13F Insight
DOSSIER · 13F-HR · Q1 2026

Abundance Wealth Counselors

Abundance Wealth Counselors's asset manager based in San Francisco, CA — $697M in tracked AUM across 246 positions as of Q1 2026.

AW
Abundance Wealth Counselors·San Francisco, CA·Asset Manager
CIK 0001767080 · last filed Mar 31, 2026
Total AUM
$697M
▼ 14.8%
vs prior
Holdings
246
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Abundance Wealth Counselors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$142M217K20.3%
02
PCT
PURECYCLE TECHNOLOGIES INC
$44M8.5M6.4%
03
BCI
ABRDN ETFS
$39M1.6M5.5%
04
BAI
BLACKROCK ETF TRUST
$37M1.1M5.3%
05
ACWX
ISHARES TR
$35M512K5.0%
06
TBG
EA SERIES TRUST
$32M921K4.6%
07
IEFA
ISHARES TR
$23M259K3.4%
08
AAPL
APPLE INC
$16M62K2.3%
09
NVDA
NVIDIA CORPORATION
$15M89K2.2%
10
SUB
ISHARES TR
$13M124K1.9%

Filing history

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