ABOUND FINANCIAL, LLC
RIA/Wealth
ABOUND FINANCIAL, LLC is a RIA/Wealth based in Granite Bay, CA led by David Alexander Laut, reporting $436.0M in AUM as of Q3 2025 with 87% ETF concentration and 75% concentrated in top 10 holdings.
Managing PartnerDavid Alexander Laut
- Portfolio Value
- $225.0M
- Positions
- 68
- Top Holding
- SPYG at 14.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ABOUND FINANCIAL, LLC's portfolio (74.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $33.5M | 14.89% | -$238.0K Sold | — 320.5K shares | |
ETF ETF | $28.7M | 12.76% | +$120.2K Bought | — 619.7K shares | |
ETF ETF | $25.6M | 11.37% | +$1.3M Bought | — 317.2K shares | |
ETF ETF | $16.5M | 7.34% | +$398.6K Bought | — 385.8K shares | |
ETF ETF | $15.8M | 7.04% | +$147.7K Bought | — 286.1K shares | |
ETF ETF | $15.4M | 6.86% | -$737.1K Sold | — 196.9K shares | |
ETF ETF | $9.2M | 4.11% | +$279.1K Bought | — 197.5K shares | |
Unknown Unknown | $8.1M | 3.59% | -$1.0M Sold | — 105.6K shares | |
ETF ETF | $7.8M | 3.47% | +$27.5K Bought | — 270.4K shares | |
ETF ETF | $7.6M | 3.36% | +$467.2K Bought | — 132.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ABOUND FINANCIAL, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+6.59% | |
+5.48% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-24.08% | |
-16.78% | |
-13.38% |
Analytics
Portfolio insights and performance metrics for ABOUND FINANCIAL, LLC
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