13F filer

Abound Financial

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 2024264 SEC filings ↗

13F Value

$250.8M

Positions

297

Top Position

SPSM10.9%

Top 5

51.1%

Latest filing changes

vs Mar 31, 2026

1 ARKK ARK Innovation ETF +178.8%+$3.9M

2 AAPL Apple +31.2%+$736K

3 IBIT iShares Bitcoin Trust ETF — Shs Ben Int +31.6%+$357K

4 ETHA iShares Ethereum Tr +31.5%+$343K

5 WMT Walmart +146.1%+$219K

Holdings297

#
1	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	10.9%	$27.3M	-12.6%	473.8K	11.4%	ETF
2	OAKM Oakmark U.S. Large Cap ETF	10.4%	$26.1M	-0.6%	925.8K	11.2%	ETF
3	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	10.3%	$25.8M	-1.2%	284.2K	9.9%	ETF
4	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	9.8%	$24.7M	-12.5%	207.3K	10.1%	ETF
5	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	9.7%	$24.3M	-0.3%	400.4K	9.9%	ETF
6	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	6.6%	$16.5M	-2.3%	326.6K	6.7%	ETF
7	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	6.0%	$15.0M	-1.7%	171.0K	5.8%	ETF
8	SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	3.1%	$7.9M	-0.8%	116.3K	3.0%	ETF
9	VBIL Vanguard 0-3 Month Treasury Bill ETF — ETF Shares	3.1%	$7.7M	-0.1%	101.4K	3.4%	ETF
10	SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	3.0%	$7.5M	-0.4%	264.6K	3.3%	ETF
11	ARKK ARK Innovation ETF	2.4%	$6.1M	+178.8%	76.0K	0.8%	ETF
12	SPMB State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF	2.4%	$5.9M	-0.5%	265.3K	2.6%	ETF
13	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	1.9%	$4.8M	-0.4%	93.3K	1.9%	ETF
14	SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF	1.4%	$3.5M	-0.8%	103.1K	1.5%	ETF
15	AAPL Apple	1.2%	$3.1M	+31.2%	10.7K	0.9%	Common Stock
16	SPHB Invesco S&P 500 High Beta ETF	1.1%	$2.8M	-0.6%	17.8K	0.9%	ETF
17	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 6,583 reported quantity $2,352,644 reported value	0.9%	$2.4M	-5.6%	6.6K	0.9%	Common Stock
18	JIG JPMorgan International Growth ETF	0.8%	$2.1M	-1.5%	24.3K	0.8%	ETF
19	FLMI Franklin Dynamic Municipal Bond ETF	0.8%	$1.9M	-2.1%	76.4K	0.8%	ETF
20	RSP Invesco S&P 500 Equal Weight ETF	0.6%	$1.6M	-4.4%	7.4K	0.6%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing12

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.