§ 13F · FUND PROFILE
Abound Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $399.5T (13F)Positions · 1359Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 445K | $53.4T | 12.5% | +9% |
| 2 | AGG | ISHARES TR | 454K | $45.3T | 10.6% | +8% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 507K | $31.6T | 7.4% | ±0% |
| 4 | IVV | ISHARES TR | 40K | $27.4T | 6.4% | +3% |
| 5 | VV | VANGUARD INDEX FDS | 79K | $25.0T | 5.9% | +1% |
| 6 | IEMG | ISHARES INC | 322K | $21.7T | 5.1% | +4% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 797K | $21.4T | 5.0% | +1% |
| 8 | VOO | VANGUARD INDEX FDS | 33K | $20.6T | 4.8% | +6% |
| 9 | VB | VANGUARD INDEX FDS | 67K | $17.3T | 4.1% | +1% |
| 10 | VTI | VANGUARD INDEX FDS | 45K | $15.2T | 3.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABOUND SIGNAL
AC read
Abound Wealth Management is a Other fund managing $399483.2 trillion in assets. The fund runs a massive portfolio of 1,359 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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