account_balance
Investment manager · 13F filer · SEC CIK 1767080
Abundance Wealth Counselors
Reported value$706Mas of Sep 30, 2026
Positions170 6 new, 150 sold out
Top 10 weight58.6%IVV alone is 18%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
18.4%Trimmed −53%
PCTPurecycle Technologies Inc
7.9%Trimmed −50%
BAIBlackRock ETF Trust
6.6%Trimmed −49%
BCIAbrdn Etfs
5.8%Trimmed −49%
ACWXiShares Tr
5.6%Trimmed −49%
TBGEa Series Trust
4.2%Trimmed −47%
IEFAiShares Tr
3.3%Trimmed −50%
AAPLApple Inc
2.4%Trimmed −54%
NVDANvidia Corporation
2.2%Trimmed −56%
SUB2.2%
ISTBiShares Tr
2.1%Trimmed −39%
MUNIPimco ETF Tr
1.6%New
IVViShares Tr
18.4%Trimmed −53%
BAI6.6%
BCI5.8%
ACWXiShares Tr
5.6%Trimmed −49%
TBG4.2%
IEFA3.3%
AAPL2.4%NVDA2.2%SUB2.2%
ISTB2.1%
MUNI1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 18.4% Trimmed −53%
PCT Purecycle Technologies Inc 7.9% Trimmed −50%BAI BlackRock ETF Trust 6.6% Trimmed −49%
BCI Abrdn Etfs 5.8% Trimmed −49%
ACWX iShares Tr 5.6% Trimmed −49%
TBG Ea Series Trust 4.2% Trimmed −47%
IEFA iShares Tr 3.3% Trimmed −50%
AAPL Apple Inc 2.4% Trimmed −54%NVDA Nvidia Corporation 2.2% Trimmed −56%SUB iShares Tr 2.2% Trimmed −45%
ISTB iShares Tr 2.1% Trimmed −39%
MUNI Pimco ETF Tr 1.6% New
What changed