Abundance Wealth Counselors

Q2 2025 13F Holdings

  • Location
    state college, PA
  • Num holdings

    165

  • Value ($000)

    $534

  • Date Filed
    07/21/2025
  • Form type
    13F-HR
  • CIK
    0001767080
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$119.93K
23 %

194,907

PCT
PCT

PURECYCLE TECHNOLOGIES INC

COM
$32.20K
6 %

2,350,690

ACWX
ACWX

ISHARES TR

MSCI ACWI EX US
$31.65K
6 %

519,369

---

BLACKROCK ETF TRUST

ISHARES A I INNO
$28.64K
5 %

992,904

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$22.33K
4 %

269,624

SUB
SUB

ISHARES TR

SHRT NAT MUN ETF
$13.14K
3 %

123,539

NVDA
NVDA

NVIDIA CORPORATION

COM
$12.88K
2 %

79,527

---

ABRDN ETFS

BBRG ALL COMD K1
$12.38K
2 %

595,964

AAPL
AAPL

APPLE INC

COM
$11.92K
2 %

58,540

MSFT
MSFT

MICROSOFT CORP

COM
$11.20K
2 %

22,722

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