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Manager record

Abound Financial, Llc

Granite Bay, CA · CIK 2024264 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$250.84MReported 13F valueQ2 2026 · as filed
297Holdings listed
+9.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $227.2M$227.2MQ2 202567 holdingsQ3 2025: $249.9M$249.9MQ3 202570 holdingsQ4 2025: $258.4M$258.4MQ4 2025276 holdingsQ1 2026: $228.9M$228.9MQ1 2026283 holdingsQ2 2026: $250.8M$250.8MQ2 2026297 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$250.84M · 297 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$228.93M · 283 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR/A · period Q4 2025

$258.42M · 276 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$341.89M · 98 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$249.92M · 70 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$227.22M · 67 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology