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CIK: 0001950323
Total reported value
$503.9M
$503.9M
1359 檔
34.0%
In Q3 2025, Abound Wealth Management's U.S. equity holdings reached a combined market value of $503.9M, distributed across 1359 disclosed stock positions.
In Q3 2025, Abound Wealth Management displayed an active expansion posture, initiating 2 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.14% | +1.23% | +5.39% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.56% | -0.83% | +3.71% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.63% | -0.22% | +2.56% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.52% | +0.19% | +4.94% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 6.08% | +0.20% | +0.42% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.20% | +0.06% | +0.49% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.11% | +0.38% | -1.56% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | -0.09% | +10.42% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.25% | +0.04% | +2.04% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.57% | -0.02% | +1.82% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.48% | -0.24% | -2.71% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.44% | -0.15% | +0.16% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | +0.04% | +110.98% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.05% | -0.06% | -4.49% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.77% | -0.06% | -0.54% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.34% | +0.03% | +0.59% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.32% | +18.25% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.64% | +1.21% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.11% | +0.97% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.11% | +82.13% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.94% | +0.08% | -0.45% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.93% | -0.04% | -0.26% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.16% | +2.13% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | -0.09% | +3.87% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.68% | -0.08% | +5.78% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.07% | +13.51% | |
| 27 | OKE | Oneok Inc | Stock-Energy | 0.61% | -0.11% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.01% | +25.84% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.06% | +3.70% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.35% | — | -2.12% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | -0.01% | -11.44% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.02% | +2.83% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.03% | +92.59% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.22% | — | +14322.22% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.21% | +0.04% | +20.20% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.19% | -0.09% | +0.42% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.19% | -0.01% | — | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | +0.01% | +3.99% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.02% | -1.54% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.17% | -0.03% | +0.47% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | -0.03% | +3.18% | |
| 42 | AFL | Aflac Inc | Stock-Financials | 0.16% | -0.01% | -9.53% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | +0.03% | +42.69% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.16% | -0.04% | +2.98% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | +0.02% | +0.46% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.12% | — | -17.70% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.12% | — | -13.80% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | +0.01% | +93.99% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | — | +2.88% | |
| 50 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.10% | +0.03% | +0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +4.9% | +0.42% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +110.98% | Add |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.6% | +0.59% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +82.13% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | -4.49% | Trim |
| 6 | SCHA | Schwab US Small-cap ETF | +0.4% | -0.45% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +1.21% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | +0.97% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +10.42% | Add |
| 10 | ACWI | Ishares Msci Acwi ETF | +0.2% | +14322.22% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +25.84% | Add |
| 12 | MUB | Ishares National Muni Bond E | +0.2% | +3.87% | Add |
| 13 | SCHB | Schwab US Broad Market ETF | +0.1% | +3.99% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -11.44% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | +2.13% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +92.59% | Add |
| 17 | SCHF | Schwab Intl Equity ETF | +0.1% | -2.12% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +42.69% | Add |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +5.78% | Add |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +315.48% | Add |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +20.20% | Add |
| 22 | NFLX | Netflix Inc | 0% | +2.98% | Add |
| 23 | VGT | Vanguard Info Tech ETF | 0% | +93.99% | Add |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +348.18% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | +13.51% | Add |
| 26 | SCHD | Schwab US Dvd Equity ETF | 0% | +201.48% | Add |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +46.12% | Add |
| 28 | ANET | Arista Networks Inc | 0% | +0.43% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +18.25% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | +3.70% | Add |
| 31 | SHOP | Shopify Inc - Class A | 0% | +2.10% | Add |
| 32 | VB | Vanguard Small-cap ETF | 0% | +2.04% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +2.83% | Add |
| 34 | VTV | Vanguard Value ETF | — | +0.46% | Add |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -0.54% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +0.16% | Add |
| 37 | NSC | Norfolk Southern CORP | -0.1% | — | Trim |
| 38 | VNQ | Vanguard Real Estate ETF | -0.4% | -0.26% | Trim |
| 39 | SCHX | Schwab US Large-cap ETF | -0.5% | +0.49% | Add |
| 40 | AAPL | Apple Inc | -0.5% | -2.71% | Trim |
| 41 | OKE | Oneok Inc | -0.5% | — | Unchanged |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.6% | +4.94% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.9% | +5.39% | Add |
| 44 | VEA | Vanguard Ftse Developed ETF | -1% | +2.56% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | +1.82% | Trim |
| 46 | IEMG | Ishares Core Msci Emerging | -1.2% | -1.56% | Trim |
| 47 | AGG | Ishares Core U.s. Aggregate | -2.3% | +3.71% | Add |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | EXIT | Sold out |
| 49 | ZION | Zions Bancorp NA | — | NEW | New buy |
| 50 | KAT | Scharf ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Abound Wealth Management reported a total U.S. public equity portfolio value of $503.9M across 1359 disclosed positions in Q3 2025.
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, AGG, VEA) accounted for 34.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
ZION
市值: $312.5K
Top Position Liquidated / Trimmed
IUSB
前期市值: $407.7K
During Q3 2025, Abound Wealth Management's top holdings by market value included IJR (12.1%)、AGG (10.6%)、VEA (7.6%). The largest single position, IJR, represented 12.1% of total portfolio value.
In Q3 2025, Abound Wealth Management made 49 total portfolio adjustments, initiating 2 new buys, adding to 39 positions, trimming 7 holdings, and fully liquidating 1 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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