ABOUND FINANCIAL, LLC
All 13F Filings
- Location
- Granite Bay, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 250,838
- 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 | 8/14/2026 | 297 | 250,838 | 13F-HR | ABOUND FINANCIAL, LLC |
| Q1 2026 | 5/1/2026 | 283 | 228,927 | 13F-HR | ABOUND FINANCIAL, LLC |
| Q4 2025 | 2/17/2026 | 276 | 258,419 | 13F-HR/A - RESTATEMENT | ABOUND FINANCIAL, LLC |
| Q4 2025 | 2/13/2026 | 98 | 341,890 | 13F-HR | ABOUND FINANCIAL, LLC |
| Q3 2025 | 11/4/2025 | 70 | 249,922 | 13F-HR | ABOUND FINANCIAL, LLC |
| Q2 2025 | 8/14/2025 | 67 | 227,221 | 13F-HR | ABOUND FINANCIAL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 221.1 K | 88.2% | 14.94 K | 0 | 14.94 K |
| ETFs | 29.69 K | 11.8% | 6.963 K | 0 | 6.963 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
250,838
Holdings
297
QoQ value change ($000)
21,911
(9.6%)
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.