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 $440.1M across 1,473 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJR ($58.2M, 13.22%), AGG ($47.7M, 10.85%), VEA ($33.5M, 7.60%), IVV ($27.2M, 6.17%), VV ($25.4M, 5.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $58.2M | 13.22% | 468,114 | Added |
| 2 | AGG | ISHARES TR | $47.7M | 10.85% | 480,838 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $33.5M | 7.60% | 522,137 | Added |
| 4 | IVV | ISHARES TR | $27.2M | 6.17% | 41,600 | Added |
| 5 | VV | VANGUARD INDEX FDS | $25.4M | 5.78% | 85,097 | Added |
| 6 | IEMG | ISHARES INC | $23.0M | 5.22% | 329,392 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $20.5M | 4.66% | 799,274 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $20.4M | 4.63% | 34,084 | Added |
| 9 | VB | VANGUARD INDEX FDS | $17.6M | 4.01% | 67,379 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $15.0M | 3.41% | 46,749 | Added |
| 11 | AAPL | APPLE INC | $10.7M | 2.44% | 42,238 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $10.2M | 2.31% | 15,662 | Trimmed |
| 13 | IEFA | ISHARES TR | $10.1M | 2.30% | 111,972 | Trimmed |
| 14 | SPLG | SPDR SERIES TRUST | $7.8M | 1.78% | 102,189 | Added |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $7.1M | 1.61% | 130,921 | Trimmed |
| 16 | TSLA | TESLA INC | $6.9M | 1.57% | 18,542 | Trimmed |
| 17 | ITOT | ISHARES TR | $6.6M | 1.51% | 46,606 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $4.3M | 0.97% | 24,504 | Added |
| 19 | AVGO | BROADCOM INC | $4.0M | 0.92% | 13,045 | Added |
| 20 | SCHA | SCHWAB STRATEGIC TR | $4.0M | 0.91% | 137,283 | Added |
| 21 | QQQ | INVESCO QQQ TR | $3.7M | 0.84% | 6,398 | Trimmed |
| 22 | VNQ | VANGUARD INDEX FDS | $3.6M | 0.82% | 40,819 | Added |
| 23 | MSFT | MICROSOFT CORP | $3.1M | 0.71% | 8,400 | Added |
| 24 | OKE | ONEOK INC NEW | $3.1M | 0.70% | 34,215 | Added |
| 25 | AMZN | AMAZON COM INC | $3.1M | 0.70% | 14,737 | Added |
Source: SEC Form 13F filings · as of 2026-03-31