Holders — by stockHoldings — by fund
Abound Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1950323
$503.9M
disclosed book value
1,359
positions
14.4%
largest position share
Positions, as of 2026-06-30
top 100 of 1,359 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IJRISHARES TR | 490,860 | $72.8M | 14.4% |
| 2 | AGGISHARES TR | 510,029 | $50.5M | 10% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 521,591 | $37.2M | 7.4% |
| 4 | IVVISHARES TR | 42,783 | $32.0M | 6.4% |
| 5 | VVVANGUARD INDEX FDS | 87,540 | $30.1M | 6% |
| 6 | IEMGISHARES INC | 340,858 | $28.2M | 5.6% |
| 7 | SCHXSCHWAB STRATEGIC TR | 808,077 | $23.8M | 4.7% |
| 8 | VOOVANGUARD INDEX FDS | 33,307 | $22.9M | 4.5% |
| 9 | VBVANGUARD INDEX FDS | 67,280 | $20.4M | 4% |
| 10 | VTIVANGUARD INDEX FDS | 46,138 | $17.1M | 3.4% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 15,868 | $11.8M | 2.4% |
| 12 | AAPLAPPLE INC | 38,371 | $11.1M | 2.2% |
| 13 | IEFAISHARES TR | 112,102 | $10.8M | 2.1% |
| 14 | SPYMSPDR SERIES TRUST | 120,207 | $10.6M | 2.1% |
| 15 | AVGOBROADCOM INC | 20,872 | $7.9M | 1.6% |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 130,464 | $7.8M | 1.5% |
| 17 | ITOTISHARES TR | 47,390 | $7.8M | 1.5% |
| 18 | TSLATESLA INC | 18,113 | $7.6M | 1.5% |
| 19 | SCHASCHWAB STRATEGIC TR | 137,491 | $5.0M | 1% |
| 20 | QQQINVESCO QQQ TR | 6,507 | $4.8M | 1% |
| 21 | MSFTMICROSOFT CORP | 11,734 | $4.4M | 0.9% |
| 22 | NVDANVIDIA CORPORATION | 21,711 | $4.3M | 0.9% |
| 23 | VNQVANGUARD INDEX FDS | 40,502 | $3.9M | 0.8% |
| 24 | AMZNAMAZON COM INC | 13,261 | $3.2M | 0.6% |
| 25 | OKEONEOK INC NEW | 34,147 | $3.0M | 0.6% |
| 26 | MUBISHARES TR | 25,863 | $2.8M | 0.6% |
| 27 | GOOGLALPHABET INC | 5,796 | $2.1M | 0.4% |
| 28 | GOOGALPHABET INC | 5,562 | $2.0M | 0.4% |
| 29 | SCHFSCHWAB STRATEGIC TR | 58,315 | $1.6M | 0.3% |
| 30 | FBTCFIDELITY WISE ORIGIN BITCOIN | 30,221 | $1.5M | 0.3% |
| 31 | QQQMINVESCO EXCH TRADED FD TR II | 4,703 | $1.4M | 0.3% |
| 32 | BNDVANGUARD BD INDEX FDS | 18,406 | $1.4M | 0.3% |
| 33 | JPMJPMORGAN CHASE & CO | 3,520 | $1.2M | 0.2% |
| 34 | METAMETA PLATFORMS INC | 1,957 | $1.1M | 0.2% |
| 35 | SCHBSCHWAB STRATEGIC TR | 37,430 | $1.1M | 0.2% |
| 36 | ACWIISHARES TR | 6,490 | $1.0M | 0.2% |
| 37 | VTVVANGUARD INDEX FDS | 4,592 | $1.0M | 0.2% |
| 38 | CHUBB LIMITED | 2,738 | $932,990 | 0.2% |
| 39 | VUGVANGUARD INDEX FDS | 10,456 | $900,717 | 0.2% |
| 40 | GEVGE VERNOVA INC | 741 | $870,822 | 0.2% |
| 41 | PLTRPALANTIR TECHNOLOGIES INC | 7,300 | $851,680 | 0.2% |
| 42 | JBHTHUNT J B TRANS SVCS INC | 2,941 | $851,089 | 0.2% |
| 43 | IJHISHARES TR | 10,706 | $825,541 | 0.2% |
| 44 | GEGE AEROSPACE | 2,059 | $769,680 | 0.2% |
| 45 | SCHDSCHWAB STRATEGIC TR | 23,929 | $758,779 | 0.2% |
| 46 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.1% |
| 47 | RSPINVESCO EXCHANGE TRADED FD T | 3,394 | $722,149 | 0.1% |
| 48 | SOSOUTHERN CO | 6,920 | $662,358 | 0.1% |
| 49 | VGTVANGUARD WORLD FD | 5,103 | $609,894 | 0.1% |
| 50 | VIGVANGUARD SPECIALIZED FUNDS | 2,332 | $551,695 | 0.1% |
| 51 | VOVANGUARD INDEX FDS | 6,719 | $541,314 | 0.1% |
| 52 | SMHVANECK ETF TRUST | 825 | $540,891 | 0.1% |
| 53 | SCHESCHWAB STRATEGIC TR | 14,889 | $539,874 | 0.1% |
| 54 | FNDXSCHWAB STRATEGIC TR | 16,115 | $501,186 | 0.1% |
| 55 | NTSKNETSKOPE INC | 45,306 | $495,648 | 0.1% |
| 56 | AFLAFLAC INC | 3,955 | $463,775 | 0.1% |
| 57 | CATCATERPILLAR INC | 400 | $426,176 | 0.1% |
| 58 | PGPROCTER & GAMBLE CO | 2,585 | $379,052 | 0.1% |
| 59 | FTECFIDELITY COVINGTON TRUST | 1,261 | $360,117 | 0.1% |
| 60 | ABBVABBVIE INC | 1,408 | $354,194 | 0.1% |
| 61 | SPCXSPACE EXPLORATION TECHN CORP | 2,049 | $350,099 | 0.1% |
| 62 | EXMOCEXXON MOBIL CORP | 2,525 | $345,197 | 0.1% |
| 63 | CSCOCISCO SYS INC | 2,936 | $344,887 | 0.1% |
| 64 | COSTCOSTCO WHOLESALE CORPORATION | 368 | $344,420 | 0.1% |
| 65 | NFLXNETFLIX INC. | 4,776 | $340,987 | 0.1% |
| 66 | LRCXLAM RESEARCH CORP | 780 | $338,039 | 0.1% |
| 67 | IWBISHARES TR | 805 | $329,473 | 0.1% |
| 68 | FNDASCHWAB STRATEGIC TR | 8,646 | $329,066 | 0.1% |
| 69 | AMGNAMGEN INC | 892 | $323,157 | 0.1% |
| 70 | RTXRTX CORPORATION | 1,672 | $317,272 | 0.1% |
| 71 | ORLYOREILLY AUTOMOTIVE INC | 3,386 | $311,773 | 0.1% |
| 72 | GSLCGOLDMAN SACHS ETF TR | 2,181 | $309,463 | 0.1% |
| 73 | XLRESELECT SECTOR SPDR TR | 7,002 | $308,288 | 0.1% |
| 74 | LLYELI LILLY & CO | 256 | $307,354 | 0.1% |
| 75 | CRWDCROWDSTRIKE HLDGS INC | 400 | $305,630 | 0.1% |
| 76 | BACBANK OF AMER CORP | 5,360 | $305,418 | 0.1% |
| 77 | DEDEERE & CO | 480 | $304,764 | 0.1% |
| 78 | OEFISHARES TR | 813 | $297,562 | 0.1% |
| 79 | SHOPSHOPIFY INC | 2,541 | $290,132 | 0.1% |
| 80 | AMATAPPLIED MATLS INC | 381 | $275,170 | 0.1% |
| 81 | SPEMSPDR INDEX SHS FDS | 5,060 | $261,984 | 0.1% |
| 82 | AKREPROFESIONALLY MANAGED PORTFO | 4,862 | $258,610 | 0.1% |
| 83 | VVISA INC | 745 | $255,716 | 0.1% |
| 84 | INTCINTEL CORP | 1,813 | $253,197 | 0.1% |
| 85 | SCHKSCHWAB STRATEGIC TR | 6,906 | $249,031 | 0% |
| 86 | IVWISHARES TR | 1,808 | $248,714 | 0% |
| 87 | SPYGSPDR SERIES TRUST | 2,062 | $245,401 | 0% |
| 88 | SMGSCOTTS MIRACLE-GRO CO | 3,582 | $244,001 | 0% |
| 89 | VBRVANGUARD INDEX FDS | 987 | $239,731 | 0% |
| 90 | QUALISHARES TR | 1,086 | $238,302 | 0% |
| 91 | MAMASTERCARD INCORPORATED | 461 | $236,928 | 0% |
| 92 | AMDADVANCED MICRO DEVICES INC | 394 | $229,127 | 0% |
| 93 | FNDFSCHWAB STRATEGIC TR | 4,269 | $225,259 | 0% |
| 94 | WMTWALMART INC | 1,963 | $222,339 | 0% |
| 95 | GLDSPDR GOLD TR | 585 | $215,503 | 0% |
| 96 | SILA REALTY TRUST INC | 7,091 | $215,275 | 0% |
| 97 | CNICANADIAN NATL RY CO | 1,791 | $213,534 | 0% |
| 98 | MRKMERCK & CO INC | 1,649 | $211,946 | 0% |
| 99 | HDHOME DEPOT INC | 576 | $203,100 | 0% |
| 100 | CVXCHEVRON CORPORATION | 1,211 | $200,807 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.