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 Market Cap. of $10 Billions to $200 Billions
