Abundance Wealth Counselors
•CIK: 1767080•Filing: Q4 2025
**Abundance Wealth Counselors** manages $592M across a diversified portfolio of 163 positions. The fund exhibits significant concentration in core ETFs and technology names, notably holding IVV at $130.9M and NVDA at $14.9M. Top allocations also include BAI ($36.7M), ACWX ($34.7M), and BCI ($29.2M), suggesting a strategic tilt toward broad market exposure and specific growth sectors. This structure indicates a disciplined, large-cap oriented approach to wealth preservation and growth.
Total AUM
$592.3M
QoQ Performance
+3.3%
Positions
144
Top 10 Concentration
57.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BAI
ACWX
IVV22.1%
BAI6.2%
ACWX5.9%
BCI4.9%
TBG4.6%
IEFA3.8%
PCT2.6%
NVDA2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.0%
ETF22.6%
Technology12.7%
Healthcare3.3%
Financial3.1%
Consumer2.3%
Communication0.7%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW16 new positions
↑68 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023