Abundance Wealth Counselors

CIK 0001767080 · STATE COLLEGE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Abundance Wealth Counselors reported 317 positions worth $1.54B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (17.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.54B
2026 Q2
Positions
317
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.9%
Est. Net Flow (Q)
2026 Q2
10 / 317 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$273.0M17.72%364,474
2PCTPURECYCLE TECHNOLOGIES INCSH$205.3M13.33%25,312,529
3BAIBLACKROCK ETF TRUSTSH$102.2M6.64%1,939,405
4ACWXISHARES TRSH$78.7M5.11%1,033,676
5BCIABRDN ETFSSH$68.5M4.45%3,068,432
6TBGEA SERIES TRUSTSH$57.2M3.71%1,567,748
7IEFAISHARES TRSH$46.5M3.02%481,054
8AAPLAPPLE INCSH$32.4M2.10%111,893
9NVDANVIDIA CORPORATIONSH$31.3M2.03%156,644
10SUBISHARES TRSH$28.0M1.82%263,074

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Abundance Wealth Counselors hold as of Q2 2026?

Abundance Wealth Counselors reported 317 positions worth $1.54B in its Q2 2026 13F filing. Largest positions: IVV (17.7%), PCT (13.3%), BAI (6.6%), ACWX (5.1%) and BCI (4.5%).

What did Abundance Wealth Counselors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Abundance Wealth Counselors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.