Abundance Wealth Counselors
Abundance Wealth Counselors reported 317 positions worth $1.54B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (17.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $273.0M | 17.72% | 364,474 | — | — | |
| ▸ 2 | PCT | SH | $205.3M | 13.33% | 25,312,529 | — | — | |
| ▸ 3 | BAI | SH | $102.2M | 6.64% | 1,939,405 | — | — | |
| ▸ 4 | ACWX | SH | $78.7M | 5.11% | 1,033,676 | — | — | |
| ▸ 5 | BCI | SH | $68.5M | 4.45% | 3,068,432 | — | — | |
| ▸ 6 | TBG | SH | $57.2M | 3.71% | 1,567,748 | — | — | |
| ▸ 7 | IEFA | SH | $46.5M | 3.02% | 481,054 | — | — | |
| ▸ 8 | AAPL | SH | $32.4M | 2.10% | 111,893 | — | — | |
| ▸ 9 | NVDA | SH | $31.3M | 2.03% | 156,644 | — | — | |
| ▸ 10 | SUB | SH | $28.0M | 1.82% | 263,074 | — | — |
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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.