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ABOUND FINANCIAL, LLC
ABOUND FINANCIAL, LLC
Latest filing: 2026-06-30
ABOUND FINANCIAL, LLC runs ABOUND FINANCIAL, LLC and currently holds 297 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $250.84M. Their top holdings are SPSM, SPTM, SPYG, SPYV, SPDW. The top five represent 47.3% of reported portfolio weight. ABOUND FINANCIAL, LLC ranks #880 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ABOUND FINANCIAL, LLC initiated 5 new positions. They added to 24 existing positions. They trimmed 37 positions. Their current best-performing preview position is INTC with returns of +216.40%.
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297 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPSM STATE STREET | 10.89% | $44.52 | $57.26 | +28.62% | Trimmed -12.65% |
 SPTM STATE STREET | 10.29% | $71.78 | $92.91 | +29.44% | Trimmed -1.23% |
 SPYG STATE STREET | 9.83% | $88.30 | $120.23 | +36.16% | Trimmed -12.50% |
 SPYV STATE STREET | 9.70% | $53.19 | $63.52 | +19.42% | Trimmed -0.30% |
 SPDW STATE STREET | 6.56% | $34.43 | $52.01 | +51.06% | Trimmed -2.34% |
 SPMD STATE STREET | 3.13% | $54.84 | $67.26 | +22.64% | Trimmed -0.83% |
 VBIL VANGUARD ULTRA | 3.06% | $75.61 | $75.66 | +0.07% | Trimmed -0.09% |
 SPTI STATE STREET | 2.99% | $27.94 | $28.07 | +0.47% | Trimmed -0.41% |
 ARKK ARK INNOVATION | 2.45% | $76.08 | $86.22 | +13.33% | Added +178.85% |
 SPMB STATE STREET | 2.36% | $21.65 | $21.97 | +1.45% | Trimmed -0.50% |
Showing 1-10 of 297