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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 64 of 68  ·  1,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 IPAR INTERPARFUMS INC Consumer Defensive 1.0 $112.0 $112.00 +2.5%
1262 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 4.0 $112.0 $28.00 -13.6%
1263 GMAB GENMAB A/S Healthcare 4.0 $110.0 -3.0 -42.9% $27.50 +21.5%
1264 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 3.0 $109.0 -1.0 -25.0% $36.33 -24.2%
1265 NOG NORTHERN OIL & GAS INC Energy 6.0 $109.0 $18.17 +48.1%
1266 TLK TELEKOMUNIKASI IND Communication Services 8.0 $108.0 $13.50 +8.9%
1267 ROIV ROIVANT SCIENCES LTD Healthcare 3.0 $107.0 NEW $35.67 +3.3%
1268 KMT KENNAMETAL INC Industrials 3.0 $106.0 $35.33 -15.7%
1269 AMTM AMENTUM HOLDINGS INC Industrials 5.0 $104.0 -3.0 -37.5% $20.80 -0.9%
1270 MRSH MARSH & MCLENNAN COS INC Financial Services 1.0 $104.0 -76.0 -98.7% $104.00 +82.9%
1271 TRN TRINITY INDS INC Industrials 3.0 $104.0 -2.0 -40.0% $34.67 -14.2%
1272 CWEN CLEARWAY ENERGY INC Utilities 3.0 $103.0 -3.0 -50.0% $34.33 -4.9%
1273 THRM GENTHERM INC Consumer Cyclical 3.0 $103.0 -2.0 -40.0% $34.33 +18.5%
1274 MBC MASTERBRAND INC Consumer Cyclical 10.0 $103.0 $10.30 -11.3%
1275 QNST QUINSTREET INC Communication Services 7.0 $103.0 $14.71 +38.4%
1276 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 1.0 $102.0 NEW $102.00 +8.1%
1277 NIO NIO INC Consumer Cyclical 20.0 $102.0 -103.0 -83.7% $5.10 -11.2%
1278 ADUS ADDUS HOMECARE CORP Healthcare 1.0 $101.0 $101.00 +19.4%
1279 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 6.0 $100.0 $16.67 +22.7%
1280 XPEL XPEL INC Consumer Cyclical 2.0 $100.0 -2.0 -50.0% $50.00 +0.7%
Page 64 of 68  ·  1,359 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%