Abound Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$440.1M
Q ending 2026-03-31
Prior quarter
$427.0M
Q ending 2025-12-31
Change
+3.1% QoQ · +46.9% YoY
Positions
1,492
reported holdings
Largest positions
Top 100 of 1,492 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IJR | Shares | $58.2M | 468K |
| Ishares Tr | AGG | Shares | $47.7M | 481K |
| Vanguard Tax-Managed Fds | VEA | Shares | $33.5M | 522K |
| Ishares Tr | IVV | Shares | $27.2M | 42K |
| Vanguard Index Fds | VV | Shares | $25.4M | 85K |
| Ishares Inc | IEMG | Shares | $23.0M | 329K |
| Schwab Strategic Tr | SCHX | Shares | $20.5M | 799K |
| Vanguard Index Fds | VOO | Shares | $20.4M | 34K |
| Vanguard Index Fds | VB | Shares | $17.6M | 67K |
| Vanguard Index Fds | VTI | Shares | $15.0M | 47K |
| Apple Inc | AAPL | Shares | $10.7M | 42K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $10.2M | 16K |
| Ishares Tr | IEFA | Shares | $10.1M | 112K |
| Spdr Series Trust | SPYM | Shares | $7.8M | 102K |
| Vanguard Intl Equity Index F | VWO | Shares | $7.1M | 131K |
| Tesla Inc | TSLA | Shares | $6.9M | 19K |
| Ishares Tr | ITOT | Shares | $6.6M | 47K |
| Nvidia Corporation | NVDA | Shares | $4.3M | 25K |
| Broadcom Inc | AVGO | Shares | $4.0M | 13K |
| Schwab Strategic Tr | SCHA | Shares | $4.0M | 137K |
| Invesco Qqq Tr | QQQ | Shares | $3.7M | 6K |
| Vanguard Index Fds | VNQ | Shares | $3.6M | 41K |
| Microsoft Corp | MSFT | Shares | $3.1M | 8K |
| Oneok Inc New | OKE | Shares | $3.1M | 34K |
| Amazon Com Inc | AMZN | Shares | $3.1M | 15K |
| Ishares Tr | MUB | Shares | $2.8M | 27K |
| Alphabet Inc | GOOGL | Shares | $1.8M | 6K |
| Alphabet Inc | GOOG | Shares | $1.8M | 6K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $1.7M | 29K |
| Schwab Strategic Tr | SCHF | Shares | $1.4M | 57K |
| Vanguard Bd Index Fds | BND | Shares | $1.3M | 18K |
| Meta Platforms Inc | META | Shares | $1.3M | 2K |
| Palantir Technologies Inc | PLTR | Shares | $1.2M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $1.1M | 4K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $1.0M | 4K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.0M | 5K |
| Chubb Ltd Switz | Shares | $943K | 3K | |
| Schwab Strategic Tr | SCHB | Shares | $924K | 37K |
| Ishares Tr | ACWI | Shares | $898K | 6K |
| Vanguard Index Fds | VTV | Shares | $785K | 4K |
| Schwab Strategic Tr | SCHD | Shares | $746K | 24K |
| Ishares Tr | IJH | Shares | $723K | 11K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Southern Co | SO | Shares | $694K | 7K |
| Ge Vernova Inc | GEV | Shares | $663K | 760 |
| Vanguard Index Fds | VUG | Shares | $650K | 1K |
| Ge Aerospace | GE | Shares | $645K | 2K |
| Hunt J B Trans Svcs Inc | JBHT | Shares | $623K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $500K | 2K |
| Netflix Inc. | NFLX | Shares | $500K | 5K |
| Schwab Strategic Tr | SCHE | Shares | $490K | 15K |
| Exxon Mobil Corp | XOM | Shares | $481K | 3K |
| Procter & Gamble Co | PG | Shares | $477K | 3K |
| Vanguard World Fd | VGT | Shares | $464K | 664 |
| Aflac Inc | AFL | Shares | $450K | 4K |
| Schwab Strategic Tr | FNDX | Shares | $441K | 16K |
| Vanguard Index Fds | VO | Shares | $406K | 1K |
| Costco Wholesale Corporation | COST | Shares | $400K | 402 |
| Rtx Corporation | RTX | Shares | $375K | 2K |
| Abbvie Inc | ABBV | Shares | $368K | 2K |
| Walmart Inc | WMT | Shares | $355K | 3K |
| Amgen Inc | AMGN | Shares | $350K | 994 |
| Oreilly Automotive Inc | ORLY | Shares | $321K | 3K |
| Vaneck Etf Trust | SMH | Shares | $312K | 814 |
| Caterpillar Inc | CAT | Shares | $311K | 439 |
| Bank America Corp | BAC | Shares | $311K | 6K |
| Shopify Inc | SHOP | Shares | $303K | 3K |
| Select Sector Spdr Tr | XLRE | Shares | $293K | 7K |
| Ishares Tr | IWB | Shares | $287K | 805 |
| Eli Lilly & Co | LLY | Shares | $287K | 311 |
| Spdr Gold Tr | GLD | Shares | $282K | 656 |
| Visa Inc | V | Shares | $281K | 930 |
| Cisco Sys Inc | CSCO | Shares | $276K | 4K |
| Goldman Sachs Etf Tr | GSLC | Shares | $273K | 2K |
| Schwab Strategic Tr | FNDA | Shares | $272K | 8K |
| Chevron Corporation | CVX | Shares | $271K | 1K |
| Mastercard Incorporated | MA | Shares | $269K | 539 |
| Fidelity Covington Trust | FTEC | Shares | $262K | 1K |
| Profesionally Managed Portfo | AKRE | Shares | $257K | 5K |
| Home Depot Inc | HD | Shares | $245K | 746 |
| Wisdomtree Tr | DLN | Shares | $234K | 3K |
| Spdr Index Shs Fds | SPEM | Shares | $232K | 5K |
| Johnson & Johnson | JNJ | Shares | $229K | 936 |
| Schwab Strategic Tr | FNDF | Shares | $225K | 5K |
| American Centy Etf Tr | QGRO | Shares | $223K | 2K |
| Schwab Strategic Tr | SCHK | Shares | $216K | 7K |
| Unitedhealth Group Inc | UNH | Shares | $208K | 769 |
| Airbnb Inc | ABNB | Shares | $206K | 2K |
| Merck & Co Inc | MRK | Shares | $205K | 2K |
| Spdr Series Trust | SPYG | Shares | $205K | 2K |
| Ishares Tr | IVW | Shares | $204K | 2K |
| Lam Research Corp | LRCX | Shares | $204K | 953 |
| Wells Fargo & Co | WFC | Shares | $200K | 3K |
| Vanguard Index Fds | VBR | Shares | $197K | 905 |
| Intuitive Surgical Inc | ISRG | Shares | $196K | 425 |
| Belpointe Prep Llc | OZ | Shares | $194K | 4K |
| Advisors Ser Tr | KAT | Shares | $194K | 4K |
| International Business Machs | IBM | Shares | $189K | 779 |
| Canadian Natl Ry Co | CNI | Shares | $183K | 2K |
| Mcdonalds Corp | MCD | Shares | $181K | 582 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.