What is Abound Wealth Management's portfolio value?

As of Q4 2025, Abound Wealth Management manages $427.0M across 1430 reported positions in their SEC 13F filing.

What are Abound Wealth Management's top holdings?

Abound Wealth Management's largest 13F positions include IJR, AGG, VEA, representing approximately 30.5% of the reported portfolio.

How many stocks does Abound Wealth Management hold?

Abound Wealth Management holds 1430 reported positions as of their Q4 2025 13F filing.

When did Abound Wealth Management last file a 13F?

The most recent 13F filing from Abound Wealth Management reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Abound Wealth Management

CIK: 0001950323SEC EDGAR →

Portfolio Value

$427.0M

Holdings

1,430

As of

Q4 2025

New Positions

115

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IJR ISHARES TR	444,527	$53.4M	12.51%
2	AGG ISHARES TR	453,932	$45.3M	10.62%
3	VEA VANGUARD TAX-MANAGED FDS	506,534	$31.6M	7.41%
4	IVV ISHARES TR	40,044	$27.4M	6.42%
5	VV VANGUARD INDEX FDS	79,450	$25.0M	5.86%
6	IEMG ISHARES INC	322,201	$21.7M	5.07%
7	SCHX SCHWAB STRATEGIC TR	796,844	$21.4M	5.02%
8	VOO VANGUARD INDEX FDS	32,823	$20.6M	4.82%
9	VB VANGUARD INDEX FDS	67,193	$17.3M	4.06%
10	VTI VANGUARD INDEX FDS	45,376	$15.2M	3.56%

Quarterly Changes

Top Buys

IJR↑ Increased

$4.9M

AGG↑ Increased

$3.2M

PLTR↑ Increased

$1.7M

SPY↑ Increased

$1.6M

AAPL↑ Increased

$1.6M

Top Sells

VEA↓ Decreased

$1.1M

GOOGL↓ Decreased

$303K

MIGA↓ Decreased

$270K

VNQ↓ Decreased

$197K

AVGO↓ Decreased

$185K

New Positions (151)

