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Abundance Wealth Counselors
hedge fundUpdated 10 days agoManaged by Abundance Wealth Counselors • Latest filing Q3 2026
Portfolio value
$705.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
26.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $592.3M |
| Q1 2026 | $697.2M |
| Q2 2026 | $1.5B |
| Q3 2026 | $705.9M |
Top holdings
170 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $130.1M | 169.9K | 18.43% | Trimmed(-53.4%) | |
| 2 | $55.8M | 12.66M | 7.91% | Trimmed(-50.0%) | |
| 3 | $46.5M | 984.4K | 6.58% | Trimmed(-49.2%) | |
| 4 | ? N/A ABRDN ETFS | $40.6M | 1.57M | 5.75% | Trimmed(-48.8%) |
| 5 | $39.7M | 525.3K | 5.63% | Trimmed(-49.2%) | |
| 6 | ? N/A EA SERIES TRUST | $29.7M | 823.1K | 4.21% | Trimmed(-47.5%) |
| 7 | $23.4M | 241.9K | 3.32% | Trimmed(-49.7%) | |
| 8 | $17M | 51.2K | 2.42% | Trimmed(-54.2%) | |
| 9 | $15.6M | 68.4K | 2.21% | Added(+2751.5%) | |
| 10 | $15.3M | 145.9K | 2.16% | Trimmed(-44.5%) | |
| 11 | $14.6M | 309.4K | 2.07% | Trimmed(-38.9%) | |
| 12 | $11.3M | 227.0K | 1.60% | — | |
| 13 | $10.4M | 20.2K | 1.47% | Trimmed(-54.1%) | |
| 14 | $10.2M | 29.6K | 1.45% | Trimmed(-50.6%) | |
| 15 | $10.1M | 204.2K | 1.43% | Trimmed(-48.2%) | |
| 16 | $8.9M | 204.6K | 1.26% | — | |
| 17 | $7.8M | 10.8K | 1.11% | Added(+54.1%) | |
| 18 | $7.3M | 35.2K | 1.04% | Trimmed(-47.9%) | |
| 19 | $6.1M | 16.4K | 0.87% | Trimmed(-58.7%) | |
| 20 | $5.9M | 23.5K | 0.83% | Trimmed(-56.4%) |