Abound Wealth Management Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$353.9B
Holdings
1,299
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,299 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IJRISHARES TR | 387,319 | $42.3B | 11.96% | |
| 2 | AGGISHARES TR | 405,627 | $40.2B | 11.37% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 496,226 | $28.3B | 7.99% | |
| 4 | IVVISHARES TR | 37,093 | $23.0B | 6.51% | |
| 5 | VVVANGUARD INDEX FDS | 78,515 | $22.4B | 6.33% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 785,387 | $19.2B | 5.42% | |
| 7 | IEMGISHARES INC | 314,806 | $18.9B | 5.34% | |
| 8 | VOOVANGUARD INDEX FDS | 28,131 | $16.0B | 4.51% | |
| 9 | VBVANGUARD INDEX FDS | 65,464 | $15.5B | 4.38% | |
| 10 | VTIVANGUARD INDEX FDS | 42,688 | $13.0B | 3.67% | |
| 11 | AQLTISHARES TR | 111,469 | $9.3B | 2.63% | |
| 12 | AAPLAPPLE INC | 40,024 | $8.2B | 2.32% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 131,321 | $6.5B | 1.84% | |
| 14 | TSLATESLA INC | 19,318 | $6.1B | 1.73% | |
| 15 | ITOTISHARES TR | 36,587 | $4.9B | 1.40% | |
| 16 | SPYSPDR S&P 500 ETF TR | 6,468 | $4.0B | 1.13% | |
| 17 | SPYMSPDR SERIES TRUST | 54,015 | $3.9B | 1.11% | |
| 18 | VNQVANGUARD INDEX FDS | 40,702 | $3.6B | 1.02% | |
| 19 | AVGOBROADCOM INC | 12,633 | $3.5B | 0.98% | |
| 20 | SCHASCHWAB STRATEGIC TR | 135,752 | $3.4B | 0.97% | |
| 21 | NVDANVIDIA CORPORATION | 20,836 | $3.3B | 0.93% | |
| 22 | MSFTMICROSOFT CORP | 6,022 | $3.0B | 0.85% | |
| 23 | OKEONEOK INC NEW | 33,310 | $2.7B | 0.77% | |
| 24 | MUBISHARES TR | 25,810 | $2.7B | 0.76% | |
| 25 | FBTCFIDELITY WISE ORIGIN BITCOIN | 25,825 | $2.4B | 0.69% | |
| 26 | AMZNAMAZON COM INC | 10,762 | $2.4B | 0.67% | |
| 27 | NDQINVESCO QQQ TR | 3,543 | $2.0B | 0.55% | |
| 28 | METAMETA PLATFORMS INC | 2,052 | $1.5B | 0.43% | |
| 29 | SCHFSCHWAB STRATEGIC TR | 61,052 | $1.3B | 0.38% | |
| 30 | GOOGALPHABET INC | 6,427 | $1.1B | 0.32% | |
| 31 | JPMJPMORGAN CHASE & CO. | 3,466 | $1.0B | 0.28% | |
| 32 | GOOGLALPHABET INC | 5,240 | $923.5M | 0.26% | |
| 33 | COSTCOSTCO WHSL CORP NEW | 777 | $768.7M | 0.22% | |
| 34 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.21% | |
| 35 | RSPINVESCO EXCHANGE TRADED FD T | 4,008 | $728.4M | 0.21% | |
| 36 | NFLXNETFLIX INC | 504 | $675.0M | 0.19% | |
| 37 | AFLAFLAC INC | 6,309 | $665.4M | 0.19% | |
| 38 | QQQMINVESCO EXCH TRADED FD TR II | 2,891 | $656.5M | 0.19% | |
| 39 | SOSOUTHERN CO | 7,085 | $650.6M | 0.18% | |
| 40 | PGPROCTER AND GAMBLE CO | 4,082 | $650.4M | 0.18% | |
| 41 | SCHBSCHWAB STRATEGIC TR | 26,718 | $636.7M | 0.18% | |
| 42 | FNDXSCHWAB STRATEGIC TR | 22,813 | $559.8M | 0.16% | |
| 43 | BNDVANGUARD BD INDEX FDS | 7,071 | $520.6M | 0.15% | |
| 44 | SCHESCHWAB STRATEGIC TR | 16,681 | $502.8M | 0.14% | |
| 45 | VTVVANGUARD INDEX FDS | 2,827 | $499.6M | 0.14% | |
| 46 | MIGAMICROSTRATEGY INC | 1,159 | $468.3M | 0.13% | |
| 47 | JBHTHUNT J B TRANS SVCS INC | 2,927 | $420.3M | 0.12% | |
| 48 | VUGVANGUARD INDEX FDS | 916 | $401.4M | 0.11% | |
