GOOGL, VEA, VOOG, , PG, QQQM, BIV, SCHF, VNQ.
- Sold out of its positions in ASIX, ALRM, MJ, BLOK, ARIS, AVA, BSAC, BMRN, BWA, PMTS.
- Abound Wealth Management was a net buyer of stock by $22M.
- Abound Wealth Management has $427M in assets under management (AUM), dropping by 6.89%.
- Central Index Key (CIK): 0001950323
Tip: Access up to 7 years of quarterly data
Positions held by Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Abound Wealth Management
Abound Wealth Management holds 1430 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Abound Wealth Management has 1430 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Abound Wealth Management Dec. 31, 2025 positions
- Download the Abound Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 12.5 | $53M | +8% | 445k | 120.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 10.6 | $45M | +7% | 454k | 99.88 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.4 | $32M | 507k | 62.47 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.4 | $27M | +2% | 40k | 684.94 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 5.9 | $25M | 80k | 314.80 |
|
|
| Ishares Core Msci Emkt (IEMG) | 5.1 | $22M | +3% | 322k | 67.22 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.0 | $21M | 797k | 26.91 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.8 | $21M | +5% | 33k | 627.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.1 | $17M | 67k | 257.95 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.6 | $15M | +4% | 45k | 335.27 |
|
| Apple (AAPL) | 2.7 | $12M | +8% | 42k | 271.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $11M | +15% | 16k | 681.94 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $10M | 112k | 89.46 |
|
|
| Tesla Motors (TSLA) | 2.0 | $8.5M | +3% | 19k | 449.73 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $7.1M | 131k | 53.76 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 1.4 | $6.0M | +16% | 74k | 80.22 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $5.6M | +3% | 38k | 148.69 |
|
| Broadcom (AVGO) | 1.0 | $4.4M | 13k | 346.09 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.1M | +3% | 6.7k | 614.27 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $4.0M | +2% | 22k | 186.50 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $3.9M | 136k | 28.48 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $3.7M | +23% | 7.6k | 483.62 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $3.5M | -2% | 40k | 88.49 |
|
| Amazon (AMZN) | 0.8 | $3.2M | +14% | 14k | 230.83 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $2.8M | 26k | 107.11 |
|
|
| Oneok (OKE) | 0.6 | $2.4M | 33k | 73.50 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $2.3M | +11% | 31k | 76.23 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $2.0M | +833% | 11k | 177.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.9M | -7% | 6.1k | 312.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.8M | +2% | 5.8k | 313.81 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.4M | 2.1k | 659.94 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.4M | -5% | 56k | 24.04 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.2M | +19% | 16k | 74.07 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | +2% | 3.7k | 322.21 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $918k | 6.5k | 141.49 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $893k | +15% | 4.7k | 191.56 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $828k | +13% | 32k | 26.23 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $786k | -10% | 3.1k | 252.94 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $719k | +385% | 2.3k | 308.05 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $639k | 1.3k | 487.89 |
|
|
| Southern Company (SO) | 0.1 | $624k | 7.2k | 87.21 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $606k | -8% | 703.00 | 862.16 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $571k | 2.9k | 194.34 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $555k | -11% | 5.0k | 110.28 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $504k | -7% | 2.6k | 191.02 |
|
| Procter & Gamble Company (PG) | 0.1 | $498k | -17% | 3.5k | 143.30 |
|
| Ge Vernova (GEV) | 0.1 | $495k | +244% | 757.00 | 653.40 |
|
| Netflix (NFLX) | 0.1 | $488k | +902% | 5.2k | 93.75 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $477k | 15k | 32.75 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $471k | -7% | 17k | 27.21 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $463k | 614.00 | 754.17 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $454k | +23% | 2.1k | 219.78 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $431k | 6.5k | 66.00 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $409k | +9% | 1.4k | 290.22 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $394k | +10% | 3.3k | 120.33 |
