Abound Wealth Management

CIK

1950323

Location

FRANKLIN, TN

Portfolio Value

Micro $82,567,777

Diversification

Diversified

Filing Date

Global Rank

#5,727 / 8,232 ▲ 201

Top Industry

Consumer Electronics 16.2%

3Y Alpha vs SPY

-2.5%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.5%

SPY

+76.3%

Annualised alpha

-2.5%

Max drawdown

−26.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,139 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.0%

−0.4 pts

Top 5

43.7%

−2.0 pts

Top 10

61.6%

−2.4 pts

HHI

528

Diversified−47

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$27,599,424	187
Unclassified	19.8%	$16,346,744	23
Consumer Cyclical	14.4%	$11,913,565	138
Financial Services	6.8%	$5,647,027	166
Industrials	5.6%	$4,610,844	149
Energy	5.4%	$4,426,300	63
Communication Services	5.0%	$4,100,600	50
Healthcare	3.8%	$3,158,006	134
Consumer Defensive	2.5%	$2,037,899	62
Utilities	1.4%	$1,150,828	44
Real Estate	1.0%	$810,267	67
Basic Materials	0.9%	$766,273	56

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOFI	SoFi Technologies, Inc.	+7,833	8,893	$141,220
HBAN	Huntington Bancshares Inc /Md/	+4,119	4,281	$66,997
NVDA	Nvidia Corp	+2,886	24,504	$4,273,497
CB	Chubb Ltd	+2,774	2,892	$942,589
VZ	Verizon Communications Inc	+1,087	2,964	$148,792
OKE	Oneok Inc /New/	+905	34,215	$3,092,693
MSFT	Microsoft Corp	+783	8,400	$3,109,428
PFE	Pfizer Inc	+761	2,027	$56,918
AMZN	Amazon Com Inc	+733	14,737	$3,069,274
GLD	Spdr Gold Trust	+490	656	$282,270
BAC	Bank Of America Corp /De/	+461	6,382	$311,122
UNH	Unitedhealth Group Inc	+454	769	$208,083
CVX	Chevron Corp	+449	1,308	$270,625
WBD	Warner Bros. Discovery, Inc.	+449	510	$14,004
T	At&T Inc.	+448	3,161	$91,637
C	Citigroup Inc	+436	1,023	$116,018
HAL	Halliburton Co	+433	521	$20,313
DOW	Dow Inc.	+381	1,261	$52,520
SHOP	Shopify Inc.	+366	2,555	$303,074
KO	Coca Cola Co	+364	1,556	$118,333
RTX	RTX Corp	+335	1,942	$374,611
AVGO	Broadcom Inc.	+322	13,045	$4,037,557
TMUS	T-Mobile US, Inc.	+301	388	$81,491
APH	Amphenol Corp /De/	+271	493	$62,290
KHC	Kraft Heinz Co	+254	453	$10,187
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RIVN	Rivian Automotive, Inc. / DE	−3,035	1,602	$24,110
PLTR	Palantir Technologies Inc.	−2,751	8,315	$1,216,318
ABAT	AMERICAN BATTERY TECHNOLOGY Co	−2,650	10,000	$27,900
FBTC	Fidelity Wise Origin Bitcoin Fund	−1,489	29,071	$1,716,061
TTD	Trade Desk, Inc.	−947	2,463	$55,885
AFL	Aflac Inc	−933	4,103	$450,140
FISV	Fiserv Inc	−918	83	$4,631
ZION	Zions Bancorporation, National Association /Ut/	−811	1,934	$111,437
TSLA	Tesla, Inc.	−469	18,542	$6,892,988
XOM	Exxon Mobil Corp	−435	2,838	$481,495
HRB	H&R Block Inc	−416	200	$6,348
SNOW	Snowflake Inc.	−366	1,001	$150,970
ABNB	Airbnb, Inc.	−310	1,632	$206,088
COST	Costco Wholesale Corp /New	−301	402	$400,564
