ABOUND FINANCIAL, LLC
CIK 0002024264 · GRANITE BAY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$250.8M
2026 Q2
Positions
297
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPSM
STATE STREET
10.9%
OAKM
OAKMARK U S
10.4%
SPTM
STATE STREET
10.3%
SPYG
STATE STREET
9.8%
SPYV
STATE STREET
9.7%
SPDW
STATE STREET
6.6%
SPYM
STATE STREET
6.0%
SPMD
STATE STREET
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.