Abound Wealth Management: 13F holdings
CIK 19503232026Q2
| Positions | 1,359 |
|---|
| Reported value | $503.9m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 1,359 (-132 vs prior quarter) |
|---|
| Reported value | $503.9m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IJR ISHARES TR | 490,860 | $72.8m | 14.4% |
| AGG ISHARES TR | 510,029 | $50.5m | 10.0% |
| VEA VANGUARD TAX-MANAGED FDS | 521,591 | $37.2m | 7.4% |
| IVV ISHARES TR | 42,783 | $32.0m | 6.4% |
| VV VANGUARD INDEX FDS | 87,540 | $30.1m | 6.0% |
| IEMG ISHARES INC | 340,858 | $28.2m | 5.6% |
| SCHX SCHWAB STRATEGIC TR | 808,077 | $23.8m | 4.7% |
| VOO VANGUARD INDEX FDS | 33,307 | $22.9m | 4.5% |
| VB VANGUARD INDEX FDS | 67,280 | $20.4m | 4.0% |
| VTI VANGUARD INDEX FDS | 46,138 | $17.1m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950323")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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