Abundance Wealth Counselors
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$697.2M
Holdings
242
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Exited (was 191.1k shares)
20.3%
02
$PCT
PURECYCLE TECHNOLOGIES INC
Q1 2026: Exited (was 1.81M shares)
6.4%
03
$BCI
ABRDN ETFS
Q1 2026: Exited (was 1.49M shares)
5.5%
04
$BAI
BLACKROCK ETF TRUST
Q1 2026: Exited (was 1.10M shares)
5.3%
05
$ACWX
ISHARES TR
Q1 2026: Exited (was 516.6k shares)
5.0%
06
$TBG
EA SERIES TRUST
Q1 2026: Exited (was 823.1k shares)
4.6%
07
$IEFA
ISHARES TR
Q1 2026: Exited (was 249.9k shares)
3.4%
08
$AAPL
APPLE INC
Q1 2026: Exited (was 52.6k shares)
2.3%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 81.2k shares)
2.2%
10
$SUB
ISHARES TR
Q1 2026: Exited (was 117.5k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.