account_balance
Investment manager · 13F filer · SEC CIK 2024264
Abound Financial, LLC
Reported value$251Mas of Jun 30, 2026
Positions297 26 new, 12 sold out
Top 10 weight72.9%SPSM alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPSMState Street
10.9%Trimmed −13%
OAKMOakmark U S
10.4%
SPTMState Street
10.3%
SPYGState Street
9.8%Trimmed −12%
SPYVState Street
9.7%
SPDWState Street
6.6%Trimmed −2%
SPYMState Street
6.0%
SPMDState Street
3.1%
VBILVanguard Ultra
3.1%
SPTIState Street
3.0%
ARKKArk Innovation
2.4%+179%
SPMBState Street
2.4%
SPSMState Street
10.9%Trimmed −13%
OAKMOakmark U S
10.4%
SPTMState Street
10.3%
SPYGState Street
9.8%−12%
SPYVState Street
9.7%
SPDWState Street
6.6%
SPYMState Street
6.0%
SPMD3.1%
VBIL
SPTI
ARKK
SPMB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPSM State Street 10.9% Trimmed −13%
OAKM Oakmark U S 10.4% Held
SPTM State Street 10.3% Held
SPYG State Street 9.8% Trimmed −12%
SPYV State Street 9.7% Held
SPDW State Street 6.6% Trimmed −2%
SPYM State Street 6.0% Held
SPMD State Street 3.1% Held
VBIL Vanguard Ultra 3.1% Held
SPTI State Street 3.0% Held
ARKK Ark Innovation 2.4% Added +179%
SPMB State Street 2.4% Held
What changed
Biggest moves since Mar 31, 2026
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