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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 44.18% of Abound Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJR, AVGO, AGG, SPYM, MSFT, IEMG, IVV, VV, VUG, VGT.
Started 111 new stock positions in FDXF, VGNT, VNQI, HIMS, KGS, CAVA, TOST, PBF, LAES, PI.
Reduced shares in these 10 stocks: AAPL, NVDA, VOO, RSP, AMZN, SNOW, , VTI, QGRO, UNH.
Sold out of its positions in ABM, ARKQ, ARKG, ARKW, PRNT, IZRL, ARKF, GLTR, ACAD, AKR.
Abound Wealth Management was a net buyer of stock by $8.8M.
Abound Wealth Management has $504M in assets under management (AUM), dropping by 14.49%.
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 June 2026 quarterly 13F filing

Abound Wealth Management has 1359 total positions. Only the first 250 positions are shown.

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Download the Abound Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Scp Etf (IJR)	14.4	$73M	+4%	491k	148.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	10.0	$51M	+6%	510k	98.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.4	$37M		522k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.4	$32M	+2%	43k	748.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	6.0	$30M	+2%	88k	343.91	View chart
Ishares Core Msci Emkt (IEMG)	5.6	$28M	+3%	341k	82.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.7	$24M		808k	29.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.5	$23M	-2%	33k	686.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.0	$20M		67k	303.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$17M		46k	370.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.4	$12M		16k	746.78	View chart
Apple (AAPL)	2.2	$11M	-9%	38k	289.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$11M		112k	96.58	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.1	$11M	+17%	120k	87.88	View chart
Broadcom (AVGO)	1.6	$7.9M	+60%	21k	377.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$7.8M		131k	59.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$7.8M		47k	164.27	View chart
Tesla Motors (TSLA)	1.5	$7.6M	-2%	18k	420.60	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$5.0M		138k	36.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$4.8M		6.5k	736.41	View chart
Microsoft Corporation (MSFT)	0.9	$4.4M	+39%	12k	373.01	View chart
NVIDIA Corporation (NVDA)	0.9	$4.3M	-11%	22k	200.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$3.9M		41k	96.43	View chart
Amazon (AMZN)	0.6	$3.2M	-10%	13k	238.34	View chart
Oneok (OKE)	0.6	$3.0M		34k	86.94	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$2.8M	-2%	26k	107.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.1M	-5%	5.8k	357.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.0M	-9%	5.6k	353.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.6M		58k	27.70	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$1.5M	+3%	30k	51.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$1.4M	+6%	4.7k	302.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.4M	+2%	18k	73.41	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	-6%	3.5k	327.32	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	-10%	2.0k	563.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.1M		37k	28.96	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$1.0M		6.5k	156.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.0M	+14%	4.6k	217.93	View chart
Chubb (CB)	0.2	$933k	-5%	2.7k	340.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$901k	+602%	11k	86.14	View chart
Ge Vernova (GEV)	0.2	$871k	-2%	741.00	1175.20	View chart
Palantir Technologies Cl A (PLTR)	0.2	$852k	-12%	7.3k	116.67	View chart
J.B. Hunt Transport Services (JBHT)	0.2	$851k		2.9k	289.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$826k		11k	77.11	View chart
Ge Aerospace Com New (GE)	0.2	$770k	-9%	2.1k	373.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$759k		24k	31.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$722k	-36%	3.4k	212.77	View chart
Southern Company (SO)	0.1	$662k	-3%	6.9k	95.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$610k	+668%	5.1k	119.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$552k		2.3k	236.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$541k	+374%	6.7k	80.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$541k		825.00	655.63	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$540k		15k	36.26	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$501k		16k	31.10	View chart
Netskope Cl A (NTSK)	0.1	$496k	NEW	45k	10.94	View chart
