Abound Wealth Management

Q3 2026 13F-HR Holdings

Location
Franklin, TN
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
1,446
Total value ($000)
$536,846
Net value change ($000)
+32,985 (6.5%)
New positions
177
Sold out positions
94
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPYM 8,027 76.0%
NHC 2,909 NEW
ONEOK INC NEW 2,590 NEW
AMD 2,382 1040.2%
MSFT 2,154 49.2%
AAPL 1,933 17.4%
VTI 1,893 11.1%
SPACE EXPLORATION TECHN CORP 1,889 539.7%
VOO 1,786 7.8%
IVV 1,331 4.2%
Top Reduces (Value $000, Stocks/ETFs)
IJR -4,079 -5.6%
OKE -2,969 -100.0%
AVGO -1,450 -18.4%
TSLA -1,314 -17.5%
VB -1,040 -5.1%
BRK-B -749 -100.0%
SCHA -436 -8.8%
XOM -345 -100.0%
SMG -244 -100.0%
VNQ -243 -6.2%
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