Abound Wealth Management Top Holdings and 13F Report (2026) About Abound Wealth ManagementInvestment ActivityAbound Wealth Management has $536.85 million in total holdings as of September 30, 2026.Abound Wealth Management owns shares of 1,446 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.76% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Abound Wealth Management has purchased 1,351 new stocks and bought additional shares in 400 stocks.Abound Wealth Management sold shares of 148 stocks and completely divested from 94 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $68,720,122iShares Core U.S. Aggregate Bond ETF $50,334,003Vanguard FTSE Developed Markets ETF $37,837,757iShares Core S&P 500 ETF $33,371,359Vanguard Large-Cap ETF $31,092,560 Largest New Holdings this Quarter 30609A109 - ONEOK INC NEW $2,589,565 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $573,182 Holding46436E718 - ISHARES TR $279,755 Holding512816109 - Lamar Advertising $273,809 HoldingG93A5A101 - VIKING HOLDINGS LTD $148,827 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 86,908 shares (about $7.80M)Tesla 17,113 shares (about $6.07M)National HealthCare 13,253 shares (about $2.91M)ONEOK INC NEW 30,369 shares (about $2.59M)Advanced Micro Devices 3,874 shares (about $2.37M) Largest Sales this Quarter Broadcom 2,550 shares (about $895.53K)SPDR S&P 500 ETF Trust 562 shares (about $428.61K)Capital Group Dividend Value ETF 1,853 shares (about $90.52K)Procter & Gamble 600 shares (about $87.19K)iShares Core MSCI EAFE ETF 731 shares (about $70.82K) 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$68,720,122$1,943,469 ▲2.9%505,14612.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$50,334,003$2,115,898 ▲4.4%532,4109.4%ETFVEAVanguard FTSE Developed Markets ETF$37,837,757$1,008,240 ▲2.7%535,8707.0%ETFIVViShares Core S&P 500 ETF$33,371,359$605,791 ▲1.8%43,5746.2%ETFVVVanguard Large-Cap ETF$31,092,560$291,683 ▲0.9%88,3695.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$28,095,980$431,934 ▲1.6%346,1805.2%ETFVOOVanguard S&P 500 ETF$24,662,302$1,319,005 ▲5.7%35,1894.6%ETFSCHXSchwab US Large-Cap ETF$24,505,246$262,950 ▲1.1%816,8424.6%ETFVBVanguard Small-Cap ETF$19,354,215$213,653 ▲1.1%68,0313.6%ETFVTIVanguard Total Stock Market ETF$18,965,946$1,699,409 ▲9.8%50,6793.5%ETFSPLGSPDR Portfolio S&P 500 ETF$18,590,679$7,800,877 ▲72.3%207,1153.5%ETFAAPLApple$13,035,715$257,424 ▲2.0%39,1442.4%TechnologySPYSPDR S&P 500 ETF Trust$11,673,154$428,611 ▼-3.5%15,3062.2%ETFIEFAiShares Core MSCI EAFE ETF$10,789,591$70,819 ▼-0.7%111,3712.