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
$46.4B
$153 Million 0.04% of portfolio
711
Q4 2025 Reduced 17.61%
$7.63B
$161 Million 0.04% of portfolio
2,745
Q4 2025 Reduced 50.3%
$228B
$114 Million 0.03% of portfolio
907
Q4 2025 Reduced 1.09%
$388B
$113 Million 0.03% of portfolio
528
Q4 2025 Added 43.87%
$197B
$128 Million 0.03% of portfolio
500
Q4 2025 Reduced 0.4%
$147B
$134 Million 0.03% of portfolio
1,409
Q4 2025 Added 107.51%
$99.5B
$107 Million 0.03% of portfolio
1,989
Q4 2025 Added 0.81%
$303B
$131 Million 0.03% of portfolio
859
Q4 2025 Reduced 2.5%
$29.2B
$115 Million 0.03% of portfolio
2,449
Q3 2025 Added 0.33%
$103B
$115 Million 0.03% of portfolio
57
Q4 2025 Reduced 1.72%
$3.14B
$138 Million 0.03% of portfolio
2,372
Q4 2025 Added 1.19%
$1.87B
$113 Million 0.03% of portfolio
747
Q4 2025 Reduced 37.17%
$18.6B
$129 Million 0.03% of portfolio
3,410
Q4 2025 Added 25.55%
$46.2B
$115 Million 0.03% of portfolio
1,606
Q1 2025 Reduced 0.19%
$59.5B
$108 Million 0.03% of portfolio
2,203
Q4 2025 Added 4.36%
$255B
$103 Million 0.02% of portfolio
277
Q4 2025 Added 38.5%
$181B
$67.4 Million 0.02% of portfolio
2,713
Q4 2025 Added 0.07%
$2.33B
$70.1 Million 0.02% of portfolio
1,192
Q4 2025 New
$191B
$81.1 Million 0.02% of portfolio
15
Q2 2025 Added 7.14%
$7.01B
$71.3 Million 0.02% of portfolio
1,665
Q1 2025 Added 223.3%
$45.2B
$66.3 Million 0.02% of portfolio
1,254
Q4 2025 Added 5.82%
$190B
$68.5 Million 0.02% of portfolio
587
Q4 2025 Added 63.97%
$306B
$83.3 Million 0.02% of portfolio
1,192
Q4 2025 Added 1.1%
$3.04B
$70.2 Million 0.02% of portfolio
1,222
Q4 2024 Added 0.83%
$27.7B
$84.3 Million 0.02% of portfolio
1,253
Q4 2025 Reduced 0.24%
$79.5B
$67.3 Million 0.02% of portfolio
1,001
Q4 2025 Added 881.37%
$4.93B
$65.9 Million 0.02% of portfolio
2,751
Q1 2023 New
$47.8B
$75.8 Million 0.02% of portfolio
1,214
Q2 2025 Reduced 1.22%
$1.49B
$81.9 Million 0.02% of portfolio
6,828
Q4 2025 Added 59.83%
$4.39B
$74.2 Million 0.02% of portfolio
961
Q4 2022 Added 99.79%
$3.45B
$93 Million 0.02% of portfolio
1,151
Q1 2025 Reduced 0.09%
$15.9B
$95.8 Million 0.02% of portfolio
332
Q1 2025 Reduced 7.26%
$13.3B
$91.4 Million 0.02% of portfolio
4,637
Q4 2025 Added 2.93%
$37.9B
$96 Million 0.02% of portfolio
1,303
Q4 2025 Added 0.62%
$1.46T
$94.1 Million 0.02% of portfolio
310
Q4 2025 Reduced 7.46%
$4.5B
$105 Million 0.02% of portfolio
3,506
Q2 2025 Added 43,725.0%
$96.9B
$85 Million 0.02% of portfolio
218
Q3 2025 Reduced 2.24%
$300B
$104 Million 0.02% of portfolio
315
Q4 2025 Added 29.1%
$172B
$76.5 Million 0.02% of portfolio
1,877
Q3 2025 Added 1.19%
$85.9B
$102 Million 0.02% of portfolio
463
Q4 2025 Reduced 3.14%
$42.8B
$67.5 Million 0.02% of portfolio
300
Q4 2024 Reduced 0.99%
$91.4B
$32.7 Million 0.01% of portfolio
204
Q4 2025 Added 22.89%
$152B
$46.3 Million 0.01% of portfolio
173
Q4 2025 Reduced 5.46%
$151B
$56.3 Million 0.01% of portfolio
161
Q4 2025 Added 8.05%
$76.5B
$35.5 Million 0.01% of portfolio
209
Q4 2025 Added 99.05%
$57.5B
$26.5 Million 0.01% of portfolio
107
Q4 2025 Added 4.9%
$47B
$38.8 Million 0.01% of portfolio
79
Q1 2025 Reduced 4.82%
$79.6B
$30 Million 0.01% of portfolio
222
Q4 2025 Added 2.3%
$118B
$30.9 Million 0.01% of portfolio
114
Q4 2025 Added 16.33%

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