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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CHRW C H ROBINSON WORLDWIDE IN Industrials 6.0 $1K NEW $179.50 -5.4%
122 MAIN MAIN STR CAP CORP Financial Services 20.0 $1K NEW $53.20 -4.2%
123 SPHD INVESCO EXCH TRADED FD TR II 20.0 $997.0 NEW $49.85 -0.1%
124 SLVP ISHARES INC 27.0 $964.0 NEW $35.70 -3.6%
125 SNY SANOFI SA Healthcare 20.0 $964.0 NEW $48.20 -9.7%
126 VIKING HOLDINGS LTD 13.0 $956.0 NEW $73.54
127 PONY AI INC 100.0 $944.0 NEW $9.44
128 ANNALY CAPITAL MANAGEMENT IN 39.0 $821.0 NEW $21.05
129 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 8.0 $788.0 NEW $98.50 -0.9%
130 CRWV COREWEAVE INC Technology 10.0 $775.0 NEW $77.50 +33.9%
131 ERIE ERIE INDTY CO Financial Services 3.0 $754.0 NEW $251.33 -11.9%
132 BROWN FORMAN CORP 26.0 $688.0 NEW $26.46
133 JMBS JANUS DETROIT STR TR 15.0 $678.0 NEW $45.20 -1.5%
134 CPB THE CAMPBELLS COMPANY Consumer Defensive 29.0 $646.0 NEW $22.28 -8.7%
135 JKHY HENRY JACK & ASSOC INC Technology 4.0 $633.0 NEW $158.25 -12.1%
136 INVH INVITATION HOMES INC Real Estate 24.0 $597.0 NEW $24.88 +15.6%
137 PIPR PIPER SANDLER COMPANIES Financial Services 8.0 $579.0 NEW $72.38 +9.5%
138 AGX ARGAN INC Industrials 1.0 $545.0 NEW $545.00 +17.4%
139 DSI ISHARES TR 4.0 $526.0 NEW $131.50 +6.0%
140 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 12.0 $517.0 NEW $43.08 -3.3%
Page 7 of 11  ·  204 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%