|
| Abbvie (ABBV) | 0.1 | $353k | 1.5k | 228.56 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $352k | -2% | 2.2k | 160.97 |
|
| O'reilly Automotive (ORLY) | 0.1 | $331k | +163% | 3.6k | 91.20 |
|
| Bank of America Corporation (BAC) | 0.1 | $326k | +5% | 5.9k | 55.00 |
|
| Amgen (AMGN) | 0.1 | $320k | -3% | 977.00 | 327.21 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $319k | NEW | 4.9k | 65.51 |
|
| Wal-Mart Stores (WMT) | 0.1 | $315k | 2.8k | 111.43 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $305k | 818.00 | 373.25 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $300k | 1.4k | 219.29 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $295k | 1.6k | 183.35 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $293k | -4% | 814.00 | 360.13 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $289k | +6% | 269.00 | 1072.75 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $287k | +106% | 7.1k | 40.35 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $283k | +15% | 1.3k | 224.67 |
|
| Caterpillar (CAT) | 0.1 | $283k | +10% | 493.00 | 573.41 |
|
| Cisco Systems (CSCO) | 0.1 | $266k | +5% | 3.4k | 77.04 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $264k | -14% | 1.9k | 135.72 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $261k | -17% | 460.00 | 566.36 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $253k | 443.00 | 570.90 |
|
|
| Visa Com Cl A (V) | 0.1 | $247k | -19% | 705.00 | 350.69 |
|
| Home Depot (HD) | 0.1 | $246k | +5% | 716.00 | 343.88 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.1 | $237k | 3.6k | 65.03 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $223k | 4.8k | 46.81 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $223k | +33% | 1.8k | 123.28 |
|
| Wells Fargo & Company (WFC) | 0.1 | $222k | +2% | 2.4k | 93.21 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $219k | +2184% | 2.1k | 106.71 |
|
| International Business Machines (IBM) | 0.1 | $219k | +2% | 739.00 | 296.30 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $212k | 6.7k | 31.51 |
|
|
| salesforce (CRM) | 0.0 | $210k | -8% | 792.00 | 265.01 |
|
| Advisors Ser Tr Scharf Etf (KAT) | 0.0 | $207k | -3% | 3.8k | 55.00 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $203k | 432.00 | 469.28 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $201k | 949.00 | 211.79 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $200k | +2% | 965.00 | 206.97 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $199k | +2195% | 2.1k | 95.31 |
|
| Oracle Corporation (ORCL) | 0.0 | $185k | +9% | 948.00 | 194.85 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $181k | +296% | 4.3k | 41.70 |
|
| Canadian Natl Ry (CNI) | 0.0 | $176k | 1.8k | 98.86 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $172k | 1.8k | 96.05 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $171k | +20% | 3.8k | 45.21 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $171k | -30% | 6.2k | 27.43 |
|
| McDonald's Corporation (MCD) | 0.0 | $169k | +4% | 552.00 | 305.75 |
|
| Merck & Co (MRK) | 0.0 | $164k | +6% | 1.6k | 105.25 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $163k | +21% | 1.1k | 148.98 |
|
| Zions Bancorporation (ZION) | 0.0 | $161k | -50% | 2.7k | 58.54 |
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $161k | 6.9k | 23.31 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $159k | +6% | 931.00 | 171.12 |
|
| Goldman Sachs (GS) | 0.0 | $158k | +9% | 179.00 | 880.99 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $154k | +33% | 3.3k | 46.59 |
|
| Cadence Design Systems (CDNS) | 0.0 | $153k | 489.00 | 312.50 |
|
|
| Workday Cl A (WDAY) | 0.0 | $153k | -17% | 711.00 | 214.78 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $152k | 1.2k | 131.04 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $148k | +35% | 1.0k | 143.57 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $146k | 2.0k | 71.61 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $138k | 2.4k | 58.34 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $138k | 3.5k | 39.59 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $137k | +41% | 2.3k | 59.54 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $134k | +107% | 1.4k | 95.34 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $133k | 1.5k | 91.00 |
|
|
| Chevron Corporation (CVX) | 0.0 | $131k | -2% | 859.00 | 152.39 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $129k | +25% | 3.4k | 37.96 |
|
| Applied Materials (AMAT) | 0.0 | $128k | 500.00 | 256.76 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $128k | 1.7k | 74.17 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $121k | 813.00 | 148.17 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $120k | -6% | 250.00 | 481.27 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $120k | +4% | 2.4k | 50.30 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $118k | -11% | 305.00 | 386.76 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $116k | 1.6k | 71.91 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $115k | 2.6k | 44.42 |
