Abound Financial, LLC Portfolio Holdings

Abound Financial, LLC

  • $227 Billion
  • Q2 2025

Abound Financial, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $30.8B, Spdr Portfolio S&P 600 Small C with a value of $26.3B, Spdr Portfolio S&P 1500 Compos with a value of $22.5B, Harris Oakmark ETF Trust with a value of $15.4B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $15.2B.

Examining the 13F form we can see an increase of $29.6B in the current position value, from $198B to 227B.

Abound Financial, LLC is based out at Granite Bay, CA

Below you can find more details about Abound Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
ETFs: $191 Billion
Technology: $9.65 Billion
Communication Services: $2.51 Billion
Consumer Cyclical: $2.42 Billion
Financial Services: $2.32 Billion
Energy: $1.04 Billion
Healthcare: $581 Million
Consumer Defensive: $301 Million
Other: $246 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $227 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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