Abound Wealth Management Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    franklin, TN
  • CIK
    0001950323
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,299

$353.92 M
IJR, AGG, VEA, IVV
13F-HR
Jul 14, 2025
000195032325000009

1,270

$299.63 M
IJR, AGG, VEA, IVV
13F-HR
Apr 17, 2025
000195032325000007

1,225

$311.75 M
IJR, AGG, IEMG, VEA
13F-HR
Jan 13, 2025
000195032325000002

1,299

$301.14 M
IJR, IEMG, AGG, VEA
13F-HR
Nov 4, 2024
000139834424019861

1,170

$271.21 M
IJR, IEMG, AGG, VEA
13F-HR
Aug 9, 2024
000139834424014196

1,291

$262.50 M
IJR, IEMG, AGG, VEA
13F-HR
Aug 8, 2024
000139834424014082

1,328

$249.27 M
IJR, AGG, IEMG, VEA
13F-HR
Aug 8, 2024
000139834424014083

1,167

$234.96 M
IEMG, IJR, XLP, AGG
13F-HR
Aug 8, 2024
000139834424014072

1,195

$239.06 M
IEMG, IJR, XLP, VEA
13F-HR
Aug 8, 2024
000139834424014075

722

$222.99 M
IEMG, VEA, IJR, XLP
13F-HR
Aug 7, 2024
000139834424013993

717

$204.25 M
VEA, XLP, IEMG, IJR
13F-HR
Aug 7, 2024
000139834424013994

750

$185.22 M
XLU, XLP, VEA, IJR
13F-HR
Aug 7, 2024
000139834424013999

114

$179.59 M
XLU, VEA, XLP, IJR
13F-HR
Aug 12, 2024
000139834424014382

111

$138.68 M
AGG, IJR, VEA, SCHX
13F-HR
Aug 12, 2024
000139834424014304

107

$127.31 M
AGG, IJR, SCHX, VEA
13F-HR
Aug 12, 2024
000139834424014310