Abundance Wealth Counselors
CIK 1767080
13F filing for Q2 2026・No. 3,135
- Holdings
- US$731.71M
- Quarter change
- +US$34.49M
- Entries
- 172
- Net bought (estimate)
- +US$731.06M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 92
- Sold out 21
- Cut 24
- Added 188
- Corporate actions 0
- Unchanged 10
Largest holdings
314 stocks worth US$1.54B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 364,474 | US$272.95M | 17.72% |
| PCTPURECYCLE TECHNOLOGIES INCCOM | Added | 25,312,529 | US$205.28M | 13.33% |
| BLACKROCK ETF TRUSTISHA I IN TE ETF | Added | 1,939,405 | US$102.25M | 6.64% |
| ISHARES TRMSCI ACWI EX US | Added | 1,033,676 | US$78.67M | 5.11% |
| ABRDN ETFSBBRG ALL COMD K1 | Added | 3,068,432 | US$68.55M | 4.45% |
| EA SERIES TRUSTTBG DIVID FO ETF | Added | 1,567,748 | US$57.16M | 3.71% |
| ISHARES TRCORE MSCI EAFE | Added | 481,054 | US$46.46M | 3.02% |
| AAPLAppleCOM | Added | 111,893 | US$32.38M | 2.10% |
| NVDANvidiaCOM | Added | 156,644 | US$31.34M | 2.04% |
| ISHARES TRSHRT NAT MUN ETF | Added | 263,074 | US$28.01M | 1.82% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled October 26, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.