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Portfolio (Quarterly) Guide ↗

Abound Wealth Management

· CIK 0001950323
13F Portfolio $440M AUM 1,492 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New 363 Added 266 Reduced 135 Exited
Page 11 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VMC VULCAN MATLS CO Basic Materials 70.0 $19K 0.00% +13.0 +22.8% $272.11 -2.1%
202 XLV SELECT SECTOR SPDR TR 126.0 $18K 0.00% +112.0 +800.0% $146.61 +0.5%
203 CCL CARNIVAL CORP Consumer Cyclical 708.0 $18K 0.00% +58.0 +8.9% $25.86 -7.6%
204 STZ CONSTELLATION BRANDS INC Consumer Defensive 119.0 $18K 0.00% +4.0 +3.5% $149.87 -1.5%
205 KMI KINDER MORGAN INC DEL Energy 509.0 $17K 0.00% +136.0 +36.5% $33.55 +0.7%
206 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 535.0 $17K 0.00% +60.0 +12.6% $31.49 +3.5%
207 LUV SOUTHWEST AIRLS CO Industrials 448.0 $17K 0.00% +78.0 +21.1% $37.57 +2.1%
208 AMT AMERICAN TOWER CORP Real Estate 97.0 $17K 0.00% +50.0 +106.4% $172.27 +6.2%
209 SHW SHERWIN WILLIAMS CO Basic Materials 52.0 $17K 0.00% +5.0 +10.6% $321.23 -5.7%
210 VIOO VANGUARD ADMIRAL FDS INC 145.0 $17K 0.00% +94.0 +184.3% $114.74 +7.3%
211 CEG CONSTELLATION ENERGY CORP Utilities 58.0 $16K 0.00% +8.0 +16.0% $281.21 -7.3%
212 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 58.0 $16K 0.00% +5.0 +9.4% $277.22 -8.9%
213 CBRE CBRE GROUP INC Real Estate 114.0 $15K 0.00% +24.0 +26.7% $135.91 -5.7%
214 LHX L3HARRIS TECHNOLOGIES INC Industrials 45.0 $15K 0.00% +24.0 +114.3% $343.78 -9.5%
215 XLF SELECT SECTOR SPDR TR 309.0 $15K 0.00% +264.0 +586.7% $49.37 +3.5%
216 PSX PHILLIPS 66 Energy 83.0 $15K 0.00% +4.0 +5.1% $182.92 -1.7%
217 NKE NIKE INC Consumer Cyclical 285.0 $15K 0.00% +96.0 +50.8% $52.84 -19.4%
218 VGIT VANGUARD SCOTTSDALE FDS 249.0 $15K 0.00% +23.0 +10.2% $59.59 -1.9%
219 CI THE CIGNA GROUP Healthcare 55.0 $15K 0.00% +28.0 +103.7% $267.84 +8.8%
220 BDX BECTON DICKINSON & CO Healthcare 93.0 $15K 0.00% +12.0 +14.8% $156.97 -6.4%
Page 11 of 19  ·  363 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 26.0%
Consumer Cyclical 14.1%
Communication Services 6.9%
Energy 5.2%
Industrials 4.6%
Healthcare 3.7%
Consumer Defensive 2.4%
Utilities 2.3%
Real Estate 1.0%