13F filer

Abound Wealth Management

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 1950323 SEC filings ↗

13F Value

$536.8M

Positions

1,446

Top Position

IJR12.8%

Top 5

41.2%

Latest filing changes

vs Jun 30, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +72.3%+$7.8M

2 NHC National Healthcare >999%+$2.9M

3 AMD Advanced Micro Devices +983.2%+$2.4M

4 AGG iShares Core U.S. Aggregate Bond ETF +4.4%+$2.1M

5 IJR iShares Core S&P Small-Cap ETF +2.9%+$1.9M

Holdings1,446

#
1	IJR iShares Core S&P Small-Cap ETF	12.8%	$68.7M	+2.9%	505.1K	14.4%	ETF
2	AGG iShares Core U.S. Aggregate Bond ETF	9.4%	$50.3M	+4.4%	532.4K	10.0%	ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	7.0%	$37.8M	+2.7%	535.9K	7.4%	ETF
4	IVV iShares Core S&P 500 ETF	6.2%	$33.4M	+1.8%	43.6K	6.4%	ETF
5	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	5.8%	$31.1M	+0.9%	88.4K	6.0%	ETF
6	IEMG iShares Core MSCI Emerging Markets ETF	5.2%	$28.1M	+1.6%	346.2K	5.6%	ETF
7	VOO Vanguard 500 Index Fund — ETF Shares	4.6%	$24.7M	+5.7%	35.2K	4.5%	ETF
8	SCHX Schwab U.S. Large-Cap ETF	4.6%	$24.5M	+1.1%	816.8K	4.7%	ETF
9	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	3.6%	$19.4M	+1.1%	68.0K	4.0%	ETF
10	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	3.5%	$19.0M	+9.8%	50.7K	3.4%	ETF
11	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	3.5%	$18.6M	+72.3%	207.1K	2.1%	ETF
12	AAPL Apple	2.4%	$13.0M	+2.0%	39.1K	2.2%	Common Stock
13	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.2%	$11.7M	-3.5%	15.3K	2.4%	ETF
14	IEFA iShares Core MSCI EAFE ETF	2.0%	$10.8M	-0.7%	111.4K	2.1%	ETF
15	ITOT iShares Core S&P Total U.S. Stock Market ETF	1.5%	$8.2M	+3.9%	49.2K	1.5%	ETF
16	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.4%	$7.7M	-0.5%	129.8K	1.5%	ETF
17	MSFT Microsoft	1.2%	$6.5M	+8.5%	12.7K	0.9%	Common Stock
18	AVGO Broadcom	1.2%	$6.4M	-12.2%	18.3K	1.6%	Common Stock
19	TSLA Tesla	1.2%	$6.2M	-2.2%	17.4K	1.5%	Common Stock
20	NVDA NVIDIA	1.0%	$5.5M	+11.0%	24.1K	0.9%	Common Stock

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 Filing93

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

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.