ABOUND FINANCIAL, LLC - Portfolio overview

ABOUND FINANCIAL, LLC has 286 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPSM - STATE STREET, 10.71%
2. OAKM - OAKMARK U S, 10.49%
3. SPYG - STATE STREET, 9.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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