Abound Wealth Management Q3 2025 Filing
Filed October 10, 2025
Portfolio Value
$399.5B
Holdings
1,359
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,359 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IJRISHARES TR | 408,195 | $48.5B | 12.14% | |
| 2 | AGGISHARES TR | 420,665 | $42.2B | 10.56% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 508,918 | $30.5B | 7.63% | |
| 4 | IVVISHARES TR | 38,925 | $26.1B | 6.52% | |
| 5 | VVVANGUARD INDEX FDS | 78,842 | $24.3B | 6.08% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 789,205 | $20.8B | 5.20% | |
| 7 | IEMGISHARES INC | 309,886 | $20.4B | 5.11% | |
| 8 | VOOVANGUARD INDEX FDS | 31,063 | $19.0B | 4.76% | |
| 9 | VBVANGUARD INDEX FDS | 66,802 | $17.0B | 4.25% | |
| 10 | VTIVANGUARD INDEX FDS | 43,464 | $14.3B | 3.57% | |
| 11 | AAPLAPPLE INC | 38,940 | $9.9B | 2.48% | |
| 12 | AQLTISHARES TR | 111,649 | $9.7B | 2.44% | |
| 13 | SPYSPDR S&P 500 ETF TR | 13,646 | $9.1B | 2.28% | |
| 14 | TSLATESLA INC | 18,451 | $8.2B | 2.05% | |
| 15 | VWOVANGUARD INTL EQUITY INDEX F | 130,607 | $7.1B | 1.77% | |
| 16 | ITOTISHARES TR | 36,803 | $5.4B | 1.34% | |
| 17 | SPYMSPDR SERIES TRUST | 63,872 | $5.0B | 1.25% | |
| 18 | AVGOBROADCOM INC | 12,786 | $4.2B | 1.06% | |
| 19 | NVDANVIDIA CORPORATION | 21,038 | $3.9B | 0.98% | |
| 20 | NDQINVESCO QQQ TR | 6,453 | $3.9B | 0.97% | |
| 21 | SCHASCHWAB STRATEGIC TR | 135,142 | $3.8B | 0.94% | |
| 22 | VNQVANGUARD INDEX FDS | 40,598 | $3.7B | 0.93% | |
| 23 | MSFTMICROSOFT CORP | 6,150 | $3.2B | 0.80% | |
| 24 | MUBISHARES TR | 26,809 | $2.9B | 0.71% | |
| 25 | FBTCFIDELITY WISE ORIGIN BITCOIN | 27,318 | $2.7B | 0.68% | |
| 26 | AMZNAMAZON COM INC | 12,216 | $2.7B | 0.67% | |
| 27 | OKEONEOK INC NEW | 33,310 | $2.4B | 0.61% | |
| 28 | GOOGLALPHABET INC | 6,594 | $1.6B | 0.40% | |
| 29 | METAMETA PLATFORMS INC | 2,128 | $1.6B | 0.39% | |
| 30 | SCHFSCHWAB STRATEGIC TR | 59,755 | $1.4B | 0.35% | |
| 31 | GOOGALPHABET INC | 5,692 | $1.4B | 0.35% | |
| 32 | JPMJPMORGAN CHASE & CO. | 3,564 | $1.1B | 0.28% | |
| 33 | BNDVANGUARD BD INDEX FDS | 13,618 | $1.0B | 0.25% | |
| 34 | ACWIISHARES TR | 6,490 | $897.2M | 0.22% | |
| 35 | QQQMINVESCO EXCH TRADED FD TR II | 3,475 | $858.8M | 0.21% | |
| 36 | RSPINVESCO EXCHANGE TRADED FD T | 4,025 | $763.5M | 0.19% | |
| 37 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.2M | 0.19% | |
| 38 | SCHBSCHWAB STRATEGIC TR | 27,784 | $714.3M | 0.18% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 765 | $708.1M | 0.18% | |
| 40 | SOSOUTHERN CO | 7,118 | $674.6M | 0.17% | |
| 41 | PGPROCTER AND GAMBLE CO | 4,212 | $647.1M | 0.16% | |
| 42 | AFLAFLAC INC | 5,708 | $637.6M | 0.16% | |
| 43 | VUGVANGUARD INDEX FDS | 1,307 | $626.7M | 0.16% | |
| 44 | NFLXNETFLIX INC | 519 | $621.8M | 0.16% | |
| 45 | VTVVANGUARD INDEX FDS | 2,840 | $529.6M | 0.13% | |
| 46 | FNDXSCHWAB STRATEGIC TR | 18,775 | $493.8M | 0.12% | |
| 47 | SCHESCHWAB STRATEGIC TR | 14,379 | $479.8M | 0.12% | |
| 48 | VGTVANGUARD WORLD FD | 613 | $457.8M | 0.11% | |
