§ 13F · FUND PROFILE
Abound Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $399M (13F)Positions · 1359Turnover · — · Q1Filed · Apr 10, 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 APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 468K | $58M | 13.2% | +5% |
| 2 | AGG | ISHARES TR | 481K | $48M | 10.8% | +6% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 522K | $33M | 7.6% | +3% |
| 4 | IVV | ISHARES TR | 42K | $27M | 6.2% | +4% |
| 5 | VV | VANGUARD INDEX FDS | 85K | $25M | 5.8% | +7% |
| 6 | IEMG | ISHARES INC | 329K | $23M | 5.2% | +2% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 799K | $20M | 4.7% | ±0% |
| 8 | VOO | VANGUARD INDEX FDS | 34K | $20M | 4.6% | +4% |
| 9 | VB | VANGUARD INDEX FDS | 67K | $18M | 4.0% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 47K | $15M | 3.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABOUND SIGNAL
AC read
Abound Wealth Management is a Other fund managing $399 million in assets. The fund runs a massive portfolio of 1,359 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
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed