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ABOUND FINANCIAL, LLC 13F portfolio summary

ABOUND FINANCIAL, LLC of ABOUND FINANCIAL, LLC has 280 current stock holdings with a reported portfolio value of $228.9M. The portfolio 1 year return is +16.36%. Top holdings include WFC-PL (0.00%), SPSM (11.45%), OAKM (11.21%), SPYG (10.13%), SPTM (9.94%).

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ABOUND FINANCIAL, LLC

ABOUND FINANCIAL, LLC
Latest filing: 2026-03-31

ABOUND FINANCIAL, LLC runs ABOUND FINANCIAL, LLC and currently holds 280 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $228.93M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ABOUND FINANCIAL, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ABOUND FINANCIAL, LLC's portfolio at ABOUND FINANCIAL, LLC has delivered returns of +16.36%. Their 3-year annualized return is +12.55%. Looking at the 5-year horizon, ABOUND FINANCIAL, LLC has achieved +12.55% annualized returns at ABOUND FINANCIAL, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.36%
#0/1000
3 Year
+12.55%
#0/1000
5 Year
+12.55%
#0/1000

Portfolio Value

$228.93M

Alpha Score

11.9

#0 of 1000

Holdings

280

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change