Holdings
Abound Wealth Management
As of Jun 30, 2026, Abound Wealth Management reported 944 positions worth US$72.7M. Largest: Apple Inc, Broadcom Inc. and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 38,371 | US$11.1M | −3,867 | Jun 30, 2026 |
| Broadcom Inc. | 20,872 | US$7.88M | +7,827 | Jun 30, 2026 |
| Tesla, Inc. | 17,813 | US$7.49M | −729 | Jun 30, 2026 |
| Microsoft Corp. | 11,734 | US$4.38M | +3,334 | Jun 30, 2026 |
| Nvidia Corporation | 21,711 | US$4.34M | −2,793 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,295 | US$4.04M | −933 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,261 | US$3.16M | −1,476 | Jun 30, 2026 |
| Oneok, Inc. | 34,147 | US$2.97M | −68 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,520 | US$1.15M | −250 | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,957 | US$1.1M | −235 | Jun 30, 2026 |