🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Abound Financial - Q2 2026 13F Filings

AB

Abound Financial, LLC

CIK: 0002024264
Address: California Granite Bay 4180 Douglas Blvd Ste 200
$250.84 M
Portfolio Value
297
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. ARKK Ark Innovation Etf
+$3.94 M
2. AAPL Apple
+$736,123.19
3. IBIT Ishares Bitcoin Trust Etf
+$356,703
4. ETHA Ishares Ethereum Trust Etf
+$343,027.25
5. AMAT Applied Materials
+$261,726

Top Sells

Q2 2026
1. SPSM Spdr Portfolio S&P 600 Small Cap Etf
−$3.96 M
2. SPYG Spdr Portfolio S&P 500 Growth Etf
−$3.52 M
3. SLYG Spdr S&P 600 Small Cap Growth Etf
−$985,253.09
4. SPDW Spdr Portfolio Developed World Ex-Us Etf
−$394,856.35
5. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
−$321,124.48

Asset Allocation

Stocks/ETFs
+9.57%
$250.82 M 99.99%
Options
$0 0.00%
Debt
+0.17%
$11,570 0.00%
Other
+27.22%
$6,066 0.00%

Sector Allocation (Stocks)

Abound Financial Q2 2026 Filing Summary

Abound Financial, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 250.84 M reflecting a +9.57% change from the prior quarter, spanning 297 assets. The top 10 holdings comprised 72.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 26 new positions and 12 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Abound Financial’s Q2 2026 Filing

Abound Financial submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Abound Financial reported a managed portfolio value of 250.84 M, consisting of 297 individual positions.

This page displays the raw filing documents. To see which stocks Abound Financial bought or sold during Q2 2026, please visit Abound Financial's Portfolio Analysis page.