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$8,183,608$303,626 ▲3.9%49,2161.5%ETFVWOVanguard FTSE Emerging Markets ETF$7,701,134$36,713 ▼-0.5%129,8451.4%ETFMSFTMicrosoft$6,530,902$512,399 ▲8.5%12,7331.2%TechnologyAVGOBroadcom$6,434,437$895,525 ▼-12.2%18,3221.2%TechnologyTSLATesla$6,178,477$6,072,031 ▲5,704.3%17,4131.2%Consumer DiscretionaryNVDANVIDIA$5,502,781$544,454 ▲11.0%24,0951.0%TechnologyQQQInvesco QQQ$5,258,541$444,623 ▲9.2%7,1081.0%ETFSCHASchwab US Small-Cap ETF$4,532,012$45,682 ▲1.0%138,8910.8%ETFAMZNAmazon.com$3,681,703$377,713 ▲11.4%14,7770.7%Consumer DiscretionaryVNQVanguard Real Estate ETF$3,662,720$32,536 ▲0.9%40,8650.7%ETFMUBiShares National Muni Bond ETF$3,024,752$409,966 ▲15.7%29,9180.6%ETFNHCNational HealthCare$2,909,386$2,909,166 ▲1,325,300.0%13,2540.5%HealthcareAMDAdvanced Micro Devices$2,611,253$2,370,195 ▲983.2%4,2680.5%TechnologyONEOK INC NEW$2,589,565$2,589,565 ▲New Holding30,3690.5%COMSPACE EXPLORATION TECHN CORP$2,239,449$1,930,346 ▲624.5%14,8450.4%CLASS A COM STKFIDELITY WISE ORIGIN BITCOIN$2,227,723$32,470 ▲1.5%30,6680.4%SHSGOOGAlphabet$2,152,911$257,613 ▲13.6%6,3180.4%Communication ServicesGOOGLAlphabet$1,998,535$4,129 ▲0.2%5,8080.4%Communication ServicesSCHFSchwab International Equity ETF$1,861,547$259,645 ▲16.2%67,7670.3%ETFPALANTIR TECHNOLOGIES INC$1,710,929$345,478 ▲25.3%9,1470.3%CL AMETAMeta Platforms$1,492,189$73,232 ▲5.2%2,0580.3%Communication ServicesQQQMInvesco NASDAQ 100 ETF$1,385,651$47,224 ▼-3.3%4,5480.3%ETFBNDVanguard Total Bond Market ETF$1,334,938$43,773 ▲3.4%19,0300.2%ETFVTVVanguard Value ETF$1,317,700$325,427 ▲32.8%6,0980.2%ETFVUGVanguard Growth ETF$1,271,455$329,263 ▲34.9%14,1100.2%ETFJPMJPMorgan Chase & Co.$1,121,574$43,010 ▼-3.7%3,3900.2%FinanceSCHBSchwab US Broad Market ETF$1,084,848$12,222 ▼-1.1%37,0130.2%ETFACWIiShares MSCI ACWI ETF$1,030,4120.0%6,4900.2%ETFCSCOCisco Systems$945,119$629,111 ▲199.1%8,7810.2%TechnologyCBChubb$892,486$1,952 ▲0.2%2,7440.2%FinanceVTVanguard Total World Stock ETF$890,452$783,901 ▲735.7%5,6410.2%ETFVIGVanguard Dividend Appreciation ETF$875,728$331,577 ▲60.9%3,7530.2%ETFSCHDSchwab US Dividend Equity ETF$848,991$70,589 ▲9.1%26,0990.2%ETFWALMART INC$847,085$643,082 ▲315.2%8,1510.2%COMVGTVanguard Information Technology ETF$845,288$203,970 ▲31.8%6,7260.2%ETFIJHiShares Core S&P Mid-Cap ETF$824,212$53,892 ▲7.0%11,4550.2%ETFNETSKOPE INC$790,1370.0%45,3060.1%CL ARSPInvesco S&P 500 Equal Weight ETF$716,474$10,402 ▲1.5%3,4440.1%ETFGE VERNOVA INC$687,456$17,115 ▼-2.4%7230.1%COMVOVanguard Mid-Cap ETF$675,774$148,848 ▲28.2%8,6170.1%ETFJBHTJ.B. Hunt Transport Services$659,061$224 ▲0.0%2,9420.1%IndustrialsGEGE Aerospace$610,680$32,486 ▼-5.1%1,9550.1%IndustrialsQUALiShares MSCI USA Quality Factor ETF$606,759$365,389 ▲151.4%2,7300.1%ETFSOSouthern$581,591$7,958 ▲1.4%7,0160.1%UtilitiesEXXONMOBIL