QQQ	Invesco Qqq Trust, Series 1	−283	6,398	$3,692,797
LYG	Lloyds Banking Group plc	−268	610	$3,068
WIT	Wipro Ltd	−264	264	$559
CRM	Salesforce, Inc.	−250	542	$101,175
MNDY	monday.com Ltd.	−200	2	$138
EPD	Enterprise Products Partners L.P.	−192	468	$17,709
LKQ	Lkq Corp	−185	20	$587
F	Ford Motor Co	−179	839	$9,682
PG	PROCTER & GAMBLE Co	−177	3,301	$476,796
NWBI	Northwest Bancshares, Inc.	−165	6,663	$84,553
MUFG	Mitsubishi Ufj Financial Group Inc	−162	278	$4,717
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	11,799	$70,794
GLDM	World Gold Trust	601	$55,706
AZN	Astrazeneca PLC	215	$42,402
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	1,022	$27,256
BDJ	BlackRock Enhanced Equity Dividend Trust	2,265	$19,524
WPC	W. P. Carey Inc.	175	$11,893
WHR	Whirlpool Corp /De/	200	$10,784
SGOL	abrdn Gold ETF Trust	209	$9,325
KBH	Kb Home	150	$7,762
APG	APi Group Corp	170	$6,888
PB	Prosperity Bancshares Inc	100	$6,718
IIM	Invesco Value Municipal Income Trust	500	$6,080
MMU	Western Asset Managed Municipals Fund Inc.	587	$6,034
NEA	Nuveen AMT-Free Quality Municipal Income Fund	537	$6,030
MYI	Blackrock Muniyield Quality Fund III, Inc.	572	$6,011
TLRY	Tilray Brands, Inc.	891	$5,764
AB	Alliancebernstein Holding L.P.	150	$5,616
LITE	Lumentum Holdings Inc.	7	$4,919
JPC	Nuveen Preferred & Income Opportunities Fund	588	$4,433
VG	Venture Global, Inc.	267	$4,207
AMCR	Amcor plc	105	$4,173
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	289	$4,167
BSM	Black Stone Minerals, L.P.	270	$4,082
GIS	General Mills Inc	108	$4,019
USPH	U S Physical Therapy Inc /Nv	50	$3,748
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TXRH	Texas Roadhouse, Inc.	78	$12,948
FIG	Figma, Inc.	337	$12,593
EXEL	Exelixis, Inc.	259	$11,351
EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	200	$8,930
BMNR	Bitmine Immersion Technologies, Inc.	266	$7,221
SIVR	abrdn Silver ETF Trust	100	$6,764
ETHE	Grayscale Ethereum Staking ETF	243	$5,921
IAU	Ishares Gold Trust	57	$4,626
BEAT	HeartBeam, Inc.	1,600	$3,840
RY	Royal Bank Of Canada	22	$3,750
OHI	Omega Healthcare Investors Inc	79	$3,502
EPAM	EPAM Systems, Inc.	16	$3,278
APLD	Applied Digital Corp.	100	$2,452
EXAS	EXACT SCIENCES CORP	24	$2,437
PAYC	Paycom Software, Inc.	15	$2,390
CP	Canadian Pacific Kansas City Ltd/Cn	29	$2,135
RVTY	Revvity, Inc.	18	$1,741
CHWY	Chewy, Inc.	38	$1,255
LCID	Lucid Group, Inc.	100	$1,057
EZBC	Franklin Templeton Digital Holdings Trust	13	$657
ESLT	Elbit Systems Ltd	1	$577
UI	Ubiquiti Inc.	1	$553
ARWR	Arrowhead Pharmaceuticals, Inc.	8	$531
JFB	JFB Construction Holdings	70	$511
TTMI	Ttm Technologies Inc	7	$483
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,139 positions · $82,567,777 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,139 positions by value · page 1 of 23

