# EDGAR Filing Document

**Accession Number:** 0002024264
**File Stem:** 0001420506-25-001993
**Filing Date:** 2025-8
**Character Count:** 10559
**Document Hash:** c5a66163c6c15f5cf70005b84afb518b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-001993.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001420506-25-001993

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ABOUND FINANCIAL, LLC
- **CENTRAL INDEX KEY:** 0002024264

**ORGANIZATION NAME:**
- **EIN:** 812572462
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24729
- **FILM NUMBER:** 251213640

**BUSINESS ADDRESS:**
- **STREET 1:** 4180 DOUGLAS BLVD
- **STREET 2:** STE 200
- **CITY:** GRANITE BAY
- **STATE:** CA
- **ZIP:** 95746
- **BUSINESS PHONE:** 9168467780

**MAIL ADDRESS:**
- **STREET 1:** 4180 DOUGLAS BLVD
- **STREET 2:** STE 200
- **CITY:** GRANITE BAY
- **STATE:** CA
- **ZIP:** 95746

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ABOUND FINANCIAL LLC<br>**Address:** 4180 DOUGLAS BLVD<br>STE 200<br>GRANITE BAY, CA 95746

**Form 13F File Number:** 028-24729

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lindsay Marie Rider<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** 7209844071

**Signature, Place, and Date of Signing:**

Lindsay Marie Rider CHIEF COMPLIANCE OFFICER  Thornton, CO  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $227220650

