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CIK: 0001950323
Total reported value
$503.9M
$503.9M
1491 檔
38.1%
During the Q1 2026 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 1491 reported positions.
In Q1 2026, Abound Wealth Management displayed an active expansion posture, initiating 31 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 13.22% | +1.23% | +5.31% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.85% | -0.83% | +5.93% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.60% | -0.22% | +3.08% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.17% | +0.19% | +3.89% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 5.78% | +0.20% | +7.11% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.22% | +0.38% | +2.23% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.66% | +0.06% | +0.30% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.63% | -0.09% | +3.84% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.01% | +0.04% | +0.28% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.41% | -0.02% | +3.03% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.44% | -0.24% | -0.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.31% | +0.04% | -0.52% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.30% | -0.15% | -0.42% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.32% | +37.61% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.61% | -0.06% | -0.19% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.57% | -0.06% | -2.47% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.51% | +0.03% | +22.92% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | -0.11% | +13.35% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.64% | +2.53% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.91% | +0.08% | +1.07% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.11% | -4.24% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.82% | -0.04% | +2.77% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.16% | +10.28% | |
| 24 | OKE | Oneok Inc | Stock-Energy | 0.70% | -0.11% | +2.72% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | -0.07% | +5.23% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | -0.09% | +1.12% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.01% | +0.57% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | -0.01% | +5.12% | |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.39% | -0.08% | -4.87% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | — | +1.88% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | -0.03% | +11.04% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.06% | +2.67% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.28% | -0.11% | -24.86% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.02% | +3.09% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.24% | +0.04% | +41.81% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | -0.09% | +14.46% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.21% | -0.02% | +2350.85% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.21% | +0.01% | +16.53% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.20% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | +0.02% | +51.65% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.17% | -0.02% | +291.31% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.16% | — | +63.93% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.16% | -0.01% | — | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.16% | -0.03% | +0.49% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.15% | +0.02% | +0.40% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | +0.03% | +13.67% | |
| 47 | GE | General Electric | Stock-Industrials | 0.15% | — | -2.66% | |
| 48 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.14% | +0.03% | +0.10% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | — | +12.49% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | -0.04% | -0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +0.7% | +5.31% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +37.61% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.2% | +5.93% | Add |
| 4 | CB | Chubb Limited | +0.2% | +2350.85% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3.08% | Add |
| 6 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +22.92% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.2% | +2.23% | Add |
| 8 | OKE | Oneok Inc | +0.1% | +2.72% | Add |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +291.31% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +63.93% | Add |
| 11 | VTV | Vanguard Value ETF | +0.1% | +51.65% | Add |
| 12 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +6509.09% | Add |
| 13 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +41.81% | Add |
| 14 | GLD | Spdr Gold Shares | 0% | +295.18% | Add |
| 15 | NVDA | Nvidia CORP | 0% | +13.35% | Add |
| 16 | GEV | GE Vernova Inc | 0% | +0.40% | Add |
| 17 | CVX | Chevron CORP | 0% | +52.27% | Add |
| 18 | SCHK | Schwab 1000 Index ETF | 0% | +168.61% | Add |
| 19 | UNH | Unitedhealth Group Inc | 0% | +144.13% | Add |
| 20 | RSP | Invesco S&p 500 Equal Weight | 0% | +14.46% | Add |
| 21 | BND | Vanguard Total Bond Market | 0% | +11.04% | Add |
| 22 | SOFI | Sofi Technologies Inc | 0% | +738.96% | Add |
| 23 | SCHB | Schwab US Broad Market ETF | 0% | +16.53% | Add |
| 24 | XOM | Exxon Mobil CORP | 0% | -13.29% | Trim |
| 25 | RTX | Rtx CORP | 0% | +20.85% | Add |
| 26 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | 0% | +759.78% | Add |
| 27 | HBAN | Huntington Bancshares Inc | 0% | +2542.59% | Add |
| 28 | TMUS | T-mobile US Inc | 0% | +345.98% | Add |
| 29 | VXUS | Vanguard Total Intl Stock | 0% | +99.63% | Add |
| 30 | VZ | Verizon Communications Inc | 0% | +57.91% | Add |
| 31 | SO | Southern Co/the | 0% | +0.49% | Add |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +24.86% | Add |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +21.49% | Add |
| 34 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +0.10% | Add |
| 35 | KLAC | Kla CORP | 0% | +136.36% | Add |
| 36 | AMAT | Applied Materials Inc | 0% | +3.20% | Add |
| 37 | C | Citigroup Inc | 0% | +74.28% | Add |
| 38 | SCHG | Schwab US Large-cap Growth | 0% | +96.25% | Add |
| 39 | LRCX | Lam Research CORP | 0% | +2.36% | Add |
| 40 | XLE | Ss Energy Select Sector | 0% | +5.26% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | +9.78% | Add |
| 42 | VPL | Vanguard Ftse Pacific ETF | 0% | +1116.22% | Add |
| 43 | VGK | Vanguard Ftse Europe ETF | 0% | +45.45% | Add |
| 44 | WMT | Walmart Inc | 0% | +0.92% | Add |
| 45 | VLO | Valero Energy CORP | 0% | +327.50% | Add |
| 46 | KO | Coca-cola Co/the | 0% | +30.54% | Add |
| 47 | GLW | Corning Inc | 0% | +9.03% | Add |
| 48 | FVD | First Trust Value Line Dvd | 0% | +162.67% | Add |
| 49 | DOW | Dow Inc | 0% | +43.30% | Add |
| 50 | AMGN | Amgen Inc | 0% | +1.74% | Add |
According to official SEC Form 13F filings, Abound Wealth Management reported a total U.S. public equity portfolio value of $503.9M across 1491 disclosed positions in Q1 2026.
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 38.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
DLN
市值: $234.5K
Top Position Liquidated / Trimmed
CADE
前期市值: $71.3K
During Q1 2026, Abound Wealth Management's top holdings by market value included IJR (13.2%)、AGG (10.8%)、VEA (7.6%). The largest single position, IJR, represented 13.2% of total portfolio value.
In Q1 2026, Abound Wealth Management made 186 total portfolio adjustments, initiating 31 new buys, adding to 107 positions, trimming 43 holdings, and fully liquidating 5 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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