1y return+21.1%S&P 500 +20.9%
3y return+48.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $130 against $157 in the S&P 500.2
Abound Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IJRIshares Tr | $72.8M | 14.5% | +4.9% |
| AGGIshares Tr | $50.5M | 10.0% | +6.1% |
| VEAVanguard Tax-managed Fds | $37.2M | 7.4% | |
| IVVIshares Tr | $32.0M | 6.4% | +2.8% |
| VVVanguard Index Fds | $30.1M | 6.0% | +2.9% |
| IEMGIshares Inc | $28.2M | 5.6% | +3.5% |
| SCHXSchwab Strategic Tr | $23.8M | 4.7% | +1.1% |
| VOOVanguard Index Fds | $22.9M | 4.5% | −2.3% |
| VBVanguard Index Fds | $20.4M | 4.0% | |
| VTIVanguard Index Fds | $17.1M | 3.4% | −1.3% |
| SPYState Str Spdr S&p 500 Etf T | $11.8M | 2.4% | +1.3% |
| AAPLApple Inc | $11.1M | 2.2% | −9.2% |
| IEFAIshares Tr | $10.8M | 2.1% | |
| SPYMSpdr Series Trust | $10.6M | 2.1% | +17.6% |
| AVGOBroadcom Inc | $7.9M | 1.6% | +60.0% |
| VWOVanguard Intl Equity Index F | $7.8M | 1.5% | |
| ITOTIshares Tr | $7.8M | 1.5% | +1.7% |
| TSLATesla Inc | $7.5M | 1.5% | −3.9% |
| SCHASchwab Strategic Tr | $5.0M | 1.0% | |
| QQQInvesco Qqq Tr | $4.8M | 1.0% | +1.7% |
| MSFTMicrosoft Corp | $4.4M | 0.9% | +39.7% |
| NVDANvidia Corporation | $4.3M | 0.9% | −11.4% |
| VNQVanguard Index Fds | $3.9M | 0.8% | |
| AMZNAmazon Com Inc | $3.2M | 0.6% | −10.0% |
| Oneok Inc NewCUSIP 682680103 | $3.0M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2022 | +1548.3% | $4.3M |
| AVGOBroadcom Inc | September 30, 2022 | +750.7% | $7.9M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $871K |
| METAMeta Platforms Inc | September 30, 2022 | +315.2% | $1.1M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $2.1M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $2.0M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $1.2M |
| Chubb LimitedCUSIP H1467J104 | September 30, 2022 | +87.3% | $933K |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $4.8M |
| QQQMInvesco Exch Traded Fd Tr II | March 31, 2024 | +65.8% | $1.4M |
Sold off last quarter
- DLNWisdomtree Tr was $234K
- QGROAmerican Centy Etf Tr was $223K
- LVHILegg Mason Etf Invt was $144K
- IDMOInvesco Exch Traded Fd Tr II was $115K
- AVIGAmerican Centy Etf Tr was $80K
- DFAIDimensional Etf Trust was $71K
- Honeywell Intl IncCUSIP 438516106 was $56K
- TQQQProshares Tr was $49K
- CSMProshares Tr was $45K
- ARKWArk Etf Tr was $39K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +4.3% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −4.7% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Abound Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1950323&type=13F-HR&dateb=&owner=include&count=40CIK 1950323
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1950323/000195032326000007/Filed July 10, 2026 · accession 0001950323-26-000007