HOLDINGS CORP$573,182$573,182 ▲New Holding3,5220.1%COM SHSSCHESchwab Emerging Markets Equity ETF$565,301$22,599 ▲4.2%15,5090.1%ETFCRWDCrowdStrike$551,994$446,096 ▲421.3%2,0850.1%TechnologyXLREReal Estate Select Sector SPDR Fund$515,572$229,129 ▲80.0%12,6030.1%ETFCATCaterpillar$510,969$186,544 ▲57.5%6300.1%IndustrialsFNDXSchwab Fundamental U.S. Large Company ETF$509,367$2,234 ▲0.4%16,1860.1%ETFSMHVanEck Semiconductor ETF$508,312$6,088 ▲1.2%8350.1%ETFVXUSVanguard Total International Stock ETF$454,170$298,872 ▲192.5%5,3460.1%ETFAFLAflac$442,1390.0%3,9550.1%FinanceMRKMerck & Co., Inc.$429,535$189,920 ▲79.3%2,9560.1%HealthcareLLYEli Lilly and Company$412,274$115,807 ▲39.1%3560.1%HealthcareBACBank of America$405,436$113,701 ▲39.0%7,4490.1%FinanceFTECFidelity MSCI Information Technology Index ETF$391,043$12,605 ▲3.3%1,3030.1%ETFAMGNAmgen$382,958$7,162 ▲1.9%9090.1%HealthcareCVXChevron$381,318$133,982 ▲54.2%1,8670.1%EnergyABBVAbbVie$379,644$11,251 ▲3.1%1,4510.1%HealthcareCOSTCostco Wholesale$378,056$42,816 ▲12.8%4150.1%Consumer StaplesSHOPIFY INC$376,8310.0%2,5410.1%CL A SUB VTG SHSVONGVanguard Russell 1000 Growth ETF$357,031$348,650 ▲4,160.0%2,7690.1%ETFIWBiShares Russell 1000 ETF$334,8070.0%8050.1%ETFRTXRTX$328,738$18,377 ▲5.9%1,7710.1%IndustrialsDEDeere & Company$324,661$2,017 ▲0.6%4830.1%IndustrialsNFLXNetflix$320,049$12,245 ▼-3.7%4,6000.1%Communication ServicesJNJJohnson & Johnson$316,070$149,299 ▲89.5%1,1940.1%HealthcareGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$309,806$6,527 ▼-2.1%2,1360.1%ETFMUMicron Technology$308,563$189,394 ▲158.9%2900.1%TechnologyIVWiShares S&P 500 Growth ETF$307,399$50,214 ▲19.5%2,1610.1%ETFFNDASchwab Fundamental U.S. Small Company ETF$304,822$2,205 ▲0.7%8,7090.1%ETFTSMTaiwan Semiconductor Manufacturing$301,952$171,045 ▲130.7%6620.1%TechnologyMAMastercard$297,964$43,591 ▲17.1%5400.1%FinanceORLYO'Reilly Automotive$289,051$171 ▼-0.1%3,3840.1%Consumer DiscretionaryPGProcter & Gamble$288,438$87,185 ▼-23.2%1,9850.1%Consumer StaplesSPEMSPDR Portfolio Emerging Markets ETF$288,263$26,347 ▲10.1%5,5690.1%ETFLAM RESEARCH CORP$279,926$23,656 ▲9.2%8520.1%COM NEWISHARES TR$279,755$279,755 ▲New Holding2,7790.1%0-3 MTH TREASURYOEFiShares S&P 100 ETF$275,907$34,775 ▼-11.2%7220.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$275,904$22,151 ▲8.7%2,2420.1%ETFLAMRLamar Advertising$273,809$273,809 ▲New Holding1,9000.1%Real EstateVVisa$269,267$1,438 ▲0.5%7490.1%FinanceWMWaste Management$265,975$139,718 ▲110.7%1,3040.0%IndustrialsIWMiShares Russell 2000 ETF$255,828$142,775 ▲126.3%9210.0%ETFGLDSPDR Gold Shares$253,613$30,845 ▲13.8%6660.0%ETFShowing largest 100 holdings. 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