Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ABOUND FINANCIAL, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ABOUND FINANCIAL, LLC (CIK 2024264) reported $250.8M across 297 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPSM ($27.3M, 10.89%), OAKM ($26.1M, 10.40%), SPTM ($25.8M, 10.29%), SPYG ($24.7M, 9.83%), SPYV ($24.3M, 9.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPSMSTATE STREET$27.3M10.89%473,796Trimmed
2OAKMOAKMARK U S$26.1M10.40%925,844Trimmed
3SPTMSTATE STREET$25.8M10.29%284,191Trimmed
4SPYGSTATE STREET$24.7M9.83%207,305Trimmed
5SPYVSTATE STREET$24.3M9.70%400,406Trimmed
6SPDWSTATE STREET$16.5M6.56%326,575Trimmed
7SPYMSTATE STREET$15.0M5.99%171,027Trimmed
8SPMDSTATE STREET$7.9M3.13%116,316Trimmed
9VBILVANGUARD ULTRA$7.7M3.06%101,352Trimmed
10SPTISTATE STREET$7.5M2.99%264,608Trimmed
11ARKKARK INNOVATION$6.1M2.45%76,011Added
12SPMBSTATE STREET$5.9M2.36%265,292Trimmed
13SPEMSTATE STREET$4.8M1.93%93,301Trimmed
14SPIBSTATE STREET$3.5M1.38%103,126Trimmed
15AAPLAPPLE INC$3.1M1.23%10,687Added
16SPHBINVESCO S&P$2.8M1.10%17,791Trimmed
17GOOGLALPHABET INC$2.4M0.94%6,583Trimmed
18JIGJPMORGAN$2.1M0.85%24,334Trimmed
19FLMIFRANKLIN DYNAMIC$1.9M0.77%76,377Trimmed
20RSPINVESCO S&P$1.6M0.62%7,364Trimmed
21MSFTMICROSOFT CORP$1.5M0.61%4,133Trimmed
22QVMSINVESCO S&P$1.5M0.60%43,224Trimmed
23IBITISHARES BITCOIN$1.5M0.59%44,632Added
24SMHVANECK SEMICONDUCTOR$1.4M0.57%2,198Trimmed
25ETHAISHARES ETHEREUM$1.4M0.57%120,474Added

Source: SEC Form 13F filings · as of 2026-06-30