Abound Wealth Management Top Holdings and 13F Report (2025) About Abound Wealth ManagementInvestment ActivityAbound Wealth Management has $299.63 million in total holdings as of March 31, 2025.Abound Wealth Management owns shares of 1,270 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 7.44% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Abound Wealth Management has purchased 1,224 new stocks and bought additional shares in 157 stocks.Abound Wealth Management sold shares of 603 stocks and completely divested from 77 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $39,129,202iShares Core U.S. Aggregate Bond ETF $38,458,868Vanguard FTSE Developed Markets ETF $25,868,534iShares Core S&P 500 ETF $21,336,286iShares Core MSCI Emerging Markets ETF $19,020,249 Largest New Holdings this Quarter 46434V613 - iShares Core Total USD Bond Market ETF $407,707 Holding080694102 - BELPOINTE PREP LLC $235,103 Holding810186106 - Scotts Miracle-Gro $125,981 Holding464288588 - iShares MBS ETF $114,899 Holding464288372 - iShares Global Infrastructure ETF $89,277 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 11,173 shares (about $3.07M)iShares Core S&P Small-Cap ETF 23,378 shares (about $2.44M)iShares Core U.S. Aggregate Bond ETF 23,289 shares (about $2.30M)SPDR Portfolio S&P 500 ETF 28,130 shares (about $1.85M)Vanguard Small-Cap ETF 7,835 shares (about $1.74M) Largest Sales this Quarter Charles River Laboratories International 2 shares (about $∞T)iShares Core MSCI Emerging Markets ETF 317,218 shares (about $17.12M)Vanguard FTSE Emerging Markets ETF 38,006 shares (about $1.72M)Vanguard FTSE Developed Markets ETF 21,432 shares (about $1.09M)Schwab U.S. Large-Cap Growth ETF 32,820 shares (about $822.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAbound Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJRiShares Core S&P Small-Cap ETF$39,129,202$2,444,641 ▲6.7%374,19113.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$38,458,868$2,303,745 ▲6.4%388,78812.8%FinanceVEAVanguard FTSE Developed Markets ETF$25,868,534$1,089,388 ▼-4.0%508,9238.6%ETFIVViShares Core S&P 500 ETF$21,336,286$1,650,286 ▲8.4%37,9727.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$19,020,249$17,120,237 ▼-47.4%352,4236.3%ETFSCHXSchwab US Large-Cap ETF$16,951,281$210,996 ▲1.3%767,7215.7%ETFVTIVanguard Total Stock Market ETF$14,125,460$3,070,800 ▲27.8%51,3954.7%ETFVOOVanguard S&P 500 ETF$13,588,631$638,782 ▲4.9%26,4424.5%ETFVBVanguard Small-Cap ETF$12,718,257$1,737,412 ▲15.8%57,3544.2%ETFAAPLApple$8,805,627$1,136,188 ▲14.8%39,6422.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$7,635,758$27,688 ▲0.4%100,9352.5%ETFVWOVanguard FTSE Emerging Markets ETF$5,610,086$1,720,157 ▼-23.5%123,9521.9%ETFTSLATesla$5,012,574$478,141 ▲10.5%19,3421.7%Auto/Tires/TrucksVNQVanguard Real Estate ETF$4,028,624$92,531 ▲2.4%44,4961.3%ETFSPLGSPDR Portfolio S&P 500 ETF$3,675,966$1,849,820 ▲101.3%55,9001.2%ETFVVVanguard Large-Cap ETF$3,511,262$3,084 ▲0.1%13,6611.2%ETFSPYSPDR S&P 500 ETF Trust$3,383,286$71,604 ▲2.2%6,0481.1%FinanceOKEONEOK$3,305,062$253,312 ▲8.3%33,3101.1%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$2,276,775$3,416 ▲0.2%18,6610.8%ETFNVDANVIDIA$2,144,640$252,311 ▲13.3%19,7880.7%Computer and TechnologyMSFTMicrosoft$2,113,929$4,880 ▼-0.2%5,6310.7%Computer and TechnologyAVGOBroadcom$2,110,513$34,324 ▲1.7%12,6050.7%Computer and TechnologyAMZNAmazon.com$1,907,381$77,437 ▲4.2%10,0250.6%Retail/WholesaleFIDELITY WISE ORIGIN BITCOIN$1,855,419$4,246 ▲0.2%25,7800.6%SHSSCHASchwab US Small-Cap ETF$1,697,530$87,863 ▲5.5%72,4510.6%ETFMUBiShares National Muni Bond ETF$1,618,298$209,826 ▼-11.5%15,3480.5%ETFQQQInvesco QQQ$1,442,721$107,372 ▲8.0%3,0770.5%FinanceMETAMeta Platforms$1,097,039$728,669 ▲197.8%1,9030.4%Computer and TechnologySCHFSchwab International Equity ETF$849,206$194,693 ▼-18.7%42,9330.3%ETFJPMJPMorgan Chase & Co.$810,579$1,227 ▼-0.2%3,3040.3%FinanceBRK.ABerkshire Hathaway$798,442$798,442 ▼-50.0%10.3%FinanceAFLAflac$765,398$2,668 ▼-0.3%6,8840.3%FinanceGOOGAlphabet$751,305$30,933 ▼-4.0%4,8090.3%Computer and TechnologyCOSTCostco Wholesale$744,340$9,458 ▲1.3%7870.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$701,471$3,118 ▲0.4%4,0490.2%ETFPGProcter & Gamble$679,708$35,622 ▼-5.0%3,9880.2%Consumer StaplesSOSouthern$648,507$13,332 ▼-2.0%7,0530.2%UtilitiesGOOGLAlphabet$620,290$54,745 ▲9.7%4,0110.2%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$505,274$18,996 ▼-3.6%18,3270.2%ETFQQQMInvesco NASDAQ 100 ETF$499,424$384,558 ▲334.8%2,5870.2%ETFBNDVanguard Total Bond Market ETF$484,810$16,745 ▼-3.3%6,6010.2%ETFJBHTJ.B. Hunt Transport Services$432,326$444 ▲0.1%2,9220.1%TransportationNSCNorfolk Southern$428,771$76,042 ▼-15.1%1,8100.1%TransportationIUSBiShares Core Total USD Bond Market ETF$407,707$407,707 ▲New Holding8,8480.1%ManufacturingVTVVanguard Value ETF$381,290$64,268 ▲20.3%2,2070.1%ETFMSTRStrategy$379,364$89,652 ▲30.9%1,3160.1%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company ETF$371,299$449 ▲0.1%15,7260.1%ETFIJHiShares Core S&P Mid-Cap ETF$370,775$77,143 ▲26.3%6,3540.1%ETFNFLXNetflix$348,813$7,461 ▼-2.1%3740.1%Consumer DiscretionaryABNBAirbnb$347,857$38,346 ▼-9.9%2,9120.1%Consumer DiscretionaryABBVAbbVie$319,973$28,498 ▲9.8%1,5270.1%MedicalVVisa$304,014$27,701 ▼-8.4%8670.1%Business ServicesAMGNAmgen$299,028$7,164 ▼-2.3%9600.1%MedicalXOMExxon Mobil$298,362$148,289 ▲98.8%2,5090.1%EnergyEFAiShares MSCI EAFE ETF$289,737$2,452 ▼-0.8%3,5450.1%FinanceVUGVanguard Growth ETF$271,165$17,806 ▲7.0%7310.1%ETFWDAYWorkday$259,919$48,341 ▼-15.7%1,1130.1%Computer and TechnologyISRGIntuitive Surgical$252,380$5,938 ▼-2.3%5100.1%MedicalIWBiShares Russell 1000 ETF$251,257$307 ▲0.1%8190.1%ETFHDHome Depot$238,670$12,465 ▲5.5%6510.