What does Abound Wealth Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Abound Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$58M468K13.2%

ISHARES TR

$48M481K10.8%

VANGUARD TAX-MANAGED FDS

$33M522K7.6%

ISHARES TR

$27M42K6.2%

VANGUARD INDEX FDS

$25M85K5.8%

ISHARES INC

$23M329K5.2%

SCHWAB STRATEGIC TR

$20M799K4.7%

VANGUARD INDEX FDS

$20M34K4.6%

VANGUARD INDEX FDS

$18M67K4.0%

VANGUARD INDEX FDS

$15M47K3.4%

Filing history loading…