Abound Wealth Management
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 503,861
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 1,361 | 503,861 | 13F-HR | Abound Wealth Management |
| Q1 2026 | 4/10/2026 | 1,492 | 440,097 | 13F-HR | Abound Wealth Management |
| Q4 2025 | 1/12/2026 | 1,432 | 426,993 | 13F-HR | Abound Wealth Management |
| Q3 2025 | 10/10/2025 | 1,359 | 399,483 | 13F-HR | Abound Wealth Management |
| Q2 2025 | 7/14/2025 | 1,299 | 353,922 | 13F-HR | Abound Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.69 K | 15.2% | 5.266 K | 0 | 5.266 K |
| ETFs | 426.9 K | 84.8% | 58.36 K | 0 | 58.36 K |
| Other | 1 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
503,861
Holdings
1361
QoQ value change ($000)
63,764
(14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.