Abound Wealth Management

Abound Wealth Management reported 1,361 holdings worth US$504M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 10, 2026

Abound Wealth Management reported 1,361 holdings worth US$504M as of Jun 30, 2026. Largest: Apple Inc, Broadcom Inc. and Tesla, Inc. Filed Jul 10, 2026 (Form 13F).

Holdings
1,361
Value as reported
US$504M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc38,371US$11.1M2.2%
Broadcom Inc.20,872US$7.88M1.6%
Tesla, Inc.17,813US$7.49M1.5%
Microsoft Corp.11,734US$4.38M0.87%
Nvidia Corporation21,711US$4.34M0.86%
Alphabet Inc (google) Class C11,295US$4.04M0.80%
Amazon.com, Inc.13,261US$3.16M0.63%
Oneok, Inc.34,147US$2.97M0.59%
Jp Morgan Chase & Co.3,520US$1.15M0.23%
Meta Platforms, Inc.1,957US$1.1M0.22%
Ge Vernova Inc.741US$871K0.17%
Palantir Technologies Inc.7,300US$852K0.17%
J.b. Hunt Transport Services, Inc.2,941US$851K0.17%
Ge Aerospace2,059US$770K0.15%
Berkshire Hathaway Inc.1,497US$749K0.15%
Southern Company (the)6,920US$662K0.13%
Netskope, Inc.45,306US$496K0.10%
Aflac Incorporated3,955US$464K0.09%
Caterpillar, Inc.400US$426K0.08%
Procter & Gamble Company (the)2,585US$379K0.08%
Abbvie Inc.1,408US$354K0.07%
Space Exploration Technologies Corp2,049US$350K0.07%
Exxon Mobil Corporation2,525US$345K0.07%
Cisco Systems, Inc.2,936US$345K0.07%
Costco Wholesale Corporation368US$344K0.07%
Netflix, Inc.4,776US$341K0.07%
Lam Research Corporation780US$338K0.07%
Amgen Inc.892US$323K0.06%
Rtx Corporation1,672US$317K0.06%
O'reilly Automotive, Inc.3,386US$312K0.06%
Eli Lilly And Company256US$307K0.06%
Crowdstrike Holdings, Inc.400US$306K0.06%
Bank Of America Corporation5,360US$305K0.06%
Deere & Company480US$305K0.06%
Shopify Inc.2,541US$290K0.06%
Applied Materials, Inc.381US$275K0.05%
Visa Inc.745US$256K0.05%
Intel Corporation1,813US$253K0.05%
Scotts Miracle-gro Company (the)3,582US$244K0.05%
Mastercard Incorporated461US$237K0.05%
Advanced Micro Devices Inc394US$229K0.05%
Walmart Inc.1,963US$222K0.04%
Sila Realty Trust, Inc.7,091US$215K0.04%
Canadian National Railway Company1,791US$214K0.04%
Merck & Company, Inc.1,649US$212K0.04%
Home Depot, Inc. (the)576US$203K0.04%
Chevron Corporation1,211US$201K0.04%
Tg Therapeutics, Inc.3,506US$193K0.04%
Arista Networks, Inc.1,085US$184K0.04%
International Business Machines Corporation655US$184K0.04%
Airbnb, Inc.1,271US$182K0.04%
Cadence Design Systems, Inc.470US$176K0.04%
Wells Fargo & Company2,041US$169K0.03%
Belpointe Prep, Llc3,645US$165K0.03%
Goldman Sachs Group, Inc. (the)159US$161K0.03%
Johnson & Johnson630US$160K0.03%
Sofi Technologies, Inc.8,893US$159K0.03%
Compass, Inc.12,768US$157K0.03%
Intuitive Surgical, Inc.384US$153K0.03%
Waste Management, Inc.619US$138K0.03%
Corning Incorporated537US$137K0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.287US$137K0.03%
Fifth Third Bancorp2,395US$135K0.03%
Zions Bancorporation N.a.1,934US$134K0.03%
Micron Technology, Inc.112US$129K0.03%
Mcdonald's Corporation460US$124K0.02%
Kla Corporation394US$119K0.02%
Unitedhealth Group Incorporated271US$113K0.02%
Oracle Corporation756US$111K0.02%
Sysco Corporation1,278US$107K0.02%
Otter Tail Corporation1,149US$103K0.02%
Bristol-myers Squibb Company1,791US$103K0.02%
Truist Financial Corporation2,040US$102K0.02%
Microchip Technology Incorporated1,114US$102K0.02%
Northwest Bancshares, Inc.6,518US$98,8180.02%
Mercadolibre, Inc.57US$96,7520.02%
Verizon Communications Inc.2,196US$92,9770.02%
Ast Spacemobile, Inc.1,039US$92,3260.02%
Strategy Inc1,057US$91,8420.02%
Viasat, Inc.1,018US$91,4310.02%
Iron Mountain Incorporated (delaware)713US$90,1040.02%
Bio-techne Corp1,192US$84,1810.02%
Community Financial System, Inc.1,218US$81,7320.02%
Carrier Global Corporation1,089US$79,9000.02%
Kite Realty Group Trust2,751US$78,0740.02%
American Express Company226US$76,2970.02%
Stmicroelectronics Nv1,010US$75,6390.02%
One Gas, Inc.961US$74,0650.01%
Huntington Bancshares Incorporated4,153US$73,6420.01%
Palo Alto Networks, Inc.211US$71,9660.01%
The Travelers Companies, Inc.213US$70,1810.01%
Asml Holding Nv35US$69,6470.01%
Reliance, Inc.179US$66,7070.01%
T-mobile Us, Inc.396US$66,4810.01%
Amphenol Corporation367US$64,6410.01%
Trip.com Group Ltd.1,602US$63,8240.01%
Kroger Company (the)1,148US$63,7670.01%
Marathon Petroleum Corporation248US$63,3310.01%
Village Super Market, Inc.1,500US$63,2700.01%
Coca-cola Company (the)755US$61,3880.01%

Every holding of Abound Wealth Management

Source

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