|
|
| MercadoLibre (MELI) | 0.0 | $115k | 57.00 | 2014.26 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $115k | 2.4k | 46.81 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $114k | 907.00 | 125.25 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $113k | -37% | 747.00 | 151.85 |
|
| Advanced Micro Devices (AMD) | 0.0 | $113k | +43% | 528.00 | 214.19 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $112k | +101% | 2.6k | 42.70 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $108k | +4% | 2.2k | 49.22 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $107k | 2.0k | 53.93 |
|
|
| Tg Therapeutics (TGTX) | 0.0 | $105k | 3.5k | 29.81 |
|
|
| UnitedHealth (UNH) | 0.0 | $104k | +29% | 315.00 | 329.68 |
|
| American Express Company (AXP) | 0.0 | $103k | +38% | 277.00 | 370.26 |
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $102k | NEW | 7.2k | 14.14 |
|
| Waste Management (WM) | 0.0 | $102k | -3% | 463.00 | 219.63 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $100k | 1.6k | 61.36 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $99k | 2.1k | 46.87 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $97k | -6% | 1.3k | 77.70 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $97k | +95% | 2.2k | 44.70 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $97k | -22% | 800.00 | 121.02 |
|
| SYSCO Corporation (SYY) | 0.0 | $96k | 1.3k | 73.68 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $96k | 332.00 | 288.48 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $94k | -7% | 310.00 | 303.55 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $93k | +15% | 2.6k | 36.06 |
|
| Otter Tail Corporation (OTTR) | 0.0 | $93k | 1.2k | 80.78 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $93k | 1.1k | 83.61 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $93k | +2% | 1.0k | 91.39 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $91k | +2% | 4.6k | 19.71 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $91k | +74% | 432.00 | 210.17 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $90k | 314.00 | 287.68 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $88k | -51% | 1.1k | 77.91 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $87k | -60% | 196.00 | 445.52 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $87k | 519.00 | 167.78 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $85k | 218.00 | 389.96 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $85k | 247.00 | 342.97 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $84k | NEW | 2.6k | 32.80 |
|
| CoStar (CSGP) | 0.0 | $84k | 1.3k | 67.24 |
|
|
| Coca-Cola Company (KO) | 0.0 | $83k | 1.2k | 69.92 |
|
|
| Northwest Bancshares (NWBI) | 0.0 | $82k | +59% | 6.8k | 12.00 |
|
| Booking Holdings (BKNG) | 0.0 | $81k | 15.00 | 5408.93 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $81k | 1.8k | 44.55 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $78k | +11% | 1.2k | 65.57 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $78k | 374.00 | 208.87 |
|
|
| Blackrock (BLK) | 0.0 | $78k | 72.00 | 1077.14 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $77k | 163.00 | 473.79 |
|
|
| Verizon Communications (VZ) | 0.0 | $77k | 1.9k | 40.73 |
|
|
| Kroger (KR) | 0.0 | $76k | 1.2k | 62.46 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $76k | +75% | 380.00 | 198.71 |
|
| One Gas (OGS) | 0.0 | $74k | 961.00 | 77.25 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $74k | -15% | 1.1k | 69.67 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $73k | NEW | 1.0k | 72.63 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $72k | -19% | 1.3k | 54.70 |
|
| Cadence Bank | 0.0 | $71k | 1.7k | 42.83 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $71k | +50% | 501.00 | 140.94 |
|
| Community Bank System (CBU) | 0.0 | $70k | 1.2k | 57.43 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $70k | 285.00 | 246.13 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $70k | NEW | 1.2k | 58.79 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $70k | -9% | 231.00 | 302.12 |
|
| Citigroup Com New (C) | 0.0 | $69k | +63% | 587.00 | 116.73 |
|
| Zscaler Incorporated (ZS) | 0.0 | $68k | 300.00 | 224.92 |
|
|
| At&t (T) | 0.0 | $67k | 2.7k | 24.84 |
|
|
| Fiserv (FI) | 0.0 | $67k | +881% | 1.0k | 67.20 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $67k | 656.00 | 102.49 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $67k | +52% | 266.00 | 250.48 |
|
| Carrier Global Corporation (CARR) | 0.0 | $66k | +5% | 1.3k | 52.85 |
|
