Abundance Wealth Counselors
All 13F Filings
- Location
- State College, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 592,260
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 163 | 592,260 | 13F-HR | Abundance Wealth Counselors |
| Q3 2025 | 10/22/2025 | 169 | 583,497 | 13F-HR | Abundance Wealth Counselors |
| Q2 2025 | 7/21/2025 | 165 | 534,192 | 13F-HR | Abundance Wealth Counselors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 381.8 K | 64.5% | 7.509 K | 0 | 7.509 K |
| ETFs | 199 K | 33.6% | 1.483 K | 0 | 1.483 K |
| Other | 11.47 K | 1.9% | 0 | 155 | -155 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
592,260
Holdings
163
QoQ value change ($000)
8,763
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.