Q3 2026 13F · SEC CIK 1950323

Abound Wealth Management

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $536.7M
Reported positions: 1,444
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.9B

Abound Wealth Management is a wealth manager that reported 1,444 positions worth $536.7M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Ishares Tr (IJR, 12.8%), Ishares Tr (AGG, 9.4%), Vanguard Ftse Developed Markets Index Fu (VEA, 7.0%).

Abound Wealth Management holdings largest 50 of 1,444 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Abound Wealth Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IJRIshares Tr	12.8%	14.5%	505,146	+2.9%	$68.7M
AGGIshares Tr	9.4%	10.0%	532,410	+4.4%	$50.3M
VEAVanguard Ftse Developed Markets Index Fu	7.0%	7.4%	535,870	+2.7%	$37.8M
IVVIshares Tr	6.2%	6.4%	43,574	+1.8%	$33.4M
VVVanguard Index Fds	5.8%	6.0%	88,369	+0.9%	$31.1M
IEMGIshares Inc	5.2%	5.6%	346,180	+1.6%	$28.1M
VOOVanguard Index Fds	4.6%	4.5%	35,189	+5.7%	$24.7M
SCHXSchwab Strategic Tr	4.6%	4.7%	816,842	+1.1%	$24.5M
VBVanguard Index Fds	3.6%	4.0%	68,031	+1.1%	$19.4M
VTIVanguard Index Fds	3.5%	3.4%	50,679	+9.8%	$19.0M
SPLGSpdr Series Trust	3.5%	2.1%	207,115	+72.3%	$18.6M
AAPLApple Inc	2.4%	2.2%	39,144	+2.0%	$13.0M
SPYState Str Spdr S&p 500 ETF T	2.2%	2.4%	15,306	-3.5%	$11.7M
IEFAIshares Tr	2.0%	2.1%	111,371	-0.7%	$10.8M
ITOTIshares Tr	1.5%	1.5%	49,216	+3.9%	$8.2M
VWOVanguard Intl Equity Index F	1.4%	1.5%	129,845	-0.5%	$7.7M
MSFTMicrosoft Corp	1.2%	0.9%	12,733	+8.5%	$6.5M
AVGOBroadcom Inc	1.2%	1.6%	18,322	-12.2%	$6.4M
TSLATesla Inc	1.2%	1.5%	17,413	-2.2%	$6.2M
NVDANvidia Corporation	1.0%	0.9%	24,095	+11.0%	$5.5M
QQQInvesco Qqq Tr	1.0%	1.0%	7,108	+9.2%	$5.3M
SCHASchwab Strategic Tr	0.8%	1.0%	138,891	+1.0%	$4.5M
AMZNAmazon Com Inc	0.7%	0.6%	14,777	+11.4%	$3.7M
VNQVanguard Index Fds	0.7%	0.8%	40,865	+0.9%	$3.7M
MUBIshares Tr	0.6%	0.6%	29,918	+15.7%	$3.0M
NHCNational Healthcare Corp	0.5%	—	13,254	—	$2.9M
AMDAdvanced Micro Devices Inc	0.5%	—	4,268	—	$2.6M
OKEOneok Inc New	0.5%	—	30,369	—	$2.6M
SPCXSpace Exploration Techn Corp	0.4%	—	14,845	—	$2.2M
FBTCFidelity Wise Origin Bitcoin	0.4%	0.3%	30,668	+1.5%	$2.2M
GOOGAlphabet Inc	0.4%	0.4%	6,318	+13.6%	$2.2M
GOOGLAlphabet Inc	0.4%	0.4%	5,808	+0.2%	$2.0M
SCHFSchwab Strategic Tr	0.3%	0.3%	67,767	+16.2%	$1.9M
PLTRPalantir Technologies Inc	0.3%	0.2%	9,147	+25.3%	$1.7M
METAMeta Platforms Inc	0.3%	0.2%	2,058	+5.2%	$1.5M
QQQMInvesco Exch Traded Fd Tr II	0.3%	0.3%	4,548	-3.3%	$1.4M
BNDVanguard Bd Index Fds	0.2%	0.3%	19,030	+3.4%	$1.3M
VTVVanguard Index Fds	0.2%	0.2%	6,098	+32.8%	$1.3M
VUGVanguard Index Fds	0.2%	0.2%	14,110	+34.9%	$1.3M
JPMJpmorgan Chase & Co	0.2%	0.2%	3,390	-3.7%	$1.1M
SCHBSchwab Strategic Tr	0.2%	0.2%	37,013	-1.1%	$1.1M
ACWIIshares Tr	0.2%	0.2%	6,490	+0.0%	$1.0M
CSCOCisco Sys Inc	0.2%	—	8,781	—	$945K
CBChubb Limited	0.2%	0.2%	2,744	+0.2%	$892K
VTVanguard Intl Equity Index F	0.2%	—	5,641	—	$890K
VIGVanguard Specialized Funds	0.2%	0.1%	3,753	+60.9%	$876K
SCHDSchwab Strategic Tr	0.2%	0.2%	26,099	+9.1%	$849K
WMTWalmart Inc	0.2%	—	8,151	—	$847K
VGTVanguard World Fd	0.2%	0.1%	6,726	+31.8%	$845K
IJHIshares Tr	0.2%	0.2%	11,455	+7.0%	$824K

What Abound Wealth Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$536.7M	1,444
Q2 2026	$503.7M	1,359
Q1 2026	$440.1M	1,491
Q4 2025	$426.9M	1,430
Q3 2025	$399.5M	1,358
Q2 2025	$353.9M	1,298
Q1 2025	$299.6M	1,269
Q4 2024	$311.7M	1,225
Q3 2024	$301.1M	1,299
Q2 2024	$271.2M	1,170
Q1 2024	$262.5M	1,291

Questions about Abound Wealth Management's portfolio

What stocks does Abound Wealth Management own?

Abound Wealth Management's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 1,444 positions worth $536.7M. The largest are Ishares Tr (IJR) at 12.8%, Ishares Tr (AGG) at 9.4%, Vanguard Ftse Developed Markets Index Fu (VEA) at 7.0%, Ishares Tr (IVV) at 6.2% and Vanguard Index Fds (VV) at 5.8%.

What did Abound Wealth Management buy last quarter?

In Q3 2026, Abound Wealth Management added Spdr Series Trust (SPLG) (+72.3% shares), Vanguard Specialized Funds (VIG) (+60.9% shares) and Vanguard Index Fds (VUG) (+34.9% shares), compared with its Q2 2026 filing.

What did Abound Wealth Management sell last quarter?

In Q3 2026, Abound Wealth Management cut from its top 50 Oneok Inc New (OKE), cut from its top 50 Ge Vernova Inc (GEV), cut from its top 50 Hunt J B Trans Svcs Inc (JBHT), cut from its top 50 Ge Aerospace (GE), cut from its top 50 Berkshire Hathaway Inc Del (BRK-A) and Broadcom Inc (AVGO) (-12.2% shares), compared with its Q2 2026 filing.

When is Abound Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Abound Wealth Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Abound Wealth Management manage?

Abound Wealth Management reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $536.7M.