AFLAC Incorporated (AFL)	0.1	$464k	-3%	4.0k	117.26	View chart
Caterpillar (CAT)	0.1	$426k	-8%	400.00	1065.44	View chart
Procter & Gamble Company (PG)	0.1	$379k	-21%	2.6k	146.64	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$360k		1.3k	285.58	View chart
Abbvie (ABBV)	0.1	$354k	-16%	1.4k	251.56	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$350k	NEW	2.0k	170.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$345k	-11%	2.5k	136.71	View chart
Cisco Systems (CSCO)	0.1	$345k	-17%	2.9k	117.47	View chart
Costco Wholesale Corporation (COST)	0.1	$344k	-8%	368.00	935.92	View chart
Netflix (NFLX)	0.1	$341k	-8%	4.8k	71.40	View chart
Lam Research Corp Com New (LRCX)	0.1	$338k	-18%	780.00	433.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$330k		805.00	409.28	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$329k	+2%	8.6k	38.06	View chart
Amgen (AMGN)	0.1	$323k	-10%	892.00	362.28	View chart
Raytheon Technologies Corp (RTX)	0.1	$317k	-13%	1.7k	189.76	View chart
O'reilly Automotive (ORLY)	0.1	$312k	-2%	3.4k	92.08	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$310k		2.2k	141.89	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$308k	-2%	7.0k	44.03	View chart
Eli Lilly & Co. (LLY)	0.1	$307k	-17%	256.00	1200.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$306k	-7%	400.00	764.08	View chart
Bank of America Corporation (BAC)	0.1	$305k	-16%	5.4k	56.98	View chart
Deere & Company (DE)	0.1	$305k	+1100%	480.00	634.92	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$298k	+408%	813.00	366.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$290k		2.5k	114.18	View chart
Applied Materials (AMAT)	0.1	$275k	-26%	381.00	722.23	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$262k	+2%	5.1k	51.78	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$259k		4.9k	53.19	View chart
Visa Com Cl A (V)	0.1	$256k	-19%	745.00	343.24	View chart
Intel Corporation (INTC)	0.1	$253k	+74%	1.8k	139.66	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$249k		6.9k	36.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$249k		1.8k	137.56	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$245k		2.1k	119.01	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$244k	+49%	3.6k	68.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$240k	+9%	987.00	242.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$238k	+172%	1.1k	219.43	View chart
Mastercard Incorporated Cl A (MA)	0.0	$237k	-14%	461.00	513.94	View chart
Advanced Micro Devices (AMD)	0.0	$229k	-35%	394.00	581.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$225k	-7%	4.3k	52.77	View chart
Wal-Mart Stores (WMT)	0.0	$222k	-31%	2.0k	113.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$216k	-10%	585.00	368.38	View chart
Sila Realty Trust Common Stock	0.0	$215k		7.1k	30.36	View chart
Canadian Natl Ry (CNI)	0.0	$214k		1.8k	119.23	View chart
Merck & Co (MRK)	0.0	$212k	-3%	1.6k	128.53	View chart
Home Depot (HD)	0.0	$203k	-22%	576.00	352.60	View chart
Chevron Corporation (CVX)	0.0	$201k	-7%	1.2k	165.82	View chart
Tg Therapeutics (TGTX)	0.0	$193k		3.5k	54.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$187k		1.8k	103.88	View chart
Advisors Ser Tr Scharf Etf (KAT)	0.0	$185k	-5%	3.4k	54.06	View chart
Arista Networks Com Shs (ANET)	0.0	$184k	-7%	1.1k	169.80	View chart
International Business Machines (IBM)	0.0	$184k	-15%	655.00	281.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$183k		3.3k	55.01	View chart
Airbnb Com Cl A (ABNB)	0.0	$182k	-22%	1.3k	143.05	View chart
Cadence Design Systems (CDNS)	0.0	$176k	-6%	470.00	375.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$176k	+6%	1.1k	158.00	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$169k		2.1k	82.36	View chart
Wells Fargo & Company (WFC)	0.0	$169k	-18%	2.0k	82.65	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.0	$165k		3.6k	45.29	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$161k		1.5k	109.12	View chart
Goldman Sachs (GS)	0.0	$161k	-12%	159.00	1012.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$161k	-12%	2.3k	69.91	View chart
Johnson & Johnson (JNJ)	0.0	$160k	-32%	630.00	254.13	View chart
Sofi Technologies (SOFI)	0.0	$160k		8.9k	17.93	View chart
Compass Cl A (COMP)	0.0	$157k	NEW	13k	12.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$156k	+14%	1.8k	85.50	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$155k		3.5k	44.36	View chart
