Abound Wealth Management Q3 2025 Filing
Filed October 10, 2025
Portfolio Value
$399.5B
Holdings
1,359
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,359 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CVXCHEVRON CORP NEW | 881 | $136.9M | 0.03% | |
| 102 | DFACDIMENSIONAL ETF TRUST | 3,516 | $135.6M | 0.03% | |
| 103 | MLB1MERCADOLIBRE INC | 58 | $135.5M | 0.03% | |
| 104 | GEVGE VERNOVA INC | 220 | $135.5M | 0.03% | |
| 105 | FNDFSCHWAB STRATEGIC TR | 3,146 | $135.1M | 0.03% | |
| 106 | SMGSCOTTS MIRACLE-GRO CO | 2,344 | $133.5M | 0.03% | |
| 107 | TTDTHE TRADE DESK INC | 2,716 | $133.1M | 0.03% | |
| 108 | ESGUISHARES TR | 900 | $131.0M | 0.03% | |
| 109 | GSGOLDMAN SACHS GROUP INC | 164 | $130.3M | 0.03% | |
| 110 | IWVISHARES TR | 343 | $129.9M | 0.03% | |
| 111 | SLYVSPDR SERIES TRUST | 1,462 | $129.6M | 0.03% | |
| 112 | SCHGSCHWAB STRATEGIC TR | 3,985 | $127.2M | 0.03% | |
| 113 | TGTXTG THERAPEUTICS INC | 3,506 | $126.7M | 0.03% | |
| 114 | DFUSDIMENSIONAL ETF TRUST | 1,730 | $125.3M | 0.03% | |
| 115 | DONSPDR DOW JONES INDL AVERAGE | 266 | $123.5M | 0.03% | |
| 116 | ABTABBOTT LABS | 917 | $122.9M | 0.03% | |
| 117 | ESGVVANGUARD WORLD FD | 1,034 | $122.5M | 0.03% | |
| 118 | MRKMERCK & CO INC | 1,455 | $122.1M | 0.03% | |
| 119 | CLVTRIP COM GROUP LTD | 1,606 | $120.8M | 0.03% | |
| 120 | IYJISHARES TR | 813 | $118.6M | 0.03% | |
| 121 | LRCXLAM RESEARCH CORP | 871 | $116.6M | 0.03% | |
| 122 | CPSCOOPER STD HLDGS INC | 3,139 | $115.9M | 0.03% | |
| 123 | VTEBVANGUARD MUN BD FDS | 2,282 | $114.2M | 0.03% | |
| 124 | XLUSELECT SECTOR SPDR TR | 1,305 | $113.9M | 0.03% | |
| 125 | IVEISHARES TR | 539 | $111.3M | 0.03% | |
| 126 | DFUVDIMENSIONAL ETF TRUST | 2,482 | $110.9M | 0.03% | |
| 127 | SPDWSPDR INDEX SHS FDS | 2,586 | $110.7M | 0.03% | |
| 128 | FITBFIFTH THIRD BANCORP | 2,449 | $109.1M | 0.03% | |
| 129 | DISDISNEY WALT CO | 940 | $107.7M | 0.03% | |
| 130 | VYMVANGUARD WHITEHALL FDS | 761 | $107.2M | 0.03% | |
| 131 | SYYSYSCO CORP | 1,295 | $106.6M | 0.03% | |
| 132 | CSGPCOSTAR GROUP INC | 1,256 | $106.0M | 0.03% | |
| 133 | WMWASTE MGMT INC DEL | 478 | $105.6M | 0.03% | |
| 134 | XLFISELECT SECTOR SPDR TR | 1,345 | $105.4M | 0.03% | |
| 135 | AMATAPPLIED MATLS INC | 502 | $102.8M | 0.03% | |
| 136 | IGFISHARES TR | 1,633 | $99.8M | 0.02% | |
| 137 | XLESELECT SECTOR SPDR TR | 1,112 | $99.4M | 0.02% | |
| 138 | SPSMSPDR SERIES TRUST | 2,105 | $97.5M | 0.02% | |
| 139 | TFCTRUIST FINL CORP | 2,111 | $96.5M | 0.02% | |
| 140 | OTTROTTER TAIL CORP | 1,151 | $94.3M | 0.02% | |
| 141 | DFATDIMENSIONAL ETF TRUST | 1,620 | $94.3M | 0.02% | |
| 142 | ITA*ISHARES TR | 450 | $94.2M | 0.02% | |
| 143 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 335 | $93.5M | 0.02% | |
| 144 | RSRELIANCE INC | 332 | $93.1M | 0.02% | |
| 145 | TTTRANE TECHNOLOGIES PLC | 218 | $92.0M | 0.02% | |
| 146 | VOEVANGUARD INDEX FDS | 525 | $91.6M | 0.02% | |
| 147 | ZSZSCALER INC | 300 | $89.9M | 0.02% | |
