Abound Wealth Management Top Holdings and 13F Report (2025) About Abound Wealth ManagementInvestment ActivityAbound Wealth Management has $311.75 million in total holdings as of December 31, 2024.Abound Wealth Management owns shares of 1,225 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.64% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Abound Wealth Management has purchased 1,298 new stocks and bought additional shares in 293 stocks.Abound Wealth Management sold shares of 319 stocks and completely divested from 141 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $40,420,694iShares Core U.S. Aggregate Bond ETF $35,416,818iShares Core MSCI Emerging Markets ETF $34,968,665Vanguard FTSE Developed Markets ETF $25,361,588iShares Core S&P 500 ETF $20,624,497 Largest New Holdings this Quarter ARISTA NETWORKS INC $182,433 HoldingLAM RESEARCH CORP $66,589 HoldingBLACKROCK INC $57,833 HoldingJPMorgan US Quality Factor ETF $55,206 HoldingInvesco S&P 500 Revenue ETF $37,246 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 503,827 shares (about $11.68M)iShares Core U.S. Aggregate Bond ETF 25,670 shares (about $2.49M)iShares Core MSCI Emerging Markets ETF 41,803 shares (about $2.18M)Vanguard FTSE Developed Markets ETF 45,176 shares (about $2.16M)iShares Core S&P Small-Cap ETF 17,064 shares (about $1.97M) Largest Sales this Quarter Coinbase Global 75 shares (about $∞T)Tesla 602 shares (about $243.11K)iShares Core Dividend Growth ETF 3,717 shares (about $228.10K)Vanguard Total International Stock ETF 1,822 shares (about $107.46K)First Trust SMID Cap Rising Dividend Archievers ETF 1,961 shares (about $70.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAbound Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJRiShares Core S&P Small-Cap ETF$40,420,694$1,966,115 ▲5.1%350,81313.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$35,416,818$2,487,421 ▲7.6%365,49911.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$34,968,665$2,182,953 ▲6.7%669,64111.2%ETFVEAVanguard FTSE Developed Markets ETF$25,361,588$2,160,317 ▲9.3%530,3558.1%ETFIVViShares Core S&P 500 ETF$20,624,497$405,014 ▲2.0%35,0356.6%ETFSCHXSchwab US Large-Cap ETF$17,574,271$11,678,714 ▲198.1%758,1655.6%ETFVOOVanguard S&P 500 ETF$13,577,728$316,826 ▲2.4%25,1994.4%ETFVBVanguard Small-Cap ETF$11,898,539$110,530 ▲0.9%49,5193.8%ETFVTIVanguard Total Stock Market ETF$11,656,772$330,964 ▲2.9%40,2223.7%ETFAAPLApple$8,646,326$32,054 ▼-0.4%34,5272.8%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$7,132,631$266,266 ▲3.9%161,9582.3%ETFIEFAiShares Core MSCI EAFE ETF$7,067,995$151,313 ▲2.2%100,5692.3%ETFTSLATesla$7,066,066$243,114 ▼-3.3%17,4972.3%Auto/Tires/TrucksVNQVanguard Real Estate ETF$3,872,658$153,217 ▲4.1%43,4741.2%ETFVVVanguard Large-Cap ETF$3,681,203$10,788 ▲0.3%13,6491.2%ETFSPYSPDR S&P 500 ETF Trust$3,469,664$173,483 ▲5.3%5,9201.1%FinanceOKEONEOK$3,087,990$301 ▲0.0%30,7571.0%Oils/EnergyAVGOBroadcom$2,874,881$8,810 ▲0.3%12,4000.9%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$2,396,515$705,077 ▲41.7%18,6330.8%ETFMSFTMicrosoft$2,378,997$6,744 ▲0.3%5,6440.8%Computer and TechnologyNVDANVIDIA$2,344,718$273,819 ▲13.2%17,4600.8%Computer and TechnologyAMZNAmazon.com$2,110,177$90,831 ▲4.5%9,6180.7%Retail/WholesaleFIDELITY WISE ORIGIN BITCOIN$2,098,356$3,019 ▼-0.1%25,7210.7%SHSSPLGSPDR Portfolio S&P 500 ETF$1,914,494$238,260 ▲14.2%27,7700.6%ETFMUBiShares National Muni Bond ETF$1,847,415$157,698 ▲9.3%17,3380.6%ETFSCHASchwab US Small-Cap ETF$1,776,606$918,701 ▲107.1%68,7010.6%ETFQQQInvesco QQQ$1,455,756$25,558 ▲1.8%2,8480.5%FinanceBRK.ABerkshire Hathaway$1,361,8400.0%20.4%FinanceSCHFSchwab International Equity ETF$976,360$492,546 ▲101.8%52,7760.3%ETFGOOGAlphabet$953,503$5,332 ▲0.6%5,0070.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$925,457$695,723 ▲302.8%33,2060.3%ETFJPMJPMorgan Chase & Co.$793,204$7,910 ▲1.0%3,3090.3%FinanceAFLAflac$714,576$34,343 ▼-4.6%6,9080.2%FinanceCOSTCostco Wholesale$712,208$16,499 ▲2.4%7770.