Intuitive Surgical Com New (ISRG)	0.0	$153k	-9%	384.00	397.25	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$152k	+2%	2.6k	57.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$147k	-17%	900.00	163.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$146k	+584%	1.9k	75.78	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$142k		1.7k	81.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$139k		2.7k	50.57	View chart
Waste Management (WM)	0.0	$138k	+25%	619.00	222.80	View chart
Corning Incorporated (GLW)	0.0	$137k	-14%	537.00	255.47	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$137k	-21%	287.00	477.40	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$136k		813.00	166.65	View chart
Fifth Third Ban (FITB)	0.0	$135k	-2%	2.4k	56.37	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$135k		2.7k	50.38	View chart
Zions Bancorporation (ZION)	0.0	$134k		1.9k	69.19	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$131k		250.00	523.15	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$130k		305.00	426.30	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$130k	+6%	2.4k	53.10	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$129k	+506%	1.6k	82.63	View chart
Micron Technology (MU)	0.0	$129k	-40%	112.00	1149.31	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$126k		3.2k	39.68	View chart
McDonald's Corporation (MCD)	0.0	$124k	-20%	460.00	270.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$122k	+39%	407.00	300.66	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$121k		2.7k	45.34	View chart
Kla Corp Com New (KLAC)	0.0	$119k	+657%	394.00	301.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$114k	+24%	464.00	246.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$114k		859.00	132.21	View chart
UnitedHealth (UNH)	0.0	$113k	-64%	271.00	415.49	View chart
Oracle Corporation (ORCL)	0.0	$111k	-13%	756.00	146.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$110k	-13%	3.3k	33.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$109k	+2%	449.00	242.24	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$109k		1.6k	66.60	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$108k		1.3k	83.07	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$108k	+159%	1.3k	83.77	View chart
SYSCO Corporation (SYY)	0.0	$107k	-3%	1.3k	83.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$106k	+12%	675.00	156.91	View chart
Otter Tail Corporation (OTTR)	0.0	$103k		1.1k	89.94	View chart
Bristol Myers Squibb (BMY)	0.0	$103k	-16%	1.8k	57.61	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$103k	+3%	547.00	187.93	View chart
Truist Financial Corp equities (TFC)	0.0	$102k	-5%	2.0k	49.82	View chart
Microchip Technology (MCHP)	0.0	$102k	+109%	1.1k	91.17	View chart
Trane Technologies SHS (TT)	0.0	$100k	-8%	203.00	490.21	View chart
Northwest Bancshares (NWBI)	0.0	$99k	-2%	6.5k	15.16	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$99k		1.3k	75.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$99k	+317%	794.00	124.12	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$98k	-31%	1.1k	88.54	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$98k	+5441%	2.0k	49.28	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$97k	-5%	941.00	103.23	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$97k	+6%	283.00	343.05	View chart
Vanguard World Health Car Etf (VHT)	0.0	$97k	+3%	325.00	298.55	View chart
MercadoLibre (MELI)	0.0	$97k		57.00	1697.40	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.0	$97k		791.00	122.01	View chart
Ishares Tr Esg Select Scre (XVV)	0.0	$96k	NEW	1.7k	56.78	View chart
Verizon Communications (VZ)	0.0	$93k	-25%	2.2k	42.34	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$92k	+3%	1.0k	88.86	View chart
Strategy Cl A New (MSTR)	0.0	$92k	+41%	1.1k	86.89	View chart
ViaSat (VSAT)	0.0	$91k	-21%	1.0k	89.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$90k	-7%	1.1k	82.34	View chart
Iron Mountain (IRM)	0.0	$90k	-4%	713.00	126.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$88k		1.1k	76.73	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$86k	+3%	7.7k	11.15	View chart
Bio-techne Corporation (TECH)	0.0	$84k		1.2k	70.62	View chart
Community Bank System (CBU)	0.0	$82k		1.2k	67.10	View chart
Carrier Global Corporation (CARR)	0.0	$80k	-12%	1.1k	73.37	View chart
Kite Realty Group Trust Com New (KRG)	0.0	$78k		2.8k	28.38	View chart
American Express Company (AXP)	0.0	$76k	-13%	226.00	337.60	View chart
Stmicroelectronics N V Ny Registry (STM)	0.0	$76k		1.0k	74.89	View chart
