Institutional Fund
Abound Financial, LLC
Granite Bay, CACIK 20242646 filings on record
Portfolio Value
$228.93M
Q1 2026
Holdings
283
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-11.4%
from $258.42M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust11.4%
- Harris Oakmark ETF Trust11.2%
- Spdr Series Trust10.1%
- Spdr Series Trust9.9%
- Spdr Series Trust9.9%
- Spdr Index Shs Fds6.7%
- Other40.7%
Portfolio Holdings
283 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 542.4K | $26.21M | 11.4% | −42.3K | Reduced |
| 2 | Harris Oakmark ETF Trust | 931.0K | $25.66M | 11.2% | +3.4K | Added |
| 3 | Spdr Series Trust | 236.9K | $23.20M | 10.1% | −29.7K | Reduced |
| 4 | Spdr Series Trust | 287.7K | $22.75M | 9.9% | −28.9K | Reduced |
| 5 | Spdr Series Trust | 401.6K | $22.72M | 9.9% | −35.0K | Reduced |
| 6 | Spdr Index Shs Fds | 334.4K | $15.27M | 6.7% | −29.7K | Reduced |
| 7 | Spdr Series Trust | 173.9K | $13.31M | 5.8% | −6.8K | Reduced |
| 8 | Vanguard Instl Index Fd | 101.4K | $7.67M | 3.4% | −6.5K | Reduced |
| 9 | Spdr Series Trust | 265.7K | $7.62M | 3.3% | −21.9K | Reduced |
| 10 | Spdr Series Trust | 117.3K | $6.95M | 3.0% | −12.2K | Reduced |
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