Abound Wealth Management Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$427.0B
Holdings
1,430
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,430 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IJRISHARES TR | 444,527 | $53.4B | 12.51% | |
| 2 | AGGISHARES TR | 453,932 | $45.3B | 10.62% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 506,534 | $31.6B | 7.41% | |
| 4 | IVVISHARES TR | 40,044 | $27.4B | 6.42% | |
| 5 | VVVANGUARD INDEX FDS | 79,450 | $25.0B | 5.86% | |
| 6 | IEMGISHARES INC | 322,201 | $21.7B | 5.07% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 796,844 | $21.4B | 5.02% | |
| 8 | VOOVANGUARD INDEX FDS | 32,823 | $20.6B | 4.82% | |
| 9 | VBVANGUARD INDEX FDS | 67,193 | $17.3B | 4.06% | |
| 10 | VTIVANGUARD INDEX FDS | 45,376 | $15.2B | 3.56% | |
| 11 | AAPLAPPLE INC | 42,326 | $11.5B | 2.69% | |
| 12 | SPYSPDR S&P 500 ETF TR | 15,744 | $10.7B | 2.51% | |
| 13 | AQLTISHARES TR | 112,449 | $10.1B | 2.36% | |
| 14 | TSLATESLA INC | 19,011 | $8.5B | 2.00% | |
| 15 | VWOVANGUARD INTL EQUITY INDEX F | 131,176 | $7.1B | 1.65% | |
| 16 | SPYMSPDR SERIES TRUST | 74,262 | $6.0B | 1.40% | |
| 17 | ITOTISHARES TR | 37,915 | $5.6B | 1.32% | |
| 18 | AVGOBROADCOM INC | 12,723 | $4.4B | 1.03% | |
| 19 | NDQINVESCO QQQ TR | 6,681 | $4.1B | 0.96% | |
| 20 | NVDANVIDIA CORPORATION | 21,618 | $4.0B | 0.94% | |
| 21 | SCHASCHWAB STRATEGIC TR | 135,832 | $3.9B | 0.91% | |
| 22 | MSFTMICROSOFT CORP | 7,617 | $3.7B | 0.86% | |
| 23 | VNQVANGUARD INDEX FDS | 39,718 | $3.5B | 0.82% | |
| 24 | AMZNAMAZON COM INC | 14,004 | $3.2B | 0.76% | |
| 25 | MUBISHARES TR | 26,314 | $2.8B | 0.66% | |
| 26 | OKEONEOK INC NEW | 33,310 | $2.4B | 0.57% | |
| 27 | FBTCFIDELITY WISE ORIGIN BITCOIN | 30,560 | $2.3B | 0.55% | |
| 28 | PLTRPALANTIR TECHNOLOGIES INC | 11,066 | $2.0B | 0.46% | |
| 29 | GOOGLALPHABET INC | 6,092 | $1.9B | 0.45% | |
| 30 | GOOGALPHABET INC | 5,818 | $1.8B | 0.43% | |
| 31 | METAMETA PLATFORMS INC | 2,135 | $1.4B | 0.33% | |
| 32 | SCHFSCHWAB STRATEGIC TR | 56,355 | $1.4B | 0.32% | |
| 33 | BNDVANGUARD BD INDEX FDS | 16,244 | $1.2B | 0.28% | |
| 34 | JPMJPMORGAN CHASE & CO. | 3,657 | $1.2B | 0.28% | |
| 35 | ACWIISHARES TR | 6,490 | $918.0M | 0.21% | |
| 36 | RSPINVESCO EXCHANGE TRADED FD T | 4,661 | $892.0M | 0.21% | |
| 37 | SCHBSCHWAB STRATEGIC TR | 31,580 | $828.0M | 0.19% | |
| 38 | QQQMINVESCO EXCH TRADED FD TR II | 3,109 | $786.0M | 0.18% | |
| 39 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.0M | 0.18% | |
| 40 | GEGE AEROSPACE | 2,333 | $718.0M | 0.17% | |
| 41 | VUGVANGUARD INDEX FDS | 1,309 | $638.0M | 0.15% | |
| 42 | SOSOUTHERN CO | 7,152 | $623.0M | 0.15% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 703 | $606.0M | 0.14% | |
| 44 | JBHTHUNT J B TRANS SVCS INC | 2,937 | $570.0M | 0.13% | |
| 45 | AFLAFLAC INC | 5,036 | $555.0M | 0.13% | |
| 46 | VTVVANGUARD INDEX FDS | 2,637 | $503.0M | 0.12% | |
| 47 | PGPROCTER AND GAMBLE CO | 3,478 | $498.0M | 0.12% | |
| 48 | GEVGE VERNOVA INC | 757 | $494.0M | 0.12% | |
