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 151–200 of 1,430
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWD | ISHARES TR | 432 | $50K–$100K | SH |
| VHT | VANGUARD WORLD FD | 314 | $50K–$100K | SH |
| BIV | VANGUARD BD INDEX FDS | 1K | $50K–$100K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 196 | $50K–$100K | SH |
| IUSG | ISHARES TR | 519 | $50K–$100K | SH |
| TT | TRANE TECHNOLOGIES PLC | 218 | $50K–$100K | SH |
| OEF | ISHARES TR | 247 | $50K–$100K | SH |
| SCHK | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| CSGP | COSTAR GROUP INC | 1K | $50K–$100K | SH |
| KO | COCA COLA CO | 1K | $50K–$100K | SH |
| NWBI | NORTHWEST BANCSHARES INC MD | 7K | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC | 15 | $50K–$100K | SH |
| FNDC | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |
| VXF | VANGUARD INDEX FDS | 374 | $50K–$100K | SH |
| BLK | BLACKROCK INC | 72 | $50K–$100K | SH |
| IWF | ISHARES TR | 163 | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 2K | $50K–$100K | SH |
| KR | KROGER CO | 1K | $50K–$100K | SH |
| QUAL | ISHARES TR | 380 | $50K–$100K | SH |
| OGS | ONE GAS INC | 961 | $50K–$100K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 1K | $50K–$100K | SH |
| ASTS | AST SPACEMOBILE INC | 1K | $50K–$100K | SH |
| EEM | ISHARES TR | 1K | $50K–$100K | SH |
| CADE | CADENCE BANK | 2K | $50K–$100K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 501 | $50K–$100K | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 1K | $50K–$100K | SH |
| IWM | ISHARES TR | 285 | $50K–$100K | SH |
| TECH | BIO-TECHNE CORP | 1K | $50K–$100K | SH |
| VBK | VANGUARD INDEX FDS | 231 | $50K–$100K | SH |
| C | CITIGROUP INC | 587 | $50K–$100K | SH |
| ZS | ZSCALER INC | 300 | $50K–$100K | SH |
| T | AT&T INC | 3K | $50K–$100K | SH |
| FISV | FISERV INC | 1K | $50K–$100K | SH |
| IUSV | ISHARES TR | 656 | $50K–$100K | SH |
| MTUM | ISHARES TR | 266 | $50K–$100K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 1K | $50K–$100K | SH |
| KRG | KITE RLTY GROUP TR | 3K | $50K–$100K | SH |
| VOE | VANGUARD INDEX FDS | 371 | $50K–$100K | SH |
| GLD | SPDR GOLD TR | 166 | $50K–$100K | SH |
| ARKK | ARK ETF TR | 844 | $50K–$100K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 788 | $50K–$100K | SH |
| VCR | VANGUARD WORLD FD | 162 | $50K–$100K | SH |
| SLV | ISHARES SILVER TR | 980 | $50K–$100K | SH |
| BA | BOEING CO | 289 | $50K–$100K | SH |
| SCHG | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| SPYI | NEOS ETF TRUST | 1K | $50K–$100K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 398 | $50K–$100K | SH |
| IRM | IRON MTN INC DEL | 748 | $50K–$100K | SH |
| IJJ | ISHARES TR | 469 | $50K–$100K | SH |