Abound Wealth Management — 13F Holdings & Portfolio

CIK 1950323 · latest 13F-HR filed 2026-07-10

Abound Wealth Management manages $503.9M in 13F-reported U.S. long-equity assets across 1,361 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IJR (14.45%), AGG (10.02%), VEA (7.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 111 new positions and exited 243; 525 existing positions rose in reported value and 555 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$503.9M

Long-equity book

Holdings

1,361

Distinct positions

Period

2026-06-30

Filed 2026-07-10

Q/Q Activity

+111 / −243 / ↑525 / ↓555

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

IJR14.4% · +5%AGG10.0% · +6%VEA7.4% · -0%IVV6.4% · +3%VV6.0% · +3%IEMG5.6% · +4%SCHX4.7% · +1%VOO4.5% · -2%VB4.0% · -0%VTI3.4% · -1%SPY2.4% · +1%AAPL2.2% · -9%IEFA2.1% · +0%SPYM2.1% · +18%AVGO1.6% · +60%VWO1.5% · -0%ITOT1.5% · +2%TSLA1.5% · -4%SCHA1.0% · +0%QQQ1.0% · +2%MSFT0.9% · +40%NVDA0.9% · -11%VNQ0.8% · -1%AMZN0.6% · -10%OKE0.6% · -0%MUB0.6% · -3%GOOGL0.4% · -5%GOOG0.4% · -9%SCHF0.3% · +2%FBTC0.3% · +4%QQQM0.3% · +7%BND0.3% · +2%JPM0.2% · -7%META0.2% · -11%SCHB0.2% · +2%ACWI0.2% · 0%VTV0.2% · +15%CB0.2% · -5%VUG0.2% · +603%GEV0.2% · -2%PLTR0.2% · -12%JBHT0.2% · 0%IJH0.2% · -0%GE0.2% · -9%SCHD0.2% · -2%BRK.A0.1% · 0%RSP0.1% · -36%SO0.1% · -4%VGT0.1% · +668%VIG0.1% · +0%VO0.1% · +375%SMH0.1% · +1%SCHE0.1% · +0%FNDX0.1% · +2%NTSK0.1% · new AFL0.1% · -4%CAT0.1% · -9%PG0.1% · -22%FTEC0.1% · 0%ABBV0.1% · -17%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 66.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 14, 2026.

Assets Under Management

$1.95B

Discretionary

$1.95B

Employees

Accounts

5,040

Address

317 MAIN STREET
SUITE 201
FRANKLIN, TN 37064

Phone

(615) 226-3667

Website

www.instagram.com/moneyguyshow
WWW.YOUTUBE.COM/MONEYGUYSHOW
WWW.LINKEDIN.COM/COMPANY/THE-MONEY-GUY-SHOW

Name	Title / Status	Ownership	Type
HANSON, BO, BARRET Control	CHIEF COMPLIANCE OFFICER, MEMBER since Nov 2016	10–25%	Individual
PRESTON, JOHN, BRIAN Control	MEMBER since Nov 2016	75% or more	Individual

Ownership & leadership changes · 1 filing with changes since Nov 14, 2016

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 4, 2020 filing

ChangedHANSON, BO, BARRET · title CHIEF COMPLIANCE OFFICER, MEMBER, PRINCIPAL → CHIEF COMPLIANCE OFFICER, MEMBER
ChangedPRESTON, JOHN, BRIAN · title MEMBER, PRINCIPAL → MEMBER

Nov 14, 2016 filing (earliest on record)

ListedHANSON, BO, BARRET · CHIEF COMPLIANCE OFFICER, MEMBER, PRINCIPAL · 10–25% · control person
ListedPRESTON, JOHN, BRIAN · MEMBER, PRINCIPAL · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

ISHARES TR$14.6M +25.1%
ISHARES INC$5.3M +22.9%
ISHARES TR$4.9M +17.9%
VANGUARD INDEX FDS$4.7M +18.4%
BROADCOM INC$3.8M +95.3%

Show all 525 →

Top Trims

PALANTIR TECHNOLOGIES INC-$364.6K -30.0%
INVESCO EXCHANGE TRADED FD T-$301.8K -29.5%
FIDELITY WISE ORIGIN BITCOIN-$173.3K -10.1%
AECOM-$161.2K -95.2%
NETFLIX INC.-$158.7K -31.8%

Show all 555 →

New Positions

Show all 111 →

Exited Positions

Show all 243 →

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#	Issuer	Symbol	CUSIP	Value	Δ

Abound Wealth Management Holdings (2026-06-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	ISHARES TR	IJR	464287804	$72.8M	14.45%	490,860	SH
2	ISHARES TR	AGG	464287226	$50.5M	10.02%	510,029	SH
3	VANGUARD TAX-MANAGED FDS	VEA	921943858	$37.2M	7.38%	521,591	SH
4	ISHARES TR	IVV	464287200	$32.0M	6.36%	42,783	SH
5	VANGUARD INDEX FDS	VV	922908637	$30.1M	5.98%	87,540	SH
6	ISHARES INC	IEMG	46434G103	$28.2M	5.60%	340,858	SH
7	SCHWAB STRATEGIC TR	SCHX	808524201	$23.8M	4.72%	808,077	SH
8	VANGUARD INDEX FDS	VOO	922908363	$22.9M	4.54%	33,307	SH
9	VANGUARD INDEX FDS	VB	922908751	$20.4M	4.05%	67,280	SH
10	VANGUARD INDEX FDS	VTI	922908769	$17.1M	3.39%	46,138	SH
11	STATE STR SPDR S&P 500 ETF T	SPY	78462F103	$11.8M	2.35%	15,868	SH
12	APPLE INC	AAPL	037833100	$11.1M	2.20%	38,371	SH
13	ISHARES TR	IEFA	46432F842	$10.8M	2.15%	112,102	SH
14	SPDR SERIES TRUST	SPYM	78464A854	$10.6M	2.10%	120,207	SH
15	BROADCOM INC	AVGO	11135F101	$7.9M	1.56%	20,872	SH
16	VANGUARD INTL EQUITY INDEX F	VWO	922042858	$7.8M	1.55%	130,464	SH
17	ISHARES TR	ITOT	464287150	$7.8M	1.55%	47,390	SH
18	TESLA INC	TSLA	88160R101	$7.5M	1.49%	17,813	SH
19	SCHWAB STRATEGIC TR	SCHA	808524607	$5.0M	0.99%	137,491	SH
20	INVESCO QQQ TR	QQQ	46090E103	$4.8M	0.95%	6,507	SH
21	MICROSOFT CORP	MSFT	594918104	$4.4M	0.87%	11,734	SH
22	NVIDIA CORPORATION	NVDA	67066G104	$4.3M	0.86%	21,711	SH
23	VANGUARD INDEX FDS	VNQ	922908553	$3.9M	0.78%	40,502	SH
24	AMAZON COM INC	AMZN	023135106	$3.2M	0.63%	13,261	SH
25	ONEOK INC NEW	OKE	682680103	$3.0M	0.59%	34,147	SH
26	ISHARES TR	MUB	464288414	$2.8M	0.55%	25,863	SH
27	ALPHABET INC	GOOGL	02079K305	$2.1M	0.41%	5,796	SH
28	ALPHABET INC	GOOG	02079K107	$2.0M	0.39%	5,562	SH
29	SCHWAB STRATEGIC TR	SCHF	808524805	$1.6M	0.32%	58,315	SH
30	FIDELITY WISE ORIGIN BITCOIN	FBTC	315948109	$1.5M	0.31%	30,221	SH
31	INVESCO EXCH TRADED FD TR II	QQQM	46138G649	$1.4M	0.28%	4,703	SH
32	VANGUARD BD INDEX FDS	BND	921937835	$1.4M	0.27%	18,406	SH
33	JPMORGAN CHASE & CO	JPM	46625H100	$1.2M	0.23%	3,520	SH
34	META PLATFORMS INC	META	30303M102	$1.1M	0.22%	1,957	SH
35	SCHWAB STRATEGIC TR	SCHB	808524102	$1.1M	0.22%	37,430	SH
36	ISHARES TR	ACWI	464288257	$1.0M	0.20%	6,490	SH
37	VANGUARD INDEX FDS	VTV	922908744	$1.0M	0.20%	4,592	SH
38	CHUBB LIMITED	CB	H1467J104	$933.0K	0.19%	2,738	SH
39	VANGUARD INDEX FDS	VUG	922908736	$900.7K	0.18%	10,456	SH
40	GE VERNOVA INC	GEV	36828A101	$870.8K	0.17%	741	SH
41	PALANTIR TECHNOLOGIES INC	PLTR	69608A108	$851.7K	0.17%	7,300	SH
42	HUNT J B TRANS SVCS INC	JBHT	445658107	$851.1K	0.17%	2,941	SH
43	ISHARES TR	IJH	464287507	$825.5K	0.16%	10,706	SH
44	GE AEROSPACE	GE	369604301	$769.7K	0.15%	2,059	SH
45	SCHWAB STRATEGIC TR	SCHD	808524797	$758.8K	0.15%	23,929	SH
46	BERKSHIRE HATHAWAY INC DEL	BRK.A	084670108	$748.9K	0.15%	1	SH
47	INVESCO EXCHANGE TRADED FD T	RSP	46137V357	$722.1K	0.14%	3,394	SH
48	SOUTHERN CO	SO	842587107	$662.4K	0.13%	6,920	SH
49	VANGUARD WORLD FD	VGT	92204A702	$609.9K	0.12%	5,103	SH
50	VANGUARD SPECIALIZED FUNDS	VIG	921908844	$551.7K	0.11%	2,332	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-06-30	2026-07-10	$503.9M	1,361	0001950323-26-000007
2026-03-31	2026-04-10	$440.1M	1,492	0001950323-26-000005
2025-12-31	2026-01-12	$427.0M	1,432	0001950323-26-000003

Filer Information

Address

317 MAIN STREET, SUITE 201
FRANKLIN, TN 37064

Phone

(615) 226-3667

Filing Manager

Abound Wealth Management

FRANKLIN, TN

Signatory

Lukas Lindgren

Compliance Associate