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 101–150 of 1,430
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SILA | SILA REALTY TRUST INC | 7K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 931 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 179 | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 489 | $100K–$500K | SH |
| WDAY | WORKDAY INC | 711 | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 1K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 1K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 2K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 1K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 859 | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 500 | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| IYJ | ISHARES TR | 813 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 250 | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 2K | $100K–$500K | SH |
| IWV | ISHARES TR | 305 | $100K–$500K | SH |
| TCOM | TRIP COM GROUP LTD | 2K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 57 | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 907 | $100K–$500K | SH |
| MSTR | STRATEGY INC | 747 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 528 | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 2K | $100K–$500K | SH |
| TGTX | TG THERAPEUTICS INC | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 315 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 277 | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 7K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 463 | $100K–$500K | SH |
| IGF | ISHARES TR | 2K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 2K | $50K–$100K | SH |
| XLP | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| XLE | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| ESGV | VANGUARD WORLD FD | 800 | $50K–$100K | SH |
| SYY | SYSCO CORP | 1K | $50K–$100K | SH |
| RS | RELIANCE INC | 332 | $50K–$100K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 310 | $50K–$100K | SH |
| FNDE | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| OTTR | OTTER TAIL CORP | 1K | $50K–$100K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 1K | $50K–$100K | SH |
| ONEQ | FIDELITY COMWLTH TR | 1K | $50K–$100K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 5K | $50K–$100K | SH |