Abound Wealth Management — 13F holdings

Abound Wealth Management reported 1,361 holdings worth $504M in its 13F filing for Q2 2026, filed July 10, 2026.

Largest positions

  1. IJR ISHARES TR — $72.8M (14.4%)
  2. AGG ISHARES TR — $50.5M (10.0%)
  3. VEA VANGUARD TAX-MANAGED FDS — $37.2M (7.4%)
  4. IVV ISHARES TR — $32.0M (6.4%)
  5. VV VANGUARD INDEX FDS — $30.1M (6.0%)
  6. IEMG ISHARES INC — $28.2M (5.6%)
  7. SCHX SCHWAB STRATEGIC TR — $23.8M (4.7%)
  8. VOO VANGUARD INDEX FDS — $22.9M (4.5%)
  9. VB VANGUARD INDEX FDS — $20.4M (4.0%)
  10. VTI VANGUARD INDEX FDS — $17.1M (3.4%)