Abound Wealth Management

Q4 2025 13F-HR Holdings

Location
Franklin, TN
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
1,432
Total value ($000)
$426,993
Net value change ($000)
+27,510 (6.9%)
New positions
150
Sold out positions
79
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 4,917 10.1%
AGG 3,167 7.5%
PLTR 1,751 810.6%
SPY 1,646 18.1%
AAPL 1,592 16.1%
VOO 1,561 8.2%
IVV 1,376 5.3%
IEMG 1,230 6.0%
VEA 1,149 3.8%
SPYM 953 19.0%
Top Reduces (Value $000, Stocks/ETFs)
FBTC -397 -14.6%
MSTR -270 -70.5%
VNQ -196 -5.3%
META -153 -9.8%
ZION -151 -48.4%
PG -149 -23.0%
NFLX -134 -21.5%
VOOG -128 -59.5%
CPS -116 -100.0%
COST -102 -14.4%
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