13F Filings History of Abound Wealth Management

Latest 13F report
Q3 2025 - 10 Oct 2025
Value $
$399,483,010
Signature - Title
Lukas Lindgren - Compliance Associate
Location
Franklin, TN
Summary
This page shows a list of all the recent 13F filings made by Abound Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Abound Wealth Management reported 1349 stock holdings with total value $399,483,010 as of Q3 2025. Top holdings included IJR, AGG, VEA, IVV, and VV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 1,349 $399,483,010 +$23,919,017 -$5,096,032 +$18,822,985 IJR, AGG, VEA, IVV, VV 13F-HR 10 Oct 2025, 09:25
Q2 2025 1,295 $353,921,589 +$39,653,215 -$9,903,657 +$29,749,558 IJR, AGG, VEA, IVV, VV 13F-HR 14 Jul 2025, 10:31
Q1 2025 1,266 $299,626,174 +$22,279,347 -$24,208,091 -$1,928,744 IJR, AGG, VEA, IVV, IEMG 13F-HR 17 Apr 2025, 10:36
Q4 2024 1,223 $311,746,543 +$30,054,583 -$2,666,151 +$27,388,432 IJR, AGG, IEMG, VEA, IVV 13F-HR 13 Jan 2025, 13:58
Q3 2024 1,298 $301,135,668 +$14,804,138 -$2,069,812 +$12,734,326 IJR, IEMG, AGG, VEA, IVV 13F-HR 04 Nov 2024, 09:19
Q2 2024 1,165 $271,209,706 +$10,718,410 -$4,323,934 +$6,394,476 IJR, IEMG, AGG, VEA, IVV 13F-HR 09 Aug 2024, 10:17
Q1 2024 1,290 $262,502,280 +$10,269,682 -$7,374,146 +$2,895,536 IJR, IEMG, AGG, VEA, IVV 13F-HR 08 Aug 2024, 09:36
Q4 2023 1,318 $249,268,063 +$28,632,379 -$36,189,705 -$7,557,326 IJR, AGG, IEMG, VEA, IVV 13F-HR 08 Aug 2024, 09:37
Q3 2023 1,165 $234,951,152 +$9,843,638 -$2,736,002 +$7,107,636 IEMG, IJR, XLP, AGG, VEA 13F-HR 08 Aug 2024, 09:22
Q2 2023 1,193 $239,054,556 +$17,835,826 -$10,032,825 +$7,803,001 IEMG, IJR, XLP, VEA, AGG 13F-HR 08 Aug 2024, 09:31
Q1 2023 718 $222,985,481 +$11,592,857 -$2,602,952 +$8,989,905 IEMG, VEA, IJR, XLP, XLU 13F-HR 07 Aug 2024, 09:58
Q4 2022 716 $204,250,394 +$13,354,344 -$6,762,929 +$6,591,415 VEA, XLP, IEMG, IJR, XLU 13F-HR 07 Aug 2024, 10:03
Q3 2022 748 $185,219,201 +$32,149,559 -$12,274,349 +$19,875,210 XLU, XLP, VEA, IJR, IEMG 13F-HR 07 Aug 2024, 10:15
Q2 2022 113 $179,587,762 +$69,406,193 -$7,710,669 +$61,695,524 XLU, VEA, XLP, IJR, VTI 13F-HR 12 Aug 2024, 16:29
Q1 2022 111 $138,681,161 +$27,862,274 -$1,598,282 +$26,263,992 AGG, IJR, VEA, SCHX, IEMG 13F-HR 12 Aug 2024, 09:13
Q4 2021 106 $127,310,260 $0 $0 $0 AGG, IJR, SCHX, VEA, IEMG 13F-HR 12 Aug 2024, 09:49