One Gas (OGS)	0.0	$74k		961.00	77.07	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$74k	-2%	4.2k	17.73	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$73k	-9%	1.5k	48.56	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$73k		658.00	110.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$72k		1.1k	68.40	View chart
Palo Alto Networks (PANW)	0.0	$72k	-31%	211.00	341.07	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$72k		1.1k	67.38	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$71k		399.00	176.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$70k		192.00	365.71	View chart
Travelers Companies (TRV)	0.0	$70k	+86%	213.00	329.49	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$70k		964.00	72.28	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$70k	-10%	35.00	1989.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$69k		469.00	147.83	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$68k	-29%	71.00	959.68	View chart
Reliance Steel & Aluminum (RS)	0.0	$67k	-28%	179.00	372.66	View chart
Metropcs Communications (TMUS)	0.0	$67k	+2%	396.00	167.88	View chart
Amphenol Corp Cl A (APH)	0.0	$65k	-25%	367.00	176.13	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$64k	-15%	162.00	396.58	View chart
Trip Com Group Ads (TCOM)	0.0	$64k		1.6k	39.84	View chart
Kroger (KR)	0.0	$64k	-7%	1.1k	55.55	View chart
Marathon Petroleum Corp (MPC)	0.0	$63k	-7%	248.00	255.37	View chart
Village Super Mkt Cl A New (VLGEA)	0.0	$63k		1.5k	42.18	View chart
Coca-Cola Company (KO)	0.0	$61k	-51%	755.00	81.31	View chart
Boeing Company (BA)	0.0	$61k	-25%	283.00	216.81	View chart
Ccc Intelligent Solutions Holdings (CCC)	0.0	$61k		12k	5.16	View chart
Howmet Aerospace (HWM)	0.0	$61k	-17%	226.00	269.17	View chart
Geo Group Inc/the reit (GEO)	0.0	$60k		2.0k	29.56	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.0	$59k	+5%	1.5k	40.01	View chart
Williams Companies (WMB)	0.0	$59k	-19%	792.00	74.31	View chart
Citigroup Com New (C)	0.0	$59k	-59%	418.00	139.88	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$58k		1.1k	52.40	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$58k		238.00	242.80	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$57k		1.2k	48.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$57k		286.00	197.82	View chart
Eaton Corp SHS (ETN)	0.0	$56k	-23%	132.00	427.41	View chart
Ducommun Incorporated (DCO)	0.0	$56k		302.00	185.21	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$56k		927.00	60.29	View chart
Abbott Laboratories (ABT)	0.0	$56k	-33%	614.00	90.79	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$56k		458.00	121.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$54k		568.00	95.43	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$54k	+3%	526.00	102.35	View chart
Middleby Corporation (MIDD)	0.0	$53k		309.00	172.01	View chart
Encana Corporation (OVV)	0.0	$53k		1.0k	52.64	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$52k		980.00	53.47	View chart
Ashland (ASH)	0.0	$52k		791.00	65.92	View chart
Analog Devices (ADI)	0.0	$52k	-27%	131.00	397.53	View chart
Twilio Cl A (TWLO)	0.0	$52k		250.00	206.33	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$51k		920.00	55.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$51k	+1963%	1.0k	50.57	View chart
TJX Companies (TJX)	0.0	$51k	-14%	336.00	151.41	View chart
Booking Holdings (BKNG)	0.0	$50k	+1773%	281.00	178.32	View chart
Sun Life Financial (SLF)	0.0	$50k		638.00	78.41	View chart
Boston Scientific Corporation (BSX)	0.0	$50k	-15%	1.2k	42.70	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$50k	+7%	1.0k	48.14	View chart
Chipotle Mexican Grill (CMG)	0.0	$49k	-6%	1.4k	34.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$49k	-11%	380.00	127.89	View chart
Kinsale Cap Group (KNSL)	0.0	$48k		146.00	330.00	View chart
Starbucks Corporation (SBUX)	0.0	$48k	-25%	470.00	102.19	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$48k		1.1k	43.75	View chart
Norfolk Southern (NSC)	0.0	$47k	-11%	148.00	315.16	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$47k	-6%	726.00	64.02	View chart
Workday Cl A (WDAY)	0.0	$46k	-33%	375.00	122.42	View chart
MetLife (MET)	0.0	$46k	-12%	540.00	84.61	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.0	$45k		315.00	143.43	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$45k	-23%	147.00	306.42	View chart

Past Filings by Abound Wealth Management

SEC 13F filings are viewable for Abound Wealth Management going back to 2022

Abound Wealth Management 2026 Q2 filed July 10, 2026
Abound Wealth Management 2026 Q1 filed April 10, 2026
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

View all past filings

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