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Abound Wealth Management

13F
Abound Wealth Management
Last update 2025-07-14 1298 Stocks (81 new)
Value $354.00 Mil Turnover 11 %
Countries:
Abound Wealth Management Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IJR
iShares Core S&P Small-Cap ETF
387,319
42,330.0
+3.51%
11.960
+0.41%
0.050
+13.81%
-1.04%
82,534.8
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
405,627
40,238.2
+4.33%
11.370
+0.47%
0.030
+1.00%
+3.39%
128,028.4
 
VEA
Vanguard FTSE Developed Markets ETF
496,226
28,289.8
-2.49%
7.990
-0.22%
0.020
+12.26%
+23.37%
162,917.4
 
IVV
iShares Core S&P 500 ETF
37,093
23,031.2
-2.31%
6.510
-0.16%
0.000
+16.54%
+9.06%
642,944.7
 
VV
Vanguard Large Cap ETF
78,515
22,400.3
+474.74%
6.330
+5.23%
0.060
+16.77%
+9.33%
40,850.4
 
SCHX
Schwab U.S. Large-Cap ETF
785,387
19,194.9
+2.30%
5.420
+0.12%
0.030
+16.64%
+9.06%
57,626.9
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
314,806
18,897.8
-10.67%
5.340
-0.68%
0.020
+15.94%
+19.78%
100,360.3
 
VOO
Vanguard S&P 500 ETF
28,131
15,979.5
+6.39%
4.510
+0.27%
0.000
+16.54%
+9.04%
664,567.4
 
VB
Vanguard Small Cap ETF
65,464
15,515.2
+14.14%
4.380
+0.54%
0.030
+14.84%
+3.31%
61,930.1
 
VTI
Vanguard Total Stock Market ETF
42,688
12,974.2
-16.94%
3.670
-0.80%
0.000
+16.53%
+8.54%
478,569.3
 

Abound Wealth Management's Historical Top Holdings Breakdowns

Abound Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VV
Vanguard Large Cap ETF
2025-06-30
Add
Add
+5.23%
228.25 ($263.38) 285.3
$293.00
11.25%
Add 474.74%
78,515
64,854
VTI
Vanguard Total Stock Market ETF
2025-06-30
Reduce
Reduce
-0.80%
243.75 ($281.15) 303.93
$312.50
11.15%
Reduce -16.94%
42,688
-8,707
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+0.69%
108.12 ($124.74) 135.04
$138.89
11.34%
Add 96.06%
36,587
17,926
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Reduce
Reduce
-0.68%
47.74 ($55.77) 60.03
$61.79
10.80%
Reduce -10.67%
314,806
-37,617
VB
Vanguard Small Cap ETF
2025-06-30
Add
Add
+0.54%
193.73 ($223.07) 237.37
$246.42
10.47%
Add 14.14%
65,464
8,110
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Add
Add
+0.47%
96.82 ($98) 99.46
$98.25
0.26%
Add 4.33%
405,627
16,839
SCHA
Schwab U.S. Small-Cap ETF
2025-06-30
Add
Add
+0.45%
20.42 ($23.64) 25.3
$26.34
11.44%
Add 87.37%
135,752
63,301
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Add
Add
+0.41%
90.56 ($103.39) 109.49
$113.26
9.55%
Add 3.51%
387,319
13,128
MUB
iShares National Muni Bond ETF
2025-06-30
Add
Add
+0.31%
102.31 ($103.99) 105.8
$103.44
-0.53%
Add 68.17%
25,810
10,462
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.27%
456.74 ($525.37) 568.03
$583.69
11.10%
Add 6.39%
28,131
1,689

Abound Wealth Management Total Holding History ($B)

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Abound Wealth Management's Asset Allocation

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Abound Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Abound Wealth Management's Hypothetical Growth since 2025-06-30

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Year Portfolio % % Excess Gain %

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