Abound Financial, LLC

13F filer · CIK 0002024264

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$251MU.S. long equity reported on 13F

Positions21623 new · 10 closed

Net flow last quarter+$2.64MBuys minus sells

Top 10 positions weight8.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026216 positions
SPMDSupermedia Inc.	$7.86M	3.13%	Not reported	-0.8%	Q4 2024
AAPLApple Inc.	$3.09M	1.23%	0.00%	+31.2%	Q4 2024
GOOGLAlphabet Inc.	$2.35M	0.94%	0.00%	-5.6%	Q4 2024
MSFTMicrosoft Corp	$1.54M	0.61%	0.00%	-3.6%	Q4 2024
IBITiShares Bitcoin Trust ETF	$1.49M	0.59%	0.00%	+31.6%	Q4 2024
SMHMarket Vectors ETF Trust	$1.44M	0.57%	Not reported	-0.1%	Q4 2024
ETHAiShares Ethereum Trust ETF	$1.43M	0.57%	0.03%	+31.5%	Q3 2025
TSLATesla, Inc.	$1.03M	0.41%	0.00%	+5.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.03M	0.41%	0.00%	-1.8%	Q4 2024
MAMastercard Inc	$806K	0.32%	0.00%	-5.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$805K	0.32%	Not reported	+6.8%	Q4 2024
ENBEnbridge Inc	$758K	0.30%	0.00%	-3.1%	Q4 2024
AMZNAmazon Com Inc	$718K	0.29%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$573K	0.23%	Not reported	-1.9%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$541K	0.22%	Not reported	Not reported	Q4 2024
SAICScience Applications International Corp	$490K	0.20%	0.01%	Not reported	Q4 2024
CORCencora, Inc.	$484K	0.19%	0.00%	-5.3%	Q4 2024
SBUXStarbucks Corp	$432K	0.17%	0.00%	-9.6%	Q4 2024
LDOSLeidos Holdings, Inc.	$425K	0.17%	0.00%	Not reported	Q4 2024
BKNGBooking Holdings Inc.	$401K	0.16%	0.00%	-1.1%	Q4 2024
AMATApplied Materials Inc	$400K	0.16%	0.00%	+189.5%	Q1 2025
MSTRStrategy Inc	$382K	0.15%	Not reported	+3.2%	Q4 2024
WMTWalmart Inc.	$369K	0.15%	0.00%	+146.1%	Q1 2025
VVisa Inc.	$352K	0.14%	0.00%	-2.4%	Q4 2024
METAMeta Platforms, Inc.	$343K	0.14%	Not reported	-0.7%	Q4 2024
ORCLOracle Corp	$323K	0.13%	0.00%	-2.1%	Q4 2024
PMPhilip Morris International Inc.	$289K	0.12%	0.00%	+6.7%	Q1 2025
XOMExxonMobil Holdings Corp	$263K	0.10%	0.00%	+0.2%	Q4 2024
WFCWells Fargo & Company	$255K	0.10%	0.00%	Not reported	Q1 2025
CALIChina Auto Logistics Inc	$253K	0.10%	Not reported	New	Q2 2026
CATCaterpillar Inc	$240K	0.10%	0.00%	+800.0%	Q1 2025
GRNBGreen Bankshares, Inc.	$237K	0.09%	Not reported	+5.1%	Q4 2024
GBTCGrayscale Bitcoin Trust ETF	$205K	0.08%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$200K	0.08%	0.00%	Not reported	Q4 2025
AVGOBroadcom Inc.	$196K	0.08%	0.00%	Not reported	Q1 2025
VRSNVerisign Inc	$184K	0.07%	0.00%	Not reported	Q1 2025
LLYELI LILLY & Co	$180K	0.07%	0.00%	Not reported	Q1 2025
SHEShengkai Innovations, Inc.	$180K	0.07%	Not reported	-34.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$168K	0.07%	Not reported	Not reported	Q1 2025
WPCW. P. Carey Inc.	$155K	0.06%	0.00%	New	Q2 2026
CMICummins Inc	$143K	0.06%	0.00%	New	Q2 2026
CHDChurch & Dwight Co Inc	$140K	0.06%	0.00%	Not reported	Q1 2025
JNJJohnson & Johnson	$131K	0.05%	0.00%	+24.1%	Q1 2025
JPMJPMorgan Chase & Co	$129K	0.05%	0.00%	Not reported	Q1 2025
DEDeere & Co	$127K	0.05%	0.00%	New	Q2 2026
CRWDCrowdStrike Holdings, Inc.	$127K	0.05%	0.00%	Not reported	Q1 2026
GOOGAlphabet Inc.	$126K	0.05%	Not reported	Not reported	Q1 2025
NVSNovartis AG	$121K	0.05%	0.00%	-2.0%	Q1 2025
CVXChevron Corp	$116K	0.05%	0.00%	Not reported	Q1 2025
ADIAnalog Devices Inc	$116K	0.05%	0.00%	-4.3%	Q1 2025

