Abound Wealth Management Incresed Positions in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.9K
+ 5.39%
$108.46 - $120.63 $2.26M - $2.52M
408K $48.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.18K
+ 110.98%
$617.65 - $666.84 $4.43M - $4.79M
13.6K $9.09B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.93K
+ 10.42%
$567.77 - $614.76 $1.66M - $1.8M
31.1K $19B
IVV
Ishares Core S&P 500 ETF

ETFs
1.83K
+ 4.94%
$620.67 - $670.08 $1.14M - $1.23M
38.9K $26.1B
VEA
Vanguard Ftse Developed Market

ETFs
12.7K
+ 2.56%
$56.02 - $60.3 $711K - $765K
509K $30.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15K
+ 3.71%
$97.75 - $100.75 $1.47M - $1.52M
421K $42.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.91K
+ 82.13%
$546.99 - $602.2 $1.59M - $1.75M
6.45K $3.87B
VV
Vanguard Large Cap ETF

ETFs
327
+ 0.42%
$285.05 - $309.14 $93.2K - $101K
78.8K $24.3B
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.82K
+ 0.49%
$24.46 - $26.5 $93.4K - $101K
789K $20.8B
VB
Vanguard Small Cap ETF

ETFs
1.34K
+ 2.04%
$237.58 - $259.17 $318K - $347K
66.8K $17B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.86K
+ 18.25%
$72.65 - $78.68 $716K - $776K
63.9K $5B
ACWI
Ishares Msci Acwi ETF

ETFs
6.45K
+ 14322.22%
$128.32 - $138.41 $827K - $892K
6.49K $897M
AVGO
Broadcom Inc.

Technology
153
+ 1.21%
$264.74 - $369.57 $40.5K - $56.5K
12.8K $4.22B
GOOGL
Alphabet Inc.

Communication Services
1.35K
+ 25.84%
$174.36 - $254.72 $236K - $345K
6.59K $1.6B
NVDA
Nvidia Corp

Technology
202
+ 0.97%
$153.3 - $186.58 $31K - $37.7K
21K $3.93B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.55K
+ 92.59%
$72.57 - $74.72 $475K - $489K
13.6K $1.01B
IEFA
Ishares Tr

ETFs
180
+ 0.16%
$81.7 - $87.53 $14.7K - $15.8K
112K $9.75B
ITOT
Ishares Core S&P Total U.S. St

ETFs
216
+ 0.59%
$135.0 - $146.02 $29.2K - $31.5K
36.8K $5.36B
AMZN
Amazon Com Inc

Consumer Cyclical
1.45K
+ 13.51%
$211.65 - $238.24 $308K - $346K
12.2K $2.68B
Fidelity Wise Origin Bitcoin
1.49K
+ 5.78%
N/A
27.3K $2.73B
VO
Vanguard Mid Cap ETF

ETFs
978
+ 315.48%
$279.83 - $293.74 $274K - $287K
1.29K $378M
VGT
Vanguard Information Technolog

ETFs
297
+ 93.99%
$656.44 - $753.15 $195K - $224K
613 $458M
VUG
Vanguard Growth ETF

ETFs
391
+ 42.69%
$433.97 - $484.08 $170K - $189K
1.31K $627M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
584
+ 20.2%
$225.11 - $247.9 $131K - $145K
3.48K $859M
MSFT
Microsoft Corp

Technology
128
+ 2.13%
$491.09 - $535.64 $62.9K - $68.6K
6.15K $3.19B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
383
+ 348.18%
$393.18 - $439.39 $151K - $168K
493 $215M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6K
+ 201.48%
$26.38 - $27.95 $158K - $168K
8.98K $245M
MUB
Ishares National Muni Bond ETF

ETFs
999
+ 3.87%
$103.24 - $106.68 $103K - $107K
26.8K $2.85B
JPM
Jpmorgan Chase & CO

Financial Services
98
+ 2.83%
$282.78 - $316.06 $27.7K - $31K
3.56K $1.12B
VIG
Vanguard Dividend Appreciation

ETFs
442
+ 36.05%
N/A
1.67K $360M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
750
+ 6818.18%
$132.9 - $142.03 $99.7K - $107K
761 $107M
PLTR
Palantir Technologies Inc.

Technology
374
+ 46.12%
$130.68 - $186.97 $48.9K - $69.9K
1.19K $216M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.21K
+ 109.99%
$76.16 - $78.59 $92.2K - $95.2K
2.31K $181M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.38K
+ 209.78%
$36.04 - $38.78 $85.8K - $92.3K
3.52K $136M
IVE
Ishares S&P 500 Value ETF

ETFs
426
+ 376.99%
$194.44 - $206.51 $82.8K - $88K
539 $111M
WMT
Walmart Inc.

Consumer Defensive
696
+ 33.37%
$94.4 - $104.27 $65.7K - $72.6K
2.78K $287M
SHOP
Shopify Inc.

Technology
46
+ 2.1%
$112.11 - $157.12 $5.16K - $7.23K
2.24K $332M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.07K
+ 3.99%
$23.82 - $25.84 $25.4K - $27.5K
27.8K $714M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.46%
$184.85 - $231.54 $1.29K - $1.62K
1.54K $356M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.02K
+ 103.11%
$28.92 - $32.19 $58.5K - $65.1K
3.99K $127M
EEM
Ishares Msci Emerging Markets

ETFs
1.23K
+ 305.22%
$48.07 - $53.4 $59K - $65.5K
1.63K $87M
ORCL
Oracle Corp

Technology
22
+ 2.6%
$218.96 - $328.33 $4.82K - $7.22K
867 $244M
CAT
Caterpillar Inc

Industrials
45
+ 11.25%
$390.92 - $477.15 $17.6K - $21.5K
445 $212M
MA
Mastercard Inc

Financial Services
91
+ 26.0%
$550.18 - $598.96 $50.1K - $54.5K
441 $251M
Arista Networks Inc
5
+ 0.43%
N/A
1.16K $168M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
34
+ 4.18%
$275.84 - $326.36 $9.38K - $11.1K
848 $277M
META
Meta Platforms, Inc.

Communication Services
76
+ 3.7%
$695.21 - $791.73 $52.8K - $60.2K
2.13K $1.56B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
130
+ 63.41%
$224.68 - $282.71 $29.2K - $36.8K
335 $93.5M
RTX
Raytheon Technologies Corp

Industrials
67
+ 4.36%
$144.19 - $167.33 $9.66K - $11.2K
1.6K $268M
Activity Summary
Buys All Purchases 454 New Holdings 127 Increased Positions 327 Sells All Sells 124 Reductions 123 Sold out 1 Options Calls 0 Puts 0
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