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 43.62% of Abound Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJR, AGG, SPYM, VV, ITOT, IVV, VEA, CB, VOO, SCHD.
- Started 196 new stock positions in FUTY, AOR, MMU, DSI, VNLA, XLK, FDIS, VECO, MTG, PREF.
- Reduced shares in these 10 stocks: PLTR, COST, TSLA, QQQ, FELG, AFL, FBTC, XOM, Cadence Bank, SPYI.
- Sold out of its positions in ANGI, SIVR, ACIW, ADIL, AGYS, AMR, AWR, APLD, AWI, ARWR.
- Abound Wealth Management was a net buyer of stock by $21M.
- Abound Wealth Management has $440M in assets under management (AUM), dropping by 3.07%.
- Central Index Key (CIK): 0001950323
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Portfolio Holdings for Abound Wealth Management
Abound Wealth Management holds 1491 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Abound Wealth Management has 1491 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Abound Wealth Management March 31, 2026 positions
- Download the Abound Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 13.2 | $58M | +5% | 468k | 124.31 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 10.8 | $48M | +5% | 481k | 99.27 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.6 | $34M | +3% | 522k | 64.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.2 | $27M | +3% | 42k | 653.21 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 5.8 | $25M | +7% | 85k | 298.85 |
|
| Ishares Core Msci Emkt (IEMG) | 5.2 | $23M | +2% | 329k | 69.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.7 | $21M | 799k | 25.64 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.6 | $20M | +3% | 34k | 597.55 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.0 | $18M | 67k | 261.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.4 | $15M | +3% | 47k | 320.81 |
|
| Apple (AAPL) | 2.4 | $11M | 42k | 253.79 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $10M | 16k | 650.34 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $10M | 112k | 90.53 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 1.8 | $7.8M | +37% | 102k | 76.54 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $7.1M | 131k | 54.05 |
|
|
| Tesla Motors (TSLA) | 1.6 | $6.9M | -2% | 19k | 371.75 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $6.6M | +22% | 47k | 142.43 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $4.3M | +13% | 25k | 174.40 |
|
| Broadcom (AVGO) | 0.9 | $4.0M | +2% | 13k | 309.52 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $4.0M | 137k | 29.08 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.7M | -4% | 6.4k | 577.17 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $3.6M | +2% | 41k | 88.70 |
|
| Microsoft Corporation (MSFT) | 0.7 | $3.1M | +10% | 8.4k | 370.16 |
|
| Oneok (OKE) | 0.7 | $3.1M | +2% | 34k | 90.39 |
|
| Amazon (AMZN) | 0.7 | $3.1M | +5% | 15k | 208.27 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $2.8M | 27k | 106.15 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.8M | 6.1k | 287.56 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.8M | +5% | 6.1k | 286.84 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.4 | $1.7M | -4% | 29k | 59.03 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.4M | 57k | 24.75 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.3M | +11% | 18k | 73.64 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.3M | +2% | 2.2k | 572.17 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.2M | -24% | 8.3k | 146.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | +3% | 3.8k | 294.13 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.0M | +41% | 4.4k | 237.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.0M | +14% | 5.3k | 191.93 |
|
| Chubb (CB) | 0.2 | $943k | +2350% | 2.9k | 325.95 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $924k | +16% | 37k | 25.10 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $898k | 6.5k | 138.37 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $785k | +51% | 4.0k | 196.19 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $746k | +291% | 24k | 30.68 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $724k | +63% | 11k | 67.53 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
|
|
| Southern Company (SO) | 0.2 | $694k | 7.2k | 96.53 |
|
|
| Ge Vernova (GEV) | 0.2 | $663k | 760.00 | 872.74 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $650k | +13% | 1.5k | 436.86 |
|
| Ge Aerospace Com New (GE) | 0.1 | $645k | -2% | 2.3k | 283.82 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $623k | 2.9k | 211.89 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $500k | +12% | 2.3k | 215.04 |
|
| Netflix (NFLX) | 0.1 | $500k | 5.2k | 96.15 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $490k | +2% | 15k | 32.95 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $481k | -13% | 2.8k | 169.64 |
|
| Procter & Gamble Company (PG) | 0.1 | $477k | -5% | 3.3k | 144.42 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $464k | +8% | 664.00 | 698.08 |
|
| AFLAC Incorporated (AFL) | 0.1 | $450k | -18% | 4.1k | 109.72 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $441k | -8% | 16k | 27.85 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $406k | 1.4k | 287.17 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $400k | -42% | 402.00 | 995.74 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $375k | +20% | 1.9k | 192.87 |
|
| Abbvie (ABBV) | 0.1 | $368k | +9% | 1.7k | 217.52 |
|
| Wal-Mart Stores (WMT) | 0.1 | $355k | 2.9k | 124.29 |
|
|
