Abound Wealth Management

CIK

1950323

Location

FRANKLIN, TN

Portfolio Value

Micro $2,037,899

Diversification

Diversified

Filing Date

Global Rank

#6,073 / 8,586 ▲ 85

Top Industry

Consumer Electronics 16.2%

3Y Alpha vs SPY

-2.9%

Period ended 3 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

+65.8%

SPY

+78.1%

Annualised alpha

-2.9%

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

1,140 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%	$4,624,012	150
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

62 positions · $2,037,899 total · Consumer Defensive only · 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 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,301	-177	$476,796	−4.3%	23.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	402	-301	$400,564	−33.9%	19.66%
WMT	Walmart Inc. Consumer Defensive	Added	2,856	+26	$354,943	+12.6%	17.42%
KO	Coca Cola Co Consumer Defensive	Added	1,556	+364	$118,333	+42.0%	5.81%
SYY	Sysco Corp Consumer Defensive	Added	1,321	+18	$94,226	−1.9%	4.62%
KR	Kroger Co Consumer Defensive	Added	1,241	+27	$89,798	+18.4%	4.41%
VLGEA	Village Super Market Inc Consumer Defensive	Held	1,500	0	$63,345	+19.3%	3.11%
PEP	Pepsico Inc Consumer Defensive	Added	396	+99	$61,494	+44.3%	3.02%
KMB	Kimberly Clark Corp Consumer Defensive	Added	577	+79	$55,663	+10.8%	2.73%
TGT	Target Corp Consumer Defensive	Added	333	+144	$40,359	+118.5%	1.98%
PM	Philip Morris International Inc. Consumer Defensive	Added	215	+48	$35,548	+32.7%	1.74%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Added	464	+101	$32,187	+38.5%	1.58%
CL	Colgate Palmolive Co Consumer Defensive	Added	310	+131	$26,421	+86.8%	1.30%
MO	Altria Group, Inc. Consumer Defensive	Added	338	+26	$22,304	+24.0%	1.09%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	119	+4	$17,850	+12.5%	0.88%
DLTR	Dollar Tree, Inc. Consumer Defensive	Reduced	130	-1	$14,236	−11.7%	0.70%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	225	0	$12,969	+7.1%	0.64%
KVUE	Kenvue Inc. Consumer Defensive	Added	716	+31	$12,343	+4.5%	0.61%
LWAY	Lifeway Foods, Inc. Consumer Defensive	Held	602	0	$11,642	−20.2%	0.57%
MNST	Monster Beverage Corp Consumer Defensive	Held	150	0	$10,869	−5.5%	0.53%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Added	412	+140	$10,847	+42.4%	0.53%
UL	Unilever PLC Consumer Defensive	Added	180	+76	$10,254	+50.8%	0.50%
KHC	Kraft Heinz Co Consumer Defensive	Added	453	+254	$10,187	+111.1%	0.50%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Held	78	0	$5,669	+26.4%	0.28%
CLX	Clorox Co /De/ Consumer Defensive	Held	52	0	$5,388	+2.8%	0.26%
DEO	Diageo PLC Consumer Defensive	Added	66	+60	$4,913	+850.3%	0.24%
HSY	Hershey Co Consumer Defensive	Held	20	0	$4,157	+14.2%	0.20%
GIS	General Mills Inc Consumer Defensive	NEW	108	NEW	$4,019	NEW	0.20%
DG	Dollar General Corp Consumer Defensive	Added	33	+9	$3,918	+23.0%	0.19%
TSN	Tyson Foods, Inc. Consumer Defensive	Added	60	+9	$3,844	+28.6%	0.19%
BG	Bunge Global SA Consumer Defensive	Reduced	24	-5	$3,052	+18.2%	0.15%
EL	Estee Lauder Companies Inc Consumer Defensive	Reduced	41	-8	$2,942	−42.7%	0.14%
BTI	British American Tobacco p.l.c. Consumer Defensive	NEW	48	NEW	$2,806	NEW	0.14%
USFD	US Foods Holding Corp. Consumer Defensive	NEW	22	NEW	$2,028	NEW	0.10%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Held	89	0	$2,015	−4.5%	0.10%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	33	-9	$1,664	−41.8%	0.08%
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc Consumer Defensive	Added	18	+14	$1,632	+350.8%	0.08%
SJM	J M SMUCKER Co Consumer Defensive	Held	10	0	$964	−1.4%	0.05%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	NEW	8	NEW	$787	NEW	0.04%
CPB	CAMPBELL'S Co Consumer Defensive	NEW	29	NEW	$645	NEW	0.03%
TAP	Molson Coors Beverage Co Consumer Defensive	NEW	12	NEW	$516	NEW	0.03%
INGR	Ingredion Inc Consumer Defensive	NEW	4	NEW	$450	NEW	0.02%
MICC	Magnum Ice Cream Co N.V. Consumer Defensive	Added	28	+10	$418	+46.7%	0.02%
FMX	Mexican Economic Development Inc Consumer Defensive	Held	3	0	$333	+9.9%	0.02%
CALM	Cal-Maine Foods Inc Consumer Defensive	Held	3	0	$237	−0.4%	0.01%
CVSA	Covista Inc. Consumer Defensive	Held	2	0	$230	+11.7%	0.01%
ABEV	Ambev S.A. Consumer Defensive	Held	78	0	$227	+18.2%	0.01%
BRCC	BRC Inc. Consumer Defensive	Held	280	0	$217	−30.0%	0.01%
KOF	Coca Cola Femsa Sab De CV Consumer Defensive	Held	2	0	$195	+3.2%	0.01%
LRN	Stride, Inc. Consumer Defensive	Held	2	0	$176	+36.4%	0.01%