Abound Wealth Management Portfolio Holdings

Abound Wealth Management

  • $427 Billion
  • Q4 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$11.5 Billion 2.69% of portfolio
42,326
Q4 2025 Added 8.7%
$1.29T
$8.55 Billion 2.0% of portfolio
19,011
Q4 2025 Added 3.04%
$139B
$4.4 Billion 1.03% of portfolio
12,723
Q4 2025 Reduced 0.49%
$465B
$4.03 Billion 0.94% of portfolio
21,618
Q4 2025 Added 2.76%
$3.78T
$3.68 Billion 0.86% of portfolio
7,617
Q4 2025 Added 23.85%
$2.39T
$3.23 Billion 0.76% of portfolio
14,004
Q4 2025 Added 14.64%
$31.5B
$2.45 Billion 0.57% of portfolio
33,310
Q1 2025 Added 8.3%
$342B
$1.97 Billion 0.46% of portfolio
11,066
Q4 2025 Added 833.84%
$1.65T
$1.91 Billion 0.45% of portfolio
6,092
Q4 2025 Reduced 7.61%
$1.74T
$1.83 Billion 0.43% of portfolio
5,818
Q4 2025 Added 2.21%
$1.37T
$1.41 Billion 0.33% of portfolio
2,135
Q4 2025 Added 0.33%
$881B
$1.18 Billion 0.28% of portfolio
3,657
Q4 2025 Added 2.61%
$453B
$755 Million 0.18% of portfolio
1
Q1 2025 Reduced 50.0%
$328B
$719 Million 0.17% of portfolio
2,333
Q4 2025 Added 385.03%
$98.6B
$624 Million 0.15% of portfolio
7,152
Q4 2025 Added 0.48%
$404B
$606 Million 0.14% of portfolio
703
Q4 2025 Reduced 8.1%
$16.9B
$571 Million 0.13% of portfolio
2,937
Q4 2025 Added 0.2%
$346B
$498 Million 0.12% of portfolio
3,478
Q4 2025 Reduced 17.43%
$49.1B
$488 Million 0.11% of portfolio
5,204
Q4 2025 Added 902.7%
$490B
$394 Million 0.09% of portfolio
3,273
Q4 2025 Added 10.39%
$414B
$353 Million 0.08% of portfolio
1,545
Q4 2025 Added 0.46%
$413B
$326 Million 0.08% of portfolio
5,921
Q4 2025 Added 5.56%
$6.2B
$331 Million 0.08% of portfolio
3,625
Q4 2025 Added 163.64%
$174B
$352 Million 0.08% of portfolio
2,189
Q4 2025 Reduced 2.06%
$183B
$320 Million 0.07% of portfolio
977
Q4 2025 Reduced 3.46%
$291B
$283 Million 0.07% of portfolio
493
Q4 2025 Added 10.79%
$971B
$289 Million 0.07% of portfolio
269
Q4 2025 Added 6.75%
$258B
$295 Million 0.07% of portfolio
1,607
Q4 2025 Added 0.19%
$82.2B
$300 Million 0.07% of portfolio
1,367
Q4 2025 Added 0.15%
$279B
$315 Million 0.07% of portfolio
2,830
Q4 2025 Added 1.73%
$46.9B
$264 Million 0.06% of portfolio
1,942
Q4 2025 Reduced 14.22%
$207M
$237 Million 0.06% of portfolio
3,645
Q1 2025 New
$319B
$266 Million 0.06% of portfolio
3,447
Q4 2025 Added 5.64%
$367B
$246 Million 0.06% of portfolio
716
Q4 2025 Added 5.76%
$193B
$261 Million 0.06% of portfolio
460
Q4 2025 Reduced 17.27%
$512B
$253 Million 0.06% of portfolio
443
Q4 2025 Added 0.45%
$533B
$247 Million 0.06% of portfolio
705
Q4 2025 Reduced 19.8%
$18.6B
$199 Million 0.05% of portfolio
2,089
Q4 2025 Added 2,195.6%
$115B
$203 Million 0.05% of portfolio
432
Q3 2025 Added 0.93%
$266B
$219 Million 0.05% of portfolio
739
Q4 2025 Added 2.78%
$522B
$200 Million 0.05% of portfolio
965
Q4 2025 Added 2.55%
$237B
$210 Million 0.05% of portfolio
792
Q4 2025 Reduced 8.97%
$317B
$222 Million 0.05% of portfolio
2,382
Q4 2025 Added 2.58%
$86.4B
$153 Million 0.04% of portfolio
489
Q4 2025 Added 0.41%
$64.7B
$176 Million 0.04% of portfolio
1,783
Q4 2025 Added 0.85%
$265B
$158 Million 0.04% of portfolio
179
Q4 2025 Added 9.15%
$224B
$169 Million 0.04% of portfolio
552
Q4 2025 Added 4.94%
$235B
$164 Million 0.04% of portfolio
1,554
Q4 2025 Added 6.8%
$593B
$185 Million 0.04% of portfolio
948
Q4 2025 Added 9.34%

Summary

  • Portfolio
  • No. of Stocks 1,432
  • Current Value $427 Billion
  • Prior Value $399 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 158 stocks
  • Additional Purchases 338 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email