StockDriftsStockDriftsTop 50 Abound Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 12.8% | 505.1K | $68.7M | +2.91%(+14.29K) | $111.41(+25.37%) | 2026-09-30 | |
| AGG | ISHARES TR | 9.38% | 532.4K | $50.3M | +4.39%(+22.38K) | $101.98(-5.78%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.05% | 535.9K | $37.8M | +2.74%(+14.28K) | $49.70(+40.60%) | 2026-09-30 | |
| IVV | ISHARES TR | 6.22% | 43.6K | $33.4M | +1.85%(+791) | $474.99(+62.79%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 5.79% | 88.4K | $31.1M | +0.95%(+829) | $265.92(+31.84%) | 2026-09-30 | |
| IEMG | ISHARES INC | 5.23% | 346.2K | $28.1M | +1.56%(+5.32K) | $55.29(+37.77%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 4.59% | 35.2K | $24.7M | +5.65%(+1.88K) | $437.85(+59.71%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 4.56% | 816.8K | $24.5M | +1.08%(+8.77K) | $18.61(+62.79%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.61% | 68.0K | $19.4M | +1.12%(+751) | $216.49(+34.19%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.53% | 50.7K | $19.0M | +9.84%(+4.54K) | $252.38(+47.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.14% | +52.66% | — | — | +26.78% |
| Top 20 Holdings Unweighted | +19.37% | +70.09% | — | — | +47.32% |
Abound Wealth Management reports $536.85M in US-listed equity holdings across 1,444 positions in its most recent 13F filing. Its largest disclosed positions are IJR (12.8%), AGG (9.4%) and VEA (7.0%). The top 20 holdings account for 80.21% of reported assets. Its disclosed equity book has returned +52.66% on a three-year cumulative basis. Figures reflect the Q3 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 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