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 Wealth Management (CIK 1950323) reported $503.9M across 1,347 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IJR ($72.8M, 14.45%), AGG ($50.5M, 10.02%), VEA ($37.2M, 7.38%), IVV ($32.0M, 6.36%), VV ($30.1M, 5.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $72.8M | 14.45% | 490,860 | Added |
| 2 | AGG | ISHARES TR | $50.5M | 10.02% | 510,029 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $37.2M | 7.38% | 521,591 | Trimmed |
| 4 | IVV | ISHARES TR | $32.0M | 6.36% | 42,783 | Added |
| 5 | VV | VANGUARD INDEX FDS | $30.1M | 5.98% | 87,540 | Added |
| 6 | IEMG | ISHARES INC | $28.2M | 5.60% | 340,858 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $23.8M | 4.72% | 808,077 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $22.9M | 4.54% | 33,307 | Trimmed |
| 9 | VB | VANGUARD INDEX FDS | $20.4M | 4.05% | 67,280 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $17.1M | 3.39% | 46,138 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $11.8M | 2.35% | 15,868 | Added |
| 12 | AAPL | APPLE INC | $11.1M | 2.20% | 38,371 | Trimmed |
| 13 | IEFA | ISHARES TR | $10.8M | 2.15% | 112,102 | Added |
| 14 | SPLG | SPDR SERIES TRUST | $10.6M | 2.10% | 120,207 | Added |
| 15 | AVGO | BROADCOM INC | $7.9M | 1.56% | 20,872 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $7.8M | 1.55% | 130,464 | Trimmed |
| 17 | ITOT | ISHARES TR | $7.8M | 1.55% | 47,390 | Added |
| 18 | TSLA | TESLA INC | $7.6M | 1.51% | 17,813 | Trimmed |
| 19 | SCHA | SCHWAB STRATEGIC TR | $5.0M | 0.99% | 137,491 | Added |
| 20 | QQQ | INVESCO QQQ TR | $4.8M | 0.95% | 6,507 | Added |
| 21 | MSFT | MICROSOFT CORP | $4.4M | 0.87% | 11,734 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $4.3M | 0.86% | 21,711 | Trimmed |
| 23 | VNQ | VANGUARD INDEX FDS | $3.9M | 0.78% | 40,502 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $3.2M | 0.63% | 13,261 | Trimmed |
| 25 | OKE | ONEOK INC NEW | $3.0M | 0.59% | 34,147 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30