§ 13F · FUND PROFILE
ABOUND FINANCIAL, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $250M (13F)Positions · 70Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPSM | STATE STREET | 542K | $26M | 11.4% | −7% |
| 2 | OAKM | OAKMARK U S | 931K | $26M | 11.2% | ±0% |
| 3 | SPYG | STATE STREET | 237K | $23M | 10.1% | −11% |
| 4 | SPTM | STATE STREET | 288K | $23M | 9.9% | −9% |
| 5 | SPYV | STATE STREET | 402K | $23M | 9.9% | −8% |
| 6 | SPDW | STATE STREET | 334K | $15M | 6.7% | −8% |
| 7 | SPYM | STATE STREET | 174K | $13M | 5.8% | −4% |
| 8 | VBIL | VANGUARD ULTRA | 101K | $8M | 3.4% | −6% |
| 9 | SPTI | STATE STREET | 266K | $8M | 3.3% | −8% |
| 10 | SPMD | STATE STREET | 117K | $7M | 3.0% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABOUND SIGNAL
AC read
ABOUND FINANCIAL, LLC is a Other fund managing $250 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed