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Asset Manager ← All Institutions

Abound Wealth Management

317 MAIN STREET, SUITE 201, FRANKLIN, TN 37064 • 615-226-3667

Q3 2025 · Filed 2025-10-10
Market Value
$399M
+12.9%
Holdings
1,392
+67
New Purchases
118
Added To
325
Closed
60
Reduced
123
Top 10 Concentration
65.9%
Turnover
12.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 2.28% 1.13% +1.15% $9M
QQQ 0.97% 0.55% +0.42% $4M
TSLA 2.05% 1.73% +0.32% $8M
VOO 4.76% 4.52% +0.25% $19M
ACWI 0.22% 0.00% +0.22% $897K
IJR 12.15% 11.97% +0.18% $49M
AAPL 2.48% 2.32% +0.16% $10M
SPLG 1.25% 1.11% +0.14% $5M
GOOGL 0.40% 0.26% +0.14% $2M
BND 0.25% 0.15% +0.11% $1M
AVGO 1.06% 0.98% +0.07% $4M
VO 0.09% 0.02% +0.07% $378K
VGT 0.11% 0.06% +0.06% $458K
KAT 0.06% 0.00% +0.06% $220K
NVDA 0.98% 0.93% +0.05% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 10.56% 11.37% -0.81% $42M
VEA 7.64% 8.00% -0.36% $30M
VV 6.08% 6.33% -0.25% $24M
IEMG 5.12% 5.34% -0.23% $20M
SCHX 5.21% 5.43% -0.22% $21M
IEFA 2.44% 2.63% -0.19% $10M
OKE 0.61% 0.77% -0.16% $2M
VB 4.25% 4.39% -0.13% $17M
MO 0.00% 0.10% -0.10% $20K
VTI 3.57% 3.67% -0.10% $14M
VNQ 0.93% 1.02% -0.10% $4M
VWO 1.77% 1.84% -0.06% $7M
EFA 0.04% 0.10% -0.06% $167K
ITOT 1.34% 1.40% -0.05% $5M
MSFT 0.80% 0.85% -0.05% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 85.8%
Technology 6.3%
Consumer Cyclical 2.7%
Communication Services 1.3%
Energy 1.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $152M 38.0%
Large Cap 704 $242M 60.7%
Mid Cap 395 $4M 0.9%
Small Cap 179 $1M 0.3%
Micro Cap 37 $335K 0.1%

Portfolio Analytics

Avg Market Cap
$71.0B
Median Market Cap
$13.6B
Avg P/E
32.4
Median P/E
22.2
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
1,093
# ETFs / Funds
299

