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Lukas Lindgren

Abound Wealth Management

Assets Managed
$503.861M
Holdings
1359
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
14.49%(2Q avg: 8.78%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Abound Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1359 positions.

Assets under management

The assets under management (AUM) of Abound Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 503.861M in assets, with a quarterly growth rate of 14.49% and a 2-quarter average growth rate of 8.78%. The portfolio is managed by Lukas Lindgren, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 4.86%
14.45%
$72.799M
490,860 shares@ $148.32 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 6.08%
10.02%
$50.483M
510,029 shares@ $98.99 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.1%
7.38%
$37.163M
521,591 shares@ $71.25 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.85%
6.36%
$32.04M
42,783 shares@ $748.9 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 2.88%
5.98%
$30.106M
87,540 shares@ $343.91 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 3.49%
5.61%
$28.237M
340,858 shares@ $82.84 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.11%
4.72%
$23.782M
808,077 shares@ $29.44 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.27%
4.55%
$22.876M
33,307 shares@ $686.82 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.14%
4.05%
$20.394M
67,280 shares@ $303.13 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.3%
3.39%
$17.073M
46,138 shares@ $370.05 avg price

1-10 of 1359