| 49 | IJHISHARES TR | 6,508 | $424.7M | 0.11% | |
| 50 | JBHTHUNT J B TRANS SVCS INC | 2,931 | $393.3M | 0.10% | |
| 51 | MIGASTRATEGY INC | 1,189 | $382.9M | 0.10% | |
| 52 | VOVANGUARD INDEX FDS | 1,288 | $378.4M | 0.09% | |
| 53 | VIGVANGUARD SPECIALIZED FUNDS | 1,668 | $359.9M | 0.09% | |
| 54 | ABBVABBVIE INC | 1,538 | $356.0M | 0.09% | |
| 55 | XOMEXXON MOBIL CORP | 2,965 | $334.3M | 0.08% | |
| 56 | SHOPSHOPIFY INC | 2,235 | $332.1M | 0.08% | |
| 57 | ZIONZIONS BANCORPORATION N A | 5,523 | $312.5M | 0.08% | |
| 58 | SNOWSNOWFLAKE INC | 1,365 | $307.8M | 0.08% | |
| 59 | VVISA INC | 879 | $300.2M | 0.08% | |
| 60 | IWBISHARES TR | 817 | $298.5M | 0.07% | |
| 61 | BACBANK AMERICA CORP | 5,609 | $289.4M | 0.07% | |
| 62 | WMTWALMART INC | 2,782 | $286.7M | 0.07% | |
| 63 | AMGNAMGEN INC | 1,012 | $285.5M | 0.07% | |
| 64 | SMHVANECK ETF TRUST | 848 | $276.8M | 0.07% | |
| 65 | ABNBAIRBNB INC | 2,264 | $274.9M | 0.07% | |
| 66 | HDHOME DEPOT INC | 677 | $274.3M | 0.07% | |
| 67 | RTXRTX CORPORATION | 1,604 | $268.4M | 0.07% | |
| 68 | MAMASTERCARD INCORPORATED | 441 | $250.8M | 0.06% | |
| 69 | ISRGINTUITIVE SURGICAL INC | 556 | $248.7M | 0.06% | |
| 70 | SCHDSCHWAB STRATEGIC TR | 8,981 | $245.2M | 0.06% | |
| 71 | ORCLORACLE CORP | 867 | $244.0M | 0.06% | |
| 72 | FTECFIDELITY COVINGTON TRUST | 1,096 | $243.5M | 0.06% | |
| 73 | OZBELPOINTE PREP LLC | 3,645 | $233.3M | 0.06% | |
| 74 | CSCOCISCO SYS INC | 3,263 | $223.3M | 0.06% | |
| 75 | SPEMSPDR INDEX SHS FDS | 4,728 | $221.3M | 0.06% | |
| 76 | KATADVISORS SER TR | 3,911 | $220.1M | 0.06% | |
| 77 | PLTRPALANTIR TECHNOLOGIES INC | 1,185 | $216.2M | 0.05% | |
| 78 | VOOGVANGUARD ADMIRAL FDS INC | 493 | $214.6M | 0.05% | |
| 79 | CATCATERPILLAR INC | 445 | $212.2M | 0.05% | |
| 80 | CRWDCROWDSTRIKE HLDGS INC | 432 | $211.8M | 0.05% | |
| 81 | WDAYWORKDAY INC | 863 | $207.8M | 0.05% | |
| 82 | FNDASCHWAB STRATEGIC TR | 6,639 | $206.9M | 0.05% | |
| 83 | CRMSALESFORCE INC | 870 | $206.3M | 0.05% | |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 719 | $202.8M | 0.05% | |
| 85 | VBRVANGUARD INDEX FDS | 968 | $202.0M | 0.05% | |
| 86 | WFCWELLS FARGO CO NEW | 2,322 | $194.7M | 0.05% | |
| 87 | LLYELI LILLY & CO | 252 | $192.5M | 0.05% | |
| 88 | BIVVANGUARD BD INDEX FDS | 2,312 | $180.6M | 0.05% | |
| 89 | JNJJOHNSON & JOHNSON | 941 | $174.5M | 0.04% | |
| 90 | CDNSCADENCE DESIGN SYSTEM INC | 487 | $171.2M | 0.04% | |
| 91 | SILASILA REALTY TRUST INC | 6,773 | $170.0M | 0.04% | |
| 92 | ANETARISTA NETWORKS INC | 1,156 | $168.4M | 0.04% | |
| 93 | CNRCANADIAN NATL RY CO | 1,768 | $166.8M | 0.04% | |
| 94 | EFAISHARES TR | 1,786 | $166.7M | 0.04% | |
| 95 | IVWISHARES TR | 1,348 | $162.8M | 0.04% | |
| 96 | MCDMCDONALDS CORP | 526 | $160.0M | 0.04% | |
| 97 | ORLYOREILLY AUTOMOTIVE INC | 1,375 | $148.2M | 0.04% | |
| 98 | XLRESELECT SECTOR SPDR TR | 3,443 | $145.1M | 0.04% | |
| 99 | GEGE AEROSPACE | 481 | $144.7M | 0.04% | |
| 100 | VSGXVANGUARD WORLD FD | 2,031 | $140.9M | 0.04% |
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