Institutional Manager · CIK 0001950323
Abound Wealth Management
FRANKLIN, TN · File #028-24269
Latest AUM
$427.0M
Positions
1,432
Top-10 Concentration
70.8%
Filings
17
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,432 pos · $427.0M
- 13F HOLDINGS REPORTQ/E Sep 20251,359 pos · $399.5M
- 13F HOLDINGS REPORTQ/E Jun 20251,299 pos · $353.9M
- 13F HOLDINGS REPORTQ/E Mar 20251,270 pos · $299.6M
- 13F HOLDINGS REPORTQ/E Dec 20241,225 pos · $311.7M
- 13F HOLDINGS REPORTQ/E Sep 20241,299 pos · $301.1M
- 13F HOLDINGS REPORTQ/E Jun 2024114 pos · $179.6M
- 13F HOLDINGS REPORTQ/E Jun 2024111 pos · $138.7M
- 13F HOLDINGS REPORTQ/E Jun 2024107 pos · $127.3M
- 13F HOLDINGS REPORTQ/E Jun 20241,170 pos · $271.2M
- 13F HOLDINGS REPORTQ/E Jun 20241,328 pos · $249.3M
- 13F HOLDINGS REPORTQ/E Jun 20241,167 pos · $235.0M
- 13F HOLDINGS REPORTQ/E Jun 20241,195 pos · $239.1M
- 13F HOLDINGS REPORTQ/E Jun 20241,291 pos · $262.5M
- 13F HOLDINGS REPORTQ/E Jun 2024750 pos · $185.2M
- 13F HOLDINGS REPORTQ/E Jun 2024717 pos · $204.3M
- 13F HOLDINGS REPORTQ/E Jun 2024722 pos · $223.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287804 | 444,527 | $53.4M | 13.56% |
| 2 | ISHARES TR | 464287226 | 453,932 | $45.3M | 11.51% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 506,534 | $31.6M | 8.03% |
| 4 | ISHARES TR | 464287200 | 40,044 | $27.4M | 6.96% |
| 5 | VANGUARD INDEX FDS | 922908637 | 79,450 | $25.0M | 6.35% |
| 6 | ISHARES INC | 46434G103 | 322,201 | $21.7M | 5.50% |
| 7 | SCHWAB STRATEGIC TR | 808524201 | 796,844 | $21.4M | 5.44% |
| 8 | VANGUARD INDEX FDS | 922908363 | 32,823 | $20.6M | 5.22% |
| 9 | VANGUARD INDEX FDS | 922908751 | 67,193 | $17.3M | 4.40% |
| 10 | VANGUARD INDEX FDS | 922908769 | 45,376 | $15.2M | 3.86% |
| 11 | APPLE INC | AAPL | 42,326 | $11.5M | 2.92% |
| 12 | SPDR S&P 500 ETF TR | SPY | 15,744 | $10.7M | 2.72% |
| 13 | ISHARES TR | 46432F842 | 112,449 | $10.1M | 2.55% |
| 14 | TESLA INC | TSLA | 18,711 | $8.4M | 2.14% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042858 | 131,176 | $7.1M | 1.79% |
| 16 | SPDR SERIES TRUST | 78464A854 | 74,262 | $6.0M | 1.51% |
| 17 | ISHARES TR | 464287150 | 37,915 | $5.6M | 1.43% |
| 18 | BROADCOM INC | AVGO | 12,723 | $4.4M | 1.12% |
| 19 | INVESCO QQQ TR | IVZ | 6,681 | $4.1M | 1.04% |
| 20 | NVIDIA CORPORATION | NVDA | 21,618 | $4.0M | 1.02% |