Abound Wealth Management

Q1 2026 13F-HR Holdings

Location
Franklin, TN
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
1,492
Total value ($000)
$440,097
Net value change ($000)
+13,104 (3.1%)
New positions
196
Sold out positions
135
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 4,768 8.9%
AGG 2,394 5.3%
SPYM 1,865 31.3%
VEA 1,816 5.7%
IEMG 1,317 6.1%
ITOT 1,000 17.7%
CB 906 2448.6%
OKE 645 26.3%
SCHD 575 336.3%
VV 420 1.7%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -1,522 -18.1%
SCHX -950 -4.4%
AAPL -787 -6.8%
PLTR -751 -38.2%
FBTC -614 -26.4%
MSFT -575 -15.6%
SPY -550 -5.1%
QQQ -411 -10.0%
AVGO -365 -8.3%
IVV -254 -0.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type