Sign In
test

Ashleigh Swayze

Abundance Wealth Counselors

Assets Managed
$1.54B
Holdings
314
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
120.92%(2Q avg: 69.32%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Abundance Wealth Counselors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 314 positions.

Assets under management

The assets under management (AUM) of Abundance Wealth Counselors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.54B in assets, with a quarterly growth rate of 120.92% and a 2-quarter average growth rate of 69.32%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 68.25%
17.73%
$272.951M
364,474 shares@ $748.9 avg price
PCT
Purecycle Technologies Inc
Recent Activity
Increased 196.53%
13.33%
$205.285M
25.313M shares@ $8.11 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 74.06%
6.64%
$102.245M
1.939M shares@ $52.73 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 101.75%
5.11%
$78.673M
1.034M shares@ $76.12 avg price
BCI
Abrdn Bloomberg All Commodit
Recent Activity
Increased 92.79%
4.46%
$68.549M
3.068M shares@ $22.34 avg price
TBG
Tbg Dividend Focus Etf
Recent Activity
Increased 70.24%
3.72%
$57.16M
1.568M shares@ $36.47 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 85.62%
3.02%
$46.46M
481,054 shares@ $96.58 avg price
AAPL
Apple Inc
Recent Activity
Increased 80.87%
2.11%
$32.377M
111,893 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 78.79%
2.04%
$31.367M
159,044 shares@ $197.23 avg price
SUB
Ishares Short-term National
Recent Activity
Increased 112.41%
1.82%
$28.009M
263,074 shares@ $106.47 avg price

1-10 of 314