13F Insight
DOSSIER · 13F-HR · Q2 2026

Abound Wealth Management

$504M in tracked AUM across 1,361 positions as of Q2 2026.

AW
CIK 0001950323 · last filed Jun 30, 2026
Total AUM
$504M
as of Q2 2026
Holdings
1,361
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Abound Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IJR
ISHARES TR
$73M491K14.4%02
AGG
ISHARES TR
$50M510K10.0%03
VEA
VANGUARD TAX-MANAGED FDS
$37M522K7.4%04
IVV
ISHARES TR
$32M43K6.4%05
VV
VANGUARD INDEX FDS
$30M88K6.0%06
IEMG
ISHARES INC
$28M341K5.6%07
SCHX
SCHWAB STRATEGIC TR
$24M808K4.7%08
VOO
VANGUARD INDEX FDS
$23M33K4.5%09
VB
VANGUARD INDEX FDS
$20M67K4.0%10
VTI
VANGUARD INDEX FDS
$17M46K3.4%

Filing history

2026Q2Jun 30
$504M▲ 14.5%
1,361 positionsView →2026Q1Mar 31
$440M▲ 3.1%
1,492 positionsView →2025Q4Dec 31
$427M▲ 419.3%
1,432 positionsView →2025Q3Sep 30
$82M▲ 19.8%
646 positionsView →2025Q2Jun 30
$69M▲ 16.5%
622 positionsLocked2025Q1Mar 31
$59M▼ 81.1%
601 positionsLocked2024Q4Dec 31
$312M▲ 3.5%
1,225 positionsLocked2024Q3Sep 30
$301M▲ 11.0%
1,299 positionsLocked2024Q2Jun 30
$271M▲ 3.3%
1,170 positionsLocked2024Q1Mar 31
$263M▲ 5.3%
1,291 positionsLocked2023Q4Dec 31
$249M▲ 6.1%
1,328 positionsLocked2023Q3Sep 30
$235M▼ 1.7%
1,167 positionsLocked
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