StockDriftsStockDriftsTop 50 Abound Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 14.45% | 490.9K | $72.8M | +4.86%(+22.75K) | $110.52(+35.69%) | 2026-06-30 | |
| AGG | ISHARES TR | 10.02% | 510.0K | $50.5M | +6.07%(+29.19K) | $102.21(-4.70%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.38% | 521.6K | $37.2M | -0.10%(-546) | $49.12(+50.67%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.36% | 42.8K | $32.0M | +2.84%(+1.18K) | $469.77(+65.81%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 5.98% | 87.5K | $30.1M | +2.87%(+2.44K) | $265.15(+34.46%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.6% | 340.9K | $28.2M | +3.48%(+11.47K) | $54.84(+50.68%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 4.72% | 808.1K | $23.8M | +1.10%(+8.80K) | $18.49(+65.05%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.54% | 33.3K | $22.9M | -2.28%(-777) | $423.38(+68.33%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.05% | 67.3K | $20.4M | -0.15%(-99) | $215.62(+43.06%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.39% | 46.1K | $17.1M | -1.31%(-611) | $240.60(+59.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.43% | +49.83% | — | — | +29.20% |
| Top 20 Holdings Unweighted | +18.48% | +66.33% | — | — | +49.10% |
Abound Wealth Management reports $503.86M in US-listed equity holdings across 1,359 positions in its most recent 13F filing. Its largest disclosed positions are IJR (14.4%), AGG (10.0%) and VEA (7.4%). The top 20 holdings account for 82.76% of reported assets. Its disclosed equity book has returned +49.83% on a three-year cumulative basis. 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.
Sign up free to track Abound Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Abound Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950323). View Abound Wealth Management’s 13F filings on SEC