Abound Financial, LLC originally filed its 13F report for Q4 2025 on February 13, 2026. The filing was subsequently amended, with the latest update submitted on February 13, 2026. The portfolio totaled 341.89 M reflecting a +36.80% change from the prior quarter, spanning 98 assets. The top 10 holdings comprised 69.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 80 new positions and 53 complete exits.
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Yes. Abound Financial originally filed on 02/13/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 02/13/2026.
In the Q4 2025 filing, Abound Financial reported a managed portfolio value of 258.42 M, consisting of 276 individual positions.
Multiple filings indicate that Abound Financial updated their Q4 2025 report. The initial filing was submitted on 02/13/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Abound Financial bought or sold during Q4 2025, please visit Abound Financial's Portfolio Analysis page.