Abound Financial
Abound Financial reported 297 stocks worth $251M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPSM (10.9%), OAKM (10.4%) and SPTM (10.3%). Compared with Q1 2026, the fund opened new positions in CALI, WPC and CMI, added to ARKK, AAPL and IBIT, trimmed SPSM, OAKM and SPTM and sold out of AVY, COST and GRAB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPSM State Street | $27.3M | 10.9% | 474K | −69K (−13%) | 7 of 7 | |
| 2 |  OAKM Harris Oakmark ETF Trust | $26.1M | 10.4% | 926K | −5,190 (−1%) | 5 of 7 | |
| 3 |  SPTM Spdr Series Trust | $25.8M | 10.3% | 284K | −3,537 (−1%) | 7 of 7 | |
| 4 |  SPYG Spdr Series Trust | $24.7M | 9.8% | 207K | −30K (−12%) | 7 of 7 | |
| 5 |  SPYV State Street | $24.3M | 9.7% | 400K | −1,218 (−0%) | 7 of 7 | |
| 6 |  SPDW Spdr Developed | $16.5M | 6.6% | 327K | −7,836 (−2%) | 7 of 7 | |
| 7 |  SPYM Spdr Series Trust | $15M | 6.0% | 171K | −2,893 (−2%) | 7 of 7 | |
| 8 |  SPMD State Street | $7.9M | 3.1% | 116K | −978 (−1%) | 7 of 7 | |
| 9 |  VBIL Vanguard 0-3 Month | $7.7M | 3.1% | 101K | No change | 4 of 7 | |
| 10 |  SPTI Spdr Series Trust | $7.5M | 3.0% | 265K | −1,100 (−0%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AVY Avery Dennison Corp | $69K | 400 |
 COST Costco Whsl Corp New | $61K | 61 |
 GRAB Grab Holdings Limited | $37K | 10K |
 GILD Gilead Sciences Inc | $27K | 191 |
 CTRA Coterra Energy Inc | $23K | 666 |
🔒 Free account: see all 13.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Abound Financial 13F FAQ
What does Abound Financial own?
Abound Financial reported 297 stocks worth $251M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPSM (10.9%), OAKM (10.4%) and SPTM (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Abound Financial buy and sell in Q2 2026?
Compared with Q1 2026: 27 new positions, 36 added to, 56 trimmed and 13 sold out. New positions include CALI, WPC and CMI. It sold all of AVY, COST and GRAB.
When will Abound Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Abound Financial's portfolio worth?
The Q2 2026 filing reports $251M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.