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Abundance Wealth Counselors

Portfolio Manager
Abundance Wealth Counselors
Performance
-2.58% (2026 Q1)
AUM (13F)
$697.22M
# of Holdings
243
Performance Rank
Allocation (Top 20)
68.34%

Abundance Wealth Counselors Holdings Map

Top 50 Abundance Wealth Counselors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
20.3%216.6K$141.5M
+13.35%(+25.52K)
2025-Q1: 194.6K shares2025-Q2: 194.9K shares2025-Q3: 191.4K shares2025-Q4: 191.1K shares2026-Q1: 216.6K shares
$181.75(+310.30%)
2026-03-31
PCT
PURECYCLE TECHNOLOGIES INC
6.36%8.54M$44.3M
+370.67%(+6.72M)
2025-Q1: 2.42M shares2025-Q2: 2.35M shares2025-Q3: 1.94M shares2025-Q4: 1.81M shares2026-Q1: 8.54M shares
$6.94(+46.99%)
2026-03-31
BCI
ABRDN ETFS
5.55%1.59M$38.7M
+6.47%(+96.68K)
2025-Q1: 597.1K shares2025-Q2: 596.0K shares2025-Q3: 1.51M shares2025-Q4: 1.49M shares2026-Q1: 1.59M shares
$21.00(+22.63%)
2026-03-31
BAI
BLACKROCK ETF TRUST
5.27%1.11M$36.7M
+1.23%(+13.53K)
2025-Q1: 972.4K shares2025-Q2: 992.9K shares2025-Q3: 1.10M shares2025-Q4: 1.10M shares2026-Q1: 1.11M shares
$25.29(+91.46%)
2026-03-31
ACWX
ISHARES TR
5.03%512.4K$35.1M
-0.83%(-4.29K)
2025-Q1: 508.3K shares2025-Q2: 519.4K shares2025-Q3: 509.5K shares2025-Q4: 516.6K shares2026-Q1: 512.4K shares
$54.07(+39.54%)
2026-03-31
TBG
EA SERIES TRUST
4.61%920.9K$32.1M
+11.89%(+97.84K)
2025-Q1: 0 shares2025-Q2: 244.6K shares2025-Q3: 256.2K shares2025-Q4: 823.1K shares2026-Q1: 920.9K shares
$33.07(+9.16%)
2026-03-31
IEFA
ISHARES TR
3.37%259.2K$23.5M
+3.70%(+9.26K)
2025-Q1: 280.8K shares2025-Q2: 269.6K shares2025-Q3: 253.0K shares2025-Q4: 249.9K shares2026-Q1: 259.2K shares
$61.47(+58.03%)
2026-03-31
AAPL
APPLE INC
2.25%61.9K$15.7M
+17.61%(+9.27K)
2025-Q1: 57.6K shares2025-Q2: 58.5K shares2025-Q3: 52.8K shares2025-Q4: 52.6K shares2026-Q1: 61.9K shares
$125.93(+137.33%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.2%87.8K$15.3M
+8.06%(+6.54K)
2025-Q1: 79.2K shares2025-Q2: 79.5K shares2025-Q3: 82.6K shares2025-Q4: 81.2K shares2026-Q1: 87.8K shares
$42.06(+436.96%)
2026-03-31
SUB
ISHARES TR
1.89%123.9K$13.2M
+5.44%(+6.39K)
2025-Q1: 123.9K shares2025-Q2: 123.5K shares2025-Q3: 111.6K shares2025-Q4: 117.5K shares2026-Q1: 123.9K shares
$104.69(+1.50%)
2026-03-31

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