ABOUND FINANCIAL, LLC

Q1 2025 13F Holdings

  • Location
    granite bay, CA
  • Num holdings

    269

  • Value ($000)

    $197,665

  • Date Filed
    04/30/2025
  • Form type
    13F-HR
  • CIK
    0002024264
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$23.08M
12 %

287,164

KRE
KRE

SPDR SER TR

PORTFOLIO S&P600
$22.92M
12 %

562,256

---

SPDR SER TR

PORTFOLI S&P1500
$20.04M
10 %

294,699

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
$13.62M
7 %

207,094

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$13.54M
7 %

371,749

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
$13.06M
7 %

255,740

---

SPDR SER TR

PORTFLI INTRMDIT
$7.92M
4 %

277,233

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
$6.34M
3 %

160,921

SPMD
SPMD

SPDR SER TR

PORTFOLIO S&P400
$6.19M
3 %

120,937

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
$5.64M
3 %

91,194

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