Abound Wealth Management Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$427.0B
Holdings
1,430
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,430 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | IJJISHARES TR | 469 | $61.0M | 0.01% | |
| 202 | SSOPROSHARES TR | 1,066 | $61.0M | 0.01% | |
| 203 | INTUINTUIT | 92 | $60.0M | 0.01% | |
| 204 | VXUSVANGUARD STAR FDS | 803 | $60.0M | 0.01% | |
| 205 | JQUAJ P MORGAN EXCHANGE TRADED F | 964 | $60.0M | 0.01% | |
| 206 | CMGCHIPOTLE MEXICAN GRILL INC | 1,644 | $60.0M | 0.01% | |
| 207 | DISDISNEY WALT CO | 512 | $58.0M | 0.01% | |
| 208 | TJXTJX COS INC NEW | 382 | $58.0M | 0.01% | |
| 209 | KNSLKINSALE CAP GROUP INC | 146 | $57.0M | 0.01% | |
| 210 | IGSBISHARES TR | 1,084 | $57.0M | 0.01% | |
| 211 | ADBEADOBE INC | 161 | $56.0M | 0.01% | |
| 212 | UBERUBER TECHNOLOGIES INC | 685 | $55.0M | 0.01% | |
| 213 | ARKTARK ETF TR | 373 | $55.0M | 0.01% | |
| 214 | IAUMISHARES GOLD TR | 1,278 | $54.0M | 0.01% | |
| 215 | VLGEAVILLAGE SUPER MKT INC | 1,500 | $53.0M | 0.01% | |
| 216 | HWMHOWMET AEROSPACE INC | 261 | $53.0M | 0.01% | |
| 217 | FDVVFIDELITY COVINGTON TRUST | 926 | $52.0M | 0.01% | |
| 218 | MDBMONGODB INC | 125 | $52.0M | 0.01% | |
| 219 | ETNEATON CORP PLC | 166 | $52.0M | 0.01% | |
| 220 | NOWSERVICENOW INC | 341 | $52.0M | 0.01% | |
| 221 | WMBWILLIAMS COS INC | 870 | $52.0M | 0.01% | |
| 222 | ITA*ISHARES TR | 238 | $51.0M | 0.01% | |
| 223 | PANWPALO ALTO NETWORKS INC | 282 | $51.0M | 0.01% | |
| 224 | HCAHCA HEALTHCARE INC | 110 | $51.0M | 0.01% | |
| 225 | GLWCORNING INC | 576 | $50.0M | 0.01% | |
| 226 | KMBKIMBERLY-CLARK CORP | 498 | $50.0M | 0.01% | |
| 227 | TEAMATLASSIAN CORPORATION | 306 | $49.0M | 0.01% | |
| 228 | QCOMQUALCOMM INC | 289 | $49.0M | 0.01% | |
| 229 | PNCPNC FINL SVCS GROUP INC | 232 | $48.0M | 0.01% | |
| 230 | IXUSISHARES TR | 568 | $48.0M | 0.01% | |
| 231 | MUMICRON TECHNOLOGY INC | 170 | $48.0M | 0.01% | |
| 232 | ECLECOLAB INC | 186 | $48.0M | 0.01% | |
| 233 | NSCNORFOLK SOUTHN CORP | 164 | $47.0M | 0.01% | |
| 234 | VOTVANGUARD INDEX FDS | 170 | $47.0M | 0.01% | |
| 235 | DWDMORGAN STANLEY | 266 | $47.0M | 0.01% | |
| 236 | DHRDANAHER CORPORATION | 205 | $46.0M | 0.01% | |
| 237 | ASHASHLAND INC | 791 | $46.0M | 0.01% | |
| 238 | SBUXSTARBUCKS CORP | 553 | $46.0M | 0.01% | |
| 239 | ACNACCENTURE PLC IRELAND | 173 | $46.0M | 0.01% | |
| 240 | VEUVANGUARD INTL EQUITY INDEX F | 628 | $46.0M | 0.01% | |
| 241 | VTWOVANGUARD SCOTTSDALE FDS | 457 | $45.0M | 0.01% | |
| 242 | MIDDMIDDLEBY CORP | 309 | $45.0M | 0.01% | |
| 243 | LIESUN LIFE FINANCIAL INC. | 717 | $44.0M | 0.01% | |
| 244 | METMETLIFE INC | 570 | $44.0M | 0.01% | |
| 245 | VSATVIASAT INC | 1,294 | $44.0M | 0.01% | |
| 246 | AZNASTRAZENECA PLC | 480 | $44.0M | 0.01% | |
| 247 | WKWORKIVA INC | 500 | $43.0M | 0.01% | |
| 248 | REGNREGENERON PHARMACEUTICALS | 56 | $43.0M | 0.01% | |
| 249 | IJSISHARES TR | 380 | $43.0M | 0.01% | |
| 250 | MPCMARATHON PETE CORP | 267 | $43.0M | 0.01% | |
| 251 | SCHPSCHWAB STRATEGIC TR | 1,633 | $43.0M | 0.01% | |
| 252 | COPCONOCOPHILLIPS | 461 | $43.0M | 0.01% | |
| 253 | RWLINVESCO EXCH TRADED FD TR II | 380 | $43.0M | 0.01% | |
| 254 | PEPPEPSICO INC | 297 | $42.0M | 0.01% | |
| 255 | UPSUNITED PARCEL SERVICE INC | 425 | $42.0M | 0.01% | |
| 256 | ABATAMERICAN BATTERY TECHNOLOGY | 12,650 | $42.0M | 0.01% | |
| 257 | PRFZINVESCO EXCHANGE TRADED FD T | 917 | $42.0M | 0.01% | |
| 258 | ASMLASML HOLDING N V | 39 | $41.0M | 0.01% | |
| 259 | CHRCHURCHILL DOWNS INC | 354 | $40.0M | 0.01% | |
| 260 | FDNFIRST TR EXCHANGE-TRADED FD | 150 | $40.0M | 0.01% | |
| 261 | OVVOVINTIV INC | 1,006 | $39.0M | 0.01% | |
| 262 | UNPUNION PAC CORP | 171 | $39.0M | 0.01% | |
| 263 | IJKISHARES TR | 393 | $38.0M | 0.01% | |
| 264 | A4SAMERIPRISE FINL INC | 79 | $38.0M | 0.01% | |
| 265 | FQIDIGITAL RLTY TR INC | 251 | $38.0M | 0.01% | |
| 266 | NWNNORTHWEST NAT HLDG CO | 803 | $37.0M | 0.01% | |
| 267 | EMXCISHARES INC | 506 | $36.0M | 0.01% | |
| 268 | IVEISHARES TR | 174 | $36.0M | 0.01% | |
| 269 | SCHWSCHWAB CHARLES CORP | 361 | $36.0M | 0.01% | |
| 270 | CBCHUBB LIMITED | 118 | $36.0M | 0.01% | |
| 271 | FDLOFIDELITY COVINGTON TRUST | 529 | $35.0M | 0.01% | |
| 272 | AEMAGNICO EAGLE MINES LTD | 209 | $35.0M | 0.01% | |
| 273 | HONHONEYWELL INTL INC | 184 | $35.0M | 0.01% | |
| 274 | TWLOTWILIO INC | 252 | $35.0M | 0.01% | |
| 275 | TXNTEXAS INSTRS INC | 198 | $34.0M | 0.01% | |
| 276 | SCHCSCHWAB STRATEGIC TR | 749 | $34.0M | 0.01% | |
| 277 | MCHPMICROCHIP TECHNOLOGY INC. | 526 | $33.0M | 0.01% | |
| 278 | GEGGEO GROUP INC NEW | 2,045 | $32.0M | 0.01% | |
| 279 | TMOTHERMO FISHER SCIENTIFIC INC | 56 | $32.0M | 0.01% | |
| 280 | FTCSFIRST TR EXCHANGE-TRADED FD | 350 | $32.0M | 0.01% | |
| 281 | EXEEXPAND ENERGY CORPORATION | 297 | $32.0M | 0.01% | |
| 282 | FFC0OAKTREE SPECIALTY LENDING CO | 2,577 | $32.0M | 0.01% | |
| 283 | MMM3M CO | 204 | $32.0M | 0.01% | |
| 284 | DUKDUKE ENERGY CORP NEW | 280 | $32.0M | 0.01% | |
| 285 | MDTMEDTRONIC PLC | 335 | $32.0M | 0.01% | |
| 286 | ADPAUTOMATIC DATA PROCESSING IN | 126 | $32.0M | 0.01% | |
| 287 | VFHVANGUARD WORLD FD | 236 | $31.0M | 0.01% | |
| 288 | PFEPFIZER INC | 1,266 | $31.0M | 0.01% | |
| 289 | EFVISHARES TR | 437 | $31.0M | 0.01% | |
| 290 | SPGIS&P GLOBAL INC | 61 | $31.0M | 0.01% | |
| 291 | VRTXVERTEX PHARMACEUTICALS INC | 70 | $31.0M | 0.01% | |
| 292 | USMVISHARES TR | 333 | $31.0M | 0.01% | |
| 293 | MCKMCKESSON CORP | 39 | $31.0M | 0.01% | |
| 294 | USBUS BANCORP DEL | 594 | $31.0M | 0.01% | |
| 295 | ADIANALOG DEVICES INC | 114 | $30.0M | 0.01% | |
| 296 | LOWLOWES COS INC | 125 | $30.0M | 0.01% | |
| 297 | LINLINDE PLC | 70 | $30.0M | 0.01% | |
| 298 | APHAMPHENOL CORP NEW | 222 | $30.0M | 0.01% | |
| 299 | INTCINTEL CORP | 821 | $30.0M | 0.01% | |
| 300 | STXSEAGATE TECHNOLOGY HLDNGS PL | 108 | $29.0M | 0.01% |