Abound Wealth Management has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $427 Billion distributed in 1432 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 $53.4B, Ishares Core U.S. Aggregate Bo with a value of $45.3B, Vanguard Ftse Developed Market with a value of $31.6B, Ishares Core S&P 500 ETF with a value of $27.4B, and Vanguard Large Cap ETF with a value of $25B.
Examining the 13F form we can see an increase of $27.5B in the current position value, from $399B to 427B.
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
$427 Billion
ETFs: $353 Billion
Technology: $29.8 Billion
Consumer Cyclical: $13.9 Billion
Communication Services: $6.08 Billion
Financial Services: $5.49 Billion
Industrials: $3.59 Billion
Energy: $3.36 Billion
Healthcare: $2.94 Billion
Other: $4.38 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
