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 |
|---|---|---|---|---|---|
| 301 | MNDYMONDAY COM LTD | 202 | $29.0M | 0.01% | |
| 302 | KEYKEYCORP | 1,421 | $29.0M | 0.01% | |
| 303 | NEENEXTERA ENERGY INC | 354 | $28.0M | 0.01% | |
| 304 | CMCSACOMCAST CORP NEW | 949 | $28.0M | 0.01% | |
| 305 | TDYTELEDYNE TECHNOLOGIES INC | 56 | $28.0M | 0.01% | |
| 306 | DCODUCOMMUN INC DEL | 302 | $28.0M | 0.01% | |
| 307 | LMTLOCKHEED MARTIN CORP | 57 | $27.0M | 0.01% | |
| 308 | KLACKLA CORP | 22 | $27.0M | 0.01% | |
| 309 | SOFISOFI TECHNOLOGIES INC | 1,060 | $27.0M | 0.01% | |
| 310 | LHLABCORP HOLDINGS INC | 108 | $27.0M | 0.01% | |
| 311 | INDAISHARES TR | 500 | $27.0M | 0.01% | |
| 312 | ARGXARGENX SE | 33 | $27.0M | 0.01% | |
| 313 | IYMISHARES TR | 176 | $27.0M | 0.01% | |
| 314 | APDAIR PRODS & CHEMS INC | 107 | $26.0M | 0.01% | |
| 315 | HRBBLOCK H & R INC | 616 | $26.0M | 0.01% | |
| 316 | OTISOTIS WORLDWIDE CORP | 308 | $26.0M | 0.01% | |
| 317 | 4I1PHILIP MORRIS INTL INC | 167 | $26.0M | 0.01% | |
| 318 | SMLFISHARES TR | 355 | $26.0M | 0.01% | |
| 319 | COFCAPITAL ONE FINL CORP | 109 | $26.0M | 0.01% | |
| 320 | XELXCEL ENERGY INC | 361 | $26.0M | 0.01% | |
| 321 | STMSTMICROELECTRONICS N V | 1,006 | $26.0M | 0.01% | |
| 322 | PYPLPAYPAL HLDGS INC | 462 | $26.0M | 0.01% | |
| 323 | TRVTRAVELERS COMPANIES INC | 93 | $26.0M | 0.01% | |
| 324 | SCHVSCHWAB STRATEGIC TR | 864 | $25.0M | 0.01% | |
| 325 | XOPSPDR SERIES TRUST | 200 | $25.0M | 0.01% | |
| 326 | IWOISHARES TR | 75 | $24.0M | 0.01% | |
| 327 | DGROISHARES TR | 357 | $24.0M | 0.01% | |
| 328 | BUDANHEUSER BUSCH INBEV SA/NV | 363 | $23.0M | 0.01% | |
| 329 | PGRPROGRESSIVE CORP | 103 | $23.0M | 0.01% | |
| 330 | SRSPIRE INC | 281 | $23.0M | 0.01% | |
| 331 | JEPIJ P MORGAN EXCHANGE TRADED F | 409 | $23.0M | 0.01% | |
| 332 | ELVELEVANCE HEALTH INC FORMERLY | 67 | $23.0M | 0.01% | |
| 333 | SPGSIMON PPTY GROUP INC NEW | 122 | $22.0M | 0.01% | |
| 334 | DEDEERE & CO | 48 | $22.0M | 0.01% | |
| 335 | IXNISHARES TR | 219 | $22.0M | 0.01% | |
| 336 | CVSCVS HEALTH CORP | 279 | $22.0M | 0.01% | |
| 337 | PLDPROLOGIS INC. | 176 | $22.0M | 0.01% | |
| 338 | DFIVDIMENSIONAL ETF TRUST | 454 | $22.0M | 0.01% | |
| 339 | VLUEISHARES TR | 167 | $22.0M | 0.01% | |
| 340 | SPTMSPDR SERIES TRUST | 271 | $22.0M | 0.01% | |
| 341 | APPAPPLOVIN CORP | 33 | $21.0M | 0.00% | |
| 342 | GILDGILEAD SCIENCES INC | 178 | $21.0M | 0.00% | |
| 343 | ARKQARK ETF TR | 186 | $21.0M | 0.00% | |
| 344 | YUMYUM BRANDS INC | 140 | $21.0M | 0.00% | |
| 345 | DYNFBLACKROCK ETF TRUST | 351 | $21.0M | 0.00% | |
| 346 | NEMNEWMONT CORP | 216 | $21.0M | 0.00% | |
| 347 | TELTE CONNECTIVITY PLC | 94 | $21.0M | 0.00% | |
| 348 | ARMARM HOLDINGS PLC | 194 | $21.0M | 0.00% | |
| 349 | DALDELTA AIR LINES INC DEL | 307 | $21.0M | 0.00% | |
| 350 | EPDENTERPRISE PRODS PARTNERS L | 660 | $21.0M | 0.00% | |
