13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001950323
Total reported value
$503.9M
$503.9M
1170 檔
27.7%
In Q2 2024, Abound Wealth Management's U.S. equity holdings reached a combined market value of $503.9M, distributed across 1170 disclosed stock positions.
During Q2 2024, Abound Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1170 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.45% | +1.23% | +6.62% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.77% | +0.38% | +4.54% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.47% | -0.83% | +8.61% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.88% | -0.22% | -2.04% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.85% | +0.19% | -0.60% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.12% | +0.06% | -1.22% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.24% | -0.09% | -5.65% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.97% | +0.04% | -3.70% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.75% | -0.02% | -2.06% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.71% | -0.15% | +2.38% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.24% | -0.16% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.50% | -0.06% | -3.46% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.33% | +0.20% | -0.13% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.29% | -0.04% | -2.46% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.22% | -0.06% | +0.14% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.04% | +19.97% | |
| 17 | OKE | Oneok Inc | Stock-Energy | 0.95% | -0.11% | -0.04% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | +0.16% | +0.62% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.64% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | -0.07% | +0.51% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.09% | +4.27% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | +0.03% | -0.63% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | +0.08% | -1.85% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.32% | +17.63% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.11% | +931.37% | |
| 26 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.50% | -0.08% | +6.45% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.11% | -13.89% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.01% | — | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.39% | — | -0.34% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.01% | +65.93% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.30% | — | +1.73% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.25% | -0.01% | -0.11% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.02% | +123.48% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.24% | -0.09% | +0.20% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.02% | +3.48% | |
| 36 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.21% | -0.01% | -8.03% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | — | -1.69% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.01% | +4.86% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.17% | -0.03% | +0.35% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.03% | +0.27% | |
| 41 | WDAY | Workday Inc-class A | Stock-Tech | 0.13% | -0.01% | -8.67% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | +0.01% | -1.33% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.03% | +7.68% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.11% | -0.02% | -0.70% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.11% | — | -1.88% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | -2.19% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | — | +2.12% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | -0.01% | +13.59% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.09% | +0.03% | -1.73% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | +0.02% | -12.72% |
According to official SEC Form 13F filings, Abound Wealth Management reported a total U.S. public equity portfolio value of $503.9M across 1170 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJR, IEMG, AGG) accounted for 27.7% of total reported equity market value during Q2 2024.
During Q2 2024, Abound Wealth Management's top holdings by market value included IJR (12.4%)、IEMG (11.8%)、AGG (11.5%). The largest single position, IJR, represented 12.4% of total portfolio value.
In Q2 2024, Abound Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.