Institutions / Abound Wealth Management
Abound Wealth Management
CIK 1950323 · Institution · as of Dec 31, 2025
Portfolio value
$426.99M
Positions
1,430
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,430 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $53.42M | 12.5% |
| iShares Tr | $45.34M | 10.6% |
| Vanguard Tax-Managed Fds | $31.64M | 7.4% |
| iShares Tr | $27.43M | 6.4% |
| Vanguard Index Fds | $25.01M | 5.9% |
| iShares Inc | $21.66M | 5.1% |
| Schwab Strategic Tr | $21.44M | 5.0% |
| Vanguard Index Fds | $20.58M | 4.8% |
| Vanguard Index Fds | $17.33M | 4.1% |
| Vanguard Index Fds | $15.21M | 3.6% |
| Apple Inc. | $11.51M | 2.7% |
| SPDR S&P 500 ETF Tr | $10.74M | 2.5% |
| iShares Tr | $10.06M | 2.4% |
| Tesla Inc | $8.55M | 2.0% |
| Vanguard Intl Equity Index F | $7.05M | 1.7% |
| SPDR Series Trust | $5.96M | 1.4% |
| iShares MSCI UAE ETF | $5.64M | 1.3% |
| Broadcom Inc. | $4.40M | 1.0% |
| Invesco Qqq Tr | $4.10M | 1.0% |
| NVIDIA Corp | $4.03M | 0.9% |
| Schwab Strategic Tr | $3.87M | 0.9% |
| Microsoft Corp | $3.68M | 0.9% |
| Vanguard Index Fds | $3.51M | 0.8% |
| Amazon.com Inc | $3.23M | 0.8% |
| iShares Tr | $2.82M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.