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CIK: 0001950323
Total reported value
$503.9M
$503.9M
1225 檔
31.1%
During the Q4 2024 filing period, Abound Wealth Management (CIK: 0001950323) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $503.9M across 1225 reported positions.
In Q4 2024, Abound Wealth Management displayed an active expansion posture, initiating 2 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IJR, AGG, IEMG) accounted for 31.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $182.4K
Top Position Liquidated / Trimmed
IQLT
前期市值: $133.7K
Showing top 200 holdings (of 1225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.97% | +1.23% | +5.11% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.36% | -0.83% | +7.55% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.22% | +0.38% | +6.66% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.14% | -0.22% | +9.31% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.62% | +0.19% | +2.00% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.64% | +0.06% | +198.09% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.36% | -0.09% | +2.39% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.82% | +0.04% | +0.94% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.74% | -0.02% | +2.92% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.77% | -0.24% | -0.37% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.29% | -0.06% | +3.88% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.27% | -0.15% | +2.19% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.27% | -0.06% | -3.33% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.24% | -0.04% | +4.12% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.18% | +0.20% | +0.29% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.04% | +5.26% | |
| 17 | OKE | Oneok Inc | Stock-Energy | 0.99% | -0.11% | +0.01% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.64% | +0.31% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | +0.03% | +41.69% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +0.16% | +0.28% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.11% | +13.22% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.07% | +4.50% | |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.67% | -0.08% | -0.14% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.32% | +14.21% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | -0.09% | +9.33% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.57% | +0.08% | +107.09% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.11% | +1.79% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.01% | — | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.31% | — | +101.80% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.01% | +0.56% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.30% | — | +302.84% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.02% | +1.01% | |
| 33 | AFL | Aflac Inc | Stock-Financials | 0.23% | -0.01% | -4.59% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.02% | +2.37% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | -0.09% | +1.59% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.03% | +113.70% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.01% | -3.61% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.19% | -0.03% | +13.95% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.16% | — | -5.25% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.16% | — | +1064.48% | |
| 41 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.16% | +0.03% | +145850.00% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | -0.03% | +2.60% | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.14% | -0.01% | -3.69% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.06% | +5.10% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.12% | — | +239.61% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | -0.04% | +9.14% | |
| 47 | WDAY | Workday Inc-class A | Stock-Tech | 0.11% | -0.01% | -8.40% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | — | +4.27% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.10% | +0.02% | +13.69% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | -0.01% | -0.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.7% | -3.33% | Trim |
| 2 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +41.69% | Add |
| 3 | AVGO | Broadcom Inc | +0.2% | +0.31% | Add |
| 4 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | -0.14% | Trim |
| 5 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.2% | +145850.00% | Add |
| 6 | NSC | Norfolk Southern CORP | +0.1% | +1064.48% | Add |
| 7 | NVDA | Nvidia CORP | +0.1% | +13.22% | Add |
| 8 | PG | Procter & Gamble Co/the | +0.1% | +113.70% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +4.50% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -0.37% | Trim |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.92% | Add |
| 12 | OKE | Oneok Inc | +0.1% | +0.01% | Add |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +14.21% | Add |
| 14 | MSTR | Strategy Inc | +0.1% | +66.94% | Add |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.39% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | 0% | +2.00% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.26% | Add |
| 19 | SNOW | Snowflake Inc | 0% | +92.68% | Add |
| 20 | GOOG | Alphabet Inc-cl C | 0% | +0.56% | Add |
| 21 | SPEM | State Street Sp Ptf Em ETF | 0% | +420.24% | Add |
| 22 | RS | Reliance Inc | 0% | +35700.00% | Add |
| 23 | NFLX | Netflix Inc | 0% | +9.14% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | 0% | +492.45% | Add |
| 25 | MUB | Ishares National Muni Bond E | 0% | +9.33% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.01% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.79% | Add |
| 28 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | +5.11% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | +302.84% | Add |
| 31 | SCHA | Schwab US Small-cap ETF | — | +107.09% | Add |
| 32 | VV | Vanguard Large-cap ETF | 0% | +0.29% | Add |
| 33 | LRCXEUR | Lam Research CORP | 0% | EXIT | Sold out |
| 34 | SDVY | First Trust Smid Cap Rising | 0% | -44.75% | Trim |
| 35 | EMLP | First Trust North American E | 0% | EXIT | Sold out |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -5.25% | Trim |
| 37 | XLK | Ss Technology Select Sector | 0% | -99.70% | Trim |
| 38 | VB | Vanguard Small-cap ETF | 0% | +0.94% | Add |
| 39 | IQLT | Ishares Msci International Q | 0% | EXIT | Sold out |
| 40 | VXUS | Vanguard Total Intl Stock | 0% | -80.26% | Trim |
| 41 | AFL | Aflac Inc | 0% | -4.59% | Trim |
| 42 | SCHF | Schwab Intl Equity ETF | -0.1% | +101.80% | Add |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.1% | +7.55% | Add |
| 44 | DGRO | Ishares Core Dividend Growth | -0.1% | -95.72% | Trim |
| 45 | SCHX | Schwab US Large-cap ETF | -0.1% | +198.09% | Add |
| 46 | VNQ | Vanguard Real Estate ETF | -0.1% | +4.12% | Add |
| 47 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +3.88% | Add |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | +2.19% | Add |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.4% | +9.31% | Add |
| 50 | IEMG | Ishares Core Msci Emerging | -0.8% | +6.66% | Add |
According to official SEC Form 13F filings, Abound Wealth Management reported a total U.S. public equity portfolio value of $503.9M across 1225 disclosed positions in Q4 2024.
During Q4 2024, Abound Wealth Management's top holdings by market value included IJR (13.0%)、AGG (11.4%)、IEMG (11.2%). The largest single position, IJR, represented 13.0% of total portfolio value.
In Q4 2024, Abound Wealth Management made 50 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 9 holdings, and fully liquidating 3 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.
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