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 351–400 of 1,430
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARKQ | ARK ETF TR | 186 | $15K–$50K | SH |
| DYNF | BLACKROCK ETF TRUST | 351 | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL | 307 | $15K–$50K | SH |
| ARM | ARM HOLDINGS PLC | 194 | $15K–$50K | SH |
| YUM | YUM BRANDS INC | 140 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 660 | $15K–$50K | SH |
| SOXX | ISHARES TR | 70 | $15K–$50K | SH |
| SDY | SPDR SERIES TRUST | 151 | $15K–$50K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 450 | $15K–$50K | SH |
| SHEL | SHELL PLC | 281 | $15K–$50K | SH |
| DOW | DOW INC | 880 | $15K–$50K | SH |
| SCHH | SCHWAB STRATEGIC TR | 985 | $15K–$50K | SH |
| BX | BLACKSTONE INC | 133 | $15K–$50K | SH |
| XCEM | COLUMBIA ETF TR II | 525 | $15K–$50K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 271 | $15K–$50K | SH |
| TOTL | SSGA ACTIVE ETF TR | 495 | $15K–$50K | SH |
| OSIS | OSI SYSTEMS INC | 78 | $15K–$50K | SH |
| CCL | CARNIVAL CORP | 650 | $15K–$50K | SH |
| LCII | LCI INDS | 163 | $15K–$50K | SH |
| SYK | STRYKER CORPORATION | 56 | $15K–$50K | SH |
| GNRC | GENERAC HLDGS INC | 143 | $15K–$50K | SH |
| IWP | ISHARES TR | 142 | $15K–$50K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 317 | $15K–$50K | SH |
| SNX | TD SYNNEX CORPORATION | 128 | $15K–$50K | SH |
| WELL | WELLTOWER INC | 102 | $15K–$50K | SH |
| FAST | FASTENAL CO | 470 | $15K–$50K | SH |
| EMR | EMERSON ELEC CO | 140 | $15K–$50K | SH |
| IWN | ISHARES TR | 103 | $15K–$50K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 264 | $15K–$50K | SH |
| TGT | TARGET CORP | 189 | $15K–$50K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 90 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 32 | $15K–$50K | SH |
| VDC | VANGUARD WORLD FD | 86 | $15K–$50K | SH |
| FBCG | FIDELITY COVINGTON TRUST | 329 | $15K–$50K | SH |
| VDE | VANGUARD WORLD FD | 143 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 312 | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW | 57 | $15K–$50K | SH |
| CEG | CONSTELLATION ENERGY CORP | 50 | $15K–$50K | SH |
| COWZ | PACER FDS TR | 295 | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC | 148 | $15K–$50K | SH |
| TMUS | T-MOBILE US INC | 87 | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 109 | $15K–$50K | SH |
| VRSK | VERISK ANALYTICS INC | 78 | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 30 | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 190 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 210 | $15K–$50K | SH |
| DGX | QUEST DIAGNOSTICS INC | 98 | $15K–$50K | SH |
| IYF | ISHARES TR | 130 | $15K–$50K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 281 | $15K–$50K | SH |
| CSX | CSX CORP | 458 | $15K–$50K | SH |