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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 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VEEV VEEVA SYS INC Healthcare 12.0 $2K NEW $177.50 +40.4%
42 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 47.0 $2K NEW $37.96 +12.3%
43 HLX HELIX ENERGY SOLUTIONS GRP I Energy 200.0 $2K NEW $8.74 +18.9%
44 VNQI VANGUARD INTL EQUITY INDEX F 36.0 $2K NEW $44.86 +1.1%
45 ENTG ENTEGRIS INC Technology 9.0 $2K NEW $173.56 -17.4%
46 TPB TURNING PT BRANDS INC Consumer Defensive 15.0 $1K NEW $84.87 +3.7%
47 CTBI COMMUNITY TR BANCORP INC Financial Services 17.0 $1K NEW $72.41 +6.2%
48 WISEKEY INTERNATIONAL HLDS L 160.0 $1K NEW $7.33
49 POET POET TECHNOLOGIES INC Technology 94.0 $967.0 NEW $10.29 -19.2%
50 XLC SELECT SECTOR SPDR TR 9.0 $965.0 NEW $107.22 +4.2%
51 FLR FLUOR CORP Industrials 18.0 $944.0 NEW $52.44 +2.3%
52 DTM DT MIDSTREAM INC Energy 6.0 $881.0 NEW $146.83 -10.0%
53 EME EMCOR GROUP INC Industrials 1.0 $830.0 NEW $830.00 -2.3%
54 EMLC VANECK ETF TRUST 32.0 $818.0 NEW $25.56 +0.9%
55 DJIA GLOBAL X FDS 36.0 $803.0 NEW $22.31 +2.6%
56 KOMP SPDR SERIES TRUST 11.0 $787.0 NEW $71.55 -2.6%
57 FWD AB ACTIVE ETFS INC 5.0 $741.0 NEW $148.20 -12.3%
58 CAG CONAGRA BRANDS INC Consumer Defensive 55.0 $741.0 NEW $13.47 +19.7%
59 KIE SPDR SERIES TRUST 12.0 $732.0 NEW $61.00 +4.1%
60 USRT ISHARES TR 11.0 $731.0 NEW $66.45 +0.5%
Page 3 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.1%
Financial Services 26.2%
Consumer Cyclical 13.4%
Communication Services 6.4%
Industrials 4.6%
Energy 4.2%
Healthcare 2.8%
Utilities 2.1%
Consumer Defensive 1.6%
Real Estate 0.8%