Abound Wealth Management Portfolio Holdings

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.