StockDriftsStockDriftsTop 50 Abundance Wealth Counselors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.43% | 169.9K | $130.1M | -53.38%(-194.56K) | $388.69(+98.94%) | 2026-09-30 | |
| PCT | PURECYCLE TECHNOLOGIES INC | 7.91% | 12.66M | $55.8M | -50.00%(-12.66M) | $6.70(-55.55%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 6.58% | 984.4K | $46.5M | -49.24%(-955.01K) | $32.38(+31.42%) | 2026-09-30 | |
| BCI | ABRDN ETFS | 5.75% | 1.57M | $40.6M | -48.84%(-1.50M) | $22.11(+17.55%) | 2026-09-30 | |
| ACWX | ISHARES TR | 5.63% | 525.3K | $39.7M | -49.18%(-508.37K) | $62.71(+18.24%) | 2026-09-30 | |
| TBG | EA SERIES TRUST | 4.21% | 823.1K | $29.7M | -47.49%(-744.60K) | $34.08(+12.45%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.32% | 241.9K | $23.4M | -49.71%(-239.11K) | $75.61(+27.74%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.42% | 51.2K | $17.0M | -54.24%(-60.70K) | $189.45(+83.22%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.21% | 68.4K | $15.6M | -56.31%(-88.21K) | $103.87(+109.81%) | 2026-09-30 | |
| SUB | ISHARES TR | 2.16% | 145.9K | $15.3M | -44.53%(-117.16K) | $105.63(+0.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.82% | +76.36% | +6.34% | +36.00% |
| Top 20 Holdings Unweighted | +20.01% | +72.83% | +9.47% | +57.21% |
Abundance Wealth Counselors reports $705.91M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.4%), PCT (7.9%) and BAI (6.6%). The top 20 holdings account for 71.75% of reported assets. Its disclosed equity book has returned +76.36% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Abundance Wealth Counselors, compare funds side by side, and get alerts the moment positions change.
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