Abundance Wealth Counselors: Portfolio Changes in Q2 2026
Abundance Wealth Counselors managed a portfolio valued at $1,361 million as of June 30th, 2026. The firm focused on large-cap ETFs like IVV and demonstrated significant buying activity.
As of June 30th, 2026, Abundance Wealth Counselors managed a substantial portfolio valued at $1,361 million. Their investment strategy appears to favor large-cap stocks and exchange-traded funds (ETFs), with significant allocations across various sectors. The firm's holdings are diverse, encompassing technology giants like Apple (AAPL) alongside exposure to industrials through Purecycle Technologies Inc (PCT).
The most notable change during this quarter involved PURECYCLE TECHNOLOGIES INC and its ETF counterpart, ISHARES TR (ACWX). The firm significantly increased their position in PCT by acquiring 16.7 million additional shares at a value increase of $190 million, pushing the stock's portfolio allocation to 13.3%. Similarly, they boosted their stake in ABRDN ETFS (BCI) by nearly 9.3 million shares ($8.5 million worth), resulting in an allocation of approximately 4.4%.
In addition to these substantial purchases, Abundance Wealth Counselors added two new positions this quarter: CIA ENERGETICA DE MINAS GERA (CIG) and ISHARES TR (IQLT). The utility-focused CIG stock, acquired for a total value of $1.8 million in shares, now represents just 0.12% of the portfolio but shows an extraordinary increase from prior periods with its change percentage at 1146.7%. On the other hand, IQLT saw a more modest addition, adding about 195 thousand dollars worth to the portfolio.
Their continued confidence in large-cap US equities was evident through purchases of major ETFs like IVV and IEFA. They added shares to ISHARES TR (IVV), increasing its allocation slightly but still maintaining a significant position at around 17.7% ($273 million). Similarly, they bolstered their holdings in ISHARES TR (IEFA) by acquiring more than $46 million worth of stock.
Furthermore, the firm demonstrated strong interest in specific individual stocks like ALPHABET INC (GOOGL), increasing its position by 8.1% ($21.4 million added). Technology-focused holdings such as NVIDIA Corporation (NVDA) also saw a substantial increase of nearly 78.5%, adding $3.1 million to the portfolio.
Overall, Abundance Wealth Counselors' actions this quarter suggest a focus on established large-cap positions while strategically allocating capital towards specific sectors and individual companies like PURECYCLE TECHNOLOGIES INC, ABRDN ETFS (BCI), and ISHARES TR (ACWX). There were no reported large-scale exits or changes in the largest holdings during this period.