StockDriftsStockDriftsTop 50 Abundance Wealth Counselors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.72% | 364.5K | $273.0M | +68.25%(+147.85K) | $388.69(+99.99%) | 2026-06-30 | |
| PCT | PURECYCLE TECHNOLOGIES INC | 13.33% | 25.31M | $205.3M | +196.52%(+16.78M) | $6.70(+8.13%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 6.64% | 1.94M | $102.2M | +74.06%(+825.19K) | $32.38(+37.26%) | 2026-06-30 | |
| ACWX | ISHARES TR | 5.11% | 1.03M | $78.7M | +101.75%(+521.32K) | $62.71(+23.58%) | 2026-06-30 | |
| BCI | ABRDN ETFS | 4.45% | 3.07M | $68.5M | +92.79%(+1.48M) | $22.11(+10.36%) | 2026-06-30 | |
| TBG | EA SERIES TRUST | 3.71% | 1.57M | $57.2M | +70.23%(+646.81K) | $34.08(+13.71%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.02% | 481.1K | $46.5M | +85.61%(+221.88K) | $75.61(+33.63%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.1% | 111.9K | $32.4M | +80.87%(+50.03K) | $189.45(+61.87%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.04% | 156.6K | $31.3M | +78.49%(+68.88K) | $103.87(+112.24%) | 2026-06-30 | |
| SUB | ISHARES TR | 1.82% | 263.1K | $28.0M | +112.41%(+139.22K) | $105.63(+0.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.91% | +47.79% | +7.48% | +43.43% |
| Top 20 Holdings Unweighted | +16.52% | +58.20% | +8.91% | +53.26% |
Abundance Wealth Counselors reports $1.54B in US-listed equity holdings across 314 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.7%), PCT (13.3%) and BAI (6.6%). The top 20 holdings account for 70.38% of reported assets. Its disclosed equity book has returned +47.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Abundance Wealth Counselors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767080). View Abundance Wealth Counselors’s 13F filings on SEC