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Sofi Select 500 Etf shares owned by Abound Wealth Management

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Abound Wealth Management from 13F filings

Historical chart of Abound Wealth Management investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Sofi Select 500 Etf held by Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Select 500 Etf by Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3k 41 129.20
2025-06-30 $4.8k 41 118.15

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Abound Wealth Management

Top funds holding Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
Concurrent Investment Advisors
Citadel Advisors
LPL Financial
Susquehanna International
Royal Bank of Canada
Teamwork Financial Advisors
Toroso Investments
Nova Wealth Management
Mustico Financial Group
Northwestern Mutual Wealth Management Company
Wedbush Morgan Securities
Centric Wealth Management
FMR

View all funds holding Sofi Select 500 Etf