Abound Wealth Management Portfolio Holdings

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.