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 $697.2M across 240 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($141.5M, 20.30%), PCT ($44.3M, 6.35%), BCI ($38.7M, 5.54%), BAI ($36.7M, 5.27%), ACWX ($35.1M, 5.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $141.5M | 20.30% | 216,628 | Added |
| 2 | PCT | PURECYCLE TECHNOLOGIES INC | $44.3M | 6.35% | 8.5M | Added |
| 3 | BCI | ABRDN ETFS | $38.7M | 5.54% | 1.6M | Added |
| 4 | BAI | BLACKROCK ETF TRUST | $36.7M | 5.27% | 1.1M | Added |
| 5 | ACWX | ISHARES TR | $35.1M | 5.03% | 512,359 | Trimmed |
| 6 | TBG | EA SERIES TRUST | $32.1M | 4.60% | 920,940 | Added |
| 7 | IEFA | ISHARES TR | $23.5M | 3.37% | 259,172 | Added |
| 8 | AAPL | APPLE INC | $15.7M | 2.25% | 61,864 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $15.3M | 2.20% | 88,960 | Added |
| 10 | SUB | ISHARES TR | $13.2M | 1.89% | 123,854 | Added |
| 11 | ISTB | ISHARES TR | $11.9M | 1.71% | 246,328 | Added |
| 12 | IQLT | ISHARES TR | $10.1M | 1.45% | 219,422 | Added |
| 13 | GOOGL | ALPHABET INC | $9.5M | 1.37% | 33,097 | Added |
| 14 | MSFT | MICROSOFT CORP | $9.3M | 1.33% | 25,121 | Added |
| 15 | META | META PLATFORMS INC | $8.5M | 1.22% | 18,036 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $7.3M | 1.05% | 22,857 | Added |
| 17 | AMZN | AMAZON COM INC | $6.2M | 0.89% | 29,660 | Added |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $6.2M | 0.89% | 32,226 | Added |
| 19 | IJH | ISHARES TR | $6.1M | 0.87% | 90,097 | Added |
| 20 | AVGO | BROADCOM INC | $5.2M | 0.75% | 16,848 | Added |
| 21 | IWM | ISHARES TR | $4.4M | 0.63% | 17,784 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $4.2M | 0.60% | 14,170 | Added |
| 23 | FDLO | FIDELITY COVINGTON TRUST | $4.0M | 0.58% | 62,660 | Trimmed |
| 24 | IJR | ISHARES TR | $4.0M | 0.58% | 32,388 | Added |
| 25 | MCK | MCKESSON CORP | $3.5M | 0.50% | 3,999 | Added |
Source: SEC Form 13F filings · as of 2026-03-31