Q1 2026Reported May 4, 2026202 positions
SPMDSupermedia Inc.	$6.95M	3.03%	Not reported	-9.4%	Q4 2024
AAPLApple Inc.	$2.07M	0.90%	0.00%	-0.3%	Q4 2024
GOOGLAlphabet Inc.	$2.01M	0.88%	0.00%	-2.5%	Q4 2024
MSFTMicrosoft Corp	$1.59M	0.69%	0.00%	-8.2%	Q4 2024
ETHAiShares Ethereum Trust ETF	$1.45M	0.63%	0.02%	+58.0%	Q3 2025
IBITiShares Bitcoin Trust ETF	$1.3M	0.57%	0.00%	+52.6%	Q4 2024
TSLATesla, Inc.	$868K	0.38%	0.00%	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$843K	0.37%	Not reported	Not reported	Q4 2024
MAMastercard Inc	$832K	0.36%	0.00%	-1.1%	Q4 2024
ENBEnbridge Inc	$781K	0.34%	0.00%	-10.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$744K	0.33%	0.00%	-2.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$722K	0.32%	Not reported	Not reported	Q4 2024
LDOSLeidos Holdings, Inc.	$642K	0.28%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$628K	0.27%	0.00%	-0.7%	Q4 2024
CORCencora, Inc.	$567K	0.25%	0.00%	Not reported	Q4 2024
MSTRStrategy Inc	$531K	0.23%	Not reported	-4.6%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$513K	0.22%	Not reported	-1.0%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$424K	0.19%	Not reported	-7.8%	Q4 2024
SAICScience Applications International Corp	$422K	0.18%	0.01%	Not reported	Q4 2024
SBUXStarbucks Corp	$419K	0.18%	0.00%	Not reported	Q4 2024
BKNGBooking Holdings Inc.	$383K	0.17%	0.00%	-2.2%	Q4 2024
METAMeta Platforms, Inc.	$351K	0.15%	Not reported	-40.4%	Q4 2024
ORCLOracle Corp	$332K	0.14%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$326K	0.14%	0.00%	+6.1%	Q4 2024
VVisa Inc.	$318K	0.14%	0.00%	+2.0%	Q4 2024
PMPhilip Morris International Inc.	$248K	0.11%	0.00%	Not reported	Q1 2025
WFCWells Fargo & Company	$246K	0.11%	0.00%	+1151.0%	Q1 2025
GBTCGrayscale Bitcoin Trust ETF	$238K	0.10%	0.00%	Not reported	Q4 2024
SHEShengkai Innovations, Inc.	$227K	0.10%	Not reported	-5.7%	Q4 2024
GRNBGreen Bankshares, Inc.	$223K	0.10%	Not reported	-5.7%	Q4 2024
VRSNVerisign Inc	$181K	0.08%	0.00%	Not reported	Q1 2025
WMTWalmart Inc.	$164K	0.07%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$161K	0.07%	0.00%	Not reported	Q1 2025
NOCNorthrop Grumman Corp	$150K	0.07%	0.00%	Not reported	Q4 2025
SPYSPDR S&P 500 ETF Trust	$146K	0.06%	Not reported	Not reported	Q1 2025
CVXChevron Corp	$145K	0.06%	0.00%	Not reported	Q1 2025
LLYELI LILLY & Co	$138K	0.06%	0.00%	Not reported	Q1 2025
CHDChurch & Dwight Co Inc	$134K	0.06%	0.00%	Not reported	Q1 2025
NVSNovartis AG	$120K	0.05%	0.00%	-7.2%	Q1 2025
JPMJPMorgan Chase & Co	$116K	0.05%	0.00%	+0.3%	Q1 2025
RTXRTX Corp	$115K	0.05%	0.00%	Not reported	Q1 2025
SCHWSchwab Charles Corp	$110K	0.05%	0.00%	Not reported	Q1 2025
GOOGAlphabet Inc.	$102K	0.04%	Not reported	-8.2%	Q1 2025
JNJJohnson & Johnson	$101K	0.04%	0.00%	Not reported	Q1 2025
ROSTRoss Stores, Inc.	$97.1K	0.04%	0.00%	-33.4%	Q1 2025
IBMInternational Business Machines Corp	$97K	0.04%	0.00%	Not reported	Q1 2025
ADIAnalog Devices Inc	$96.6K	0.04%	0.00%	+0.3%	Q1 2025
AAgilent Technologies, Inc.	$96.1K	0.04%	0.00%	-2.1%	Q1 2025
LOWLowes Companies Inc	$88.5K	0.04%	0.00%	-2.9%	Q1 2025
GLDSPDR Gold Trust	$83.9K	0.04%	0.00%	Not reported	Q1 2025

