Abound Wealth Management

CIK
1950323
City
FRANKLIN
State / Country
TN

Top Portfolio Positions

1,139 positions · $82,567,777 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
42,238 $10,719,582 12.98%
SPY
Spdr S&P 500 Etf Trust
15,662 $10,185,625 12.34%
TSLA
Tesla, Inc.
Consumer Cyclical
18,542 $6,892,988 8.35%
NVDA
Nvidia Corp
Technology
24,504 $4,273,497 5.18%
AVGO
Broadcom Inc.
Technology
13,045 $4,037,557 4.89%
QQQ
Invesco Qqq Trust, Series 1
6,398 $3,692,797 4.47%
MSFT
Microsoft Corp
Technology
8,400 $3,109,428 3.77%
OKE
Oneok Inc /New/
Energy
34,215 $3,092,693 3.75%
AMZN
Amazon Com Inc
Consumer Cyclical
14,737 $3,069,274 3.72%
GOOGL
Alphabet Inc.
Communication Services
6,127 $1,761,880 2.13%

Holdings in PLAB

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Report Date Value (USD) Shares
2026-03-31 $242 6