13FBOX
Abound Wealth Management · 13F Holdings
Options Calculator Rankings

Abound Wealth Management

No.4218 Data as of 2026Q2
Latest AUM (Q2 2026)
$503.9M
QoQ Change Q1 2026
+$63.8M+14.5%
Holdings
1347
New Buys
109
Adds
169
Reduces
538
Exits
244
Unchanged
531
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES COREIJR
14.45%13.22%$72.8M490,860$58.2M468,114+22,746+4.86%Add
IISHARES TRAGG
10.02%10.85%$50.5M510,029$47.7M480,838+29,191+6.07%Add
VVANGUARD FTSEVEA
7.38%7.6%$37.2M521,591$33.5M522,137-546-0.10%Reduce
IISHARES TRIVV
6.36%6.17%$32.0M42,783$27.2M41,600+1,183+2.84%Add
VVANGUARD INDEX FDSVV
5.98%5.78%$30.1M87,540$25.4M85,097+2,443+2.87%Add
IISHARES INCIEMG
5.6%5.22%$28.2M340,858$23.0M329,392+11,466+3.48%Add
SSCHWAB USSCHX
4.72%4.66%$23.8M808,077$20.5M799,274+8,803+1.10%Add
VVANGUARD INDEX FDSVOO
4.54%4.63%$22.9M33,307$20.4M34,084-777-2.28%Reduce
VVANGUARD INDEX FDSVB
4.05%4.01%$20.4M67,280$17.6M67,379-99-0.15%Reduce
GGENERAL DYNAMICS CORPVTI
3.39%3.41%$17.1M46,138$15.0M46,749-611-1.31%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
2.35%2.31%$11.8M15,868$10.2M15,662+206+1.32%Add
APPLE INCAAPL
2.2%2.44%$11.1M38,371$10.7M42,238-3,867-9.16%Reduce
IISHARES TRIEFA
2.15%2.3%$10.8M112,102$10.1M111,972+130+0.12%Add
SSTATE STREETSPYM
2.1%1.78%$10.6M120,207$7.8M102,189+18,018+17.63%Add
BROADCOM INCAVGO
1.56%0.92%$7.9M20,872$4.0M13,045+7,827+60.00%Add
VVANGUARD FSTEVWO
1.55%1.61%$7.8M130,464$7.1M130,921-457-0.35%Reduce
IISHARES TRITOT
1.55%1.51%$7.8M47,390$6.6M46,606+784+1.68%Add
TESLA INCTSLA
1.51%1.57%$7.6M18,113$6.9M18,542-429-2.31%Reduce
SSCHWAB USSCHA
0.99%0.91%$5.0M137,491$4.0M137,283+208+0.15%Add
IINVESCO QQQ TRVOO
0.95%0.84%$4.8M6,507$3.7M6,398+109+1.70%Add
MICROSOFT CORPMSFT
0.87%0.71%$4.4M11,734$3.1M8,400+3,334+39.69%Add
NVIDIA CORPORATIONNVDA
0.86%0.97%$4.3M21,711$4.3M24,504-2,793-11.40%Reduce
VVANGUARD INDEX FDSVNQ
0.78%0.82%$3.9M40,502$3.6M40,819-317-0.78%Reduce
AMAZON COM INCAMZN
0.63%0.7%$3.2M13,261$3.1M14,737-1,476-10.02%Reduce
ONEOK INC NEWOKE
0.59%0.7%$3.0M34,147$3.1M34,215-68-0.20%Reduce
IISHARES TRGVI
0.55%0.64%$2.8M25,863$2.8M26,608-745-2.80%Reduce
ALPHABET INCGOOGL
0.41%0.4%$2.1M5,796$1.8M6,127-331-5.40%Reduce
AAlphabet Inc Class CGOOG
0.39%0.4%$2.0M5,562$1.8M6,116-554-9.06%Reduce
SSCHWAB STRATEGIC TRSCHF
0.32%0.32%$1.6M58,315$1.4M57,417+898+1.56%Add
FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC
0.31%0.39%$1.5M30,221$1.7M29,071+1,150+3.96%Add
IINVESCO NASDAQ 100 ETFQQQM
0.28%0.24%$1.4M4,703$1.0M4,409+294+6.67%Add
VVANGUARD TOTALBND
0.27%0.3%$1.4M18,406$1.3M18,037+369+2.05%Add
JPMORGAN CHASE & COJPM
0.23%0.25%$1.2M3,520$1.1M3,770-250-6.63%Reduce
META PLATFORMS INCMETA
0.22%0.28%$1.1M1,957$1.3M2,192-235-10.72%Reduce
SSCHWAB U.S. BROAD MARKET ETFSCHB
0.22%0.21%$1.1M37,430$923,69836,801+629+1.71%Add
IISHARES MSCI ACWI ETFTOK
0.2%0.2%$1.0M6,490$898,0456,49000.00%Unchanged
VVANGUARD INDEX FDSVTV
0.2%0.18%$1.0M4,592$784,5643,999+593+14.83%Add
CHUBB LIMITEDCB
0.19%0.21%$932,9902,738$942,6382,892-154-5.33%Reduce
VVANGUARD INDEX FDSVUG
0.18%0.15%$900,71710,456$650,0481,488+8,968+602.69%Add
GE VERNOVA INCGEV
0.17%0.15%$870,822741$663,279760-19-2.50%Reduce
PALANTIR TECHNOLOGIES INCPLTR
0.17%0.28%$851,6807,300$1.2M8,315-1,015-12.21%Reduce
HUNT J B TRANS SVCS INCJBHT
0.17%0.14%$851,0892,941$622,9702,940+1+0.03%Add
IISHARES COREIJH
0.16%0.16%$825,54110,706$723,45310,713-7-0.07%Reduce
GE AEROSPACEGE
0.15%0.15%$769,6802,059$644,5652,271-212-9.34%Reduce
SSCHWAB STRATEGIC TRSCHD
0.15%0.17%$758,77923,929$746,37124,328-399-1.64%Reduce
BERKSHIRE HATHAWAY INC CL ABRK.A
0.15%0.16%$748,8501$718,140100.00%Unchanged
IINVESCO EXCHANGE TRADED FD TRSP
0.14%0.23%$722,1493,394$1.0M5,335-1,941-36.38%Reduce
SOUTHERN COSO
0.13%0.16%$662,3586,920$693,7327,187-267-3.72%Reduce
VVANGUARD WORLD FDVGT
0.12%0.11%$609,8945,103$463,523664+4,439+668.52%Add
VVANGUARD SPECIALIZED FUNDSVIG
0.11%0.11%$551,6952,332$499,7572,324+8+0.34%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow