Abound Financial, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    granite bay, CA
  • CIK
    0002024264
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

276

$258.42M
KRE, KRE, HARRIS OAKMARK ETF TRUST, SPDR SER TR
RESTATEMENT
Feb 17, 2026
000142050626000431

70

$249.92M
KRE, KRE, SPDR SER TR, SPDW
13F-HR
Nov 4, 2025
000142050625002986

67

$227.22M
KRE, KRE, SPDR SER TR, HARRIS OAKMARK ETF TRUST
13F-HR
Aug 13, 2025
000142050625001993

269

$197.67M
KRE, KRE, SPDR SER TR, KRE
13F-HR
Apr 30, 2025
000142050625000836

69

$197.37M
KRE, KRE, SPDR SER TR, KRE
13F-HR
Feb 3, 2025
000198615225000016