| 49 | NFLXNETFLIX INC | 5,204 | $487.0M | 0.11% | |
| 50 | SCHESCHWAB STRATEGIC TR | 14,551 | $476.0M | 0.11% | |
| 51 | FNDXSCHWAB STRATEGIC TR | 17,296 | $470.0M | 0.11% | |
| 52 | VGTVANGUARD WORLD FD | 614 | $463.0M | 0.11% | |
| 53 | VIGVANGUARD SPECIALIZED FUNDS | 2,066 | $454.0M | 0.11% | |
| 54 | IJHISHARES TR | 6,535 | $431.0M | 0.10% | |
| 55 | VOVANGUARD INDEX FDS | 1,408 | $408.0M | 0.10% | |
| 56 | XOMEXXON MOBIL CORP | 3,273 | $393.0M | 0.09% | |
| 57 | ABBVABBVIE INC | 1,545 | $353.0M | 0.08% | |
| 58 | SHOPSHOPIFY INC | 2,189 | $352.0M | 0.08% | |
| 59 | ORLYOREILLY AUTOMOTIVE INC | 3,625 | $330.0M | 0.08% | |
| 60 | BACBANK AMERICA CORP | 5,921 | $325.0M | 0.08% | |
| 61 | AMGNAMGEN INC | 977 | $319.0M | 0.07% | |
| 62 | AKREPROFESIONALLY MANAGED PORTFO | 4,862 | $318.0M | 0.07% | |
| 63 | WMTWALMART INC | 2,830 | $315.0M | 0.07% | |
| 64 | IWBISHARES TR | 818 | $305.0M | 0.07% | |
| 65 | SNOWSNOWFLAKE INC | 1,367 | $299.0M | 0.07% | |
| 66 | RTXRTX CORPORATION | 1,607 | $294.0M | 0.07% | |
| 67 | SMHVANECK ETF TRUST | 814 | $293.0M | 0.07% | |
| 68 | LLYELI LILLY & CO | 269 | $288.0M | 0.07% | |
| 69 | XLRESELECT SECTOR SPDR TR | 7,103 | $286.0M | 0.07% | |
| 70 | FTECFIDELITY COVINGTON TRUST | 1,261 | $283.0M | 0.07% | |
| 71 | CATCATERPILLAR INC | 493 | $282.0M | 0.07% | |
| 72 | CSCOCISCO SYS INC | 3,447 | $265.0M | 0.06% | |
| 73 | ABNBAIRBNB INC | 1,942 | $263.0M | 0.06% | |
| 74 | ISRGINTUITIVE SURGICAL INC | 460 | $260.0M | 0.06% | |
| 75 | MAMASTERCARD INCORPORATED | 443 | $252.0M | 0.06% | |
| 76 | VVISA INC | 705 | $247.0M | 0.06% | |
| 77 | HDHOME DEPOT INC | 716 | $246.0M | 0.06% | |
| 78 | OZBELPOINTE PREP LLC | 3,645 | $237.0M | 0.06% | |
| 79 | SPEMSPDR INDEX SHS FDS | 4,765 | $223.0M | 0.05% | |
| 80 | WFCWELLS FARGO CO NEW | 2,382 | $222.0M | 0.05% | |
| 81 | IVWISHARES TR | 1,806 | $222.0M | 0.05% | |
| 82 | SPYGSPDR SERIES TRUST | 2,056 | $219.0M | 0.05% | |
| 83 | IBMINTERNATIONAL BUSINESS MACHS | 739 | $218.0M | 0.05% | |
| 84 | FNDASCHWAB STRATEGIC TR | 6,727 | $211.0M | 0.05% | |
| 85 | CRMSALESFORCE INC | 792 | $209.0M | 0.05% | |
| 86 | KATADVISORS SER TR | 3,761 | $206.0M | 0.05% | |
| 87 | CRWDCROWDSTRIKE HLDGS INC | 432 | $202.0M | 0.05% | |
| 88 | VBRVANGUARD INDEX FDS | 949 | $200.0M | 0.05% | |
| 89 | JNJJOHNSON & JOHNSON | 965 | $199.0M | 0.05% | |
| 90 | ACMAECOM | 2,089 | $199.0M | 0.05% | |
| 91 | ORCLORACLE CORP | 948 | $184.0M | 0.04% | |
| 92 | FELGFIDELITY COVINGTON TRUST | 4,333 | $180.0M | 0.04% | |
| 93 | CNRCANADIAN NATL RY CO | 1,783 | $176.0M | 0.04% | |
| 94 | EFAISHARES TR | 1,794 | $172.0M | 0.04% | |
| 95 | FNDFSCHWAB STRATEGIC TR | 3,792 | $171.0M | 0.04% | |
| 96 | SCHDSCHWAB STRATEGIC TR | 6,217 | $170.0M | 0.04% | |
| 97 | MCDMCDONALDS CORP | 552 | $168.0M | 0.04% | |
| 98 | MRKMERCK & CO INC | 1,554 | $163.0M | 0.04% | |
| 99 | ESGUISHARES TR | 1,094 | $162.0M | 0.04% | |
| 100 | SILASILA REALTY TRUST INC | 6,888 | $160.0M | 0.04% |
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