Abound Wealth Management
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 SU
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,470 | 113 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,787 | 153 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,940 | 166 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,872 | 50 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,936 | 50 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,784 | 50 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,846 | 50 | Shares | Sole | 2024-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||