CIK 1950323
Abound Wealth Management
Institutional 13F holdings & portfolio
Holdings
1,430
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,430
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJR | ISHARES TR | 445K | $1M+ | SH |
| AGG | ISHARES TR | 454K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 507K | $1M+ | SH |
| IVV | ISHARES TR | 40K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 79K | $1M+ | SH |
| IEMG | ISHARES INC | 322K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 797K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 67K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| AAPL | APPLE INC | 42K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 16K | $1M+ | SH |
| IEFA | ISHARES TR | 112K | $1M+ | SH |
| TSLA | TESLA INC | 19K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 131K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 74K | $1M+ | SH |
| ITOT | ISHARES TR | 38K | $1M+ | SH |
| AVGO | BROADCOM INC | 13K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 22K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 136K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 40K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| MUB | ISHARES TR | 26K | $1M+ | SH |
| OKE | ONEOK INC NEW | 33K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 31K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 11K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 56K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 16K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| ACWI | ISHARES TR | 6K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 703 | $500K+ | SH |
| JBHT | HUNT J B TRANS SVCS INC | 3K | $500K+ | SH |
| AFL | AFLAC INC | 5K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 757 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |