§ 13F · FUND PROFILE
Abundance Wealth Counselors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $583M (13F)Positions · 169Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 217K | $142M | 20.3% | +13% |
| 2 | PCT | PURECYCLE TECHNOLOGIES INC | 8.54M | $44M | 6.4% | +371% |
| 3 | BCI | ABRDN ETFS | 1.59M | $39M | 5.5% | +6% |
| 4 | BAI | BLACKROCK ETF TRUST | 1.11M | $37M | 5.3% | +1% |
| 5 | ACWX | ISHARES TR | 512K | $35M | 5.0% | −1% |
| 6 | TBG | EA SERIES TRUST | 921K | $32M | 4.6% | +12% |
| 7 | IEFA | ISHARES TR | 259K | $23M | 3.4% | +4% |
| 8 | AAPL | APPLE INC | 62K | $16M | 2.3% | +18% |
| 9 | NVDA | NVIDIA CORPORATION | 88K | $15M | 2.2% | +10% |
| 10 | SUB | ISHARES TR | 124K | $13M | 1.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABUNDANCE SIGNAL
AC read
Abundance Wealth Counselors is a Other fund managing $583 million in assets. The fund runs a portfolio of 169 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed