Institutional Fund
Abound Wealth Management
Franklin, TNCIK 19503235 filings on record
Portfolio Value
$440.09M
Q1 2026
Holdings
1,482
Reported positions
New Buys
195
Opened this quarter
QoQ Change
+3.1%
from $426.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.2%
- Ishares Tr10.8%
- Vanguard Tax-Managed Fds7.6%
- Ishares Tr6.2%
- Vanguard Index Fds5.8%
- Ishares Inc5.2%
- Other51.2%
Portfolio Holdings
1,482 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 468.1K | $58.19M | 13.2% | +23.6K | Added |
| 2 | Ishares Tr | 480.8K | $47.73M | 10.8% | +26.9K | Added |
| 3 | Vanguard Tax-Managed Fds | 522.1K | $33.46M | 7.6% | +15.6K | Added |
| 4 | Ishares Tr | 41.6K | $27.17M | 6.2% | +1.6K | Added |
| 5 | Vanguard Index Fds | 85.1K | $25.43M | 5.8% | +5.6K | Added |
| 6 | Ishares Inc | 329.4K | $22.98M | 5.2% | +7.2K | Added |
| 7 | Schwab Strategic Tr | 799.3K | $20.49M | 4.7% | +2.4K | Added |
| 8 | Vanguard Index Fds | 34.1K | $20.37M | 4.6% | +1.3K | Added |
| 9 | Vanguard Index Fds | 67.4K | $17.65M | 4.0% | +186 | Added |
| 10 | Vanguard Index Fds | 46.7K | $15.00M | 3.4% | +1.4K | Added |
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