Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ABOUND FINANCIAL, LLC (CIK 2024264) reported $228.9M across 279 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPSM ($26.2M, 11.45%), OAKM ($25.7M, 11.21%), SPYG ($23.2M, 10.13%), SPTM ($22.7M, 9.94%), SPYV ($22.7M, 9.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPSM | STATE STREET | $26.2M | 11.45% | 542,399 | Trimmed |
| 2 | OAKM | OAKMARK U S | $25.7M | 11.21% | 931,034 | Added |
| 3 | SPYG | STATE STREET | $23.2M | 10.13% | 236,915 | Trimmed |
| 4 | SPTM | STATE STREET | $22.7M | 9.94% | 287,728 | Trimmed |
| 5 | SPYV | STATE STREET | $22.7M | 9.93% | 401,624 | Trimmed |
| 6 | SPDW | STATE STREET | $15.3M | 6.67% | 334,411 | Trimmed |
| 7 | SPLG | STATE STREET | $13.3M | 5.81% | 173,920 | Trimmed |
| 8 | VBIL | VANGUARD ULTRA | $7.7M | 3.35% | 101,439 | Trimmed |
| 9 | SPTI | STATE STREET | $7.6M | 3.33% | 265,708 | Trimmed |
| 10 | SPMD | STATE STREET | $6.9M | 3.03% | 117,294 | Trimmed |
| 11 | SPMB | STATE STREET | $6.0M | 2.61% | 266,628 | Trimmed |
| 12 | SPEM | STATE STREET | $4.4M | 1.92% | 93,642 | Trimmed |
| 13 | SPIB | STATE STREET | $3.5M | 1.52% | 103,952 | Trimmed |
| 14 | SPHB | INVESCO S&P | $2.1M | 0.91% | 17,895 | Trimmed |
| 15 | AAPL | APPLE INC | $2.1M | 0.90% | 8,143 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $2.0M | 0.88% | 6,974 | Trimmed |
| 17 | FLMI | FRANKLIN DYNAMIC | $1.9M | 0.84% | 78,013 | Trimmed |
| 18 | JIG | JPMORGAN | $1.8M | 0.80% | 24,713 | Hold |
| 19 | ARKK | ARK INNOVATION | $1.8M | 0.80% | 27,259 | New |
| 20 | MSFT | MICROSOFT CORP | $1.6M | 0.69% | 4,285 | Trimmed |
| 21 | RSP | INVESCO S&P | $1.5M | 0.65% | 7,705 | Trimmed |
| 22 | ETHA | ISHARES ETHEREUM | $1.5M | 0.63% | 91,624 | Added |
| 23 | QVMS | INVESCO S&P | $1.3M | 0.59% | 46,266 | Trimmed |
| 24 | IBIT | ISHARES BITCOIN | $1.3M | 0.57% | 33,917 | Added |
| 25 | TSLA | TESLA INC | $868,411 | 0.38% | 2,336 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31