13F Insight
DOSSIER · 13F-HR · Q2 2026

Abundance Wealth Counselors

$1.5B in tracked AUM across 317 positions as of Q2 2026.

AW
CIK 0001767080 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
317
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Abundance Wealth Counselors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$273M364K17.7%02
PCT
PURECYCLE TECHNOLOGIES INC
$205M25.3M13.3%03
BAI
BLACKROCK ETF TRUST
$102M1.9M6.6%04
ACWX
ISHARES TR
$79M1.0M5.1%05
BCI
ABRDN ETFS
$69M3.1M4.5%06
TBG
EA SERIES TRUST
$57M1.6M3.7%07
IEFA
ISHARES TR
$46M481K3.0%08
AAPL
APPLE INC
$32M112K2.1%09
NVDA
NVIDIA CORPORATION
$31M159K2.0%10
SUB
ISHARES TR
$28M263K1.8%

Filing history

2026Q2Jun 30
$1.5B▲ 120.9%
317 positionsView →2026Q1Mar 31
$697M▲ 17.7%
246 positionsView →2025Q4Dec 31
$592M▲ 1.5%
163 positionsView →2025Q3Sep 30
$583M▲ 9.2%
169 positionsView →2025Q2Jun 30
$534M▲ 11.9%
165 positionsLocked2025Q1Mar 31
$478M▲ 3.9%
151 positionsLocked2024Q4Dec 31
$459M▼ 4.9%
141 positionsLocked2024Q3Sep 30
$483M▲ 122.4%
137 positionsLocked2024Q2Jun 30
$217M▼ 50.0%
72 positionsLocked2024Q1Mar 31
$434M▲ 12.9%
137 positionsLocked2023Q4Dec 31
$385M▲ 9.9%
139 positionsLocked2023Q3Sep 30
$350M▲ 81.1%
130 positionsLocked
Showing 12 of 31