Abound Wealth Management
Abound Wealth Management reported 1,444 stocks worth $537M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IJR (12.8%), AGG (9.4%) and VEA (7.0%). Compared with Q2 2026, the fund opened new positions in OKE, XOM and SGOV, added to IJR, AGG and VEA, trimmed SPY, IEFA and VWO and sold out of OKE, BRK.A and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IJR Ishares TR | $68.7M | 12.8% | 505K | +14K (+3%) | 8 of 8 | |
| 2 |  AGG Ishares TR | $50.3M | 9.4% | 532K | +22K (+4%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $37.8M | 7.0% | 536K | +14K (+3%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $33.4M | 6.2% | 44K | +791 (+2%) | 8 of 8 | |
| 5 |  VV Vanguard Large Cap ETF | $31.1M | 5.8% | 88K | +829 (+1%) | 8 of 8 | |
| 6 |  IEMG Ishares Inc | $28.1M | 5.2% | 346K | +5,322 (+2%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $24.7M | 4.6% | 35K | +1,882 (+6%) | 8 of 8 | |
| 8 |  SCHX Schwab US Large Cap ETF | $24.5M | 4.6% | 817K | +8,765 (+1%) | 8 of 8 | |
| 9 |  VB Vanguard Index Fds | $19.4M | 3.6% | 68K | +751 (+1%) | 8 of 8 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $19M | 3.5% | 51K | +4,541 (+10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OKE Oneok Inc New | $3M | 34K |
 BRK.A Berkshire Hathaway Inc Dclass A | $749K | 1 |
 XOM Exxon Mobil Corp | $345K | 2,525 |
 SMG Scotts Miracle-Gro Co | $244K | 3,582 |
SILA REALTY TRUST INC | $215K | 7,091 |
🔒 Free account: see all 30.
Reported value
last 8 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Abound Wealth Management 13F FAQ
What does Abound Wealth Management own?
Abound Wealth Management reported 1,444 stocks worth $537M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IJR (12.8%), AGG (9.4%) and VEA (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Abound Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 179 new positions, 394 added to, 146 trimmed and 94 sold out. New positions include OKE, XOM and SGOV. It sold all of OKE, BRK.A and XOM.
When will Abound Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Abound Wealth Management's portfolio worth?
The Q3 2026 filing reports $537M 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.