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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 44 of 75  ·  1,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ON ON SEMICONDUCTOR CORP Technology 43.0 $3K 0.00% $61.93 +96.4%
862 HII HUNTINGTON INGALLS INDS INC Industrials 7.0 $3K 0.00% -6.0 -46.1% $380.00 -24.9%
863 EXR EXTRA SPACE STORAGE INC Real Estate 20.0 $3K 0.00% $131.35 +10.6%
864 HLN HALEON PLC Healthcare 262.0 $3K 0.00% +236.0 +907.7% $10.01 -10.5%
865 EFAV ISHARES TR 28.0 $3K 0.00% $92.18 -5.2%
866 HOLOGIC INC 34.0 $3K 0.00% $75.62
867 BRO BROWN & BROWN INC Financial Services 39.0 $3K 0.00% $65.23 -9.4%
868 BDC BELDEN INC Technology 22.0 $3K 0.00% $114.86 +7.3%
869 LEN LENNAR CORP Consumer Cyclical 29.0 $3K 0.00% -32.0 -52.5% $86.93 +3.2%
870 DB DEUTSCHE BK AG Financial Services 84.0 $3K 0.00% -42.0 -33.3% $29.79 +18.4%
871 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 94.0 $2K 0.00% +80.0 +571.4% $26.44 +10.5%
872 GDDY GODADDY INC Technology 30.0 $2K 0.00% +8.0 +36.4% $82.70 -6.8%
873 BRZE BRAZE INC Technology 105.0 $2K 0.00% $23.62 -15.1%
874 J P MORGAN EXCHANGE TRADED F 49.0 $2K 0.00% NEW $50.61
875 DVA DAVITA INC Healthcare 16.0 $2K 0.00% $153.75 +35.2%
876 DD DUPONT DE NEMOURS INC Basic Materials 53.0 $2K 0.00% $46.09 +3.5%
877 JUST GOLDMAN SACHS ETF TR 26.0 $2K 0.00% $93.15 +15.0%
878 SCCO SOUTHERN COPPER CORP Basic Materials 14.0 $2K 0.00% +10.0 +250.0% $172.07 +12.1%
879 HEICO CORP NEW 11.0 $2K 0.00% +10.0 +1000.0% $215.55
880 FSLR FIRST SOLAR INC Energy 12.0 $2K 0.00% -1.0 -7.7% $197.33 +30.6%
Page 44 of 75  ·  1,491 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%