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	42,238	-88	$10,719,582	−6.8%	12.98%
SPY	Spdr S&P 500 ETF Trust	Reduced	15,662	-82	$10,185,625	−5.1%	12.34%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	18,542	-469	$6,892,988	−19.4%	8.35%
NVDA	Nvidia Corp Technology	Added	24,504	+2,886	$4,273,497	+6.0%	5.18%
AVGO	Broadcom Inc. Technology	Added	13,045	+322	$4,037,557	−8.3%	4.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,398	-283	$3,692,797	−10.0%	4.47%
MSFT	Microsoft Corp Technology	Added	8,400	+783	$3,109,428	−15.6%	3.77%
OKE	Oneok Inc /New/ Energy	Added	34,215	+905	$3,092,693	+26.3%	3.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,737	+733	$3,069,274	−5.0%	3.72%
GOOGL	Alphabet Inc. Communication Services	Added	6,127	+35	$1,761,880	−7.6%	2.13%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	29,071	-1,489	$1,716,061	−26.3%	2.08%
META	Meta Platforms, Inc. Communication Services	Added	2,192	+57	$1,254,108	−11.0%	1.52%
PLTR	Palantir Technologies Inc. Technology	Reduced	8,315	-2,751	$1,216,318	−38.2%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,770	+113	$1,108,983	−5.9%	1.34%
CB	Chubb Ltd Financial Services	Added	2,892	+2,774	$942,589	+2459.3%	1.14%
SO	Southern Co Utilities	Added	7,187	+35	$693,689	+11.2%	0.84%
GEV	GE Vernova Inc. Industrials	Added	760	+3	$663,404	+34.1%	0.80%
GE	General Electric Co Industrials	Reduced	2,271	-62	$644,441	−10.3%	0.78%
JBHT	Hunt J B Transport Services Inc Industrials	Added	2,940	+3	$622,986	+9.1%	0.75%
NFLX	Netflix Inc Communication Services	Reduced	5,197	-7	$499,691	+2.4%	0.61%
XOM	Exxon Mobil Corp Energy	Reduced	2,838	-435	$481,495	+22.2%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,301	-177	$476,796	−4.3%	0.58%
AFL	Aflac Inc Financial Services	Reduced	4,103	-933	$450,140	−18.9%	0.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	402	-301	$400,564	−33.9%	0.49%
RTX	RTX Corp Industrials	Added	1,942	+335	$374,611	+27.1%	0.45%
ABBV	AbbVie Inc. Healthcare	Added	1,692	+147	$367,993	+4.2%	0.45%
WMT	Walmart Inc. Consumer Defensive	Added	2,856	+26	$354,943	+12.6%	0.43%
AMGN	Amgen Inc Healthcare	Added	994	+17	$349,738	+9.4%	0.42%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	3,476	-149	$320,869	−3.0%	0.39%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,382	+461	$311,122	−4.5%	0.38%
CAT	Caterpillar Inc Industrials	Reduced	439	-54	$311,013	+10.1%	0.38%
SHOP	Shopify Inc. Technology	Added	2,555	+366	$303,074	−14.0%	0.37%
LLY	ELI LILLY & Co Healthcare	Added	311	+42	$286,048	−1.1%	0.35%
GLD	Spdr Gold Trust	Added	656	+490	$282,270	+329.1%	0.34%
V	Visa Inc. Financial Services	Added	930	+225	$281,083	+13.7%	0.34%
CSCO	Cisco Systems, Inc. Technology	Added	3,558	+111	$276,065	+4.0%	0.33%
CVX	Chevron Corp Energy	Added	1,308	+449	$270,625	+106.7%	0.33%
MA	Mastercard Inc Financial Services	Added	539	+96	$269,316	+6.5%	0.33%
HD	Home Depot, Inc. Consumer Cyclical	Added	746	+30	$245,351	−0.4%	0.30%
JNJ	Johnson & Johnson Healthcare	Reduced	936	-29	$228,795	+14.6%	0.28%
UNH	Unitedhealth Group Inc Healthcare	Added	769	+454	$208,083	+100.1%	0.25%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	1,632	-310	$206,088	−21.8%	0.25%
MRK	Merck & Co., Inc. Healthcare	Added	1,706	+152	$205,214	+25.5%	0.25%
LRCX	Lam Research Corp Technology	Added	953	+22	$203,617	+27.8%	0.25%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,516	+134	$200,298	−9.8%	0.24%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	425	-35	$195,920	−24.8%	0.24%
OZ	Belpointe PREP, LLC Real Estate	Held	3,645	0	$193,914	−18.2%	0.23%
IBM	International Business Machines Corp Technology	Added	779	+40	$188,821	−13.7%	0.23%
CNI	Canadian National Railway Co Industrials	Held	1,783	0	$183,238	+4.0%	0.22%
MCD	Mcdonalds Corp Consumer Cyclical	Added	582	+30	$180,879	+7.2%	0.22%