Sign In
test

Ashleigh Swayze

Abundance Wealth Counselors

Assets Managed
$697.221M
Holdings
243
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
17.73%(2Q avg: 9.62%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Abundance Wealth Counselors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 243 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 697.221M in assets, with a quarterly growth rate of 17.73% and a 2-quarter average growth rate of 9.62%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 13.36%
20.3%
$141.502M
216,628 shares@ $653.21 avg price
PCT
Purecycle Technologies Inc
Recent Activity
Increased 370.68%
6.36%
$44.305M
8.537M shares@ $5.19 avg price
BCI
Abrdn Bloomberg All Commodit
Recent Activity
Increased 6.47%
5.55%
$38.661M
1.592M shares@ $24.29 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 1.23%
5.27%
$36.713M
1.114M shares@ $32.96 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Decreased -0.83%
5.04%
$35.081M
512,359 shares@ $68.47 avg price
TBG
Tbg Dividend Focus Etf
Recent Activity
Increased 11.89%
4.61%
$32.104M
920,940 shares@ $34.87 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.71%
3.37%
$23.463M
259,172 shares@ $90.53 avg price
AAPL
Apple Inc
Recent Activity
Increased 17.62%
2.26%
$15.7M
61,864 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 9.54%
2.2%
$15.314M
88,960 shares@ $172.15 avg price
SUB
Ishares Short-term National
Recent Activity
Increased 5.44%
1.9%
$13.19M
123,854 shares@ $106.5 avg price

1-10 of 243