StockDriftsStockDriftsTop 50 Abound Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPSM | STATE STREET | 10.89% | 473.8K | $27.3M | -12.65%(-68.60K) | $44.78(+29.97%) | 2026-06-30 | |
| OAKM | OAKMARK U S | 10.4% | 925.8K | $26.1M | -0.56%(-5.19K) | $25.86(+20.85%) | 2026-06-30 | |
| SPTM | STATE STREET | 10.29% | 284.2K | $25.8M | -1.23%(-3.54K) | $71.06(+32.91%) | 2026-06-30 | |
| SPYG | STATE STREET | 9.83% | 207.3K | $24.7M | -12.50%(-29.61K) | $85.60(+44.15%) | 2026-06-30 | |
| SPYV | STATE STREET | 9.7% | 400.4K | $24.3M | -0.30%(-1.22K) | $53.36(+19.41%) | 2026-06-30 | |
| SPDW | STATE STREET | 6.56% | 326.6K | $16.5M | -2.34%(-7.84K) | $36.02(+44.74%) | 2026-06-30 | |
| SPYM | STATE STREET | 5.99% | 171.0K | $15.0M | -1.66%(-2.89K) | $68.23(+34.20%) | 2026-06-30 | |
| SPMD | STATE STREET | 3.13% | 116.3K | $7.9M | -0.83%(-978) | $54.71(+25.58%) | 2026-06-30 | |
| VBIL | VANGUARD ULTRA | 3.06% | 101.4K | $7.7M | -0.09%(-87) | $75.58(-0.00%) | 2026-06-30 | |
| SPTI | STATE STREET | 2.99% | 264.6K | $7.5M | -0.41%(-1.10K) | $28.50(-1.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.27% |
Abound Financial LLC reports $250.84M in US-listed equity holdings across 297 positions in its most recent 13F filing. Its largest disclosed positions are SPSM (10.9%), OAKM (10.4%) and SPTM (10.3%). The top 20 holdings account for 86.47% of reported assets. Its disclosed equity book has returned +26.41% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Abound Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2024264). View Abound Financial LLC’s 13F filings on SEC