Abundance Wealth Counselors - Portfolio overview

Abundance Wealth Counselors has 264 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 20.05%
  2. PCT - PURECYCLE TECHNOLOGIES INC, 6.28%
  3. BCI - ABRDN ETFS, 5.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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