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 | Value |
|---|---|
IJRISHARES TR | $53.4M |
AGGISHARES TR | $45.3M |
VEAVANGUARD TAX-MANAGED FDS | $31.6M |
IVVISHARES TR | $27.4M |
VVVANGUARD INDEX FDS | $25.0M |
IEMGISHARES INC | $21.7M |
SCHXSCHWAB STRATEGIC TR | $21.4M |
VOOVANGUARD INDEX FDS | $20.6M |
VBVANGUARD INDEX FDS | $17.3M |
VTIVANGUARD INDEX FDS | $15.2M |
AAPLAPPLE INC | $11.5M |
SPYSPDR S&P 500 ETF TR | $10.7M |
AQLTISHARES TR | $10.1M |
TSLATESLA INC | $8.5M |
VWOVANGUARD INTL EQUITY INDEX F | $7.1M |
SPYMSPDR SERIES TRUST | $6.0M |
ITOTISHARES TR | $5.6M |
AVGOBROADCOM INC | $4.4M |
NDQINVESCO QQQ TR | $4.1M |
NVDANVIDIA CORPORATION | $4.0M |
SCHASCHWAB STRATEGIC TR | $3.9M |
MSFTMICROSOFT CORP | $3.7M |
VNQVANGUARD INDEX FDS | $3.5M |
AMZNAMAZON COM INC | $3.2M |
MUBISHARES TR | $2.8M |
OKEONEOK INC NEW | $2.4M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $2.3M |
PLTRPALANTIR TECHNOLOGIES INC | $2.0M |
GOOGLALPHABET INC | $1.9M |
GOOGALPHABET INC | $1.8M |
METAMETA PLATFORMS INC | $1.4M |
SCHFSCHWAB STRATEGIC TR | $1.4M |
BNDVANGUARD BD INDEX FDS | $1.2M |
JPMJPMORGAN CHASE & CO. | $1.2M |
ACWIISHARES TR | $918K |
RSPINVESCO EXCHANGE TRADED FD T | $892K |
SCHBSCHWAB STRATEGIC TR | $828K |
QQQMINVESCO EXCH TRADED FD TR II | $786K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $754K |
GEGE AEROSPACE | $718K |
VUGVANGUARD INDEX FDS | $638K |
SOSOUTHERN CO | $623K |
COSTCOSTCO WHSL CORP NEW | $606K |
JBHTHUNT J B TRANS SVCS INC | $570K |
AFLAFLAC INC | $555K |
VTVVANGUARD INDEX FDS | $503K |
PGPROCTER AND GAMBLE CO | $498K |
GEVGE VERNOVA INC | $494K |
NFLXNETFLIX INC | $487K |
SCHESCHWAB STRATEGIC TR | $476K |
FNDXSCHWAB STRATEGIC TR | $470K |
VGTVANGUARD WORLD FD | $463K |
VIGVANGUARD SPECIALIZED FUNDS | $454K |
IJHISHARES TR | $431K |
VOVANGUARD INDEX FDS | $408K |
XOMEXXON MOBIL CORP | $393K |
ABBVABBVIE INC | $353K |
SHOPSHOPIFY INC | $352K |
ORLYOREILLY AUTOMOTIVE INC | $330K |
BACBANK AMERICA CORP | $325K |
AMGNAMGEN INC | $319K |
AKREPROFESIONALLY MANAGED PORTFO | $318K |
WMTWALMART INC | $315K |
IWBISHARES TR | $305K |
SNOWSNOWFLAKE INC | $299K |
RTXRTX CORPORATION | $294K |
SMHVANECK ETF TRUST | $293K |
LLYELI LILLY & CO | $288K |
XLRESELECT SECTOR SPDR TR | $286K |
FTECFIDELITY COVINGTON TRUST | $283K |
CATCATERPILLAR INC | $282K |
CSCOCISCO SYS INC | $265K |
ABNBAIRBNB INC | $263K |
ISRGINTUITIVE SURGICAL INC | $260K |
MAMASTERCARD INCORPORATED | $252K |
VVISA INC | $247K |
HDHOME DEPOT INC | $246K |
OZBELPOINTE PREP LLC | $237K |
SPEMSPDR INDEX SHS FDS | $223K |
IVWISHARES TR | $222K |
WFCWELLS FARGO CO NEW | $222K |
SPYGSPDR SERIES TRUST | $219K |
IBMINTERNATIONAL BUSINESS MACHS | $218K |
FNDASCHWAB STRATEGIC TR | $211K |
CRMSALESFORCE INC | $209K |
KATADVISORS SER TR | $206K |
CRWDCROWDSTRIKE HLDGS INC | $202K |
VBRVANGUARD INDEX FDS | $200K |
ACMAECOM | $199K |
JNJJOHNSON & JOHNSON | $199K |
ORCLORACLE CORP | $184K |
FELGFIDELITY COVINGTON TRUST | $180K |
CNRCANADIAN NATL RY CO | $176K |
EFAISHARES TR | $172K |
FNDFSCHWAB STRATEGIC TR | $171K |
SCHDSCHWAB STRATEGIC TR | $170K |
MCDMCDONALDS CORP | $168K |
MRKMERCK & CO INC | $163K |
ESGUISHARES TR | $162K |
SILASILA REALTY TRUST INC | $160K |
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