Abound Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 1,446 separate securities held by the firm.
The report indicates that the firm holds a diversified portfolio across various sectors. The largest position disclosed is in Apple Inc., with 13,035,715 shares. Other major holdings include Amazon.com Inc. with 3,681,703 shares, Alphabet Inc. Class A with 1,998,535 shares, and Alphabet Inc. Class C with 2,152,911 shares. Broadcom Inc. is also a significant holding, listed with 6,434,437 shares.
The filing provides specific details for each holding, including the name of the issuer, the CUSIP number, the number of shares owned, and the total value of the position. The compliance associate for Abound Wealth Management, Lukas Lindgren, signed the filing on October 26, 2026.
