Abound Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Abound Wealth Management disclosed 1333 stock positions valued at approximately $503.86M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 1333
- Portfolio Value
- $503.86M
Holdings by Sector
Abound Wealth Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IJR | Other | 14.45% | 490,860 | +22,746 | +4.86% | $72,799,455 |
| ISHARES TR | AGG | Other | 10.02% | 510,029 | +29,191 | +6.07% | $50,482,708 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.38% | 521,591 | -546 | -0.10% | $37,163,338 |
| ISHARES TR | IVV | Other | 6.36% | 42,783 | +1,183 | +2.84% | $32,039,783 |
| VANGUARD INDEX FDS | VV | Other | 5.98% | 87,540 | +2,443 | +2.87% | $30,105,871 |
| ISHARES INC | IEMG | Other | 5.60% | 340,858 | +11,466 | +3.48% | $28,236,637 |
| SCHWAB STRATEGIC TR | SCHX | Other | 4.72% | 808,077 | +8,803 | +1.10% | $23,781,707 |
| VANGUARD INDEX FDS | VOO | Other | 4.54% | 33,307 | -777 | -2.28% | $22,875,648 |
| VANGUARD INDEX FDS | VB | Other | 4.05% | 67,280 | -99 | -0.15% | $20,393,921 |
| VANGUARD INDEX FDS | VTI | Other | 3.39% | 46,138 | -611 | -1.31% | $17,072,979 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.35% | 15,868 | +206 | +1.32% | $11,849,978 |
| APPLE INC | AAPL | Technology | 2.20% | 38,371 | -3,867 | -9.16% | $11,103,140 |
| ISHARES TR | IEFA | Other | 2.15% | 112,102 | +130 | +0.12% | $10,826,790 |
| SPDR SERIES TRUST | SPLG | Other | 2.10% | 120,207 | +18,018 | +17.63% | $10,563,820 |
| BROADCOM INC | AVGO | Technology | 1.56% | 20,872 | +7,827 | +60.00% | $7,884,284 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.55% | 130,464 | -457 | -0.35% | $7,787,397 |
| ISHARES TR | ITOT | Other | 1.55% | 47,390 | +784 | +1.68% | $7,784,674 |
| TESLA INC | TSLA | Consumer Cyclical | 1.51% | 18,113 | -429 | -2.31% | $7,618,271 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.99% | 137,491 | +208 | +0.15% | $4,967,554 |
| INVESCO QQQ TR | QQQ | Other | 0.95% | 6,507 | +109 | +1.70% | $4,791,822 |
| MICROSOFT CORP | MSFT | Technology | 0.87% | 11,734 | +3,334 | +39.69% | $4,376,842 |
| NVIDIA CORPORATION | NVDA | Technology | 0.86% | 21,711 | -2,793 | -11.40% | $4,344,087 |
| VANGUARD INDEX FDS | VNQ | Other | 0.78% | 40,502 | -317 | -0.78% | $3,905,575 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.63% | 13,261 | -1,476 | -10.02% | $3,160,640 |
| ONEOK INC NEW | OKE | Energy | 0.59% | 34,147 | -68 | -0.20% | $2,968,741 |
| ISHARES TR | MUB | Other | 0.55% | 25,863 | -745 | -2.80% | $2,783,369 |
| ALPHABET INC | GOOGL | Communication Services | 0.41% | 5,796 | -331 | -5.40% | $2,071,363 |
| ALPHABET INC | GOOG | Communication Services | 0.39% | 5,562 | -554 | -9.06% | $1,965,166 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.32% | 58,315 | +898 | +1.56% | $1,615,313 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.31% | 30,221 | +1,150 | +3.96% | $1,542,782 |
Showing 30 of 1,333 holdings in the latest reporting period.