§ 13F · FUND PROFILE
Abound Wealth Management.
AUM · $504M (13F)Positions · 1361Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 491K | $73M | 14.4% | +5% |
| 2 | AGG | ISHARES TR | 510K | $50M | 10.0% | +6% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 522K | $37M | 7.4% | ±0% |
| 4 | IVV | ISHARES TR | 43K | $32M | 6.4% | +3% |
| 5 | VV | VANGUARD INDEX FDS | 88K | $30M | 6.0% | +3% |
| 6 | IEMG | ISHARES INC | 341K | $28M | 5.6% | +3% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 808K | $24M | 4.7% | +1% |
| 8 | VOO | VANGUARD INDEX FDS | 33K | $23M | 4.5% | −2% |
| 9 | VB | VANGUARD INDEX FDS | 67K | $20M | 4.0% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 46K | $17M | 3.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABOUND SIGNAL
AC read
Abound Wealth Management is a Other fund managing $504 million in assets. The fund runs a massive portfolio of 1,361 positions.
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