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$237,8110.0%1,2260.1%ETFBELPOINTE PREP LLC$235,103$235,103 ▲New Holding3,6450.1%UNIT RP LTD LB ABACBank of America$227,859$20,365 ▼-8.2%5,4600.1%FinanceIVWiShares S&P 500 Growth ETF$221,376$138,766 ▲168.0%2,3850.1%ETFMRKMerck & Co., Inc.$216,337$130,610 ▲152.4%2,4100.1%MedicalSCHBSchwab US Broad Market ETF$208,600$1,141 ▲0.6%9,6890.1%ETFSNOWSnowflake$207,694$146 ▼-0.1%1,4210.1%Computer and TechnologyCRMSalesforce$204,379$9,119 ▼-4.3%7620.1%Computer and TechnologyRTXRTX$202,905$126,749 ▲166.4%1,5320.1%AerospaceCSCOCisco Systems$201,326$7,653 ▼-3.7%3,2620.1%Computer and TechnologyWMTWalmart$199,088$2,897 ▼-1.4%2,2680.1%Retail/WholesaleVGTVanguard Information Technology ETF$197,335$15,180 ▲8.3%3640.1%ETFSHOPShopify$192,775$20,433 ▲11.9%2,0190.1%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$183,391$48,820 ▲36.3%4,6580.1%ETFSILA REALTY TRUST INC$175,198$2,644 ▲1.5%6,5590.1%COMMON STOCKSMHVanEck Semiconductor ETF$172,1370.0%8140.1%ManufacturingJNJJohnson & Johnson$171,631$46,432 ▼-21.3%1,0350.1%MedicalIBMInternational Business Machines$171,140$3,483 ▲2.1%6880.1%Computer and TechnologyCNICanadian National Railway$170,8670.0%1,7530.1%TransportationMAMastercard$169,504$10,971 ▼-6.1%3090.1%Business ServicesFTECFidelity MSCI Information Technology Index ETF$168,4160.0%1,0440.1%ETFVBRVanguard Small-Cap Value ETF$168,204$101,518 ▲152.2%9030.1%ETFLLYEli Lilly and Company$157,254$25,657 ▲19.5%1900.1%MedicalWFCWells Fargo & Company$156,848$30,365 ▲24.0%2,1850.1%FinanceABTAbbott Laboratories$149,699$10,210 ▼-6.4%1,1290.0%MedicalGLDSPDR Gold Shares$145,511$8,068 ▼-5.3%5050.0%FinanceXLREReal Estate Select Sector SPDR Fund$141,262$1,088 ▲0.8%3,3750.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$140,4380.0%5,1270.0%ETFUNHUnitedHealth Group$138,577$523 ▼-0.4%2650.0%MedicalCATCaterpillar$137,800$65,603 ▲90.9%4180.0%IndustrialsBABAAlibaba Group$136,397$133,093 ▲4,028.0%1,0320.0%Retail/WholesaleSMGScotts Miracle-Gro$125,981$125,981 ▲New Holding2,2950.0%Basic MaterialsCDNSCadence Design Systems$124,966$3,054 ▼-2.4%4910.0%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$123,111$59,929 ▼-32.7%3,4060.0%ETFORLYO'Reilly Automotive$121,240$98,418 ▲431.3%850.0%Retail/WholesaleORCLOracle$119,223$4,053 ▼-3.3%8530.0%Computer and TechnologyVSGXVanguard ESG International Stock ETF$119,085$531 ▲0.4%2,0190.0%ETFMELIMercadoLibre$117,0530.0%600.0%Retail/WholesaleMBBiShares MBS ETF$114,899$114,899 ▲New Holding1,2250.0%ETFSLYVSPDR S&P 600 Small Cap Value ETF$114,376$93,367 ▲444.4%1,4590.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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