Abound Wealth Management Top Holdings and 13F Report (2026) About Abound Wealth ManagementInvestment ActivityAbound Wealth Management has $503.86 million in total holdings as of June 30, 2026.Abound Wealth Management owns shares of 1,361 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.22% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Abound Wealth Management has purchased 1,487 new stocks and bought additional shares in 171 stocks.Abound Wealth Management sold shares of 542 stocks and completely divested from 243 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $72,799,455iShares Core U.S. Aggregate Bond ETF $50,482,708Vanguard FTSE Developed Markets ETF $37,163,338iShares Core S&P 500 ETF $32,039,783Vanguard Large-Cap ETF $30,105,871 Largest New Holdings this Quarter 64119N608 - NETSKOPE INC $495,648 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $350,099 Holding20464U100 - Compass $157,430 Holding46436E569 - iShares ESG Select Screened S&P 500 ETF $95,564 Holding025072703 - Avantis International Equity ETF $44,210 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 22,746 shares (about $3.37M)Broadcom 7,827 shares (about $2.96M)iShares Core U.S. Aggregate Bond ETF 29,191 shares (about $2.89M)SPDR Portfolio S&P 500 ETF 18,018 shares (about $1.58M)Microsoft 3,334 shares (about $1.24M) Largest Sales this Quarter AutoZone 2 shares (about $∞T)T. Rowe Price Group 84 shares (about $∞T)Fidelity National Financial 17 shares (about $∞T)Fidelity Emerging Markets Multifactor ETF 1 shares (about $∞T)Global Payments 27 shares (about $∞T) 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$72,799,455$3,373,460 â–²4.9%490,86014.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$50,482,708$2,889,327 â–²6.1%510,02910.0%FinanceVEAVanguard FTSE Developed Markets ETF$37,163,338$38,902 â–¼-0.1%521,5917.4%ETFIVViShares Core S&P 500 ETF$32,039,783$885,937 â–²2.8%42,7836.4%ETFVVVanguard Large-Cap ETF$30,105,871$840,172 â–²2.9%87,5406.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$28,236,637$949,842 â–²3.5%340,8585.6%ETFSCHXSchwab US Large-Cap ETF$23,781,707$259,072 â–²1.1%808,0774.7%ETFVOOVanguard S&P 500 ETF$22,875,648$533,653 â–¼-2.3%33,3074.5%ETFVBVanguard Small-Cap ETF$20,393,921$30,009 â–¼-0.1%67,2804.0%ETFVTIVanguard Total Stock Market ETF$17,072,979$226,095 â–¼-1.3%46,1383.4%ETFSPYSPDR S&P 500 ETF Trust$11,849,978$153,838 â–²1.3%15,8682.4%FinanceAAPLApple$11,103,140$1,118,966 â–¼-9.2%38,3712.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$10,826,790$12,555 â–²0.1%112,1022.1%ETFSPLGSPDR Portfolio S&P 500 ETF$10,563,820$1,583,426 â–²17.6%120,2072.1%ETFAVGOBroadcom$7,884,284$2,956,607 â–²60.0%20,8721.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$7,787,397$27,278 â–¼-0.3%130,4641.