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Abound Wealth Management

hedge fundUpdated 10 days ago

Managed by Abound Wealth Management • Latest filing Q3 2026

Portfolio value
$536.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
35.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$427M
Q1 2026$440.1M
Q2 2026$503.9M
Q3 2026$536.8M

Top holdings

1,446 positions as of Q3 2026

View filing
E

ISHARES TR

+2.9%
Value
$68.7M
Shares
505.1K
% Port
12.80%
E

ISHARES TR

+4.4%
Value
$50.3M
Shares
532.4K
% Port
9.38%
V

VANGUARD TAX-MANAGED FDS

+2.7%
Value
$37.8M
Shares
535.9K
% Port
7.05%
E

ISHARES TR

+1.9%
Value
$33.4M
Shares
43.6K
% Port
6.22%
V

VANGUARD INDEX FDS

+0.9%
Value
$31.1M
Shares
88.4K
% Port
5.79%
E

ISHARES INC

+1.6%
Value
$28.1M
Shares
346.2K
% Port
5.23%
V

VANGUARD INDEX FDS

+5.7%
Value
$24.7M
Shares
35.2K
% Port
4.59%
S

SCHWAB STRATEGIC TR

+1.1%
Value
$24.5M
Shares
816.8K
% Port
4.56%
V

VANGUARD INDEX FDS

+1.1%
Value
$19.4M
Shares
68.0K
% Port
3.61%
V

VANGUARD INDEX FDS

+9.8%
Value
$19M
Shares
50.7K
% Port
3.53%
S

SPDR SERIES TRUST

+72.3%
Value
$18.6M
Shares
207.1K
% Port
3.46%
A

APPLE INC

+2.0%
Value
$13M
Shares
39.1K
% Port
2.43%
S

STATE STR SPDR S&P 500 ETF T

-3.5%
Value
$11.7M
Shares
15.3K
% Port
2.17%
E

ISHARES TR

-0.7%
Value
$10.8M
Shares
111.4K
% Port
2.01%
E

ISHARES TR

+3.9%
Value
$8.2M
Shares
49.2K
% Port
1.52%
V

VANGUARD INTL EQUITY INDEX F

-0.5%
Value
$7.7M
Shares
129.8K
% Port
1.43%
M

MICROSOFT CORP

+8.5%
Value
$6.5M
Shares
12.7K
% Port
1.22%
A

BROADCOM INC

-12.2%
Value
$6.4M
Shares
18.3K
% Port
1.20%
T

TESLA INC

+5704.3%
Value
$6.2M
Shares
17.4K
% Port
1.15%
N

NVIDIA CORPORATION

+11.0%
Value
$5.5M
Shares
24.1K
% Port
1.02%

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