ABOUND FINANCIAL, LLC

Q1 2026 13F Holdings

  • Location
    granite bay, CA
  • Num holdings

    283

  • Value ($000)

    $228,927

  • Date Filed
    05/04/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

STATE STREET

MF CLOSED AND MF OPEN
$26.21M
11 %

542,399

---

OAKMARK U S

MF CLOSED AND MF OPEN
$25.66M
11 %

931,034

KRE

STATE STREET

MF CLOSED AND MF OPEN
$23.2M
10 %

236,915

---

STATE STREET

MF CLOSED AND MF OPEN
$22.75M
10 %

287,728

SPYV

STATE STREET

MF CLOSED AND MF OPEN
$22.72M
10 %

401,624

SPDW

STATE STREET

MF CLOSED AND MF OPEN
$15.27M
7 %

334,411

KRE

STATE STREET

MF CLOSED AND MF OPEN
$13.31M
6 %

173,920

---

VANGUARD ULTRA

MF CLOSED AND MF OPEN
$7.67M
3 %

101,439

---

STATE STREET

MF CLOSED AND MF OPEN
$7.62M
3 %

265,708

SPMD

STATE STREET

MF CLOSED AND MF OPEN
$6.95M
3 %

117,294

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