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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Abundance Wealth Counselors

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001767080-26-000001

Total Value
$592.3M
Positions
163
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (163)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200191,110$130.9M22.10%
2BLACKROCK ETF TRUSTBLK1,100,684$36.7M6.19%
3ISHARES TR464288240516,649$34.7M5.86%
4ABRDN ETFS0032611041,494,950$29.2M4.93%
5EA SERIES TRUST02072L375823,095$27.5M4.64%
6ISHARES TR46432F842249,914$22.4M3.77%
7PURECYCLE TECHNOLOGIES INCPCTTW1,813,690$15.6M2.63%
8NVIDIA CORPORATIONNVDA81,216$14.9M2.52%
9APPLE INCAAPL52,599$14.3M2.41%
10ISHARES TR464288158117,465$12.5M2.12%
11ISHARES TR46432F859235,360$11.5M1.94%
12MICROSOFT CORPMSFT21,587$10.4M1.76%
13ISHARES TR46434V456213,093$9.7M1.64%
14ALPHABET INCGOOG29,863$9.3M1.58%
15META PLATFORMS INCMETA16,433$8.5M1.43%
16INVESCO EXCHANGE TRADED FD TIVZ30,887$5.9M1.00%
17AMAZON COM INCAMZN25,163$5.8M0.98%
18VANGUARD INDEX FDS92290876917,267$5.8M0.98%
19ISHARES TR46428750776,456$5.0M0.85%
20BROADCOM INCAVGO13,948$4.8M0.82%
21FIDELITY COVINGTON TRUST31609282463,520$4.2M0.72%
22JPMORGAN CHASE & CO.VYLD13,110$4.2M0.71%
23JOHNSON & JOHNSONJNJ20,043$4.1M0.70%
24ISHARES TR46428765515,283$3.8M0.64%
25ABBVIE INCABBV15,815$3.6M0.61%
26ISHARES TR46432F83439,575$3.3M0.57%
27ISHARES TR46428780427,338$3.3M0.55%
28INNVENTURE INCINVLW782,197$3.3M0.55%
29GILEAD SCIENCES INCGILD25,382$3.1M0.53%
30MCKESSON CORPMCK3,724$3.1M0.52%
31VISA INCV8,436$3.0M0.50%
32VERIZON COMMUNICATIONS INCVZ69,315$2.8M0.48%
33NETFLIX INCNFLX29,380$2.8M0.47%
34EXELON CORPEXC61,572$2.7M0.45%
35INTERNATIONAL BUSINESS MACHSINTR8,473$2.5M0.42%
36CHEVRON CORP NEWCVX15,973$2.4M0.41%
37AMGEN INCAMGN7,438$2.4M0.41%
38HOST HOTELS & RESORTS INCHST135,312$2.4M0.41%
39TESLA INCTSLA5,212$2.3M0.40%
40NOVARTIS AGNVSEF16,927$2.3M0.39%
41CISCO SYS INCCSCO29,900$2.3M0.39%
42BROOKFIELD RENEWABLE CORPBEPC57,880$2.2M0.37%
43PRUDENTIAL FINL INCPUKPF19,658$2.2M0.37%
44ORACLE CORPORCL-PD11,327$2.2M0.37%
45FORD MTR CO345370860162,483$2.1M0.36%
46MARRIOTT INTL INC NEW5719032026,870$2.1M0.36%
47FIDELITY WISE ORIGIN BITCOINFBTC27,637$2.1M0.36%
48LAM RESEARCH CORPLRCX12,198$2.1M0.35%
49BRISTOL-MYERS SQUIBB COCELG-RI38,405$2.1M0.35%
50ELI LILLY & COLLY1,849$2.0M0.34%
51AMERICAN EXPRESS COAXP5,355$2.0M0.33%
52TOTALENERGIES SETTE28,319$1.9M0.31%
