Abound Wealth Management
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 426,993
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 1,432 | 426,993 | 13F-HR | Abound Wealth Management |
| Q3 2025 | 10/10/2025 | 1,359 | 399,483 | 13F-HR | Abound Wealth Management |
| Q2 2025 | 7/14/2025 | 1,299 | 353,922 | 13F-HR | Abound Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 232.6 K | 54.5% | 17.68 K | 0 | 17.68 K |
| ETFs | 194.2 K | 45.5% | 9.689 K | 0 | 9.689 K |
| Other | 4 | 0.0% | 0 | 7 | -7 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
426,993
Holdings
1432
QoQ value change ($000)
27,510
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.