Q4 2025Reported Feb 17, 2026196 positions
SPMDSupermedia Inc.	$7.5M	2.90%	Not reported	-2.0%	Q4 2024
GLDMWorld Gold Trust	$3.05M	1.18%	0.01%	-66.2%	Q4 2024
MSFTMicrosoft Corp	$2.26M	0.87%	0.00%	-0.8%	Q4 2024
GOOGLAlphabet Inc.	$2.24M	0.87%	0.00%	-3.7%	Q4 2024
AAPLApple Inc.	$2.22M	0.86%	0.00%	-12.2%	Q4 2024
ETHAiShares Ethereum Trust ETF	$1.3M	0.50%	0.01%	+97.6%	Q3 2025
IBITiShares Bitcoin Trust ETF	$1.1M	0.43%	0.00%	+96.6%	Q4 2024
TSLATesla, Inc.	$1.05M	0.41%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$962K	0.37%	0.00%	-7.3%	Q4 2024
SMHMarket Vectors ETF Trust	$792K	0.31%	Not reported	Not reported	Q4 2024
ENBEnbridge Inc	$767K	0.30%	0.00%	-12.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$757K	0.29%	Not reported	-3.7%	Q4 2024
LDOSLeidos Holdings, Inc.	$745K	0.29%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$700K	0.27%	0.00%	+23.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$688K	0.27%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$679K	0.26%	Not reported	-34.4%	Q4 2024
MSTRStrategy Inc	$678K	0.26%	Not reported	+2.4%	Q4 2024
CORCencora, Inc.	$610K	0.24%	0.00%	-4.1%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$506K	0.20%	Not reported	Not reported	Q4 2024
BKNGBooking Holdings Inc.	$498K	0.19%	0.00%	-4.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$489K	0.19%	Not reported	+9.9%	Q4 2024
SAICScience Applications International Corp	$447K	0.17%	0.01%	Not reported	Q4 2024
ORCLOracle Corp	$439K	0.17%	0.00%	-3.9%	Q4 2024
SBUXStarbucks Corp	$394K	0.15%	0.00%	Not reported	Q4 2024
VVisa Inc.	$361K	0.14%	0.00%	-7.5%	Q4 2024
GBTCGrayscale Bitcoin Trust ETF	$308K	0.12%	0.00%	-15.1%	Q4 2024
SHEShengkai Innovations, Inc.	$249K	0.10%	Not reported	-4.1%	Q4 2024
GRNBGreen Bankshares, Inc.	$241K	0.09%	Not reported	-17.7%	Q4 2024
PMPhilip Morris International Inc.	$240K	0.09%	0.00%	-4.9%	Q1 2025
XOMExxonMobil Holdings Corp	$218K	0.08%	0.00%	+0.3%	Q4 2024
AVGOBroadcom Inc.	$180K	0.07%	0.00%	Not reported	Q1 2025
VRSNVerisign Inc	$177K	0.07%	0.00%	Not reported	Q1 2025
LLYELI LILLY & Co	$161K	0.06%	0.00%	Not reported	Q1 2025
SPYSPDR S&P 500 ETF Trust	$153K	0.06%	Not reported	Not reported	Q1 2025
WMTWalmart Inc.	$147K	0.06%	0.00%	Not reported	Q1 2025
HQHabrdn Healthcare Investors	$142K	0.05%	Not reported	New	Q4 2025
JPMJPMorgan Chase & Co	$127K	0.05%	0.00%	Not reported	Q1 2025
NOCNorthrop Grumman Corp	$125K	0.05%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$122K	0.05%	Not reported	Not reported	Q1 2025
ROSTRoss Stores, Inc.	$121K	0.05%	0.00%	Not reported	Q1 2025
CHDChurch & Dwight Co Inc	$121K	0.05%	0.00%	Not reported	Q1 2025
IBMInternational Business Machines Corp	$118K	0.05%	0.00%	Not reported	Q1 2025
SCHWSchwab Charles Corp	$117K	0.05%	0.00%	Not reported	Q1 2025
AAgilent Technologies, Inc.	$117K	0.05%	0.00%	Not reported	Q1 2025
NVSNovartis AG	$117K	0.05%	0.00%	Not reported	Q1 2025
BMNRBitmine Immersion Technologies, Inc.	$109K	0.04%	0.00%	New	Q4 2025
RTXRTX Corp	$109K	0.04%	0.00%	Not reported	Q1 2025
CVXChevron Corp	$107K	0.04%	0.00%	Not reported	Q1 2025
IQVIqvia Holdings Inc.	$103K	0.04%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$98.8K	0.04%	0.00%	Not reported	Q1 2025

