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Portfolio (Quarterly) Guide ↗

Abound Wealth Management

· CIK 0001950323
13F Portfolio $504M AUM 1,361 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 142 Added 534 Reduced 243 Exited
Page 11 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 TKO TKO GROUP HOLDINGS INC Communication Services 1 $176.0 SOLD
202 XPO XPO INC Industrials 1 $176.0 SOLD
203 KW KENNEDY-WILSON HOLDINGS INC Real Estate 16 $174.0 SOLD
204 LKFN LAKELAND FINL CORP Financial Services 3 $173.0 SOLD
205 WRB BERKLEY W R CORP Financial Services 3 $171.0 SOLD
206 BCPC BALCHEM CORP Basic Materials 1 $170.0 SOLD
207 NI NISOURCE INC Utilities 4 $167.0 SOLD
208 VEGI ISHARES INC 3 $158.0 SOLD
209 ACAD ACADIA PHARMACEUTICALS INC Healthcare 7 $156.0 SOLD
210 ABM ABM INDS INC Industrials 4 $155.0 SOLD
211 HCI HCI GROUP INC Financial Services 1 $155.0 SOLD
212 IOSP INNOSPEC INC Basic Materials 2 $147.0 SOLD
213 TPH TRI POINTE HOMES INC Consumer Cyclical 3 $141.0 SOLD
214 UNIT UNITI GROUP LLC Real Estate 15 $141.0 SOLD
215 MNDY MONDAY COM LTD Technology 2 $139.0 SOLD
216 SRPT SAREPTA THERAPEUTICS INC Healthcare 6 $131.0 SOLD
217 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2 $129.0 SOLD
218 CRK COMSTOCK RES INC Energy 6 $127.0 SOLD
219 SPXC SPX TECHNOLOGIES INC Industrials 1 $126.0 SOLD
220 HTLD HEARTLAND EXPRESS INC Industrials 12 $125.0 SOLD
Page 11 of 13  ·  243 positions
Sector Allocation
Technology 38.0%
Financial Services 26.8%
Consumer Cyclical 13.7%
Industrials 4.7%
Communication Services 4.3%
Energy 4.3%
Healthcare 2.9%
Utilities 2.1%
Consumer Defensive 1.7%
Real Estate 0.8%