| 148 | BMYBRISTOL-MYERS SQUIBB CO | 1,973 | $89.0M | 0.02% | |
| 149 | ONEQFIDELITY COMWLTH TR | 994 | $88.6M | 0.02% | |
| 150 | VGKVANGUARD INTL EQUITY INDEX F | 1,095 | $87.4M | 0.02% | |
| 151 | EEMISHARES TR | 1,629 | $87.0M | 0.02% | |
| 152 | DFASDIMENSIONAL ETF TRUST | 1,260 | $86.3M | 0.02% | |
| 153 | IUSGISHARES TR | 519 | $85.3M | 0.02% | |
| 154 | UNHUNITEDHEALTH GROUP INC | 244 | $84.2M | 0.02% | |
| 155 | BLKBLACKROCK INC | 72 | $83.6M | 0.02% | |
| 156 | BACVERIZON COMMUNICATIONS INC | 1,877 | $82.5M | 0.02% | |
| 157 | OEFISHARES TR | 247 | $82.2M | 0.02% | |
| 158 | KRKROGER CO | 1,214 | $81.8M | 0.02% | |
| 159 | BKNGBOOKING HOLDINGS INC | 15 | $81.8M | 0.02% | |
| 160 | VHTVANGUARD WORLD FD | 313 | $81.3M | 0.02% | |
| 161 | TJXTJX COS INC NEW | 561 | $81.1M | 0.02% | |
| 162 | FNDESCHWAB STRATEGIC TR | 2,230 | $80.6M | 0.02% | |
| 163 | FNDCSCHWAB STRATEGIC TR | 1,794 | $79.9M | 0.02% | |
| 164 | KOCOCA COLA CO | 1,179 | $78.2M | 0.02% | |
| 165 | OGSONE GAS INC | 961 | $77.8M | 0.02% | |
| 166 | VXFVANGUARD INDEX FDS | 367 | $76.9M | 0.02% | |
| 167 | TAT&T INC | 2,711 | $76.6M | 0.02% | |
| 168 | IWFISHARES TR | 163 | $76.4M | 0.02% | |
| 169 | IRMIRON MTN INC DEL | 748 | $76.3M | 0.02% | |
| 170 | VBKVANGUARD INDEX FDS | 255 | $75.9M | 0.02% | |
| 171 | CBUCOMMUNITY FINANCIAL SYSTEM I | 1,222 | $71.6M | 0.02% | |
| 172 | CMGCHIPOTLE MEXICAN GRILL INC | 1,824 | $71.5M | 0.02% | |
| 173 | CARRCARRIER GLOBAL CORPORATION | 1,185 | $70.8M | 0.02% | |
| 174 | IWMISHARES TR | 285 | $68.9M | 0.02% | |
| 175 | IGVISHARES TR | 590 | $67.9M | 0.02% | |
| 176 | AXPAMERICAN EXPRESS CO | 200 | $66.6M | 0.02% | |
| 177 | BSXBOSTON SCIENTIFIC CORP | 679 | $66.3M | 0.02% | |
| 178 | RIVNRIVIAN AUTOMOTIVE INC | 4,505 | $66.1M | 0.02% | |
| 179 | PXFINVESCO EXCH TRADED FD TR II | 1,073 | $65.6M | 0.02% | |
| 180 | IUSVISHARES TR | 654 | $65.3M | 0.02% | |
| 181 | VCRVANGUARD WORLD FD | 162 | $64.2M | 0.02% | |
| 182 | QCOMQUALCOMM INC | 385 | $64.0M | 0.02% | |
| 183 | CADECADENCE BANK | 1,665 | $62.5M | 0.02% | |
| 184 | KNSLKINSALE CAP GROUP INC | 146 | $62.1M | 0.02% | |
| 185 | KMBKIMBERLY-CLARK CORP | 498 | $61.9M | 0.02% | |
| 186 | PPAINVESCO EXCHANGE TRADED FD T | 398 | $61.9M | 0.02% | |
| 187 | SCHCSCHWAB STRATEGIC TR | 1,349 | $61.4M | 0.02% | |
| 188 | KRGKITE RLTY GROUP TR | 2,751 | $61.3M | 0.02% | |
| 189 | ETNEATON CORP PLC | 164 | $61.3M | 0.02% | |
| 190 | IJJISHARES TR | 469 | $60.8M | 0.02% | |
| 191 | JQUAJ P MORGAN EXCHANGE TRADED F | 964 | $60.6M | 0.02% | |
| 192 | TQQQPROSHARES TR | 584 | $60.3M | 0.02% | |
| 193 | NOWSERVICENOW INC | 65 | $60.0M | 0.02% | |
| 194 | SSOPROSHARES TR | 533 | $59.8M | 0.01% | |
| 195 | AMDADVANCED MICRO DEVICES INC | 367 | $59.4M | 0.01% | |
| 196 | TXNTEXAS INSTRS INC | 320 | $58.8M | 0.01% | |
| 197 | INTUINTUIT | 86 | $58.6M | 0.01% | |
| 198 | IGSBISHARES TR | 1,068 | $56.6M | 0.01% | |
| 199 | VLGEAVILLAGE SUPER MKT INC | 1,500 | $56.0M | 0.01% | |
| 200 | TMFGRBB FD INC | 1,864 | $55.8M | 0.01% |