Abound Wealth Management Portfolio Holdings
Abound Wealth Management
- $399 Billion
- Q3 2025
Abound Wealth Management has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $399 Billion distributed in 1359 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 $48.5B, Ishares Core U.S. Aggregate Bo with a value of $42.2B, Vanguard Ftse Developed Market with a value of $30.5B, Ishares Core S&P 500 ETF with a value of $26.1B, and Vanguard Large Cap ETF with a value of $24.3B.
Examining the 13F form we can see an increase of $45.6B in the current position value, from $354B to 399B. Also it can be appreciated an additional of 127 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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,359
- Current Value $399 Billion
- Prior Value $354 Billion
- Filing
- Period Q3 2025
- Filing Date October 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 127 stocks
- Additional Purchases 327 stocks
- Sold out of 1 stocks
- Reduced holdings in 123 stocks