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1351570 | 7669 | SH |  | SOLE |  | 0 | 0 | 7669 |
| AMAZON COM INC | COM | 023135106 |  | 540357 | 2463 | SH |  | SOLE |  | 0 | 0 | 2463 |
| APPLE INC | COM | 037833100 |  | 2092405 | 10198 | SH |  | SOLE |  | 0 | 0 | 10198 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 789865 | 1626 | SH |  | SOLE |  | 0 | 0 | 1626 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 561831 | 97 | SH |  | SOLE |  | 0 | 0 | 97 |
| CENCORA INC | COM | 03073E105 |  | 580644 | 1936 | SH |  | SOLE |  | 0 | 0 | 1936 |
| DBX ETF TR | XTRACKRS S 500 | 233051143 |  | 248512 | 4494 | SH |  | SOLE |  | 0 | 0 | 4494 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 246097 | 2086 | SH |  | SOLE |  | 0 | 0 | 2086 |
| ENBRIDGE INC | COM | 29250N105 |  | 841053 | 18558 | SH |  | SOLE |  | 0 | 0 | 18558 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 202421 | 1878 | SH |  | SOLE |  | 0 | 0 | 1878 |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 33734X176 |  | 241229 | 1533 | SH |  | SOLE |  | 0 | 0 | 1533 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 |  | 270081 | 1269 | SH |  | SOLE |  | 0 | 0 | 1269 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 |  | 2677369 | 110361 | SH |  | SOLE |  | 0 | 0 | 110361 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 449938 | 5304 | SH |  | SOLE |  | 0 | 0 | 5304 |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | 41456U106 |  | 15446607 | 601503 | SH |  | SOLE |  | 321 | 0 | 601182 |
| INVESCO EXCH TRADED FD TR II | S 500 HB ETF | 46138E370 |  | 1936267 | 19853 | SH |  | SOLE |  | 0 | 0 | 19853 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G565 |  | 1293383 | 50287 | SH |  | SOLE |  | 0 | 0 | 50287 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 |  | 244728 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 236726 | 3322 | SH |  | SOLE |  | 0 | 0 | 3322 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1612120 | 8870 | SH |  | SOLE |  | 0 | 0 | 8870 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 405180 | 735 | SH |  | SOLE |  | 0 | 0 | 735 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 656045 | 10718 | SH |  | SOLE |  | 0 | 0 | 10718 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 623578 | 6286 | SH |  | SOLE |  | 0 | 0 | 6286 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 201547 | 2417 | SH |  | SOLE |  | 0 | 0 | 2417 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 364829 | 5706 | SH |  | SOLE |  | 0 | 0 | 5706 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 207620 | 489 | SH |  | SOLE |  | 0 | 0 | 489 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 234473 | 1559 | SH |  | SOLE |  | 0 | 0 | 1559 |
| J P MORGAN EXCHANGE TRADED F | INTERNL GWT | 46641Q324 |  | 1987406 | 27792 | SH |  | SOLE |  | 0 | 0 | 27792 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 651194 | 4128 | SH |  | SOLE |  | 0 | 0 | 4128 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1020821 | 1817 | SH |  | SOLE |  | 0 | 0 | 1817 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1157973 | 1569 | SH |  | SOLE |  | 0 | 0 | 1569 |
| MICROSOFT CORP | COM | 594918104 |  | 3083694 | 6200 | SH |  | SOLE |  | 0 | 0 | 6200 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 2032878 | 5029 | SH |  | SOLE |  | 0 | 0 | 5029 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 640847 | 6821 | SH |  | SOLE |  | 0 | 0 | 6821 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 667181 | 15917 | SH |  | SOLE |  | 0 | 0 | 15917 |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 |  | 285347 | 7915 | SH |  | SOLE |  | 0 | 0 | 7915 |
| ORACLE CORP | COM | 68389X105 |  | 557508 | 2550 | SH |  | SOLE |  | 0 | 0 | 2550 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 300515 | 1650 | SH |  | SOLE |  | 0 | 0 | 1650 |
| PIMCO CALIF MUN INCOME FD II | COM | 72200M108 |  | 108068 | 20162 | SH |  | SOLE |  | 0 | 0 | 20162 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 |  | 500214 | 4442 | SH |  | SOLE |  | 0 | 0 | 4442 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 2771718 | 25539 | SH |  | SOLE |  | 15 | 0 | 25524 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 2785850 | 53196 | SH |  | SOLE |  | 30 | 0 | 53166 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 15241999 | 376439 | SH |  | SOLE |  | 134 | 0 | 376305 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 8186182 | 191535 | SH |  | SOLE |  | 50 | 0 | 191485 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 475277 | 839 | SH |  | SOLE |  | 0 | 0 | 839 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 |  | 7752744 | 269473 | SH |  | SOLE |  | 134 | 0 | 269339 |
| SPDR SERIES TRUST | PORT MTG BK ETF | 78464A383 |  | 5647151 | 255526 | SH |  | SOLE |  | 142 | 0 | 255384 |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | 78464A284 |  | 2200152 | 88787 | SH |  | SOLE |  | 0 | 0 | 88787 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 3625786 | 107975 | SH |  | SOLE |  | 48 | 0 | 107927 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 30769603 | 322803 | SH |  | SOLE |  | 169 | 0 | 322634 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 14836893 | 283471 | SH |  | SOLE |  | 139 | 0 | 283332 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 22549233 | 301098 | SH |  | SOLE |  | 0 | 0 | 301098 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 6740046 | 123943 | SH |  | SOLE |  | 0 | 0 | 123943 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 14996100 | 206302 | SH |  | SOLE |  | 0 | 0 | 206302 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 26288177 | 617093 | SH |  | SOLE |  | 247 | 0 | 616846 |
| SPDR SERIES TRUST | S 600 SMCP GRW | 78464A201 |  | 2314983 | 26083 | SH |  | SOLE |  | 16 | 0 | 26067 |
| SPDR SERIES TRUST | SPDR MSCI USA GE | 78468R747 |  | 244334 | 1958 | SH |  | SOLE |  | 0 | 0 | 1958 |
| SPDR SERIES TRUST | SSGA US LRG ETF | 78468R804 |  | 795884 | 4558 | SH |  | SOLE |  | 0 | 0 | 4558 |
| STARBUCKS CORP | COM | 855244109 |  | 428962 | 4681 | SH |  | SOLE |  | 0 | 0 | 4681 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 522902 | 2309 | SH |  | SOLE |  | 0 | 0 | 2309 |
| TESLA INC | COM | 88160R101 |  | 891673 | 2807 | SH |  | SOLE |  | 0 | 0 | 2807 |
| VANECK ETF TRUST | GREEN BOND ETF | 92189F171 |  | 294281 | 12140 | SH |  | SOLE |  | 0 | 0 | 12140 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 613535 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 301497 | 992 | SH |  | SOLE |  | 0 | 0 | 992 |
| VERISIGN INC | COM | 92343E102 |  | 210824 | 730 | SH |  | SOLE |  | 0 | 0 | 730 |
| VISA INC | COM CL A | 92826C839 |  | 406062 | 1144 | SH |  | SOLE |  | 0 | 0 | 1144 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 7778681 | 118722 | SH |  | SOLE |  | 66 | 0 | 118656 |

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