Top Holdings (1,392 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IJR 12.15% 408,195 $49M $118.83 $6M +20,876 +5.4%
2 AGG 10.56% 420,665 $42M $100.25 $2M +15,038 +3.7%
3 VEA 7.64% 508,918 $30M $59.92 $2M +12,692 +2.6%
4 IVV 6.52% 38,925 $26M $669.30 $3M +1,832 +4.9%
5 VV 6.08% 78,842 $24M $307.86 $2M +327 +0.4%
6 SCHX 5.21% 789,205 $21M $26.34 $2M +3,818 +0.5%
7 IEMG 5.12% 309,886 $20M $65.92 $2M -4,920 -1.6%
8 VOO 4.76% 31,063 $19M $612.39 $3M +2,932 +10.4%
9 VB 4.25% 66,802 $17M $254.31 $1M +1,338 +2.0%
10 VTI 3.57% 43,464 $14M $328.17 $1M +776 +1.8%
11 AAPL 2.48% 38,940 $10M $254.63 $2M -1,084 -2.7%
12 IEFA 2.44% 111,649 $10M $87.31 $443K +180 +0.2%
13 SPY 2.28% 13,646 $9M $666.16 $5M +7,178 +111.0%
14 TSLA 2.05% 18,451 $8M $444.72 $2M -867 -4.5%
15 VWO 1.77% 130,607 $7M $54.18 $581K -714 -0.5%
16 ITOT 1.34% 36,803 $5M $145.65 $420K +216 +0.6%
17 SPLG 1.25% 63,872 $5M $78.34 $1M +9,857 +18.2%
18 AVGO 1.06% 12,786 $4M $329.90 $736K +153 +1.2%
19 NVDA 0.98% 21,038 $4M $186.58 $633K +202 +1.0%
20 QQQ 0.97% 6,453 $4M $600.39 $2M +2,910 +82.1%
21 SCHA 0.94% 135,142 $4M $27.90 $336K -610 -0.5%
22 VNQ 0.93% 40,598 $4M $91.42 $87K -104 -0.3%
23 MSFT 0.80% 6,150 $3M $517.97 $190K +128 +2.1%
24 MUB 0.71% 26,809 $3M $106.49 $158K +999 +3.9%
25 FBTC 0.68% 27,318 $3M $99.81 $299K +1,493 +5.8%
26 AMZN 0.67% 12,216 $3M $219.57 $321K +1,454 +13.5%
27 OKE 0.61% 33,310 $2M $72.97 -$288K
28 GOOGL 0.40% 6,594 $2M $243.09 $679K +1,354 +25.8%
29 META 0.39% 2,128 $2M $734.21 $48K +76 +3.7%
30 SCHF 0.35% 59,755 $1M $23.28 $42K -1,297 -2.1%
31 GOOG 0.35% 5,692 $1M $243.55 $246K -735 -11.4%
32 JPM 0.28% 3,564 $1M $315.43 $119K +98 +2.8%
33 BND 0.25% 13,618 $1M $74.37 $492K +6,547 +92.6%
34 ACWI 0.22% 6,490 $897K $138.24 $891K +6,445 +14322.2%
35 QQQM 0.22% 3,475 $859K $247.12 $202K +584 +20.2%
36 RSP 0.19% 4,025 $763K $189.68 $35K +17 +0.4%
37 BRK-A 0.19% 1 $754K $754,200.00 $25K
38 SCHB 0.18% 27,784 $714K $25.71 $78K +1,066 +4.0%
39 COST 0.18% 765 $708K $925.63 -$61K -12 -1.5%
40 SO 0.17% 7,118 $675K $94.77 $24K +33 +0.5%
41 PG 0.16% 4,212 $647K $153.63 -$3K +130 +3.2%
42 AFL 0.16% 5,708 $638K $111.71 -$28K -601 -9.5%
43 VUG 0.16% 1,307 $627K $479.53 $225K +391 +42.7%
44 NFLX 0.16% 519 $622K $1,198.11 -$53K +15 +3.0%
45 VTV 0.13% 2,840 $530K $186.48 $30K +13 +0.5%
46 FNDX 0.12% 18,775 $494K $26.30 -$66K -4,038 -17.7%
47 SCHE 0.12% 14,379 $480K $33.37 -$23K -2,302 -13.8%
48 VGT 0.11% 613 $458K $746.89 $248K +297 +94.0%
49 IJH 0.11% 6,508 $425K $65.26 $32K +182 +2.9%
50 JBHT 0.10% 2,931 $393K $134.19 -$27K +4 +0.1%
51 MSTR 0.10% 1,189 $383K $322.07 -$85K +30 +2.6%
52 VO 0.09% 1,288 $378K $293.81 $292K +978 +315.5%
53 VIG 0.09% 1,668 $360K $215.78 $109K +442 +36.0%
54 ABBV 0.09% 1,538 $356K $231.49 $72K +7 +0.5%
