Abound Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1950323
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$503.9M
Holdings
1,359
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Abound Wealth Management disclosed 1,359 positions worth $503.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 103 new positions and exited 234 — including a new stake in $NTSK. The portfolio is most concentrated in Other (84.3% of disclosed assets). All figures are sourced directly from Abound Wealth Management’s Form 13F-HR filing with the SEC under CIK 1950323.
AI Fund Analysis
StableISHARES TR - CORE S&P SCP
14.4% weight
Held 9 quarters
ISHARES TR - CORE US AGGBD
10.0% weight
Held 9 quarters
VANGUARD TAX-MANAGED FDS -
7.4% weight
Held 9 quarters
ISHARES TR - CORE S&P500 E
6.4% weight
Held 9 quarters
VANGUARD INDEX FDS - LARGE
6.0% weight
Held 9 quarters
ISHARES TR - CORE S&P SCP
8 quarters accumulating
ISHARES TR - CORE US AGGBD
8 quarters accumulating
VANGUARD WORLD FD - ESG IN
8 quarters accumulating
SPDR SERIES TRUST - ST STR
8 quarters accumulating
ISHARES TR - RUS 1000 VAL
8 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P SCP ETF
—Quality
$72.8M490,860 shISHARES TR - CORE US AGGBD ET
—Quality
$50.5M510,029 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$37.2M521,591 shISHARES TR - CORE S&P500 ETF
—Quality
$32.0M42,783 shVANGUARD INDEX FDS - LARGE CAP ETF
—Quality
$30.1M87,540 shISHARES INC - CORE MSCI EMKT
—Quality
$28.2M340,858 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$23.8M808,077 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$22.9M33,307 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$20.4M67,280 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$17.1M46,138 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P SCP ETF | — | $72.8M | 490,860 |
| ISHARES TR - CORE US AGGBD ET | — | $50.5M | 510,029 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $37.2M | 521,591 |
| ISHARES TR - CORE S&P500 ETF | — | $32.0M | 42,783 |
| VANGUARD INDEX FDS - LARGE CAP ETF | — | $30.1M | 87,540 |
| ISHARES INC - CORE MSCI EMKT | — | $28.2M | 340,858 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $23.8M | 808,077 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $22.9M | 33,307 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $20.4M | 67,280 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $17.1M | 46,138 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Abound Wealth Management's 1,359 positions.
Showing top 10 of 1,359 holdings.
Sector Allocation
Other
$424.7M
Technology
$40.6M
Industrials
$11.5M
Financials
$10.9M
Consumer Discretionary
$5.1M
Energy
$4.0M
Healthcare
$2.6M
Utilities
$1.0M
Top Holdings — Abound Wealth Management (Q2 2026)
Top 150 of 1,359 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P SCP ETF | $72.8M | 14.4% | +5% | — |
| 2 | — | ISHARES TR - CORE US AGGBD ET | $50.5M | 10.0% | +6% | — |
| 3 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $37.2M | 7.4% | -0% | — |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $32.0M | 6.4% | +3% | — |
| 5 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $30.1M | 6.0% | +3% | — |
| 6 | — | ISHARES INC - CORE MSCI EMKT | $28.2M | 5.6% | +3% | — |
| 7 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $23.8M | 4.7% | +1% | — |
| 8 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $22.9M | 4.5% | -2% | — |
| 9 | — | VANGUARD INDEX FDS - SMALL CP ETF | $20.4M | 4.0% | -0% | — |
| 10 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $17.1M | 3.4% | -1% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $11.8M | 2.4% | +1% | — |
| 12 |  $AAPL | Apple Inc. | $11.1M | 2.2% | -9% | 76.4 |
| 13 | — | ISHARES TR - CORE MSCI EAFE | $10.8M | 2.1% | +0% | — |
| 14 | — | SPDR SERIES TRUST - ST STR P500ETF | $10.6M | 2.1% | +18% | — |
| 15 |  $AVGO | Broadcom Inc. | $7.9M | 1.6% | +60% | 84.5 |
| 16 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $7.8M | 1.6% | -0% | — |
| 17 | — | ISHARES TR - CORE S&P TTL STK | $7.8M | 1.6% | +2% | — |
| 18 |  $TSLA | Tesla, Inc. | $7.6M | 1.5% | -2% | 53.9 |
| 19 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $5.0M | 1.0% | +0% | — |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.8M | 0.9% | +2% | — |
| 21 |  $MSFT | MICROSOFT CORP | $4.4M | 0.9% | +40% | 79.8 |
| 22 |  $NVDA | NVIDIA CORP | $4.3M | 0.9% | -11% | 85.9 |
| 23 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $3.9M | 0.8% | -1% | — |
| 24 |  $AMZN | AMAZON COM INC | $3.2M | 0.6% | -10% | 68.7 |
| 25 |  $OKE | ONEOK INC /NEW/ | $3.0M | 0.6% | -0% | 71.7 |
| 26 | — | ISHARES TR - NATIONAL MUN ETF | $2.8M | 0.6% | -3% | — |
| 27 |  $GOOG | Alphabet Inc. | $2.1M | 0.4% | -5% | 78.2 |
| 28 |  $GOOGL | Alphabet Inc. | $2.0M | 0.4% | -9% | 78.2 |
| 29 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.6M | 0.3% | +2% | — |
| 30 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.5M | 0.3% | +4% | — |
| 31 |  $IVZ | Invesco Ltd. | $1.4M | 0.3% | +7% | — |
| 32 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.4M | 0.3% | +2% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.2% | -7% | 70.7 |
| 34 |  $META | Meta Platforms, Inc. | $1.1M | 0.2% | -11% | 79.6 |
| 35 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.1M | 0.2% | +2% | — |
| 36 | — | ISHARES TR - MSCI ACWI ETF | $1.0M | 0.2% | +0% | — |
| 37 | — | VANGUARD INDEX FDS - VALUE ETF | $1.0M | 0.2% | +15% | — |
| 38 |  $CB | Chubb Ltd | $932,990 | 0.2% | -5% | — |
| 39 | — | VANGUARD INDEX FDS - GROWTH ETF | $900,717 | 0.2% | +603% | — |
| 40 |  $GEV | GE Vernova Inc. | $870,822 | 0.2% | -3% | 81.1 |
| 41 |  $PLTR | Palantir Technologies Inc. | $851,680 | 0.2% | -12% | 84.6 |
| 42 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $851,089 | 0.2% | +0% | 60.2 |
| 43 | — | ISHARES TR - CORE S&P MCP ETF | $825,541 | 0.2% | -0% | — |
| 44 |  $GE | GENERAL ELECTRIC CO | $769,680 | 0.1% | -9% | 73.8 |
| 45 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $758,779 | 0.1% | -2% | — |
| 46 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 47 | $IVZ | Invesco Ltd. | $722,149 | 0.1% | -36% | — |
| 48 |  $SO | SOUTHERN CO | $662,358 | 0.1% | -4% | 62 |
| 49 | — | VANGUARD WORLD FD - INF TECH ETF | $609,894 | 0.1% | +669% | — |
| 50 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $551,695 | 0.1% | +0% | — |
| 51 | — | VANGUARD INDEX FDS - MID CAP ETF | $541,314 | 0.1% | +375% | — |
| 52 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $540,891 | 0.1% | +1% | — |
| 53 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $539,874 | 0.1% | +0% | — |
| 54 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $501,186 | 0.1% | +2% | — |
| 55 |  $NTSK | Netskope Inc | $495,648 | 0.1% | NEW | 34.7 |
| 56 |  $AFL | AFLAC INC | $463,775 | 0.1% | -4% | 61.3 |
| 57 |  $CAT | CATERPILLAR INC | $426,176 | 0.1% | -9% | 66.5 |
| 58 |  $PG | PROCTER & GAMBLE Co | $379,052 | 0.1% | -22% | 64.6 |
| 59 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $360,117 | 0.1% | +0% | — |
| 60 |  $ABBV | AbbVie Inc. | $354,194 | 0.1% | -17% | 72.6 |
| 61 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $350,099 | 0.1% | NEW | — |
| 62 |  $XOM.R34088 | EXXON MOBIL CORP | $345,197 | 0.1% | -11% | 57.9 |
| 63 |  $CSCO | CISCO SYSTEMS, INC. | $344,887 | 0.1% | -17% | 70.3 |
| 64 |  $COST | COSTCO WHOLESALE CORP /NEW | $344,420 | 0.1% | -8% | 66.2 |
| 65 |  $NFLX | NETFLIX INC | $340,987 | 0.1% | -8% | 78.8 |
| 66 |  $LRCX | LAM RESEARCH CORP | $338,039 | 0.1% | -18% | 79.4 |
| 67 | — | ISHARES TR - RUS 1000 ETF | $329,473 | 0.1% | +0% | — |
| 68 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $329,066 | 0.1% | +3% | — |
| 69 |  $AMGN | AMGEN INC | $323,157 | 0.1% | -10% | 79.2 |
| 70 |  $RTX | RTX Corp | $317,272 | 0.1% | -14% | 73.2 |
| 71 |  $ORLY | O REILLY AUTOMOTIVE INC | $311,773 | 0.1% | -3% | 67.4 |
| 72 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $309,463 | 0.1% | +0% | — |
| 73 |  $STT | STATE STREET CORP | $308,288 | 0.1% | -2% | 71.5 |
| 74 |  $LLY | ELI LILLY & Co | $307,354 | 0.1% | -18% | 87.5 |
| 75 |  $CRWD | CrowdStrike Holdings, Inc. | $305,630 | 0.1% | -7% | 67.7 |
| 76 |  $BAC | BANK OF AMERICA CORP /DE/ | $305,418 | 0.1% | -16% | 67.6 |
| 77 |  $DE | DEERE & CO | $304,764 | 0.1% | +1100% | 55.4 |
| 78 | — | ISHARES TR - S&P 100 ETF | $297,562 | 0.1% | +408% | — |
| 79 |  $SHOP | SHOPIFY INC. | $290,132 | 0.1% | -1% | 64.9 |
| 80 |  $AMAT | APPLIED MATERIALS INC /DE | $275,170 | 0.1% | -26% | 72.3 |
| 81 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $261,984 | 0.1% | +2% | — |
| 82 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $258,610 | 0.1% | +0% | — |
| 83 |  $V | VISA INC. | $255,716 | 0.1% | -20% | 82.9 |
| 84 |  $INTC | INTEL CORP | $253,197 | 0.1% | +75% | 45.6 |
| 85 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $249,031 | 0.1% | +0% | — |
| 86 | — | ISHARES TR - S&P 500 GRWT ETF | $248,714 | 0.1% | +0% | — |
| 87 | — | SPDR SERIES TRUST - ST STR P500GRW | $245,401 | 0.1% | -2% | — |
| 88 |  $SMG | SCOTTS MIRACLE-GRO CO | $244,001 | 0.1% | +50% | 45.8 |
| 89 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $239,731 | 0.1% | +9% | — |
| 90 | — | ISHARES TR - MSCI USA QLT FCT | $238,302 | 0.1% | +173% | — |
| 91 |  $MA | Mastercard Inc | $236,928 | 0.1% | -14% | 85.1 |
| 92 |  $AMD | ADVANCED MICRO DEVICES INC | $229,127 | 0.1% | -35% | 79.8 |
| 93 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $225,259 | 0.0% | -7% | — |
| 94 |  $WMT | Walmart Inc. | $222,339 | 0.0% | -31% | 60.2 |
| 95 |  $GLD | SPDR GOLD TRUST | $215,503 | 0.0% | -11% | — |
| 96 |  $SILA | Sila Realty Trust, Inc. | $215,275 | 0.0% | +1% | 57.4 |
| 97 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $213,534 | 0.0% | +0% | — |
| 98 |  $MRK | Merck & Co., Inc. | $211,946 | 0.0% | -3% | 59.9 |
| 99 |  $HD | HOME DEPOT, INC. | $203,100 | 0.0% | -23% | 60.3 |
| 100 |  $CVX | CHEVRON CORP | $200,807 | 0.0% | -7% | 62.8 |
| 101 |  $TGTX | TG THERAPEUTICS, INC. | $192,620 | 0.0% | +0% | 69.3 |
| 102 | — | ISHARES TR - MSCI EAFE ETF | $187,196 | 0.0% | +0% | — |
| 103 | — | ADVISORS SER TR - SCHARF ETF | $185,318 | 0.0% | -5% | — |
| 104 |  $ANET | Arista Networks, Inc. | $184,238 | 0.0% | -8% | 81.9 |
| 105 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $184,090 | 0.0% | -16% | 70 |
| 106 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $182,453 | 0.0% | +0% | — |
| 107 |  $ABNB | Airbnb, Inc. | $181,815 | 0.0% | -22% | 71 |
| 108 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $176,355 | 0.0% | -7% | 72.6 |
| 109 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $175,852 | 0.0% | +7% | — |
| 110 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $168,995 | 0.0% | +0% | — |
| 111 |  $WFC | WELLS FARGO & COMPANY/MN | $168,681 | 0.0% | -19% | 61.8 |
| 112 |  $OZ | Belpointe PREP, LLC | $165,083 | 0.0% | +0% | 29.1 |
| 113 | — | SPDR SERIES TRUST - ST STR SP600SM C | $161,175 | 0.0% | +0% | — |
| 114 |  $GS | GOLDMAN SACHS GROUP INC | $161,017 | 0.0% | -13% | 73.5 |
| 115 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $160,999 | 0.0% | -13% | — |
| 116 |  $JNJ | JOHNSON & JOHNSON | $160,102 | 0.0% | -33% | 69 |
| 117 |  $SOFI | SoFi Technologies, Inc. | $159,452 | 0.0% | +0% | 62.4 |