$318K · 5K shares

$102K · 7K shares

$84K · 3K shares

$72K · 1K shares

$70K · 1K shares

$54K · 1K shares

$29K · 202 shares

$26K · 1K shares

$26K · 355 shares

$25K · 200 shares

$22K · 454 shares

$19K · 128 shares

$18K · 86 shares

$16K · 102 shares

$15K · 52 shares

$14K · 168 shares

$13K · 131 shares

$13K · 453 shares

$12K · 272 shares

$12K · 276 shares

$12K · 141 shares

$11K · 259 shares

$11K · 182 shares

$11K · 238 shares

$10K · 202 shares

$9K · 255 shares

$8K · 100 shares

$8K · 171 shares

$8K · 141 shares

$7K · 201 shares

$7K · 30 shares

$7K · 8 shares

$7K · 112 shares

$7K · 210 shares

$7K · 93 shares

$7K · 100 shares

$7K · 266 shares

$6K · 100 shares

$6K · 51 shares

$6K · 104 shares

$6K · 450 shares

$6K · 61 shares

$6K · 440 shares

$6K · 57 shares

$5K · 50 shares

$5K · 100 shares

$5K · 68 shares

$5K · 50 shares

$5K · 100 shares

$5K · 100 shares

$5K · 153 shares

$4K · 18 shares

$4K · 118 shares

$4K · 159 shares

$4K · 20 shares

$4K · 44 shares

$4K · 200 shares

$4K · 103 shares

$4K · 119 shares

$4K · 126 shares

ARKG

$3K · 104 shares

BEAT

$3K · 2K shares

PRNT

$3K · 160 shares

$3K · 22 shares

VPL

$3K · 37 shares

$2K · 26 shares

$2K · 25 shares

$2K · 34 shares

$1K · 30 shares

$1K · 18 shares

$1K · 10 shares

$1K · 45 shares

$1K · 250 shares

$1K · 74 shares

$0 · 1 shares

$0 · 2 shares

$0 · 6 shares

$0 · 4 shares

$0 · 1 shares

$0 · 2 shares

$0 · 2 shares

$0 · 9 shares

$0 · 6 shares

$0 · 14 shares

$0 · 10 shares

$0 · 19 shares

$0 · 7 shares

$0 · 1 shares

$0 · 1 shares

$0 · 18 shares

$0 · 1 shares

$0 · 14 shares

$0 · 4 shares

$0 · 3 shares

$0 · 15 shares

$0 · 5 shares

$0 · 2 shares

$0 · 3 shares

$0 · 1 shares

$0 · 21 shares

$0 · 8 shares

$0 · 1 shares

$0 · 2 shares

$0 · 1 shares

MHK

$0 · 2 shares

$0 · 1 shares

$0 · 1 shares

$0 · 100 shares

$0 · 3 shares

$0 · 1 shares

$0 · 15 shares

$0 · 20 shares

$0 · 8 shares

$0 · 2 shares

$0 · 32 shares

$0 · 5 shares

$0 · 9 shares

$0 · 2 shares

CENTRAIS ELET BRAS SA

$0 · 8 shares

MRP

$0 · 6 shares

GWRE

$0 · 1 shares

QTWO

$0 · 2 shares

$0 · 4 shares

EZBC

$0 · 13 shares

MKL

$0 · 0 shares

HAUZ

$0 · 26 shares

$0 · 0 shares

CWST

$0 · 3 shares

ITT

$0 · 3 shares

$0 · 6 shares

$0 · 1 shares

$0 · 22 shares

$0 · 2 shares

$0 · 12 shares

$0 · 4 shares

$0 · 1 shares

$0 · 5 shares

$0 · 4 shares

$0 · 1 shares

$0 · 4 shares

$0 · 6 shares

$0 · 8 shares

$0 · 21 shares

$0 · 6 shares

$0 · 1 shares

$0 · 23 shares

$0 · 4 shares

$0 · 4 shares

$0 · 2 shares

$0 · 8 shares

Closed Positions (80)

$116K · 3K shares

$68K · 590 shares

$56K · 2K shares

$41K · 367 shares

$39K · 790 shares

$29K · 641 shares

$21K · 184 shares

$20K · 335 shares

$19K · 232 shares

$16K · 594 shares

$16K · 98 shares

$15K · 553 shares

$13K · 102 shares

$13K · 155 shares

$13K · 263 shares

$10K · 192 shares

$10K · 185 shares

$10K · 124 shares

$10K · 172 shares

$9K · 80 shares

$9K · 234 shares

$8K · 13 shares

$8K · 381 shares

$8K · 99 shares

$8K · 500 shares

$7K · 179 shares

$7K · 136 shares

$7K · 140 shares

$6K · 30 shares

$6K · 112 shares

$6K · 300 shares

$5K · 42 shares

$5K · 90 shares

$5K · 79 shares

$5K · 189 shares

$5K · 51 shares

$4K · 49 shares

$3K · 50 shares

$3K · 48 shares

$2K · 61 shares

$1K · 35 shares

$1K · 18 shares

$1K · 16 shares

$978 · 170 shares

$963 · 300 shares

$902 · 23 shares

$844 · 4 shares

$695 · 18 shares

$680 · 2 shares

$654 · 54 shares

BWA

$616 · 14 shares

$584 · 2 shares

$576 · 16 shares

$480 · 13 shares

$456 · 12 shares

$386 · 8 shares

$360 · 13 shares

$324 · 1 shares

$323 · 4 shares

$293 · 20 shares

$292 · 11 shares

$265 · 7 shares

$263 · 64 shares

$223 · 14 shares

$167 · 11 shares

$160 · 3 shares

$154 · 8 shares

$145 · 22 shares

$128 · 33 shares

$127 · 14 shares

$125 · 4 shares

$117 · 6 shares

$101 · 33 shares

$85 · 27 shares

$73 · 3 shares

$51 · 2 shares

$27 · 1 shares

$22 · 0 shares

$14 · 0 shares

$0 · 0 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	417	$345.5M	81.0%
Technology	194	$30.3M	7.1%
Unknown	95	$16.4M	3.8%
Consumer Cyclical	131	$13.6M	3.2%
Communication Services	47	$6.0M	1.4%
Energy	67	$3.5M	0.8%
Industrials	144	$3.3M	0.8%
Healthcare	120	$3.0M	0.7%
Consumer Defensive	55	$2.0M	0.5%
Utilities	43	$1.5M	0.4%
Real Estate	65	$749K	0.2%
Basic Materials	52	$615K	0.1%