Question 1

What stocks does ABOUND WEALTH MANAGEMENT hold in its portfolio?

Accepted Answer

ABOUND WEALTH MANAGEMENT's top stock holdings include AAPL, IJR, AGG and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ABOUND WEALTH MANAGEMENT's largest stock holdings?

Accepted Answer

ABOUND WEALTH MANAGEMENT's largest stock holdings as of their last filing include AAPL (valued at approximately $11.1 million), IJR (valued at approximately $72.8 million), AGG (valued at approximately $50.5 million), AVGO (valued at approximately $7.9 million), TSLA (valued at approximately $7.5 million).

Question 3

When was ABOUND WEALTH MANAGEMENT's last SEC filing?

Accepted Answer

ABOUND WEALTH MANAGEMENT's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ABOUND WEALTH MANAGEMENT recently bought or sold?

Accepted Answer

ABOUND WEALTH MANAGEMENT's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ABOUND WEALTH MANAGEMENT reported?

Accepted Answer

ABOUND WEALTH MANAGEMENT's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ABOUND WEALTH MANAGEMENT invest in?

Accepted Answer

ABOUND WEALTH MANAGEMENT's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.