Abound Wealth Management

Q2 2026 13F-HR Holdings

Location
Franklin, TN
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
1,361
Total value ($000)
$503,861
Net value change ($000)
+63,764 (14.5%)
New positions
111
Sold out positions
243
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 14,608 25.1%
IEMG 5,262 22.9%
IVV 4,866 17.9%
VV 4,675 18.4%
AVGO 3,846 95.2%
VEA 3,704 11.1%
SCHX 3,289 16.0%
AGG 2,750 5.8%
VB 2,746 15.6%
SPYM 2,742 35.1%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -364 -29.9%
RSP -302 -29.5%
DLN -234 -100.0%
QGRO -223 -100.0%
FBTC -173 -10.1%
ACM -161 -95.3%
NFLX -159 -31.8%
META -152 -12.1%
LVHI -144 -100.0%
SNOW -143 -94.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type