Abound Wealth Management
Q3 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
1,359
- Value ($000)
$399,483
- Date Filed10/10/2025
- Form type13F-HR
- CIK0001950323
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $48.51M | 12 % | 408,195 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $42.17M | 11 % | 420,665 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $30.49M | 8 % | 508,918 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.05M | 7 % | 38,925 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $24.27M | 6 % | 78,842 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $20.79M | 5 % | 789,205 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $20.43M | 5 % | 309,886 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $19.02M | 5 % | 31,063 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $16.99M | 4 % | 66,802 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $14.26M | 4 % | 43,464 |
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