13F Insight
DOSSIER · 13F-HR · Q3 2026

Abound Wealth Management

$537M in tracked AUM across 1,446 positions as of Q3 2026.

AW
CIK 0001950323 · last filed Sep 30, 2026
Total AUM
$537M
as of Q3 2026
Holdings
1,446
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Abound Wealth Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IJR
ISHARES TR
$69M505K12.8%02
AGG
ISHARES TR
$50M532K9.4%03
VEA
VANGUARD TAX-MANAGED FDS
$38M536K7.0%04
IVV
ISHARES TR
$33M44K6.2%05
VV
VANGUARD INDEX FDS
$31M88K5.8%06
IEMG
ISHARES INC
$28M346K5.2%07
VOO
VANGUARD INDEX FDS
$25M35K4.6%08
SCHX
SCHWAB STRATEGIC TR
$25M817K4.6%09
VB
VANGUARD INDEX FDS
$19M68K3.6%10
VTI
VANGUARD INDEX FDS
$19M51K3.5%

Filing history

2026Q3Sep 30
$537M▲ 6.5%
1,446 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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