Abundance Wealth Counselors
All 13F Filings
- Location
- State College, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,540,274
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 317 | 1,540,274 | 13F-HR | Abundance Wealth Counselors |
| 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):
175
(0.0% of total reported value)
· QoQ Δ:
-34
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 815.2 K | 52.9% | 436.6 K | 0 | 436.6 K |
| ETFs | 724.9 K | 47.1% | 406.5 K | 0 | 406.5 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,540,274
Holdings
317
QoQ value change ($000)
843,053
(120.9%)
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.