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,784,674$128,786 â–²1.7%47,3901.5%ETFTSLATesla$7,492,091$306,615 â–¼-3.9%17,8131.5%Auto/Tires/TrucksSCHASchwab US Small-Cap ETF$4,967,554$7,515 â–²0.2%137,4911.0%ETFQQQInvesco QQQ$4,791,822$80,269 â–²1.7%6,5071.0%FinanceMSFTMicrosoft$4,376,842$1,243,599 â–²39.7%11,7340.9%Computer and TechnologyNVDANVIDIA$4,344,087$558,843 â–¼-11.4%21,7110.9%Computer and TechnologyVNQVanguard Real Estate ETF$3,905,575$30,568 â–¼-0.8%40,5020.8%ETFAMZNAmazon.com$3,160,640$351,791 â–¼-10.0%13,2610.6%Retail/WholesaleOKEONEOK$2,968,741$5,912 â–¼-0.2%34,1470.6%EnergyMUBiShares National Muni Bond ETF$2,783,369$80,177 â–¼-2.8%25,8630.6%ETFGOOGLAlphabet$2,071,363$118,292 â–¼-5.4%5,7960.4%Computer and TechnologyGOOGAlphabet$1,965,166$195,739 â–¼-9.1%5,5620.4%Computer and TechnologySCHFSchwab International Equity ETF$1,615,313$24,874 â–²1.6%58,3150.3%ETFFIDELITY WISE ORIGIN BITCOIN$1,542,782$58,707 â–²4.0%30,2210.3%SHSQQQMInvesco NASDAQ 100 ETF$1,424,931$89,077 â–²6.7%4,7030.3%ETFBNDVanguard Total Bond Market ETF$1,351,163$27,088 â–²2.0%18,4060.3%ETFJPMJPMorgan Chase & Co.$1,152,174$81,831 â–¼-6.6%3,5200.2%FinanceMETAMeta Platforms$1,102,137$132,347 â–¼-10.7%1,9570.2%Computer and TechnologySCHBSchwab US Broad Market ETF$1,083,967$18,216 â–²1.7%37,4300.2%ETFACWIiShares MSCI ACWI ETF$1,018,7620.0%6,4900.2%ManufacturingVTVVanguard Value ETF$1,000,753$129,235 â–²14.8%4,5920.2%ETFCBChubb$932,990$52,476 â–¼-5.3%2,7380.2%FinanceVUGVanguard Growth ETF$900,717$772,535 â–²602.7%10,4560.2%ETFGE VERNOVA INC$870,822$22,329 â–¼-2.5%7410.2%COMPALANTIR TECHNOLOGIES INC$851,680$118,419 â–¼-12.2%7,3000.2%CL AJBHTJ.B. Hunt Transport Services$851,089$289 â–²0.0%2,9410.2%TransportationIJHiShares Core S&P Mid-Cap ETF$825,541$540 â–¼-0.1%10,7060.2%ETFGEGE Aerospace$769,680$79,248 â–¼-9.3%2,0590.2%AerospaceSCHDSchwab US Dividend Equity ETF$758,779$12,652 â–¼-1.6%23,9290.2%ETFBRK.ABerkshire Hathaway$748,8500.0%10.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$722,149$412,991 â–¼-36.4%3,3940.1%ETFSOSouthern$662,358$25,556 â–¼-3.7%6,9200.1%UtilitiesVGTVanguard Information Technology ETF$609,894$530,535 â–²668.5%5,1030.1%ETFVIGVanguard Dividend Appreciation ETF$551,695$1,893 â–²0.3%2,3320.1%ETFVOVanguard Mid-Cap ETF$541,314$427,315 â–²374.8%6,7190.1%ETFSMHVanEck Semiconductor ETF$540,891$7,212 â–²1.4%8250.1%ManufacturingSCHESchwab Emerging Markets Equity ETF$539,874$689 â–²0.1%14,8890.