Abound Wealth Management Top Holdings and 13F Report (2025) About Abound Wealth ManagementInvestment ActivityAbound Wealth Management has $353.92 million in total holdings as of June 30, 2025.Abound Wealth Management owns shares of 1,299 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 11.20% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Abound Wealth Management has purchased 1,266 new stocks and bought additional shares in 235 stocks.Abound Wealth Management sold shares of 257 stocks and completely divested from 54 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $42,330,043iShares Core U.S. Aggregate Bond ETF $40,238,192Vanguard FTSE Developed Markets ETF $28,289,838iShares Core S&P 500 ETF $23,031,243Vanguard Large-Cap ETF $22,400,301 Largest New Holdings this Quarter 989701107 - Zions Bancorporation, N.A. $379,721 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $161,777 Holding25459W458 - Direxion Daily Semiconductors Bull 3x Shares $135,594 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $81,647 Holding46641Q647 - JPMorgan Municipal ETF $78,283 Holding Largest Purchases this Quarter Vanguard Large-Cap ETF 64,854 shares (about $18.50M)iShares Core S&P Total U.S. Stock Market ETF 17,926 shares (about $2.42M)Vanguard Small-Cap ETF 8,110 shares (about $1.92M)iShares Core U.S. Aggregate Bond ETF 16,839 shares (about $1.67M)Schwab US Small-Cap ETF 63,301 shares (about $1.60M) Largest Sales this Quarter Strive 500 ETF 1,309 shares (about $∞T)Vanguard Total Stock Market ETF 8,707 shares (about $2.65M)iShares Core MSCI Emerging Markets ETF 37,617 shares (about $2.26M)Vanguard FTSE Developed Markets ETF 12,697 shares (about $723.86K)iShares Core S&P 500 ETF 879 shares (about $545.78K) 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$42,330,043$1,434,757 ▲3.5%387,31912.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$40,238,192$1,670,429 ▲4.3%405,62711.4%FinanceVEAVanguard FTSE Developed Markets ETF$28,289,838$723,856 ▼-2.5%496,2268.0%ETFIVViShares Core S&P 500 ETF$23,031,243$545,776 ▼-2.3%37,0936.5%ETFVVVanguard Large-Cap ETF$22,400,301$18,502,823 ▲474.7%78,5156.3%ETFSCHXSchwab US Large-Cap ETF$19,194,860$431,757 ▲2.3%785,3875.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$18,897,776$2,258,145 ▼-10.7%314,8065.3%ETFVOOVanguard S&P 500 ETF$15,979,485$959,417 ▲6.4%28,1314.5%ETFVBVanguard Small-Cap ETF$15,515,161$1,922,094 ▲14.1%65,4644.4%ETFVTIVanguard Total Stock Market ETF$12,974,229$2,646,332 ▼-16.9%42,6883.7%ETFIEFAiShares Core MSCI EAFE ETF$9,305,447$879,380 ▲10.4%111,4692.6%ETFAAPLApple$8,211,774$78,375 ▲1.0%40,0242.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$6,495,130$364,470 ▲5.9%131,3211.8%ETFTSLATesla$6,136,444$7,624 ▼-0.1%19,3181.7%Auto/Tires/TrucksITOTiShares Core S&P Total U.S. Stock Market ETF$4,940,764$2,420,754 ▲96.1%36,5871.4%ETFSPYSPDR S&P 500 ETF Trust$3,996,498$259,513 ▲6.9%6,4681.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$3,926,334$137,020 ▼-3.4%54,0151.1%ETFVNQVanguard Real Estate ETF$3,624,921$337,894 ▼-8.5%40,7021.0%ETFAVGOBroadcom$3,482,381$7,718 ▲0.2%12,6331.0%Computer and TechnologySCHASchwab US Small-Cap ETF$3,434,537$1,601,521 ▲87.4%135,7521.0%ETFNVDANVIDIA$3,291,900$165,575 ▲5.3%20,8360.9%Computer and TechnologyMSFTMicrosoft$2,995,370$194,485 ▲6.9%6,0220.8%Computer and TechnologyOKEONEOK$2,719,1310.0%33,3100.8%EnergyMUBiShares National Muni Bond ETF$2,696,616$1,093,065 ▲68.2%25,8100.8%ETFFIDELITY WISE ORIGIN BITCOIN$2,427,334$4,230 ▲0.2%25,8250.7%SHSAMZNAmazon.com$2,361,179$161,698 ▲7.4%10,7620.7%Retail/WholesaleQQQInvesco QQQ$1,954,323$257,046 ▲15.1%3,5430.6%FinanceMETAMeta Platforms$1,514,836$109,995 ▲7.8%2,0520.4%Computer and TechnologySCHFSchwab International Equity ETF$1,349,248$400,430 ▲42.2%61,0520.4%ETFGOOGAlphabet$1,140,147$287,032 ▲33.6%6,4270.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,004,791$46,964 ▲4.9%3,4660.3%FinanceGOOGLAlphabet$923,492$216,598 ▲30.6%5,2400.3%Computer and TechnologyCOSTCostco Wholesale$768,692$9,893 ▼-1.3%7770.2%Retail/WholesaleBRK.ABerkshire Hathaway$728,8000.0%10.