ABOUND FINANCIAL, LLC

Q3 2025 13F Holdings

  • Location
    granite bay, CA
  • Num holdings

    70

  • Value ($000)

    $249,922

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0002024264
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$33.50 M
13 %

320,526

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$28.70 M
12 %

619,689

---

SPDR SERIES TRUST

PORTFOLI S&P1500
78464A805
$25.58 M
10 %

317,216

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$16.51 M
7 %

385,755

---

HARRIS OAKMARK ETF TRUST

OAKMARK U S LRG
41456U106
$16.44 M
7 %

613,880

SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$15.83 M
6 %

286,141

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$15.42 M
6 %

196,893

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$9.24 M
4 %

197,497

---

VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL
922040845
$8.50 M
3 %

112,418

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$8.07 M
3 %

105,603

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