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.

Portfolio value $399 Billion
ETFs: $332 Billion
Technology: $25.8 Billion
Consumer Cyclical: $12.9 Billion
Communication Services: $5.63 Billion
Financial Services: $5.45 Billion
Energy: $3.24 Billion
Healthcare: $2.52 Billion
Industrials: $2.44 Billion
Other: $4.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.5 Billion 12.14% of portfolio
408,195
Q3 2025 Added 5.39%
$0
$42.2 Billion 10.56% of portfolio
420,665
Q3 2025 Added 3.71%
$0
$30.5 Billion 7.63% of portfolio
508,918
Q3 2025 Added 2.56%
$0
$26.1 Billion 6.52% of portfolio
38,925
Q3 2025 Added 4.94%
$0
$24.3 Billion 6.08% of portfolio
78,842
Q3 2025 Added 0.42%
$0
$20.8 Billion 5.2% of portfolio
789,205
Q3 2025 Added 0.49%
$0
$20.4 Billion 5.11% of portfolio
309,886
Q3 2025 Reduced 1.56%
$0
$19 Billion 4.76% of portfolio
31,063
Q3 2025 Added 10.42%
$0
$17 Billion 4.25% of portfolio
66,802
Q3 2025 Added 2.04%
$0
$14.3 Billion 3.57% of portfolio
43,464
Q3 2025 Added 1.82%
$4.39T
$9.92 Billion 2.48% of portfolio
38,940
Q3 2025 Reduced 2.71%
$0
$9.75 Billion 2.44% of portfolio
111,649
Q3 2025 Added 0.16%
$0
$9.09 Billion 2.28% of portfolio
13,646
Q3 2025 Added 110.98%
$1.27T
$8.21 Billion 2.05% of portfolio
18,451
Q3 2025 Reduced 4.49%
$0
$7.08 Billion 1.77% of portfolio
130,607
Q3 2025 Reduced 0.54%
$0
$5.36 Billion 1.34% of portfolio
36,803
Q3 2025 Added 0.59%
$138B
$4.22 Billion 1.06% of portfolio
12,786
Q3 2025 Added 1.21%
$466B
$3.93 Billion 0.98% of portfolio
21,038
Q3 2025 Added 0.97%
$0
$3.87 Billion 0.97% of portfolio
6,453
Q3 2025 Added 82.13%
$0
$3.77 Billion 0.94% of portfolio
135,142
Q3 2025 Reduced 0.45%
$0
$3.71 Billion 0.93% of portfolio
40,598
Q3 2025 Reduced 0.26%
$3.75T
$3.19 Billion 0.8% of portfolio
6,150
Q3 2025 Added 2.13%
$0
$2.85 Billion 0.71% of portfolio
26,809
Q3 2025 Added 3.87%
Fidelity Wise Origin Bitcoin
-
$2.73 Billion 0.68% of portfolio
-
Q3 2025 Added 5.78%
$2.42T
$2.68 Billion 0.67% of portfolio
12,216
Q3 2025 Added 13.51%
$31B
$2.43 Billion 0.61% of portfolio
33,310
Q1 2025 Added 8.3%
$1.74T
$1.6 Billion 0.4% of portfolio
6,594
Q3 2025 Added 25.84%
$1.41T
$1.56 Billion 0.39% of portfolio
2,128
Q3 2025 Added 3.7%
$1.7T
$1.39 Billion 0.35% of portfolio
5,692
Q3 2025 Reduced 11.44%
$0
$1.39 Billion 0.35% of portfolio
59,755
Q3 2025 Reduced 2.12%
$908B
$1.12 Billion 0.28% of portfolio
3,564
Q3 2025 Added 2.83%
$0
$1.01 Billion 0.25% of portfolio
13,618
Q3 2025 Added 92.59%
$0
$897 Million 0.22% of portfolio
6,490
Q3 2025 Added 14,322.22%
$0
$859 Million 0.21% of portfolio
3,475
Q3 2025 Added 20.2%
$462B
$754 Million 0.19% of portfolio
1
Q1 2025 Reduced 50.0%
$0
$763 Million 0.19% of portfolio
4,025
Q3 2025 Added 0.42%
$409B
$708 Million 0.18% of portfolio
765
Q3 2025 Reduced 1.54%
$0
$714 Million 0.18% of portfolio
27,784
Q3 2025 Added 3.99%
$99.3B
$675 Million 0.17% of portfolio
7,118
Q3 2025 Added 0.47%
$72.7B
$638 Million 0.16% of portfolio
5,708
Q3 2025 Reduced 9.53%
$514B
$622 Million 0.16% of portfolio
519
Q3 2025 Added 2.98%
$351B
$647 Million 0.16% of portfolio
4,212
Q3 2025 Added 3.18%
$0
$627 Million 0.16% of portfolio
1,307
Q3 2025 Added 42.69%
$0
$530 Million 0.13% of portfolio
2,840
Q3 2025 Added 0.46%
$0
$480 Million 0.12% of portfolio
14,379
Q3 2025 Reduced 13.8%
$0
$494 Million 0.12% of portfolio
18,775
Q3 2025 Reduced 17.7%
$0
$425 Million 0.11% of portfolio
6,508
Q3 2025 Added 2.88%
$0
$458 Million 0.11% of portfolio
613
Q3 2025 Added 93.99%
$17.2B
$393 Million 0.1% of portfolio
2,931
Q3 2025 Added 0.14%

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
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