Abundance Wealth Counselors

CIK 0001767080 · Q2 2026

13F Equity AUM

$1.5B

+120.9% QoQ

Positions

314

-243 QoQ

AUM Rank

#2,693

Top 22%

Skill Alpha (FF)

-2.5%/yr^ns

No Clear Edge

Rank #5,790 · Top 70%

vs S&P -4.1%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 47.2%Top 10: 59.9%Top 20: 70.4%

IVV17.7%

PCT13.3%

BAI6.6%

ACWX5.1%

BCI4.5%

TBG3.7%

IEFA3.0%

AAPL2.1%

NVDA2.0%

SUB1.8%

Others (304)40.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 314Median: 0.04%Avg: 0.32%

0–0.5%

290(27.4%)

0.5–1%

10(7.4%)

1–3%

7(11.3%)

3–5%

3(11.2%)

5%+

4(42.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 314vs 20 funds

0%Low

314

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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