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 51–100 of 1,430
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 614 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 4K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| AMGN | AMGEN INC | 977 | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 5K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| IWB | ISHARES TR | 818 | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 814 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 269 | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 493 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 460 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 443 | $100K–$500K | SH |
| V | VISA INC | 705 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 716 | $100K–$500K | SH |
| OZ | BELPOINTE PREP LLC | 4K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 739 | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 792 | $100K–$500K | SH |
| KAT | ADVISORS SER TR | 4K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 432 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 949 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 965 | $100K–$500K | SH |
| ACM | AECOM | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 948 | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 552 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| ESGU | ISHARES TR | 1K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION N A | 3K | $100K–$500K | SH |