Abound Wealth Management

Est. AUM

$439.8M

13F long equity, this entity only

Positions

1,483

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P SCP ETF	$58.2M	468114	13.23%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$47.7M	480838	10.85%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$33.5M	522137	7.61%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$27.2M	41600	6.18%	SOLE
5	VANGUARD INDEX FDS	LARGE CAP ETF	$25.4M	85097	5.78%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$23.0M	329392	5.22%	SOLE
7	SCHWAB STRATEGIC TR	US LRG CAP ETF	$20.5M	799274	4.66%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$20.4M	34084	4.63%	SOLE
9	VANGUARD INDEX FDS	SMALL CP ETF	$17.6M	67379	4.01%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$15.0M	46749	3.41%	SOLE
11	APPLE INC	COM	$10.7M	42238	2.44%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.2M	15662	2.32%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$10.1M	111972	2.30%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$7.8M	102189	1.78%	SOLE
15	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.1M	130921	1.61%	SOLE
16	TESLA INC	COM	$6.9M	18542	1.57%	SOLE
17	ISHARES TR	CORE S&P TTL STK	$6.6M	46606	1.51%	SOLE
18	NVIDIA CORPORATION	COM	$4.3M	24504	0.97%	SOLE
19	BROADCOM INC	COM	$4.0M	13045	0.92%	SOLE
20	SCHWAB STRATEGIC TR	US SML CAP ETF	$4.0M	137283	0.91%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$3.7M	6398	0.84%	SOLE
22	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.6M	40819	0.82%	SOLE
23	MICROSOFT CORP	COM	$3.1M	8400	0.71%	SOLE
24	ONEOK INC NEW	COM	$3.1M	34215	0.70%	SOLE
25	AMAZON COM INC	COM	$3.1M	14737	0.70%	SOLE
26	ISHARES TR	NATIONAL MUN ETF	$2.8M	26608	0.64%	SOLE
27	ALPHABET INC	CAP STK CL A	$1.8M	6127	0.40%	SOLE
28	ALPHABET INC	CAP STK CL C	$1.8M	6116	0.40%	SOLE
29	FIDELITY WISE ORIGIN BITCOIN	SHS	$1.7M	29071	0.39%	SOLE
30	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.4M	57417	0.32%	SOLE
31	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	18037	0.30%	SOLE
32	META PLATFORMS INC	CL A	$1.3M	2192	0.29%	SOLE
33	PALANTIR TECHNOLOGIES INC	CL A	$1.2M	8315	0.28%	SOLE
34	JPMORGAN CHASE & CO	COM	$1.1M	3770	0.25%	SOLE
35	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.0M	4409	0.24%	SOLE
36	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.0M	5335	0.23%	SOLE
37	CHUBB LTD SWITZ	COM	$942K	2892	0.21%	SOLE
38	SCHWAB STRATEGIC TR	US BRD MKT ETF	$923K	36801	0.21%	SOLE
39	ISHARES TR	MSCI ACWI ETF	$898K	6490	0.20%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$784K	3999	0.18%	SOLE
41	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$746K	24328	0.17%	SOLE
42	ISHARES TR	CORE S&P MCP ETF	$723K	10713	0.16%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.16%	SOLE
44	SOUTHERN CO	COM	$693K	7187	0.16%	SOLE
45	GE VERNOVA INC	COM	$663K	760	0.15%	SOLE
46	VANGUARD INDEX FDS	GROWTH ETF	$650K	1488	0.15%	SOLE
47	GE AEROSPACE	COM NEW	$644K	2271	0.15%	SOLE
48	HUNT J B TRANS SVCS INC	COM	$622K	2940	0.14%	SOLE
49	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$499K	2324	0.11%	SOLE
50	NETFLIX INC.	COM	$499K	5197	0.11%	SOLE

1–50 of 1,483

1 / 30

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.