| 49 | IJHISHARES TR | 6,326 | $392.4M | 0.11% | |
| 50 | ZIONZIONS BANCORPORATION N A | 7,311 | $379.7M | 0.11% | |
| 51 | MOALTRIA GROUP INC | 6,314 | $370.2M | 0.10% | |
| 52 | EFAISHARES TR | 4,115 | $367.9M | 0.10% | |
| 53 | ABNBAIRBNB INC | 2,581 | $341.6M | 0.10% | |
| 54 | XOMEXXON MOBIL CORP | 2,967 | $319.8M | 0.09% | |
| 55 | SNOWSNOWFLAKE INC | 1,363 | $305.0M | 0.09% | |
| 56 | ABBVABBVIE INC | 1,531 | $284.2M | 0.08% | |
| 57 | IWBISHARES TR | 820 | $278.4M | 0.08% | |
| 58 | ISRGINTUITIVE SURGICAL INC | 508 | $275.8M | 0.08% | |
| 59 | VVISA INC | 757 | $268.6M | 0.08% | |
| 60 | AMGNAMGEN INC | 961 | $268.3M | 0.08% | |
| 61 | BACBANK AMERICA CORP | 5,435 | $257.2M | 0.07% | |
| 62 | SHOPSHOPIFY INC | 2,189 | $252.5M | 0.07% | |
| 63 | VIGVANGUARD SPECIALIZED FUNDS | 1,226 | $250.9M | 0.07% | |
| 64 | WDAYWORKDAY INC | 1,011 | $242.6M | 0.07% | |
| 65 | FNDASCHWAB STRATEGIC TR | 8,443 | $241.9M | 0.07% | |
| 66 | HDHOME DEPOT INC | 637 | $233.4M | 0.07% | |
| 67 | OZBELPOINTE PREP LLC | 3,645 | $233.3M | 0.07% | |
| 68 | MRKMERCK & CO INC | 2,920 | $231.2M | 0.07% | |
| 69 | SMHVANECK ETF TRUST | 814 | $227.0M | 0.06% | |
| 70 | RTXRTX CORPORATION | 1,537 | $224.4M | 0.06% | |
| 71 | CSCOCISCO SYS INC | 3,175 | $220.3M | 0.06% | |
| 72 | CRWDCROWDSTRIKE HLDGS INC | 428 | $217.9M | 0.06% | |
| 73 | FNDFSCHWAB STRATEGIC TR | 5,402 | $216.2M | 0.06% | |
| 74 | VGTVANGUARD WORLD FD | 316 | $209.7M | 0.06% | |
| 75 | VTEBVANGUARD MUN BD FDS | 4,197 | $205.8M | 0.06% | |
| 76 | IBMINTERNATIONAL BUSINESS MACHS | 694 | $204.7M | 0.06% | |
| 77 | CRMSALESFORCE INC | 750 | $204.4M | 0.06% | |
| 78 | WMTWALMART INC | 2,086 | $204.0M | 0.06% | |
| 79 | SPEMSPDR INDEX SHS FDS | 4,724 | $201.9M | 0.06% | |
| 80 | FTECFIDELITY COVINGTON TRUST | 1,014 | $200.0M | 0.06% | |
| 81 | MAMASTERCARD INCORPORATED | 350 | $196.8M | 0.06% | |
| 82 | TTDTHE TRADE DESK INC | 2,701 | $194.4M | 0.05% | |
| 83 | FNDCSCHWAB STRATEGIC TR | 4,608 | $193.8M | 0.05% | |
| 84 | ADBEADOBE INC | 486 | $188.0M | 0.05% | |
| 85 | ORCLORACLE CORP | 845 | $184.7M | 0.05% | |
| 86 | CNRCANADIAN NATL RY CO | 1,753 | $182.4M | 0.05% | |
| 87 | WFCWELLS FARGO CO NEW | 2,194 | $175.8M | 0.05% | |
| 88 | FNDESCHWAB STRATEGIC TR | 5,178 | $170.9M | 0.05% | |
| 89 | VBRVANGUARD INDEX FDS | 866 | $168.8M | 0.05% | |
| 90 | BABAALIBABA GROUP HLDG LTD | 1,440 | $163.3M | 0.05% | |
| 91 | IVWISHARES TR | 1,480 | $162.9M | 0.05% | |
| 92 | VCITVANGUARD SCOTTSDALE FDS | 1,951 | $161.8M | 0.05% | |
| 93 | SILASILA REALTY TRUST INC | 6,666 | $157.8M | 0.04% | |
| 94 | CATCATERPILLAR INC | 400 | $155.3M | 0.04% | |
| 95 | ABTABBOTT LABS | 1,132 | $153.9M | 0.04% | |
| 96 | LLYELI LILLY & CO | 196 | $153.1M | 0.04% | |
| 97 | SMGSCOTTS MIRACLE-GRO CO | 2,319 | $152.9M | 0.04% | |
| 98 | CDNSCADENCE DESIGN SYSTEM INC | 486 | $149.9M | 0.04% | |
| 99 | MLB1MERCADOLIBRE INC | 57 | $149.0M | 0.04% | |
| 100 | MCDMCDONALDS CORP | 504 | $147.4M | 0.04% |
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