Abound Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $470.6K | 0.1% |
| VANGUARD WORLD FD | $463.1K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $454.1K | 0.1% |
| ISHARES TR | $431.3K | 0.1% |
| VANGUARD INDEX FDS | $408.6K | 0.1% |
| EXXON MOBIL CORP | $393.8K | 0.1% |
| AbbVie Inc. | $353.1K | 0.1% |
| SHOPIFY INC | $352.4K | 0.1% |
| O REILLY AUTOMOTIVE INC | $330.6K | 0.1% |
| BANK OF AMERICA CORP /DE | $325.6K | 0.1% |
| AMGEN INC | $319.7K | 0.1% |
| PROFESIONALLY MANAGED PORTFO | $318.5K | 0.1% |
| Walmart Inc. | $315.3K | 0.1% |
| ISHARES TR | $305.3K | 0.1% |
| Snowflake Inc. | $299.8K | 0.1% |
| RTX Corp | $294.6K | 0.1% |
| VANECK ETF TRUST | $293.1K | 0.1% |
| ELI LILLY & Co | $288.6K | 0.1% |
| SELECT SECTOR SPDR TR | $286.6K | 0.1% |
| FIDELITY COVINGTON TRUST | $283.3K | 0.1% |
| CATERPILLAR INC | $282.7K | 0.1% |
| CISCO SYSTEMS, INC. | $265.6K | 0.1% |
| Airbnb, Inc. | $263.6K | 0.1% |
| Intuitive Surgical Inc | $260.5K | 0.1% |
| Mastercard Inc | $252.9K | 0.1% |
| Visa Inc | $247.2K | 0.1% |
| HOME DEPOT, INC. | $246.2K | 0.1% |
| BELPOINTE PREP LLC | $237.0K | 0.1% |
| SPDR INDEX SHS FDS | $223.0K | 0.1% |
| ISHARES TR | $222.6K | 0.1% |
| WELLS FARGO & COMPANY/MN | $222.0K | 0.1% |
| SPDR SERIES TRUST | $219.4K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $219.0K | 0.1% |
| SCHWAB STRATEGIC TR | $212.0K | 0.0% |
| Salesforce Inc | $209.9K | 0.0% |
| ADVISORS SER TR | $206.9K | 0.0% |
| CrowdStrike Holdings, Inc. | $202.7K | 0.0% |
| VANGUARD INDEX FDS | $201.0K | 0.0% |
| JOHNSON & JOHNSON | $199.7K | 0.0% |
| AECOM | $199.1K | 0.0% |
| ORACLE CORP | $184.7K | 0.0% |
| FIDELITY COVINGTON TRUST | $180.7K | 0.0% |
| CANADIAN NATL RY CO | $176.3K | 0.0% |
| ISHARES TR | $172.3K | 0.0% |
| SCHWAB STRATEGIC TR | $171.4K | 0.0% |
| SCHWAB STRATEGIC TR | $170.5K | 0.0% |
| MCDONALD'S CORP | $168.8K | 0.0% |
| Merck & Co., Inc. | $163.6K | 0.0% |
| ISHARES TR | $163.0K | 0.0% |
| Zions Bancorp NA | $160.7K | 0.0% |