Q3 2025Reported Nov 4, 202534 positions
GLDMWorld Gold Trust	$8.07M	3.23%	0.04%	-11.1%	Q4 2024
SPMDSupermedia Inc.	$7.56M	3.02%	Not reported	+6.6%	Q4 2024
MSFTMicrosoft Corp	$2.44M	0.98%	0.00%	-24.1%	Q4 2024
AAPLApple Inc.	$2.37M	0.95%	0.00%	-8.8%	Q4 2024
GOOGLAlphabet Inc.	$1.81M	0.72%	0.00%	-3.1%	Q4 2024
MSTRStrategy Inc	$1.4M	0.56%	Not reported	-13.4%	Q4 2024
METAMeta Platforms, Inc.	$1.15M	0.46%	Not reported	Not reported	Q4 2024
TSLATesla, Inc.	$1.04M	0.42%	0.00%	-16.8%	Q4 2024
MAMastercard Inc	$1.03M	0.41%	0.00%	Not reported	Q4 2024
ENBEnbridge Inc	$929K	0.37%	0.00%	-0.8%	Q4 2024
ETHAiShares Ethereum Trust ETF	$925K	0.37%	0.01%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$786K	0.31%	Not reported	-3.9%	Q4 2024
LDOSLeidos Holdings, Inc.	$780K	0.31%	0.00%	Not reported	Q4 2024
IBITiShares Bitcoin Trust ETF	$735K	0.29%	0.00%	+5.5%	Q4 2024
SMHMarket Vectors ETF Trust	$718K	0.29%	Not reported	Not reported	Q4 2024
ORCLOracle Corp	$660K	0.26%	0.00%	-8.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$632K	0.25%	0.00%	-2.0%	Q4 2024
CORCencora, Inc.	$589K	0.24%	0.00%	-2.7%	Q4 2024
AMZNAmazon Com Inc	$541K	0.22%	0.00%	Not reported	Q4 2024
BKNGBooking Holdings Inc.	$524K	0.21%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$500K	0.20%	Not reported	Not reported	Q4 2024
GBTCGrayscale Bitcoin Trust ETF	$476K	0.19%	0.00%	Not reported	Q4 2024
SAICScience Applications International Corp	$441K	0.18%	0.01%	Not reported	Q4 2024
QQQInvesco QQQ Trust, Series 1	$435K	0.17%	Not reported	-1.4%	Q4 2024
SBUXStarbucks Corp	$396K	0.16%	0.00%	Not reported	Q4 2024
VVisa Inc.	$380K	0.15%	0.00%	-2.6%	Q4 2024
GRNBGreen Bankshares, Inc.	$293K	0.12%	Not reported	-1.1%	Q4 2024
DUKDuke Energy CORP	$260K	0.10%	0.00%	+0.7%	Q4 2024
PMPhilip Morris International Inc.	$255K	0.10%	0.00%	-4.6%	Q1 2025
SHEShengkai Innovations, Inc.	$251K	0.10%	Not reported	+0.5%	Q4 2024
VRSNVerisign Inc	$204K	0.08%	0.00%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$203K	0.08%	0.00%	-3.9%	Q4 2024
PCQPimco California Municipal Income Fund	$114K	0.05%	Not reported	New	Q3 2025
GRABGrab Holdings Ltd	$60.2K	0.02%	Not reported	New	Q3 2025

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