| Kite Rlty Group Tr Com New (KRG) | 0.0 | $66k | 2.8k | 23.97 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $66k | -29% | 371.00 | 177.54 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $66k | +564% | 166.00 | 396.31 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $65k | +122% | 844.00 | 76.92 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $65k | +849% | 788.00 | 82.03 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $64k | 162.00 | 393.89 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $63k | -10% | 980.00 | 64.42 |
|
| Boeing Company (BA) | 0.0 | $63k | +45% | 289.00 | 217.18 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $63k | -51% | 1.9k | 32.62 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $62k | +519% | 1.2k | 52.52 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $62k | 398.00 | 156.79 |
|
|
| Iron Mountain (IRM) | 0.0 | $62k | 748.00 | 83.00 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $62k | 469.00 | 131.68 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $62k | +100% | 1.1k | 57.92 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $62k | +99% | 1.2k | 52.72 |
|
| Intuit (INTU) | 0.0 | $61k | +6% | 92.00 | 662.86 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $61k | 964.00 | 63.18 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $61k | -9% | 1.6k | 37.00 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $61k | +1308% | 803.00 | 75.42 |
|
| TJX Companies (TJX) | 0.0 | $59k | -31% | 382.00 | 153.72 |
|
| Walt Disney Company (DIS) | 0.0 | $58k | -45% | 512.00 | 113.73 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $57k | 1.1k | 52.88 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $57k | 146.00 | 391.34 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $56k | +8% | 161.00 | 349.99 |
|
| Uber Technologies (UBER) | 0.0 | $56k | +109% | 685.00 | 81.74 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $55k | +603% | 373.00 | 147.70 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $55k | NEW | 1.3k | 42.99 |
|
| Howmet Aerospace (HWM) | 0.0 | $54k | +383% | 261.00 | 204.82 |
|
| Village Super Mkt Cl A New (VLGEA) | 0.0 | $53k | 1.5k | 35.40 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $53k | 166.00 | 318.47 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $53k | 926.00 | 56.71 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $52k | 125.00 | 418.45 |
|
|
| Williams Companies (WMB) | 0.0 | $52k | +37% | 870.00 | 60.11 |
|
| Servicenow (NOW) | 0.0 | $52k | +424% | 341.00 | 153.15 |
|
| Palo Alto Networks (PANW) | 0.0 | $52k | +35% | 282.00 | 184.22 |
|
| Hca Holdings (HCA) | 0.0 | $51k | -7% | 110.00 | 466.85 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $51k | -47% | 238.00 | 215.03 |
|
| Corning Incorporated (GLW) | 0.0 | $50k | +21% | 576.00 | 87.57 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $50k | 498.00 | 100.83 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $50k | 306.00 | 162.30 |
|
|
| Qualcomm (QCOM) | 0.0 | $49k | -24% | 289.00 | 171.04 |
|
| Ecolab (ECL) | 0.0 | $49k | 186.00 | 262.56 |
|
|
| PNC Financial Services (PNC) | 0.0 | $48k | +32% | 232.00 | 208.82 |
|
| Micron Technology (MU) | 0.0 | $48k | +3% | 170.00 | 284.64 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $48k | +31% | 568.00 | 84.57 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $48k | 170.00 | 279.18 |
|
|
| Norfolk Southern (NSC) | 0.0 | $47k | 164.00 | 289.27 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $47k | +10% | 266.00 | 177.74 |
|
| Danaher Corporation (DHR) | 0.0 | $47k | +6% | 205.00 | 228.71 |
|
| Starbucks Corporation (SBUX) | 0.0 | $47k | -9% | 553.00 | 84.22 |
|
| Ashland (ASH) | 0.0 | $46k | 791.00 | 58.70 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $46k | -5% | 173.00 | 267.75 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $46k | -12% | 628.00 | 73.57 |
|
| Middleby Corporation (MIDD) | 0.0 | $46k | 309.00 | 148.67 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $45k | 457.00 | 99.42 |
|
|
| MetLife (MET) | 0.0 | $45k | -10% | 570.00 | 78.93 |
|
| Sun Life Financial (SLF) | 0.0 | $45k | -10% | 717.00 | 62.39 |
|
| ViaSat (VSAT) | 0.0 | $45k | 1.3k | 34.47 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $44k | -8% | 480.00 | 91.93 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $44k | 380.00 | 114.61 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $43k | 267.00 | 162.71 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $43k | -5% | 56.00 | 773.57 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $43k | +18% | 1.6k | 26.49 |
|
Past Filings by Abound Wealth Management
SEC 13F filings are viewable for Abound Wealth Management going back to 2022
- Abound Wealth Management 2025 Q4 filed Jan. 12, 2026
- 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