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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

BHF holding history

Brighthouse Financial, Inc. in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BHF overviewAll 13F holders of BHFFull Q2 2026 holdings

Shares (Q2 2026)
9
Value
$570
% of portfolio
<0.1%
Quarters held
8
Since Q3 2022
Holdings of BHF by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269$570<0.1%00.0%UnchangedHolders
Q1 20269$539<0.1%00.0%UnchangedHolders
Q4 20259$584<0.1%+9NewHolders
Q3 20250$00.0%−29−100.0%Sold outHolders
Q2 202529$1.56K<0.1%+29NewHolders
Q3 20230$00.0%−2−100.0%Sold outHolders
Q2 20232$95<0.1%00.0%UnchangedHolders
Q1 20232$89<0.1%00.0%UnchangedHolders
Q4 20222$103<0.1%00.0%UnchangedHolders
Q3 20222$87<0.1%+2NewHolders