Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Abundance Wealth Counselors (CIK 1767080) reported $1.54B across 314 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($273.0M, 17.72%), PCT ($205.3M, 13.33%), BAI ($102.2M, 6.64%), ACWX ($78.7M, 5.11%), BCI ($68.5M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $273.0M | 17.72% | 364,474 | Added |
| 2 | PCT | PURECYCLE TECHNOLOGIES INC | $205.3M | 13.33% | 25.3M | Added |
| 3 | BAI | BLACKROCK ETF TRUST | $102.2M | 6.64% | 1.9M | Added |
| 4 | ACWX | ISHARES TR | $78.7M | 5.11% | 1.0M | Added |
| 5 | BCI | ABRDN ETFS | $68.5M | 4.45% | 3.1M | Added |
| 6 | TBG | EA SERIES TRUST | $57.2M | 3.71% | 1.6M | Added |
| 7 | IEFA | ISHARES TR | $46.5M | 3.02% | 481,054 | Added |
| 8 | AAPL | APPLE INC | $32.4M | 2.10% | 111,893 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $31.4M | 2.04% | 159,044 | Added |
| 10 | SUB | ISHARES TR | $28.0M | 1.82% | 263,074 | Added |
| 11 | ISTB | ISHARES TR | $24.4M | 1.59% | 506,326 | Added |
| 12 | GOOGL | ALPHABET INC | $21.4M | 1.39% | 59,974 | Added |
| 13 | IQLT | ISHARES TR | $19.5M | 1.27% | 394,440 | Added |
| 14 | MSFT | MICROSOFT CORP | $16.4M | 1.07% | 44,048 | Added |
| 15 | META | META PLATFORMS INC | $14.8M | 0.96% | 33,067 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $14.6M | 0.95% | 39,561 | Added |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $14.4M | 0.93% | 67,669 | Added |
| 18 | AMZN | AMAZON COM INC | $12.9M | 0.83% | 53,942 | Added |
| 19 | IJH | ISHARES TR | $11.5M | 0.75% | 149,042 | Added |
| 20 | AVGO | BROADCOM INC | $11.0M | 0.71% | 29,128 | Added |
| 21 | LRCX | LAM RESEARCH CORP | $9.9M | 0.64% | 22,871 | Added |
| 22 | IWM | ISHARES TR | $8.7M | 0.57% | 29,094 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $8.3M | 0.54% | 25,347 | Added |
| 24 | INV | INNVENTURE INC | $7.9M | 0.52% | 1.6M | Added |
| 25 | ABBV | ABBVIE INC | $7.6M | 0.50% | 30,368 | Added |
Source: SEC Form 13F filings · as of 2026-06-30