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$706,391$11,040 ▲1.6%4,0310.2%ETFPGProcter & Gamble$703,678$374,390 ▲113.7%4,1970.2%Consumer StaplesGOOGLAlphabet$692,302$25,935 ▼-3.6%3,6570.2%Computer and TechnologySOSouthern$592,503$72,519 ▲13.9%7,1980.2%UtilitiesSCHESchwab Emerging Markets Equity ETF$506,393$28,068 ▼-5.3%19,0160.2%ETFNSCNorfolk Southern$500,230$457,273 ▲1,064.5%2,1310.2%TransportationJBHTJ.B. Hunt Transport Services$498,142$497,801 ▲145,850.0%2,9190.2%TransportationBNDVanguard Total Bond Market ETF$491,038$12,440 ▲2.6%6,8290.2%ETFABNBAirbnb$424,836$16,294 ▼-3.7%3,2330.1%Consumer DiscretionaryMETAMeta Platforms$374,066$18,147 ▲5.1%6390.1%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company Index ETF$371,946$262,425 ▲239.6%15,7070.1%ETFNFLXNetflix$340,627$28,534 ▲9.1%3820.1%Consumer DiscretionaryWDAYWorkday$340,502$31,213 ▼-8.4%1,3200.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$313,554$12,836 ▲4.3%5,0320.1%ETFVTVVanguard Value ETF$310,744$37,425 ▲13.7%1,8350.1%ETFVVisa$299,105$1,265 ▼-0.4%9460.1%Business ServicesMSTRMicroStrategy$291,095$116,728 ▲66.9%1,0050.1%Computer and TechnologyVUGVanguard Growth ETF$280,310$821 ▲0.3%6830.1%ETFISRGIntuitive Surgical$272,270$522 ▲0.2%5220.1%MedicalEFAiShares MSCI EAFE ETF$270,310$529 ▲0.2%3,5750.1%FinanceCRMSalesforce$266,195$2,675 ▼-1.0%7960.1%Computer and TechnologyIWBiShares Russell 1000 ETF$263,630$322 ▼-0.1%8180.1%ETFBACBank of America$261,412$8,614 ▲3.4%5,9480.1%FinanceAMGNAmgen$256,232$2,085 ▼-0.8%9830.1%MedicalABBVAbbVie$247,169$18,658 ▼-7.0%1,3910.1%MedicalVIGVanguard Dividend Appreciation ETF$240,0660.0%1,2260.1%ETFHDHome Depot$239,898$22,551 ▲10.4%6170.1%Retail/WholesaleTTDTrade Desk$222,375$1,058 ▼-0.5%1,8920.1%Computer and TechnologySNOWSnowflake$219,564$105,613 ▲92.7%1,4220.1%Computer and TechnologySCHBSchwab US Broad Market ETF$218,748$128,261 ▲141.7%9,6360.1%ETFVGTVanguard Information Technology ETF$208,677$4,347 ▲2.1%3360.1%ETFWMTWalmart$207,862$12,557 ▲6.4%2,3010.1%Retail/WholesaleCSCOCisco Systems$200,459$7,696 ▼-3.7%3,3860.1%Computer and TechnologySMHVanEck Semiconductor ETF$197,1270.0%8140.1%ManufacturingFTECFidelity MSCI Information Technology Index ETF$193,072$5,548 ▲3.0%1,0440.1%ETFSHOPShopify$191,926$6,167 ▼-3.1%1,8050.1%Computer and TechnologyJNJJohnson & Johnson$190,205$12,584 ▼-6.2%1,3150.1%MedicalARISTA NETWORKS INC$182,433$182,433 ▲New Holding1,6510.1%COM SHSCNICanadian National Railway$177,967$812 ▲0.5%1,7530.1%TransportationMAMastercard$173,482$3,691 ▲2.2%3290.1%Business ServicesFNDFSchwab Fundamental International Large Company Index ETF$168,192$1,860 ▲1.1%5,0640.1%ETFSILA REALTY TRUST INC$157,111$2,481 ▲1.6%6,4600.1%COMMON STOCKFNDASchwab Fundamental U.S. Small Company Index ETF$152,282$88,542 ▲138.9%5,1270.0%ETFCDNSCadence Design Systems$151,096$2,403 ▼-1.6%5030.0%Computer and TechnologyIBMInternational Business Machines$148,072$4,614 ▲3.2%6740.0%Computer and TechnologyORCLOracle$146,913$833 ▲0.6%8820.0%Computer and TechnologyABTAbbott Laboratories$136,386$1,470 ▼-1.1%1,2060.0%MedicalXLREReal Estate Select Sector SPDR Fund$136,200$1,952 ▲1.5%3,3490.0%ETFXOMExxon Mobil$135,755$215 ▼-0.2%1,2620.0%Oils/EnergyUNHUnitedHealth Group$134,772$507 ▲0.4%2660.0%MedicalCMGChipotle Mexican Grill$132,781$2,593 ▼-1.9%2,2020.0%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$131,136$105,929 ▲420.2%3,4180.0%ETFIWViShares Russell 3000 ETF$129,6660.0%3880.0%ETFGLDSPDR Gold Shares$129,056$6,780 ▲5.5%5330.0%FinanceSCHDSchwab US Dividend Equity ETF$126,417$85,025 ▲205.4%4,6270.0%ETFQQQMInvesco NASDAQ 100 ETF$125,2390.0%5950.0%ETFWFCWells Fargo & Company$123,782$913 ▼-0.7%1,7620.0%FinanceLLYEli Lilly and Company$122,980$1,547 ▲1.3%1590.0%MedicalVXFVanguard Extended Market ETF$120,5330.0%6340.0%ETFESGUiShares ESG Aware MSCI USA ETF$116,585$644 ▲0.6%9050.0%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$114,116$2,384 ▲2.1%2,0580.0%ManufacturingVSGXVanguard ESG International Stock ETF$113,991$7,089 ▲6.6%2,0100.0%ETFTCOMTrip.com Group$110,474$69 ▼-0.1%1,6090.0%Consumer DiscretionaryIYJiShares U.S. Industrials ETF$108,5520.0%8130.0%ETFESGVVanguard ESG US Stock ETF$107,666$315 ▼-0.3%1,0260.0%ETFFITBFifth Third Bancorp$106,842$3,636 ▲3.5%2,5270.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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