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Lindsay Marie Rider

Abound Financial, Llc

Assets Managed
$228.927M
Holdings
283
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-11.41%(2Q avg: -4%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Abound Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 283 positions.

Assets under management

The assets under management (AUM) of Abound Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 228.927M in assets, with a quarterly growth rate of -11.41% and a 2-quarter average growth rate of -4%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Decreased -7.23%
11.45%
$26.209M
542,399 shares@ $48.33 avg price
OAKM
Oakmark Us Large Cap Etf
Recent Activity
Increased 0.38%
11.22%
$25.664M
931,034 shares@ $27.57 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -11.13%
10.14%
$23.196M
236,915 shares@ $97.92 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -9.12%
9.94%
$22.748M
287,728 shares@ $79.06 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -8%
9.93%
$22.724M
401,624 shares@ $56.59 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -8.15%
6.67%
$15.266M
334,411 shares@ $45.66 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -3.78%
5.82%
$13.312M
173,920 shares@ $76.55 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Decreased -6.02%
3.36%
$7.674M
101,439 shares@ $75.65 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Decreased -7.61%
3.33%
$7.615M
265,708 shares@ $28.67 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -9.41%
3.04%
$6.946M
117,294 shares@ $59.23 avg price

1-10 of 283