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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 17 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DTE DTE ENERGY CO Utilities 19.0 $3K 0.00% +7.0 +58.3% $146.26 -3.4%
322 FERG FERGUSON ENTERPRISES INC Industrials 12.0 $3K 0.00% +4.0 +50.0% $231.25 -4.9%
323 DXCM DEXCOM INC Healthcare 43.0 $3K 0.00% +12.0 +38.7% $62.81 +3.6%
324 HLN HALEON PLC Healthcare 262.0 $3K 0.00% +236.0 +907.7% $10.01 -8.4%
325 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 94.0 $2K 0.00% +80.0 +571.4% $26.44 +4.5%
326 GDDY GODADDY INC Technology 30.0 $2K 0.00% +8.0 +36.4% $82.70 +10.5%
327 SCCO SOUTHERN COPPER CORP Basic Materials 14.0 $2K 0.00% +10.0 +250.0% $172.07 -0.1%
328 HEICO CORP NEW 11.0 $2K 0.00% +10.0 +1000.0% $215.55
329 DPZ DOMINOS PIZZA INC Consumer Cyclical 5.0 $2K +2.0 +66.7% $362.40 -15.0%
330 HAUZ DBX ETF TR 76.0 $2K +50.0 +192.3% $22.61 +2.1%
331 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 18.0 $2K +14.0 +350.0% $91.28 +0.6%
332 MTCH MATCH GROUP INC NEW Communication Services 52.0 $2K +27.0 +108.0% $30.71 +16.8%
333 RDN RADIAN GROUP INC Financial Services 48.0 $2K +36.0 +300.0% $33.25 +13.8%
334 CNP CENTERPOINT ENERGY INC Utilities 35.0 $2K +31.0 +775.0% $43.23 -3.5%
335 THC TENET HEALTHCARE CORP Healthcare 8.0 $1K +7.0 +700.0% $178.62 +7.7%
336 TDW TIDEWATER INC NEW Energy 17.0 $1K +14.0 +466.7% $82.00 +4.0%
337 EMB ISHARES TR 14.0 $1K +13.0 +1300.0% $95.43 -1.2%
338 ROKU ROKU INC Communication Services 10.0 $909.0 +8.0 +400.0% $90.90 +36.6%
339 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 30.0 $900.0 +6.0 +25.0% $30.00 +13.1%
340 SANM SANMINA CORP Technology 7.0 $852.0 +1.0 +16.7% $121.71 +85.0%
Page 17 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%