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$728,366$7,451 ▼-1.0%4,0080.2%ETFNFLXNetflix$674,989$174,104 ▲34.8%5040.2%Consumer DiscretionaryAFLAflac$665,368$60,641 ▼-8.4%6,3090.2%FinanceQQQMInvesco NASDAQ 100 ETF$656,508$69,034 ▲11.8%2,8910.2%ETFSOSouthern$650,585$2,938 ▲0.5%7,0850.2%UtilitiesPGProcter & Gamble$650,374$14,977 ▲2.4%4,0820.2%Consumer StaplesSCHBSchwab US Broad Market ETF$636,700$405,807 ▲175.8%26,7180.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$559,835$173,916 ▲45.1%22,8130.2%ETFBNDVanguard Total Bond Market ETF$520,606$34,604 ▲7.1%7,0710.1%ETFSCHESchwab Emerging Markets Equity ETF$502,767$49,611 ▼-9.0%16,6810.1%ETFVTVVanguard Value ETF$499,606$109,570 ▲28.1%2,8270.1%ETFMSTRMicroStrategy$468,301$63,437 ▼-11.9%1,1590.1%Computer and TechnologyJBHTJ.B. Hunt Transport Services$420,312$718 ▲0.2%2,9270.1%TransportationVUGVanguard Growth ETF$401,359$81,060 ▲25.3%9160.1%ETFIJHiShares Core S&P Mid-Cap ETF$392,367$1,737 ▼-0.4%6,3260.1%ETFZIONZions Bancorporation, N.A.$379,721$379,721 ▲New Holding7,3110.1%FinanceMOAltria Group$370,205$365,221 ▲7,328.2%6,3140.1%Consumer StaplesEFAiShares MSCI EAFE ETF$367,870$50,956 ▲16.1%4,1150.1%FinanceABNBAirbnb$341,558$43,803 ▼-11.4%2,5810.1%Consumer DiscretionaryXOMExxon Mobil$319,827$49,370 ▲18.3%2,9670.1%EnergySNOWSnowflake$304,999$12,979 ▼-4.1%1,3630.1%Computer and TechnologyABBVAbbVie$284,216$743 ▲0.3%1,5310.1%MedicalIWBiShares Russell 1000 ETF$278,409$340 ▲0.1%8200.1%ETFISRGIntuitive Surgical$275,825$1,086 ▼-0.4%5080.1%MedicalVVisa$268,647$39,037 ▼-12.7%7570.1%Business ServicesAMGNAmgen$268,267$279 ▲0.1%9610.1%MedicalBACBank of America$257,199$1,183 ▼-0.5%5,4350.1%FinanceSHOPShopify$252,502$19,610 ▲8.4%2,1890.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$250,9030.0%1,2260.1%ETFWDAYWorkday$242,640$24,480 ▼-9.2%1,0110.1%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company ETF$241,892$95,003 ▲64.7%8,4430.1%ETFHDHome Depot$233,426$5,130 ▼-2.2%6370.1%Retail/WholesaleBELPOINTE PREP LLC$233,3170.0%3,6450.1%UNIT RP LTD LB AMRKMerck & Co., Inc.$231,180$40,377 ▲21.2%2,9200.1%MedicalSMHVanEck Semiconductor ETF$227,0090.0%8140.1%ManufacturingRTXRTX$224,449$730 ▲0.3%1,5370.1%AerospaceCSCOCisco Systems$220,308$6,037 ▼-2.7%3,1750.1%Computer and TechnologyCRWDCrowdStrike$217,904$68,222 ▲45.6%4280.1%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$216,182$79,878 ▲58.6%5,4020.1%ETFVGTVanguard Information Technology ETF$209,706$31,854 ▼-13.2%3160.1%ETFVTEBVanguard Tax-Exempt Bond ETF$205,765$190,567 ▲1,253.9%4,1970.1%ETFIBMInternational Business Machines$204,660$1,769 ▲0.9%6940.1%Computer and TechnologyCRMSalesforce$204,405$3,270 ▼-1.6%7500.1%Computer and TechnologyWMTWalmart$203,969$17,796 ▼-8.0%2,0860.1%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$201,919$2,821 ▲1.4%4,7240.1%ETFFTECFidelity MSCI Information Technology Index ETF$199,982$5,917 ▼-2.9%1,0140.1%ETFMAMastercard$196,818$23,056 ▲13.3%3500.1%Business ServicesTTDTrade Desk$194,417$58,304 ▲42.8%2,7010.1%Computer and TechnologyFNDCSchwab Fundamental International Small Equity ETF$193,767$118,329 ▲156.9%4,6080.1%ETFADBEAdobe$188,024$135,021 ▲254.7%4860.1%Computer and TechnologyORCLOracle$184,738$1,749 ▼-0.9%8450.1%Computer and TechnologyCNICanadian National Railway$182,4030.0%1,7530.1%TransportationWFCWells Fargo & Company$175,772$721 ▲0.4%2,1940.0%FinanceFNDESchwab Fundamental Emerging Markets Equity ETF$170,929$130,656 ▲324.4%5,1780.0%ETFVBRVanguard Small-Cap Value ETF$168,846$7,214 ▼-4.1%8660.0%ETFBABAAlibaba Group$163,299$46,268 ▲39.5%1,4400.0%Retail/WholesaleIVWiShares S&P 500 Growth ETF$162,911$99,618 ▼-37.9%1,4800.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$161,777$161,777 ▲New Holding1,9510.0%ETFSILA REALTY TRUST INC$157,775$2,533 ▲1.6%6,6660.0%COMMON STOCKCATCaterpillar$155,280$6,988 ▼-4.3%4000.0%IndustrialsABTAbbott Laboratories$153,899$408 ▲0.3%1,1320.0%MedicalLLYEli Lilly and Company$153,102$4,687 ▲3.2%1960.0%MedicalSMGScotts Miracle-Gro$152,942$1,583 ▲1.0%2,3190.0%Consumer StaplesCDNSCadence Design Systems$149,869$1,542 ▼-1.0%4860.0%Computer and TechnologyMELIMercadoLibre$148,977$7,841 ▼-5.0%570.0%Retail/WholesaleMCDMcDonald's$147,353$71,045 ▲93.1%5040.0%Retail/WholesaleShowing 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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