Abound Wealth Management

Q3 2025 13F-HR Holdings

Location
Franklin, TN
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
1,359
Total value ($000)
$399,483
Net value change ($000)
+45,561 (12.9%)
New positions
122
Sold out positions
63
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJR 6,176 14.6%
SPY 5,094 127.5%
VOO 3,044 19.1%
IVV 3,021 13.1%
VEA 2,204 7.8%
TSLA 2,070 33.7%
AGG 1,934 4.8%
QQQ 1,920 98.3%
VV 1,872 8.4%
AAPL 1,703 20.7%
Top Reduces (Value $000, Stocks/ETFs)
MO -350 -94.6%
OKE -288 -10.6%
EFA -201 -54.6%
BABA -160 -98.2%
VCIT -158 -97.5%
ADBE -136 -72.3%
SOXL -136 -100.0%
FNDC -114 -58.8%
MRK -109 -47.2%
VTEB -92 -44.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type