Institutions / Abundance Wealth Counselors
Abundance Wealth Counselors
CIK 1767080 · Institution · as of Dec 31, 2025
Portfolio value
$592.26M
Positions
163
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 163 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $130.90M | 22.1% |
| BlackRock ETF Trust | $36.65M | 6.2% |
| iShares Tr | $34.68M | 5.9% |
| Abrdn Etfs | $29.20M | 4.9% |
| Ea Series Trust | $27.48M | 4.6% |
| iShares Tr | $22.36M | 3.8% |
| PureCycle Technologies, Inc. | $15.58M | 2.6% |
| NVIDIA Corp | $14.92M | 2.5% |
| Apple Inc. | $14.30M | 2.4% |
| iShares MSCI UAE ETF | $12.53M | 2.1% |
| iShares Tr | $11.47M | 1.9% |
| Microsoft Corp | $10.44M | 1.8% |
| iShares Tr | $9.69M | 1.6% |
| Alphabet Inc. | $9.35M | 1.6% |
| Meta Platforms Inc | $8.49M | 1.4% |
| Invesco Exchange Traded Fd T | $5.92M | 1.0% |
| Amazon.com Inc | $5.81M | 1.0% |
| Vanguard Index Fds | $5.79M | 1.0% |
| iShares Tr | $5.05M | 0.9% |
| Broadcom Inc. | $4.83M | 0.8% |
| Fidelity Covington Trust | $4.24M | 0.7% |
| JPMorgan Chase & Co | $4.22M | 0.7% |
| Johnson & Johnson | $4.15M | 0.7% |
| iShares Tr | $3.76M | 0.6% |
| AbbVie Inc. | $3.61M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.