| Amgen (AMGN) | 0.1 | $350k | 994.00 | 351.70 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $321k | -4% | 3.5k | 92.31 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $312k | 814.00 | 383.40 |
|
|
| Caterpillar (CAT) | 0.1 | $311k | -10% | 439.00 | 708.86 |
|
| Bank of America Corporation (BAC) | 0.1 | $311k | +7% | 6.4k | 48.75 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $303k | +16% | 2.6k | 118.62 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $293k | 7.2k | 40.83 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $287k | 805.00 | 356.37 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $287k | +15% | 311.00 | 921.25 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $282k | +295% | 656.00 | 430.29 |
|
| Visa Com Cl A (V) | 0.1 | $281k | +31% | 930.00 | 302.38 |
|
| Cisco Systems (CSCO) | 0.1 | $276k | +3% | 3.6k | 77.59 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $273k | +6509% | 2.2k | 125.13 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $272k | +24% | 8.4k | 32.43 |
|
| Chevron Corporation (CVX) | 0.1 | $271k | +52% | 1.3k | 206.91 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $270k | +21% | 539.00 | 499.97 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $262k | 1.3k | 208.05 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $257k | 4.9k | 52.85 |
|
|
| Home Depot (HD) | 0.1 | $245k | +4% | 746.00 | 328.96 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $235k | NEW | 2.6k | 89.33 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $232k | +3% | 4.9k | 46.91 |
|
| Johnson & Johnson (JNJ) | 0.1 | $229k | -3% | 936.00 | 244.42 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $225k | +21% | 4.6k | 48.93 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $223k | NEW | 2.1k | 105.03 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $216k | +168% | 6.9k | 31.33 |
|
| UnitedHealth (UNH) | 0.0 | $208k | +144% | 769.00 | 270.55 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $206k | -15% | 1.6k | 126.25 |
|
| Merck & Co (MRK) | 0.0 | $205k | +9% | 1.7k | 120.30 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $205k | 2.1k | 97.92 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $204k | 1.8k | 113.13 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $204k | +2% | 953.00 | 213.71 |
|
| Wells Fargo & Company (WFC) | 0.0 | $200k | +5% | 2.5k | 79.60 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $197k | -4% | 905.00 | 217.29 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $196k | -7% | 425.00 | 460.99 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.0 | $194k | 3.6k | 53.20 |
|
|
| Advisors Ser Tr Scharf Etf (KAT) | 0.0 | $194k | -3% | 3.6k | 53.60 |
|
| International Business Machines (IBM) | 0.0 | $189k | +5% | 779.00 | 242.32 |
|
| Canadian Natl Ry (CNI) | 0.0 | $183k | 1.8k | 102.75 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $181k | +5% | 582.00 | 311.04 |
|
| Applied Materials (AMAT) | 0.0 | $176k | +3% | 516.00 | 341.75 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $174k | 1.8k | 97.15 |
|
|
| AECOM Technology Corporation (ACM) | 0.0 | $169k | -4% | 2.0k | 84.82 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $169k | 432.00 | 390.34 |
|
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $166k | 7.0k | 23.68 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $165k | +14% | 2.6k | 62.45 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $161k | 3.3k | 48.46 |
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|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $155k | 1.1k | 141.42 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $155k | 1.0k | 148.13 |
|
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| Goldman Sachs (GS) | 0.0 | $154k | 182.00 | 847.77 |
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| Snowflake Com Shs (SNOW) | 0.0 | $151k | -26% | 1.0k | 150.79 |
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| Verizon Communications (VZ) | 0.0 | $149k | +57% | 3.0k | 50.20 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $147k | 2.0k | 71.74 |
|
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| Scotts Miracle-gro Cl A (SMG) | 0.0 | $146k | 2.4k | 60.80 |
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| Arista Networks Com Shs (ANET) | 0.0 | $145k | 1.2k | 122.75 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.0 | $144k | NEW | 3.6k | 40.54 |
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| Sofi Technologies (SOFI) | 0.0 | $141k | +738% | 8.9k | 15.88 |
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| Cadence Design Systems (CDNS) | 0.0 | $140k | +2% | 503.00 | 278.14 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $140k | +5% | 2.3k | 61.25 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $139k | 1.5k | 94.58 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $137k | +15% | 2.7k | 49.88 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $136k | 3.5k | 38.86 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $133k | +45% | 1.6k | 82.45 |
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| Bristol Myers Squibb (BMY) | 0.0 | $130k | +7% | 2.1k | 60.65 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $130k | NEW | 1.6k | 80.58 |
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| Oracle Corporation (ORCL) | 0.0 | $129k | -7% | 879.00 | 147.11 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $125k | +22% | 2.6k | 48.33 |
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| Advanced Micro Devices (AMD) | 0.0 | $124k | +15% | 610.00 | 203.39 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $124k | +99% | 1.6k | 77.09 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $123k | +17% | 365.00 | 337.84 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $123k | 1.7k | 70.91 |
