Abound Wealth Management Top Holdings and 13F Report (2026) About Abound Wealth ManagementInvestment ActivityAbound Wealth Management has $440.10 million in total holdings as of March 31, 2026.Abound Wealth Management owns shares of 1,492 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.12% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Abound Wealth Management has purchased 1,423 new stocks and bought additional shares in 387 stocks.Abound Wealth Management sold shares of 272 stocks and completely divested from 135 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $58,191,227iShares Core U.S. Aggregate Bond ETF $47,732,765Vanguard FTSE Developed Markets ETF $33,458,554iShares Core S&P 500 ETF $27,173,591Vanguard Large-Cap ETF $25,431,209 Largest New Holdings this Quarter 97717W307 - WisdomTree U.S. LargeCap Dividend Fund $234,492 Holding025072307 - American Century U.S. Quality Growth ETF $223,294 Holding52468L505 - Franklin International Low Volatility High Dividend Index ETF $144,445 Holding025072604 - Avantis Emerging Markets Equity ETF $129,895 Holding46138E222 - Invesco S&P International Developed Momentum ETF $114,726 Holding Largest Purchases this Quarter Tesla 18,242 shares (about $6.78M)iShares Core S&P Small-Cap ETF 23,587 shares (about $2.93M)iShares Core U.S. Aggregate Bond ETF 26,906 shares (about $2.67M)SPDR Portfolio S&P 500 ETF 27,927 shares (about $2.14M)Vanguard Large-Cap ETF 5,647 shares (about $1.69M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 2,751 shares (about $402.40K)Costco Wholesale 301 shares (about $299.72K)Invesco QQQ 283 shares (about $163.34K)FIDELITY COVINGTON TRUST 3,241 shares (about $121.51K)Aflac 933 shares (about $102.37K) 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$58,191,227$2,932,099 ▲5.3%468,11413.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$47,732,765$2,670,957 ▲5.9%480,83810.8%FinanceVEAVanguard FTSE Developed Markets ETF$33,458,554$999,841 ▲3.1%522,1377.6%ETFIVViShares Core S&P 500 ETF$27,173,591$1,016,397 ▲3.9%41,6006.2%ETFVVVanguard Large-Cap ETF$25,431,209$1,687,604 ▲7.1%85,0975.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$22,975,079$501,572 ▲2.2%329,3925.2%ETFSCHXSchwab US Large-Cap ETF$20,493,378$62,305 ▲0.3%799,2744.7%ETFVOOVanguard S&P 500 ETF$20,366,872$753,510 ▲3.8%34,0844.6%ETFVBVanguard Small-Cap ETF$17,647,939$48,717 ▲0.3%67,3794.0%ETFVTIVanguard Total Stock Market ETF$14,997,656$440,475 ▲3.0%46,7493.4%ETFAAPLApple$10,719,524$22,333 ▼-0.2%42,2382.