Abound Wealth Management

Q3 2025 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    1,359

  • Value ($000)

    $399,483

  • Date Filed
    10/10/2025
  • Form type
    13F-HR
  • CIK
    0001950323
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$48.51M
12 %

408,195

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$42.17M
11 %

420,665

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$30.49M
8 %

508,918

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$26.05M
7 %

38,925

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$24.27M
6 %

78,842

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$20.79M
5 %

789,205

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$20.43M
5 %

309,886

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$19.02M
5 %

31,063

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$16.99M
4 %

66,802

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$14.26M
4 %

43,464

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