Abound Financial, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$228.9M
Holdings
282
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPSM
STATE STREET
Q4 2025: Exited (was 619.7k shares)
11.4%
02
$OAKM
OAKMARK U S
Q4 2025: Exited (was 613.9k shares)
11.2%
03
$SPYG
STATE STREET
Q4 2025: Exited (was 320.5k shares)
10.1%
04
$SPTM
STATE STREET
Q4 2025: Exited (was 317.2k shares)
9.9%
05
$SPYV
STATE STREET
Q4 2025: Exited (was 286.1k shares)
9.9%
06
$SPDW
STATE STREET
Q4 2025: Exited (was 385.8k shares)
6.7%
07
$SPYM
STATE STREET
Q4 2025: Exited (was 196.9k shares)
5.8%
08
$VBIL
VANGUARD ULTRA
Q4 2025: Exited (was 112.4k shares)
3.4%
09
$SPTI
STATE STREET
Q4 2025: Exited (was 270.4k shares)
3.3%
10
$SPMD
STATE STREET
Q4 2025: Exited (was 132.1k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:29 UTC.