Abound Wealth Management

CIK

1950323

City

FRANKLIN

State / Country

TN

Stock

POOL — Pool Corp

Top Portfolio Positions

1,140 positions · $82,580,945 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	42,238	$10,719,582	12.98%
SPY	Spdr S&P 500 ETF Trust	15,662	$10,185,625	12.33%
TSLA	Tesla, Inc. Consumer Cyclical	18,542	$6,892,988	8.35%
NVDA	Nvidia Corp Technology	24,504	$4,273,497	5.17%
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%

Portfolio Trend

18 quarters · across all stocks

Holdings in POOL

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,820	9	-79.5%	Shares	Sole	2026-04-10
2025-12-31	$10,065	44	-18.5%	Shares	Sole	2026-01-12
2025-09-30	$16,743	54	-11.5%	Shares	Sole	2025-10-10
2025-06-30	$17,780	61	+8.9%	Shares	Sole	2025-07-14
2025-03-31	$17,827	56	+5.7%	Shares	Sole	2025-04-17
2024-12-31	$18,069	53	-1.9%	Shares	Sole	2025-01-13
2024-09-30	$20,347	54	0.0%	Shares	Sole	2024-11-04
2024-06-30	$16,595	54	-11.5%	Shares	Sole	2024-08-09
2024-03-31	$24,613	61	+7.0%	Shares	Sole	2024-08-08
2023-12-31	$22,726	57	-5.0%	Shares	Sole	2024-08-08
2023-09-30	$21,366	60	+11.1%	Shares	Sole	2024-08-08
2023-06-30	$20,230	54	+20.0%	Shares	Sole	2024-08-08
2023-03-31	$15,409	45	0.0%	Shares	Sole	2024-08-07
2022-12-31	$13,604	45	+12.5%	Shares	Sole	2024-08-07
2022-09-30	$12,728	40	—	Shares	Sole	2024-08-07
No 13F history on record for this holder in this stock.