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$501,186$8,957 â–²1.8%16,1150.1%ETFNETSKOPE INC$495,648$495,648 â–²New Holding45,3060.1%CL AAFLAflac$463,775$17,355 â–¼-3.6%3,9550.1%FinanceCATCaterpillar$426,176$41,552 â–¼-8.9%4000.1%IndustrialsPGProcter & Gamble$379,052$104,991 â–¼-21.7%2,5850.1%Consumer StaplesFTECFidelity MSCI Information Technology Index ETF$360,1170.0%1,2610.1%ETFABBVAbbVie$354,194$71,443 â–¼-16.8%1,4080.1%MedicalSPACE EXPLORATION TECHN CORP$350,099$350,099 â–²New Holding2,0490.1%CLASS A COM STKXOMExxonMobil$345,197$42,791 â–¼-11.0%2,5250.1%EnergyCSCOCisco Systems$344,887$73,065 â–¼-17.5%2,9360.1%Computer and TechnologyCOSTCostco Wholesale$344,420$31,821 â–¼-8.5%3680.1%Retail/WholesaleNFLXNetflix$340,987$30,058 â–¼-8.1%4,7760.1%Consumer DiscretionaryLAM RESEARCH CORP$338,039$74,975 â–¼-18.2%7800.1%COM NEWIWBiShares Russell 1000 ETF$329,4730.0%8050.1%ETFFNDASchwab Fundamental U.S. Small Company ETF$329,066$9,401 â–²2.9%8,6460.1%ETFAMGNAmgen$323,157$36,953 â–¼-10.3%8920.1%MedicalRTXRTX$317,272$51,234 â–¼-13.9%1,6720.1%AerospaceORLYO'Reilly Automotive$311,773$8,287 â–¼-2.6%3,3860.1%Retail/WholesaleGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$309,4630.0%2,1810.1%ETFXLREReal Estate Select Sector SPDR Fund$308,288$7,485 â–¼-2.4%7,0020.1%ETFLLYEli Lilly and Company$307,354$66,033 â–¼-17.7%2560.1%MedicalCRWDCrowdStrike$305,630$24,450 â–¼-7.4%4000.1%Computer and TechnologyBACBank of America$305,418$58,235 â–¼-16.0%5,3600.1%FinanceDEDeere & Company$304,764$279,367 â–²1,100.0%4800.1%IndustrialsOEFiShares S&P 100 ETF$297,562$239,001 â–²408.1%8130.1%ETFSHOPIFY INC$290,132$1,599 â–¼-0.5%2,5410.1%CL A SUB VTG SHSAMATApplied Materials$275,170$97,501 â–¼-26.2%3810.1%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$261,984$6,161 â–²2.4%5,0600.1%ETFPROFESIONALLY MANAGED PORTFO$258,6100.0%4,8620.1%AKRE FOCUS ETFVVisa$255,716$63,500 â–¼-19.9%7450.1%Business ServicesINTCIntel$253,197$108,373 â–²74.8%1,8130.1%Computer and TechnologySCHKSchwab 1000 Index ETF$249,0310.0%6,9060.0%ETFIVWiShares S&P 500 Growth ETF$248,714$138 â–²0.1%1,8080.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$245,401$3,927 â–¼-1.6%2,0620.0%ETFSMGScotts Miracle-Gro$244,001$80,857 â–²49.6%3,5820.0%Consumer StaplesVBRVanguard Small-Cap Value ETF$239,731$19,917 â–²9.1%9870.0%ETFQUALiShares MSCI USA Quality Factor ETF$238,302$150,968 â–²172.9%1,0860.0%ETFMAMastercard$236,928$40,088 â–¼-14.5%4610.0%Business ServicesAMDAdvanced Micro Devices$229,127$125,613 â–¼-35.4%3940.0%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$225,259$17,835 â–¼-7.3%4,2690.0%ETFWALMART INC$222,339$101,146 â–¼-31.3%1,9630.0%COMGLDSPDR Gold Shares$215,503$26,155 â–¼-10.8%5850.0%FinanceSILA REALTY TRUST INC$215,275$2,823 â–²1.3%7,0910.0%COMMON STOCKCNICanadian National Railway$213,534$954 â–²0.4%1,7910.0%TransportationMRKMerck & Co., Inc.$211,946$7,326 â–¼-3.3%1,6490.0%MedicalHDHome Depot$203,100$59,943 â–¼-22.8%5760.0%Retail/WholesaleCVXChevron$200,807$16,084 â–¼-7.4%1,2110.0%EnergyShowing largest 100 holdings. 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