| 118 |  $COMP | Compass, Inc. | $157,430 | 0.0% | NEW | 61.2 |
| 119 | — | VANGUARD STAR FDS - VG TL INTL STK F | $156,288 | 0.0% | +14% | — |
| 120 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $154,818 | 0.0% | +0% | — |
| 121 |  $ISRG | INTUITIVE SURGICAL INC | $152,543 | 0.0% | -10% | 79.9 |
| 122 | — | SPDR SERIES TRUST - ST STR SP600 SML | $152,374 | 0.0% | +2% | — |
| 123 | — | ISHARES TR - ESG AWR MSCI USA | $147,303 | 0.0% | -18% | — |
| 124 | — | ISHARES TR - CORE DIV GRWTH | $146,180 | 0.0% | +584% | — |
| 125 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $141,757 | 0.0% | +0% | — |
| 126 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $138,719 | 0.0% | +0% | — |
| 127 |  $WM | WASTE MANAGEMENT INC | $137,913 | 0.0% | +25% | 67.6 |
| 128 |  $GLW | CORNING INC /NY | $137,189 | 0.0% | -14% | 73.7 |
| 129 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $137,014 | 0.0% | -21% | — |
| 130 | — | ISHARES TR - US INDUSTRIALS | $135,487 | 0.0% | +0% | — |
| 131 |  $FITB | FIFTH THIRD BANCORP | $134,995 | 0.0% | -2% | 63.2 |
| 132 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $134,676 | 0.0% | +0% | — |
| 133 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $133,811 | 0.0% | +0% | 68.9 |
| 134 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $130,788 | 0.0% | +0% | — |
| 135 | — | ISHARES TR - RUSSELL 3000 ETF | $130,023 | 0.0% | +0% | — |
| 136 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $129,522 | 0.0% | +7% | — |
| 137 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $129,239 | 0.0% | +506% | — |
| 138 |  $MU | MICRON TECHNOLOGY INC | $128,723 | 0.0% | -41% | 86.2 |
| 139 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $126,194 | 0.0% | +0% | — |
| 140 |  $MCD | MCDONALDS CORP | $124,444 | 0.0% | -21% | 69 |
| 141 | — | ISHARES TR - RUSSELL 2000 ETF | $122,370 | 0.0% | +39% | — |
| 142 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $120,840 | 0.0% | +1% | — |
| 143 |  $KLAC | KLA CORP | $118,944 | 0.0% | +658% | 78.6 |
| 144 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $114,183 | 0.0% | +24% | — |
| 145 | — | VANGUARD WORLD FD - ESG US STK ETF | $113,570 | 0.0% | -2% | — |
| 146 |  $UNH | UNITEDHEALTH GROUP INC | $112,597 | 0.0% | -65% | 62.7 |
| 147 |  $ORCL | ORACLE CORP | $110,862 | 0.0% | -14% | 66.2 |
| 148 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $110,109 | 0.0% | -14% | — |
| 149 | — | ISHARES TR - RUS 1000 VAL ETF | $108,765 | 0.0% | +2% | — |
| 150 | — | ISHARES TR - GLB INFRASTR ETF | $108,758 | 0.0% | +0% | — |
New Positions (103)
$NTSK Netskope Inc$495,648$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$350,099$COMP Compass, Inc.$157,430 ISHARES TR - ESG SELECT SCRE$95,564
AMERICAN CENTY ETF TR - INTL EQT ETF$44,210
EA SERIES TRUST - FREEDOM 100 EM$36,450
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF$32,513
$UTG REAVES UTILITY INCOME FUND$32,450 ISHARES TR - INTRM GOV CR ETF$31,405
FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF$30,720
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$30,576
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$29,625
PACER FDS TR - GLOBL CASH ETF$26,976
VANECK ETF TRUST - RARE EAR STR ETF$25,311
$HCXY Hercules Capital, Inc.$20,501Exited Positions (234)
AMERICAN CENTY ETF TR
LEGG MASON ETF INVT
AMERICAN CENTY ETF TR
DIMENSIONAL ETF TRUST
PROSHARES TR
PROSHARES TR
ARK ETF TR
VANGUARD MALVERN FDS
$ADBE ADOBE INC.
$ARM ARM HOLDINGS PLC /UK
$QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund JANUS DETROIT STR TR
VANGUARD WELLINGTON FD
VANGUARD SCOTTSDALE FDS
$BDJ BlackRock Enhanced Equity Dividend TrustBrowse Top Institutional Investors
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