ABOUND FINANCIAL, LLC

Q4 2025 13F Holdings

  • Location
    granite bay, CA
  • Num holdings

    276

  • Value ($000)

    $258,419

  • Date Filed
    02/17/2026
  • Form type
    restatement
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR SERIES TRUST

STATE STREET SPD
$28.45M
11 %

266,594

KRE

SPDR SERIES TRUST

STATE STREET SPD
$27.4M
11 %

584,730

---

HARRIS OAKMARK ETF TRUST

OAKMARK U S LRG
$26.31M
10 %

927,599

---

SPDR SERIES TRUST

STATE STREET SPD
$26.12M
10 %

316,605

SPYV

SPDR SERIES TRUST

STATE STREET SPD
$24.8M
10 %

436,580

SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$16.17M
6 %

364,087

KRE

SPDR SERIES TRUST

STATE STREET SPD
$14.5M
6 %

180,767

SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
$10.15M
4 %

216,748

---

SPDR SERIES TRUST

STATE STREET SPD
$8.29M
3 %

287,620

---

VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL
$8.14M
3 %

107,948

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