55 XOM 0.08% 2,965 $334K $112.74 $14K -2 -0.1%
56 SHOP 0.08% 2,235 $332K $148.61 $80K +46 +2.1%
57 ZION 0.08% 5,523 $312K $56.58 -$67K -1,788 -24.5%
58 SNOW 0.08% 1,365 $308K $225.51 $3K +2 +0.1%
59 V 0.08% 879 $300K $341.47 $32K +122 +16.1%
60 IWB 0.07% 817 $298K $365.34 $20K -3 -0.4%
61 BAC 0.07% 5,609 $289K $51.59 $32K +174 +3.2%
62 WMT 0.07% 2,782 $287K $103.05 $83K +696 +33.4%
63 AMGN 0.07% 1,012 $285K $282.11 $17K +51 +5.3%
64 SMH 0.07% 848 $277K $326.38 $50K +34 +4.2%
65 ABNB 0.07% 2,264 $275K $121.44 -$67K -317 -12.3%
66 HD 0.07% 677 $274K $405.16 $41K +40 +6.3%
67 RTX 0.07% 1,604 $268K $167.33 $44K +67 +4.4%
68 MA 0.06% 441 $251K $568.81 $54K +91 +26.0%
69 ISRG 0.06% 556 $249K $447.23 -$27K +48 +9.4%
70 SCHD 0.06% 8,981 $245K $27.30 $166K +6,002 +201.5%
71 ORCL 0.06% 867 $244K $281.38 $59K +22 +2.6%
72 FTEC 0.06% 1,096 $243K $222.17 $44K +82 +8.1%
73 OZ 0.06% 3,645 $233K $64.00 -$37
74 CSCO 0.06% 3,263 $223K $68.43 $3K +88 +2.8%
75 SPEM 0.06% 4,728 $221K $46.81 $19K +4 +0.1%
76 KAT 0.06% 3,911 $220K $56.27 +3,911 NEW
77 PLTR 0.05% 1,185 $216K $182.46 $106K +374 +46.1%
78 VOOG 0.05% 493 $215K $435.38 $171K +383 +348.2%
79 CAT 0.05% 445 $212K $476.81 $57K +45 +11.2%
80 CRWD 0.05% 432 $212K $490.29 -$6K +4 +0.9%
81 WDAY 0.05% 863 $208K $240.73 -$35K -148 -14.6%
82 FNDA 0.05% 6,639 $207K $31.16 -$35K -1,804 -21.4%
83 CRM 0.05% 870 $206K $237.09 $2K +120 +16.0%
84 IBM 0.05% 719 $203K $282.05 -$2K +25 +3.6%
85 VBR 0.05% 968 $202K $208.67 $33K +102 +11.8%
86 WFC 0.05% 2,322 $195K $83.84 $19K +128 +5.8%
87 LLY 0.05% 252 $193K $764.02 $39K +56 +28.6%
88 BIV 0.05% 2,312 $181K $78.09 $95K +1,211 +110.0%
89 JNJ 0.04% 941 $175K $185.48 $37K +41 +4.6%
90 CDNS 0.04% 487 $171K $351.61 $21K +1 +0.2%
91 SILA 0.04% 6,773 $170K $25.10 $12K +107 +1.6%
92 ANET 0.04% 1,156 $168K $145.66 $51K +5 +0.4%
93 CNI 0.04% 1,768 $167K $94.32 -$16K +15 +0.9%
94 EFA 0.04% 1,786 $167K $93.35 -$201K -2,329 -56.6%
95 IVW 0.04% 1,348 $163K $120.76 -$130 -132 -8.9%
96 MCD 0.04% 526 $160K $304.11 $13K +22 +4.4%
97 ORLY 0.04% 1,375 $148K $107.81 $35K +121 +9.7%
98 XLRE 0.04% 3,443 $145K $42.13 $4K +29 +0.8%
99 GE 0.04% 481 $145K $300.80 $22K +3 +0.6%
100 VSGX 0.04% 2,031 $141K $69.37 $8K +5 +0.2%

New Positions

SymbolValue% Port
KAT $220K 0.06%
DFUS $125K 0.03%
CPS $116K 0.03%
DFUV $111K 0.03%
DFAT $94K 0.02%
DFAS $86K 0.02%
TQQQ $60K 0.02%
NWBI $53K 0.01%
TIP $41K 0.01%
BNDX $39K 0.01%
IDV $36K 0.01%
IYW $34K 0.01%
TOTL $31K 0.01%
BKF $29K 0.01%
RMBS $28K 0.01%

Sold Out Positions

SymbolValue% Port
DDD —%
HP —%
STLA —%
DXC —%
MP —%
ACH —%
JHX —%
BZH —%
AMSF —%
BHF —%
CZR —%
KTOS —%
AVEM —%
JACK —%
STNC —%
View SEC EDGAR Filings for Abound Wealth Management →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms