Abound Wealth Management
Q4 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
1,432
- Value ($000)
$426,993
- Date Filed01/12/2026
- Form type13F-HR
- CIK0001950323
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P SCP ETF | 464287804 | $53.42M | 13 % | 444,527 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $45.34M | 11 % | 453,932 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $31.64M | 7 % | 506,534 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $27.43M | 6 % | 40,044 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $25.01M | 6 % | 79,450 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $21.66M | 5 % | 322,201 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $21.44M | 5 % | 796,844 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $20.58M | 5 % | 32,823 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $17.33M | 4 % | 67,193 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.21M | 4 % | 45,376 |
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