Abound Wealth Management
CIK 1950323
13F filing for Q2 2026・No. 3,875
- Holdings
- US$503.86M
- Quarter change
- +US$63.76M
- Entries
- 1,361
- Net bought (estimate)
- +US$6.69M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 111
- Sold out 246
- Cut 534
- Added 169
- Corporate actions 2
- Unchanged 533
Largest holdings
1,347 stocks worth US$503.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE S&P SCP ETF | Added | 490,860 | US$72.8M | 14.45% |
| ISHARES TRCORE US AGGBD ET | Added | 510,029 | US$50.48M | 10.02% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 521,591 | US$37.16M | 7.38% |
| IVVISHARES TRCORE S&P500 ETF | Added | 42,783 | US$32.04M | 6.36% |
| VANGUARD INDEX FDSLARGE CAP ETF | Added | 87,540 | US$30.11M | 5.98% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 340,858 | US$28.24M | 5.61% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 808,077 | US$23.78M | 4.72% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 33,307 | US$22.88M | 4.54% |
| VANGUARD INDEX FDSSMALL CP ETF | Cut | 67,280 | US$20.39M | 4.05% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 46,138 | US$17.07M | 3.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.