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Abound Financial - Q1 2026 13F Filings

AB

Abound Financial, LLC

CIK: 0002024264
Address: California Granite Bay 4180 Douglas Blvd Ste 200
$228.93 M
Portfolio Value
283
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPSM Spdr Portfolio S&P 600 Small Cap Etf
+$26.21 M
2. OAKM Oakmark Us Large Cap Etf
+$25.66 M
3. SPYG Spdr Portfolio S&P 500 Growth Etf
+$23.2 M
4. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
+$22.75 M
5. SPYV Spdr Portfolio S&P 500 Value Etf
+$22.72 M

Top Sells

Q1 2026
1. IVV Ishares Core S&P 500 Etf
−$71.48 M
2. DGRO Ishares Core Dividend Growth Etf
−$25.39 M
3. AMZN Amazoncom
−$23.16 M
4. MSFT Microsoft Corporation
−$20.91 M
5. QQQ Invesco Qqq Trust Series I
−$17.71 M

Asset Allocation

Stocks/ETFs
-32.79%
$228.91 M 99.99%
Options
$0 0.00%
Debt
+100.00%
$11,550 0.01%
Other
-99.62%
$4,768 0.00%

Sector Allocation (Stocks)

Abound Financial Q1 2026 Filing Summary

Abound Financial, LLC filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 228.93 M reflecting a -33.04% change from the prior quarter, spanning 283 assets. The top 10 holdings comprised 74.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 225 new positions and 40 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Abound Financial’s Q1 2026 Filing

Abound Financial submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Abound Financial reported a managed portfolio value of 228.93 M, consisting of 283 individual positions.

This page displays the raw filing documents. To see which stocks Abound Financial bought or sold during Q1 2026, please visit Abound Financial's Portfolio Analysis page.