| 351 | SDYSPDR SERIES TRUST | 151 | $21.0M | 0.00% | |
| 352 | BCSBARCLAYS PLC | 841 | $21.0M | 0.00% | |
| 353 | PHPARKER-HANNIFIN CORP | 25 | $21.0M | 0.00% | |
| 354 | KKRKKR & CO INC | 171 | $21.0M | 0.00% | |
| 355 | SOXXISHARES TR | 70 | $21.0M | 0.00% | |
| 356 | LDOSLEIDOS HOLDINGS INC | 119 | $21.0M | 0.00% | |
| 357 | FIWFIRST TR EXCHANGE-TRADED FD | 201 | $21.0M | 0.00% | |
| 358 | IVLUISHARES TR | 578 | $21.0M | 0.00% | |
| 359 | FHLCFIDELITY COVINGTON TRUST | 271 | $20.0M | 0.00% | |
| 360 | DOWDOW INC | 880 | $20.0M | 0.00% | |
| 361 | FVDFIRST TR EXCHANGE-TRADED FD | 450 | $20.0M | 0.00% | |
| 362 | SCHHSCHWAB STRATEGIC TR | 985 | $20.0M | 0.00% | |
| 363 | BXBLACKSTONE INC | 133 | $20.0M | 0.00% | |
| 364 | XCEMCOLUMBIA ETF TR II | 525 | $20.0M | 0.00% | |
| 365 | SHELSHELL PLC | 281 | $20.0M | 0.00% | |
| 366 | GNRCGENERAC HLDGS INC | 143 | $19.0M | 0.00% | |
| 367 | OSISOSI SYSTEMS INC | 78 | $19.0M | 0.00% | |
| 368 | LCIILCI INDS | 163 | $19.0M | 0.00% | |
| 369 | SYKSTRYKER CORPORATION | 56 | $19.0M | 0.00% | |
| 370 | CCLCARNIVAL CORP | 650 | $19.0M | 0.00% | |
| 371 | SUXTD SYNNEX CORPORATION | 128 | $19.0M | 0.00% | |
| 372 | IWPISHARES TR | 142 | $19.0M | 0.00% | |
| 373 | OMFLINVESCO EXCH TRD SLF IDX FD | 317 | $19.0M | 0.00% | |
| 374 | TOTLSSGA ACTIVE ETF TR | 495 | $19.0M | 0.00% | |
| 375 | IWNISHARES TR | 103 | $18.0M | 0.00% | |
| 376 | FASTFASTENAL CO | 470 | $18.0M | 0.00% | |
| 377 | FBCGFIDELITY COVINGTON TRUST | 329 | $18.0M | 0.00% | |
| 378 | NOCNORTHROP GRUMMAN CORP | 32 | $18.0M | 0.00% | |
| 379 | VDEVANGUARD WORLD FD | 143 | $18.0M | 0.00% | |
| 380 | PHOINVESCO EXCHANGE TRADED FD T | 264 | $18.0M | 0.00% | |
| 381 | VDCVANGUARD WORLD FD | 86 | $18.0M | 0.00% | |
| 382 | WELLWELLTOWER INC | 102 | $18.0M | 0.00% | |
| 383 | KEYSKEYSIGHT TECHNOLOGIES INC | 90 | $18.0M | 0.00% | |
| 384 | DYHTARGET CORP | 189 | $18.0M | 0.00% | |
| 385 | EMREMERSON ELEC CO | 140 | $18.0M | 0.00% | |
| 386 | ICEINTERCONTINENTAL EXCHANGE IN | 109 | $17.0M | 0.00% | |
| 387 | JCIJOHNSON CTLS INTL PLC | 148 | $17.0M | 0.00% | |
| 388 | TMUST-MOBILE US INC | 87 | $17.0M | 0.00% | |
| 389 | DGXQUEST DIAGNOSTICS INC | 98 | $17.0M | 0.00% | |
| 390 | CEGCONSTELLATION ENERGY CORP | 50 | $17.0M | 0.00% | |
| 391 | GMGENERAL MTRS CO | 210 | $17.0M | 0.00% | |
| 392 | MOALTRIA GROUP INC | 312 | $17.0M | 0.00% | |
| 393 | SPOTSPOTIFY TECHNOLOGY S A | 30 | $17.0M | 0.00% | |
| 394 | COWZPACER FDS TR | 295 | $17.0M | 0.00% | |
| 395 | ZBHZIMMER BIOMET HOLDINGS INC | 190 | $17.0M | 0.00% | |
| 396 | MARMARRIOTT INTL INC NEW | 57 | $17.0M | 0.00% | |
| 397 | VRSKVERISK ANALYTICS INC | 78 | $17.0M | 0.00% | |
| 398 | DLTRDOLLAR TREE INC | 131 | $16.0M | 0.00% | |
| 399 | SIRISIRIUSXM HOLDINGS INC | 810 | $16.0M | 0.00% | |
| 400 | VMCVULCAN MATLS CO | 57 | $16.0M | 0.00% |