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,185,659$53,328 ▼-0.5%15,6622.3%FinanceIEFAiShares Core MSCI EAFE ETF$10,136,806$43,183 ▼-0.4%111,9722.3%ETFSPLGSPDR Portfolio S&P 500 ETF$7,821,531$2,137,528 ▲37.6%102,1891.8%ETFVWOVanguard FTSE Emerging Markets ETF$7,076,290$13,783 ▼-0.2%130,9211.6%ETFTSLATesla$6,893,052$6,781,526 ▲6,080.7%18,5421.6%Auto/Tires/TrucksITOTiShares Core S&P Total U.S. Stock Market ETF$6,638,036$1,237,849 ▲22.9%46,6061.5%ETFNVDANVIDIA$4,273,516$503,321 ▲13.3%24,5041.0%Computer and TechnologyAVGOBroadcom$4,037,676$99,665 ▲2.5%13,0450.9%Computer and TechnologySCHASchwab US Small-Cap ETF$3,992,189$42,195 ▲1.1%137,2830.9%ETFQQQInvesco QQQ$3,692,742$163,339 ▼-4.2%6,3980.8%FinanceVNQVanguard Real Estate ETF$3,620,642$97,659 ▲2.8%40,8190.8%ETFMSFTMicrosoft$3,109,325$289,834 ▲10.3%8,4000.7%Computer and TechnologyOKEONEOK$3,092,734$81,804 ▲2.7%34,2150.7%EnergyAMZNAmazon.com$3,069,218$152,659 ▲5.2%14,7370.7%Retail/WholesaleMUBiShares National Muni Bond ETF$2,824,454$31,208 ▲1.1%26,6080.6%ETFGOOGLAlphabet$1,761,879$10,065 ▲0.6%6,1270.4%Computer and TechnologyGOOGAlphabet$1,754,318$85,479 ▲5.1%6,1160.4%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$1,716,061$87,896 ▼-4.9%29,0710.4%SHSSCHFSchwab International Equity ETF$1,421,064$26,284 ▲1.9%57,4170.3%ETFBNDVanguard Total Bond Market ETF$1,328,259$132,038 ▲11.0%18,0370.3%ETFMETAMeta Platforms$1,254,203$32,614 ▲2.7%2,1920.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,216,263$402,398 ▼-24.9%8,3150.3%CL AJPMJPMorgan Chase & Co.$1,108,884$33,237 ▲3.1%3,7700.3%FinanceQQQMInvesco NASDAQ 100 ETF$1,047,679$308,910 ▲41.8%4,4090.2%ETFRSPInvesco S&P 500 Equal Weight ETF$1,023,957$129,362 ▲14.5%5,3350.2%ETFCBChubb$942,638$904,176 ▲2,350.8%2,8920.2%FinanceSCHBSchwab US Broad Market ETF$923,698$131,046 ▲16.5%36,8010.2%ETFACWIiShares MSCI ACWI ETF$898,0450.0%6,4900.2%ManufacturingVTVVanguard Value ETF$784,564$267,211 ▲51.6%3,9990.2%ETFSCHDSchwab US Dividend Equity ETF$746,371$555,637 ▲291.3%24,3280.2%ETFIJHiShares Core S&P Mid-Cap ETF$723,453$282,142 ▲63.9%10,7130.2%ETFBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceSOSouthern$693,732$3,378 ▲0.5%7,1870.2%UtilitiesGE VERNOVA INC$663,279$2,618 ▲0.4%7600.2%COMVUGVanguard Growth ETF$650,048$78,198 ▲13.7%1,4880.1%ETFGEGE Aerospace$644,565$17,597 ▼-2.7%2,2710.1%AerospaceJBHTJ.B. Hunt Transport Services$622,970$636 ▲0.1%2,9400.1%TransportationVIGVanguard Dividend Appreciation ETF$499,757$55,481 ▲12.5%2,3240.1%ETFNFLXNetflix$499,694$673 ▼-0.1%5,1970.1%Consumer DiscretionarySCHESchwab Emerging Markets Equity ETF$489,974$10,511 ▲2.2%14,8700.1%ETFXOMExxonMobil$481,436$73,793 ▼-13.3%2,8380.1%EnergyPGProcter & Gamble$476,744$25,563 ▼-5.1%3,3010.1%Consumer StaplesVGTVanguard Information Technology ETF$463,523$34,904 ▲8.1%6640.1%ETFAFLAflac$450,195$102,372 ▼-18.5%4,1030.1%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$440,793$40,913 ▼-8.5%15,8270.1%ETFVOVanguard Mid-Cap ETF$406,344$2,010 ▲0.5%1,4150.1%ETFCOSTCostco