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 251–300 of 1,430
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJS | ISHARES TR | 380 | $15K–$50K | SH |
| WK | WORKIVA INC | 500 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 461 | $15K–$50K | SH |
| PEP | PEPSICO INC | 297 | $15K–$50K | SH |
| ABAT | AMERICAN BATTERY TECHNOLOGY | 13K | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC | 425 | $15K–$50K | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 917 | $15K–$50K | SH |
| ASML | ASML HOLDING N V | 39 | $15K–$50K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 150 | $15K–$50K | SH |
| CHDN | CHURCHILL DOWNS INC | 354 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 171 | $15K–$50K | SH |
| OVV | OVINTIV INC | 1K | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC | 251 | $15K–$50K | SH |
| AMP | AMERIPRISE FINL INC | 79 | $15K–$50K | SH |
| IJK | ISHARES TR | 393 | $15K–$50K | SH |
| NWN | NORTHWEST NAT HLDG CO | 803 | $15K–$50K | SH |
| CB | CHUBB LIMITED | 118 | $15K–$50K | SH |
| EMXC | ISHARES INC | 506 | $15K–$50K | SH |
| IVE | ISHARES TR | 174 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP | 361 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 184 | $15K–$50K | SH |
| TWLO | TWILIO INC | 252 | $15K–$50K | SH |
| AEM | AGNICO EAGLE MINES LTD | 209 | $15K–$50K | SH |
| FDLO | FIDELITY COVINGTON TRUST | 529 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC | 198 | $15K–$50K | SH |
| SCHC | SCHWAB STRATEGIC TR | 749 | $15K–$50K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 526 | $15K–$50K | SH |
| GEO | GEO GROUP INC NEW | 2K | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW | 280 | $15K–$50K | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 3K | $15K–$50K | SH |
| EXE | EXPAND ENERGY CORPORATION | 297 | $15K–$50K | SH |
| MMM | 3M CO | 204 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 56 | $15K–$50K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 350 | $15K–$50K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 126 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC | 335 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC | 61 | $15K–$50K | SH |
| MCK | MCKESSON CORP | 39 | $15K–$50K | SH |
| USB | US BANCORP DEL | 594 | $15K–$50K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 70 | $15K–$50K | SH |
| PFE | PFIZER INC | 1K | $15K–$50K | SH |
| VFH | VANGUARD WORLD FD | 236 | $15K–$50K | SH |
| USMV | ISHARES TR | 333 | $15K–$50K | SH |
| EFV | ISHARES TR | 437 | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC | 114 | $15K–$50K | SH |
| INTC | INTEL CORP | 821 | $15K–$50K | SH |
| LOW | LOWES COS INC | 125 | $15K–$50K | SH |
| LIN | LINDE PLC | 70 | $15K–$50K | SH |
| APH | AMPHENOL CORP NEW | 222 | $15K–$50K | SH |
| MNDY | MONDAY COM LTD | 202 | $15K–$50K | SH |