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|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $122k | +3% | 2.7k | 45.65 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $122k | 2.6k | 45.90 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $121k | +22% | 3.2k | 38.26 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $120k | 813.00 | 147.54 |
|
|
| Coca-Cola Company (KO) | 0.0 | $118k | +30% | 1.6k | 76.05 |
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| Tg Therapeutics (TGTX) | 0.0 | $117k | 3.5k | 33.22 |
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| Citigroup Com New (C) | 0.0 | $116k | +74% | 1.0k | 113.46 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $116k | 250.00 | 463.87 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.0 | $115k | NEW | 2.1k | 54.84 |
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| Waste Management (WM) | 0.0 | $114k | +6% | 495.00 | 229.93 |
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| Fifth Third Ban (FITB) | 0.0 | $114k | 2.4k | 46.46 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $113k | 305.00 | 370.60 |
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| Zions Bancorporation (ZION) | 0.0 | $111k | -29% | 1.9k | 57.62 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $110k | +96% | 3.8k | 29.13 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $109k | 1.6k | 67.00 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $106k | +3% | 1.3k | 82.00 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $105k | +31% | 258.00 | 407.45 |
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| salesforce (CRM) | 0.0 | $101k | -31% | 542.00 | 186.78 |
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| Otter Tail Corporation (OTTR) | 0.0 | $101k | 1.2k | 87.73 |
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| Truist Financial Corp equities (TFC) | 0.0 | $99k | -2% | 2.2k | 45.96 |
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| MercadoLibre (MELI) | 0.0 | $99k | 57.00 | 1729.04 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $98k | +9% | 875.00 | 112.29 |
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| Abbott Laboratories (ABT) | 0.0 | $95k | 924.00 | 102.62 |
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| SYSCO Corporation (SYY) | 0.0 | $94k | 1.3k | 71.32 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $94k | 439.00 | 213.50 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $94k | +3% | 7.5k | 12.51 |
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| Strategy Cl A New (MSTR) | 0.0 | $93k | 747.00 | 124.72 |
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| Trane Technologies SHS (TT) | 0.0 | $92k | 222.00 | 415.89 |
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| At&t (T) | 0.0 | $92k | +16% | 3.2k | 28.99 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $91k | +9% | 1.3k | 69.91 |
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| Kroger (KR) | 0.0 | $90k | +2% | 1.2k | 72.34 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $88k | 1.1k | 77.19 |
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| Boston Scientific Corporation (BSX) | 0.0 | $86k | -2% | 1.4k | 62.77 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $86k | 314.00 | 272.48 |
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| Corning Incorporated (GLW) | 0.0 | $85k | +9% | 628.00 | 135.99 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $85k | 1.0k | 84.91 |
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| Northwest Bancshares (NWBI) | 0.0 | $85k | -2% | 6.7k | 12.69 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $84k | +11% | 1.2k | 71.15 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $83k | +20% | 602.00 | 138.23 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $83k | 1.0k | 82.87 |
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| One Gas (OGS) | 0.0 | $83k | 961.00 | 86.13 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $82k | 529.00 | 154.97 |
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| Metropcs Communications (TMUS) | 0.0 | $82k | +345% | 388.00 | 210.22 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $81k | +16% | 190.00 | 426.78 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $80k | NEW | 1.9k | 41.54 |
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| Trip Com Group Ads (TCOM) | 0.0 | $80k | 1.6k | 49.79 |
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| American Express Company (AXP) | 0.0 | $79k | -5% | 261.00 | 302.75 |
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| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.0 | $78k | +759% | 791.00 | 98.53 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $77k | -8% | 1.7k | 46.36 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $77k | 374.00 | 205.56 |
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| Iron Mountain (IRM) | 0.0 | $76k | 748.00 | 102.20 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $76k | +4% | 398.00 | 191.58 |
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| Kla Corp Com New (KLAC) | 0.0 | $76k | +136% | 52.00 | 1458.83 |
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| Boeing Company (BA) | 0.0 | $76k | +31% | 380.00 | 198.91 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $76k | -25% | 249.00 | 303.37 |
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| Workday Cl A (WDAY) | 0.0 | $74k | -20% | 568.00 | 129.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $72k | +2% | 292.00 | 248.00 |
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| Community Bank System (CBU) | 0.0 | $71k | 1.2k | 58.64 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $71k | NEW | 1.8k | 38.96 |
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| Williams Companies (WMB) | 0.0 | $71k | +12% | 980.00 | 72.81 |
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| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $71k | NEW | 12k | 6.00 |
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| Carrier Global Corporation (CARR) | 0.0 | $70k | 1.2k | 56.32 |
|
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $69k | +18% | 192.00 | 359.11 |
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| Kite Realty Group Trust Com New (KRG) | 0.0 | $68k | 2.8k | 24.55 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $67k | 657.00 | 102.25 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $67k | +2542% | 4.3k | 15.65 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $67k | 980.00 | 68.14 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $66k | 399.00 | 165.50 |
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| Linde SHS (LIN) | 0.0 | $66k | +90% | 133.00 | 494.53 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $66k | +9% | 1.4k | 46.70 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $66k | 268.00 | 244.34 |
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| Booking Holdings (BKNG) | 0.0 | $64k | 15.00 | 4279.13 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $64k | 266.00 | 240.15 |
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| Micron Technology (MU) | 0.0 | $64k | +11% | 189.00 | 337.03 |
|
| Village Super Mkt Cl A New (VLGEA) | 0.0 | $63k | 1.5k | 42.23 |
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| Howmet Aerospace (HWM) | 0.0 | $63k | +5% | 275.00 | 230.25 |
|
| TJX Companies (TJX) | 0.0 | $63k | +3% | 394.00 | 159.86 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $62k | +122% | 493.00 | 126.32 |
|
| Bio-techne Corporation (TECH) | 0.0 | $62k | 1.2k | 52.24 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $62k | 469.00 | 132.59 |
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| Eaton Corp SHS (ETN) | 0.0 | $62k | +4% | 173.00 | 358.31 |
|
| Pepsi (PEP) | 0.0 | $61k | +33% | 396.00 | 155.11 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $60k | -19% | 1.1k | 56.78 |
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| Encana Corporation (OVV) | 0.0 | $60k | 1.0k | 59.34 |
|
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| ViaSat (VSAT) | 0.0 | $59k | 1.3k | 45.81 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $59k | 964.00 | 61.32 |
|
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| ConocoPhillips (COP) | 0.0 | $58k | -4% | 440.00 | 132.07 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $58k | -16% | 192.00 | 302.26 |
|
| Analog Devices (ADI) | 0.0 | $58k | +58% | 181.00 | 318.71 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $57k | 1.1k | 52.57 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $57k | 844.00 | 67.59 |
|
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| Pfizer (PFE) | 0.0 | $57k | +60% | 2.0k | 28.08 |
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| Lowe's Companies (LOW) | 0.0 | $57k | +92% | 240.00 | 235.94 |
|
| Starbucks Corporation (SBUX) | 0.0 | $56k | +13% | 629.00 | 89.64 |
|
| Honeywell International (HON) | 0.0 | $56k | +34% | 248.00 | 225.70 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $56k | -27% | 2.5k | 22.69 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $56k | NEW | 601.00 | 92.69 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $56k | +15% | 577.00 | 96.42 |
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $56k | +162% | 1.2k | 47.03 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $56k | 780.00 | 71.18 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $55k | 1.1k | 51.88 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $54k | +57% | 90.00 | 604.37 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $54k | -21% | 290.00 | 184.52 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $53k | +38% | 274.00 | 194.07 |
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| Nextera Energy (NEE) | 0.0 | $53k | +59% | 566.00 | 92.92 |
|
| Walt Disney Company (DIS) | 0.0 | $53k | +6% | 545.00 | 96.43 |
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| Dow (DOW) | 0.0 | $53k | +43% | 1.3k | 41.66 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $52k | 238.00 | 219.09 |
|
|
| Hca Holdings (HCA) | 0.0 | $52k | 110.00 | 473.82 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $52k | 39.00 | 1321.10 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $51k | 927.00 | 55.22 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $51k | -35% | 160.00 | 318.07 |
|
| CoStar (CSGP) | 0.0 | $51k | 1.3k | 40.34 |
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| Union Pacific Corporation (UNP) | 0.0 | $51k | +22% | 209.00 | 242.91 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $50k | 146.00 | 341.86 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $50k | +13% | 431.00 | 115.01 |
|
| Ecolab (ECL) | 0.0 | $50k | 186.00 | 266.06 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $49k | +14% | 64.00 | 769.83 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $49k | +12% | 191.00 | 257.53 |
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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 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
- Abound Wealth Management 2023 Q1 filed Aug. 7, 2024