Wholesale$400,289$299,719 ▼-42.8%4020.1%Retail/WholesaleRTXRTX$374,552$64,611 ▲20.8%1,9420.1%AerospaceABBVAbbVie$368,046$31,976 ▲9.5%1,6920.1%MedicalWALMART INC$354,964$3,231 ▲0.9%2,8560.1%COMAMGNAmgen$349,588$5,979 ▲1.7%9940.1%MedicalORLYO'Reilly Automotive$320,874$13,754 ▼-4.1%3,4760.1%Retail/WholesaleSMHVanEck Semiconductor ETF$312,0880.0%8140.1%ManufacturingCATCaterpillar$311,188$38,278 ▼-11.0%4390.1%IndustrialsBACBank of America$311,117$22,473 ▲7.8%6,3820.1%FinanceSHOPIFY INC$303,075$43,415 ▲16.7%2,5550.1%CL A SUB VTG SHSXLREReal Estate Select Sector SPDR Fund$292,814$2,817 ▲1.0%7,1720.1%ETFIWBiShares Russell 1000 ETF$286,879$4,633 ▼-1.6%8050.1%ETFLLYEli Lilly and Company$286,508$38,692 ▲15.6%3110.1%MedicalGLDSPDR Gold Shares$282,271$210,843 ▲295.2%6560.1%FinanceVVisa$281,215$68,036 ▲31.9%9300.1%Business ServicesCSCOCisco Systems$276,060$8,612 ▲3.2%3,5580.1%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$272,909$268,780 ▲6,509.1%2,1810.1%ETFFNDASchwab Fundamental U.S. Small Company ETF$272,379$54,223 ▲24.9%8,3990.1%ETFCVXChevron$270,635$92,901 ▲52.3%1,3080.1%EnergyMAMastercard$269,485$47,997 ▲21.7%5390.1%Business ServicesFTECFidelity MSCI Information Technology Index ETF$262,3520.0%1,2610.1%ETFPROFESIONALLY MANAGED PORTFO$256,9570.0%4,8620.1%AKRE FOCUS ETFHDHome Depot$245,404$9,869 ▲4.2%7460.1%Retail/WholesaleDLNWisdomTree U.S. LargeCap Dividend Fund$234,492$234,492 ▲New Holding2,6250.1%FinanceSPEMSPDR Portfolio Emerging Markets ETF$231,774$8,256 ▲3.7%4,9410.1%ETFJNJJohnson & Johnson$228,780$7,088 ▼-3.0%9360.1%MedicalFNDFSchwab Fundamental International Equity ETF$225,435$39,881 ▲21.5%4,6070.1%ETFQGROAmerican Century U.S. Quality Growth ETF$223,294$223,294 ▲New Holding2,1260.1%ETFSCHKSchwab 1000 Index ETF$216,365$135,816 ▲168.6%6,9060.0%ETFUNHUnitedHealth Group$208,051$122,829 ▲144.1%7690.0%MedicalABNBAirbnb$206,032$39,136 ▼-16.0%1,6320.0%Consumer DiscretionaryMRKMerck & Co., Inc.$205,237$18,286 ▲9.8%1,7060.0%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$205,148$3,819 ▲1.9%2,0950.0%ETFIVWiShares S&P 500 Growth ETF$204,430$113 ▲0.1%1,8070.0%ETFLAM RESEARCH CORP$203,663$4,702 ▲2.4%9530.0%COM NEWWFCWells Fargo & Company$200,280$10,667 ▲5.6%2,5160.0%FinanceVBRVanguard Small-Cap Value ETF$196,644$9,561 ▼-4.6%9050.0%ETFISRGIntuitive Surgical$195,921$16,135 ▼-7.6%4250.0%MedicalBELPOINTE PREP LLC$193,9140.0%3,6450.0%UNIT RP LTD LB AADVISORS SER TR$193,586$7,986 ▼-4.0%3,6120.0%SCHARF ETFIBMInternational Business Machines$188,770$9,693 ▲5.4%7790.0%Computer and TechnologyCNICanadian National Railway$183,2080.0%1,7830.0%TransportationMCDMcDonald's$181,026$9,331 ▲5.4%5820.0%Retail/WholesaleShowing 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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