Abundance Wealth Counselors
All 13F Filings
- Location
- State College, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 697,221
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 246 | 697,221 | 13F-HR | Abundance Wealth Counselors |
| 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)
Derivatives reported exposure ($000):
209
(0.0% of total reported value)
· QoQ Δ:
+209
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 378.6 K | 54.3% | 0 | 3.171 K | -3.171 K |
| ETFs | 318.4 K | 45.7% | 119.4 K | 0 | 119.4 K |
| Other | 0 | 0.0% | 0 | 11.47 K | -11.47 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
697,221
Holdings
246
QoQ value change ($000)
104,961
(17.7%)
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.