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CIK: 0001950323
Total reported value
$503.9M
$503.9M
1430 檔
36.3%
At the close of Q4 2025, Abound Wealth Management disclosed equity holdings valued at approximately $503.9M, spread across 1430 reported holdings.
In Q4 2025, Abound Wealth Management displayed an active expansion posture, initiating 2 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1430 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.51% | +1.23% | +8.90% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.62% | -0.83% | +7.91% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.41% | -0.22% | -0.47% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.42% | +0.19% | +2.87% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 5.86% | +0.20% | +0.77% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.07% | +0.38% | +3.97% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.02% | +0.06% | +0.97% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.82% | -0.09% | +5.67% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.06% | +0.04% | +0.59% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.56% | -0.02% | +4.40% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.69% | -0.24% | +8.70% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.51% | +0.04% | +15.37% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.36% | -0.15% | +0.72% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.00% | -0.06% | +3.04% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.65% | -0.06% | +0.44% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.32% | +16.27% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.32% | +0.03% | +3.02% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.64% | -0.49% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.11% | +3.53% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | -0.11% | +2.76% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.91% | +0.08% | +0.51% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | +0.16% | +23.85% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.82% | -0.04% | -2.17% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.07% | +14.64% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.09% | -1.85% | |
| 26 | OKE | Oneok Inc | Stock-Energy | 0.57% | -0.11% | — | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.55% | -0.08% | +11.87% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | -0.11% | +833.84% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.01% | -7.61% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.01% | +2.21% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.06% | +0.33% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | — | -5.69% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | -0.03% | +19.28% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.02% | +2.61% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.22% | — | — | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | -0.09% | +15.80% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.19% | +0.01% | +13.66% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.18% | +0.04% | -10.53% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.18% | -0.01% | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.17% | — | +385.03% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | +0.03% | +0.15% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.15% | -0.03% | +0.48% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | -8.10% | |
| 44 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.13% | +0.03% | +0.20% | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.13% | -0.01% | -11.77% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | +0.02% | -7.15% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.03% | -17.43% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.12% | +0.02% | +244.09% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | -0.04% | +902.70% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.11% | — | +1.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.4% | +833.84% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.4% | +8.90% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +15.37% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +8.70% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +16.27% | Add |
| 6 | GE | General Electric | +0.1% | +385.03% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +14.64% | Add |
| 8 | GEV | GE Vernova Inc | +0.1% | +244.09% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +2.21% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +7.91% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.67% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +23.85% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.61% | Trim |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +2184.44% | Add |
| 15 | ACM | Aecom | +0.1% | +2195.60% | Add |
| 16 | ORLY | O'reilly Automotive Inc | 0% | +163.64% | Add |
| 17 | BND | Vanguard Total Bond Market | 0% | +19.28% | Add |
| 18 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +0.20% | Add |
| 19 | XLRE | Ss Real Estate Select Sector | 0% | +106.30% | Add |
| 20 | FELG | Fidelity Enh Lrg Cap Gwth | 0% | +296.79% | Add |
| 21 | RSP | Invesco S&p 500 Equal Weight | 0% | +15.80% | Add |
| 22 | LLY | Eli Lilly & Co | 0% | +6.75% | Add |
| 23 | VIG | Vanguard Dividend Apprec ETF | 0% | +23.86% | Add |
| 24 | SCHB | Schwab US Broad Market ETF | 0% | +13.66% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.40% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.53% | Add |
| 27 | ITOT | Ishares Core S&p Total U.s. | 0% | +3.02% | Add |
| 28 | AVGO | Broadcom Inc | 0% | -0.49% | Trim |
| 29 | VOOG | Vanguard S&p 500 Growth ETF | 0% | -60.24% | Trim |
| 30 | SCHA | Schwab US Small-cap ETF | 0% | +0.51% | Add |
| 31 | IEMG | Ishares Core Msci Emerging | 0% | +3.97% | Add |
| 32 | ZION | Zions Bancorp NA | 0% | -50.30% | Trim |
| 33 | PG | Procter & Gamble Co/the | 0% | -17.43% | Trim |
| 34 | NVDA | Nvidia CORP | 0% | +2.76% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | -8.10% | Trim |
| 36 | TSLA | Tesla Inc | -0.1% | +3.04% | Add |
| 37 | NFLX | Netflix Inc | -0.1% | +902.70% | Add |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +0.33% | Add |
| 39 | MSTR | Strategy Inc | -0.1% | -37.17% | Trim |
| 40 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +0.72% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.1% | +2.87% | Add |
| 42 | VNQ | Vanguard Real Estate ETF | -0.1% | -2.17% | Trim |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | -0.1% | +11.87% | Add |
| 44 | SCHX | Schwab US Large-cap ETF | -0.2% | +0.97% | Add |
| 45 | VB | Vanguard Small-cap ETF | -0.2% | +0.59% | Add |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.2% | -0.47% | Trim |
| 47 | VV | Vanguard Large-cap ETF | -0.2% | +0.77% | Add |
| 48 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 49 | CPS | Cooper-standard Holding | — | EXIT | Sold out |
| 50 | FSSL | Fs Specialty Lending Fund | — | 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 1430 disclosed positions in Q4 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 36.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $318.5K
Top Position Liquidated / Trimmed
CPS
前期市值: $115.9K
During Q4 2025, Abound Wealth Management's top holdings by market value included IJR (12.5%)、AGG (10.6%)、VEA (7.4%). The largest single position, IJR, represented 12.5% of total portfolio value.
In Q4 2025, Abound Wealth Management made 50 total portfolio adjustments, initiating 2 new buys, adding to 38 positions, trimming 9 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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