Abound Wealth Management Portfolio Holdings

Abound Wealth Management

  • $354 Billion
  • Q2 2025

Abound Wealth Management has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $354 Billion distributed in 1299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $42.3B, Ishares Core U.S. Aggregate Bo with a value of $40.2B, Vanguard Ftse Developed Market with a value of $28.3B, Ishares Core S&P 500 ETF with a value of $23B, and Vanguard Large Cap ETF with a value of $22.4B.

Examining the 13F form we can see an increase of $54.3B in the current position value, from $300B to 354B. Also it can be appreciated an additional of 86 stocks purchases and 1 closed positions.

Abound Wealth Management is based out at Franklin, TN

Below you can find more details about Abound Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $354 Billion
ETFs: $295 Billion
Technology: $22.2 Billion
Consumer Cyclical: $10.5 Billion
Financial Services: $5.07 Billion
Communication Services: $4.72 Billion
Energy: $3.39 Billion
Consumer Defensive: $2.67 Billion
Healthcare: $2.38 Billion
Other: $4.64 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.3 Billion 11.96% of portfolio
387,319
Q2 2025 Added 3.51%
$0
$40.2 Billion 11.37% of portfolio
405,627
Q2 2025 Added 4.33%
$0
$28.3 Billion 7.99% of portfolio
496,226
Q2 2025 Reduced 2.49%
$0
$23 Billion 6.51% of portfolio
37,093
Q2 2025 Reduced 2.31%
$0
$22.4 Billion 6.33% of portfolio
78,515
Q2 2025 Added 474.74%
$0
$19.2 Billion 5.42% of portfolio
785,387
Q2 2025 Added 2.3%
$0
$18.9 Billion 5.34% of portfolio
314,806
Q2 2025 Reduced 10.67%
$0
$16 Billion 4.51% of portfolio
28,131
Q2 2025 Added 6.39%
$0
$15.5 Billion 4.38% of portfolio
65,464
Q2 2025 Added 14.14%
$0
$13 Billion 3.67% of portfolio
42,688
Q2 2025 Reduced 16.94%
$0
$9.31 Billion 2.63% of portfolio
111,469
Q2 2025 Added 10.44%
$0
$6.5 Billion 1.84% of portfolio
131,321
Q2 2025 Added 5.95%
$0
$4.94 Billion 1.4% of portfolio
36,587
Q2 2025 Added 96.06%
$0
$4 Billion 1.13% of portfolio
6,468
Q2 2025 Added 6.94%
$0
$3.93 Billion 1.11% of portfolio
54,015
Q2 2025 Reduced 3.37%
$0
$3.62 Billion 1.02% of portfolio
40,702
Q2 2025 Reduced 8.53%
$0
$2.7 Billion 0.76% of portfolio
25,810
Q2 2025 Added 68.17%
$0
$1.95 Billion 0.55% of portfolio
3,543
Q2 2025 Added 15.14%
$0
$1.35 Billion 0.38% of portfolio
61,052
Q2 2025 Added 42.2%
$0
$728 Million 0.21% of portfolio
4,008
Q2 2025 Reduced 1.01%
$0
$657 Million 0.19% of portfolio
2,891
Q2 2025 Added 11.75%
$0
$637 Million 0.18% of portfolio
26,718
Q2 2025 Added 175.76%
$0
$560 Million 0.16% of portfolio
22,813
Q2 2025 Added 45.07%
$0
$521 Million 0.15% of portfolio
7,071
Q2 2025 Added 7.12%
$0
$503 Million 0.14% of portfolio
16,681
Q2 2025 Reduced 8.98%
$0
$500 Million 0.14% of portfolio
2,827
Q2 2025 Added 28.09%
$0
$392 Million 0.11% of portfolio
6,326
Q2 2025 Reduced 0.44%
$0
$401 Million 0.11% of portfolio
916
Q2 2025 Added 25.31%
$0
$368 Million 0.1% of portfolio
4,115
Q2 2025 Added 16.08%
$0
$278 Million 0.08% of portfolio
820
Q2 2025 Added 0.12%
$0
$242 Million 0.07% of portfolio
8,443
Q2 2025 Added 64.68%
$0
$251 Million 0.07% of portfolio
1,226
Q3 2024 Reduced 0.33%
$0
$200 Million 0.06% of portfolio
1,014
Q2 2025 Reduced 2.87%
$0
$216 Million 0.06% of portfolio
5,402
Q2 2025 Added 58.6%
$0
$202 Million 0.06% of portfolio
4,724
Q2 2025 Added 1.42%
$0
$227 Million 0.06% of portfolio
814
Q3 2024 New
$0
$206 Million 0.06% of portfolio
4,197
Q2 2025 Added 1,253.87%
$0
$210 Million 0.06% of portfolio
316
Q2 2025 Reduced 13.19%
$0
$163 Million 0.05% of portfolio
1,480
Q2 2025 Reduced 37.95%
$0
$171 Million 0.05% of portfolio
5,178
Q2 2025 Added 324.43%
$0
$194 Million 0.05% of portfolio
4,608
Q2 2025 Added 156.86%
$0
$169 Million 0.05% of portfolio
866
Q2 2025 Reduced 4.1%
$0
$162 Million 0.05% of portfolio
1,951
Q2 2025 New
$0
$136 Million 0.04% of portfolio
5,400
Q2 2025 New
$0
$124 Million 0.04% of portfolio
2,917
Q2 2025 Added 116.88%
$0
$141 Million 0.04% of portfolio
3,414
Q2 2025 Added 1.16%
$0
$133 Million 0.04% of portfolio
2,026
Q2 2025 Added 0.35%
$0
$122 Million 0.03% of portfolio
900
Q1 2025 Reduced 0.55%
$0
$96.7 Million 0.03% of portfolio
1,633
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,299
  • Current Value $354 Billion
  • Prior Value $300 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 235 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 256 stocks
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