ABOUND FINANCIAL, LLC
•CIK: 2024264•Filing: Q4 2025
**ABOUND FINANCIAL, LLC** manages $258M across a diversified portfolio of 276 positions. The strategy exhibits a significant concentration in sector-specific ETFs, notably allocating $28.4M to SPYG and $27.4M to SPSM. Top holdings further emphasize broad market exposure, including $26.3M in OAKM and $26.1M in SPTM. This structure suggests a tactical, equity-focused approach targeting specific market segments.
Total AUM
$258.4M
QoQ Performance
+3.4%
Positions
218
Top 10 Concentration
73.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
SPSM
OAKM
SPTM
SPYV
SPDW
SPYM
SPYG11.0%
SPSM10.6%
OAKM10.2%
SPTM10.1%
SPYV9.6%
SPDW6.3%
SPYM5.6%
SPEM3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.0%
Technology3.3%
Consumer1.2%
Financial0.9%
Healthcare0.2%
Industrial0.1%
Energy0.1%
ETF0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW134 new positions
↑15 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024