Abound Wealth Management ETF holdings
Franklin, TN
Reported $429.5M in 341 ETFs in its Form 13F for June 30, 2026.
ETF value
$429.5M
ETFs held
341
Change from prior quarter
+15.7%
With price moves
ETFs as a share of its 13F
85.2%
of $503.9M
Top 10 of 341 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | $72.8M | 490,860 | +22,746 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $50.5M | 510,029 | +29,191 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $37.2M | 521,591 | −546 shares |
| IVV | iShares Core S&P 500 ETF | $32.0M | 42,783 | +1,183 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $30.1M | 87,540 | +2,443 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $28.2M | 340,858 | +11,466 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $23.8M | 808,077 | +8,803 shares |
| VOO | Vanguard S&P 500 ETF | $22.9M | 33,307 | −777 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $20.4M | 67,280 | −99 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $17.1M | 46,138 | −611 shares |
331 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001950323. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Abound Wealth Management own?
Abound Wealth Management reported 341 ETF positions worth $429.5M in its Form 13F for June 30, 2026. The largest was IJR, at $72.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.