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 301–350 of 1,430
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 108 | $15K–$50K | SH |
| KEY | KEYCORP | 1K | $15K–$50K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 56 | $15K–$50K | SH |
| DCO | DUCOMMUN INC DEL | 302 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 354 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW | 949 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP | 57 | $15K–$50K | SH |
| ARGX | ARGENX SE | 33 | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 1K | $15K–$50K | SH |
| KLAC | KLA CORP | 22 | $15K–$50K | SH |
| LH | LABCORP HOLDINGS INC | 108 | $15K–$50K | SH |
| IYM | ISHARES TR | 176 | $15K–$50K | SH |
| INDA | ISHARES TR | 500 | $15K–$50K | SH |
| PYPL | PAYPAL HLDGS INC | 462 | $15K–$50K | SH |
| OTIS | OTIS WORLDWIDE CORP | 308 | $15K–$50K | SH |
| TRV | TRAVELERS COMPANIES INC | 93 | $15K–$50K | SH |
| HRB | BLOCK H & R INC | 616 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 167 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 361 | $15K–$50K | SH |
| SMLF | ISHARES TR | 355 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 109 | $15K–$50K | SH |
| APD | AIR PRODS & CHEMS INC | 107 | $15K–$50K | SH |
| STM | STMICROELECTRONICS N V | 1K | $15K–$50K | SH |
| SCHV | SCHWAB STRATEGIC TR | 864 | $15K–$50K | SH |
| XOP | SPDR SERIES TRUST | 200 | $15K–$50K | SH |
| DGRO | ISHARES TR | 357 | $15K–$50K | SH |
| IWO | ISHARES TR | 75 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 67 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 103 | $15K–$50K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 409 | $15K–$50K | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 363 | $15K–$50K | SH |
| SR | SPIRE INC | 281 | $15K–$50K | SH |
| IXN | ISHARES TR | 219 | $15K–$50K | SH |
| VLUE | ISHARES TR | 167 | $15K–$50K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 454 | $15K–$50K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 122 | $15K–$50K | SH |
| PLD | PROLOGIS INC. | 176 | $15K–$50K | SH |
| DE | DEERE & CO | 48 | $15K–$50K | SH |
| SPTM | SPDR SERIES TRUST | 271 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 279 | $15K–$50K | SH |
| IVLU | ISHARES TR | 578 | $15K–$50K | SH |
| APP | APPLOVIN CORP | 33 | $15K–$50K | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 201 | $15K–$50K | SH |
| KKR | KKR & CO INC | 171 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 178 | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP | 25 | $15K–$50K | SH |
| NEM | NEWMONT CORP | 216 | $15K–$50K | SH |
| LDOS | LEIDOS HOLDINGS INC | 119 | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC | 94 | $15K–$50K | SH |
| BCS | BARCLAYS PLC | 841 | $15K–$50K | SH |