53SPDR S&P 500 ETF TRSPY2,654$1.8M0.31%
54ING GROEP N.V.INGVF62,420$1.7M0.30%
55DEERE & CODE3,695$1.7M0.29%
56LOWES COS INC5486611077,119$1.7M0.29%
57GSK PLCGLAXF34,667$1.7M0.29%
58BERKSHIRE HATHAWAY INC DELBRK-A3,380$1.7M0.29%
59HEWLETT PACKARD ENTERPRISE CHPE-PC70,034$1.7M0.28%
60FIDELITY ETHEREUM FD31613E10355,324$1.6M0.28%
61VERTIV HOLDINGS COVRT9,920$1.6M0.27%
62UNILEVER PLCUNLYF24,472$1.6M0.27%
63QUANTA SVCS INC74762E1023,606$1.5M0.26%
64COSTCO WHSL CORP NEW22160K1051,744$1.5M0.25%
65NUCOR CORPNUE9,150$1.5M0.25%
66PROCTER AND GAMBLE CO74271810910,360$1.5M0.25%
67REGIONS FINANCIAL CORP NEWRF-PF53,775$1.5M0.25%
68ENBRIDGE INCENNPF29,821$1.4M0.24%
69DELTA AIR LINES INC DELDAL20,257$1.4M0.24%
70KRAFT HEINZ COKHC57,864$1.4M0.24%
71HA SUSTAINABLE INFRA CAP INC41068X10043,978$1.4M0.23%
72ROPER TECHNOLOGIES INCROP3,076$1.4M0.23%
73GOLUB CAP BDC INC38173M10298,811$1.3M0.23%
74REALTY INCOME CORPO23,256$1.3M0.22%
75UGI CORP NEW90268110534,614$1.3M0.22%
76CLEARWAY ENERGY INCCWEN-A38,881$1.3M0.22%
77QUALCOMM INCQCOM7,440$1.3M0.21%
78AMERIPRISE FINL INC03076C1062,568$1.3M0.21%
79ISHARES TR46432F3395,998$1.2M0.20%
80CROWN CASTLE INCCCI13,057$1.2M0.20%
81HERCULES CAPITAL INCHCXY61,609$1.2M0.20%
82MASCO CORPMAS18,199$1.2M0.20%
83HUBBELL INCHUBB2,597$1.2M0.19%
84BANK AMERICA CORP06050510420,873$1.1M0.19%
85DIAMOND HILL INVT GROUP INC25264R2076,686$1.1M0.19%
86BP PLCBPPFF32,344$1.1M0.19%
87ISHARES TR46428722611,104$1.1M0.19%
88KENVUE INCKVUE62,944$1.1M0.18%
89DISNEY WALT CO2546871069,498$1.1M0.18%
90METTLER TOLEDO INTERNATIONALMTD755$1.1M0.18%
91ALEXANDRIA REAL ESTATE EQ IN01527110921,238$1.0M0.18%
92WABTEC9297401084,842$1.0M0.17%
93ALPHABET INCGOOG3,229$1.0M0.17%
94UNITED PARCEL SERVICE INCUPS10,095$1.0M0.17%
95PFIZER INCPFE40,164$1.0M0.17%
96HP INCHPQ42,064$937,1650.16%
97VANGUARD INDEX FDS9229083631,462$916,8660.15%
98DOMINION ENERGY INCD15,417$903,2830.15%
99HOLOGIC INCHOLX12,096$901,0330.15%
100ENERGY TRANSFER L PET-PI54,308$895,5430.15%
101UNITEDHEALTH GROUP INCUNH2,660$878,1100.15%
102MASTERCARD INCORPORATEDMA1,927$873,5140.15%
103PENTAIR PLCPNR8,031$836,3540.14%
104ADOBE INCADBE2,346$821,0930.14%
105XPLR INFRASTRUCTURE LPNEE-PW79,349$793,4900.13%
106FRANKLIN RESOURCES INCBEN31,909$762,3120.13%
107GENERAC HLDGS INCGNRC5,556$757,6680.13%
108TRANSMEDICS GROUP INCTMDX6,162$749,6090.13%
109SMUCKER J M CO8326964057,651$748,3430.13%
110TAIWAN SEMICONDUCTOR MFG LTD8740391002,445$743,0100.13%
111PHILLIPS 66PSX5,658$730,1110.12%
112LKQ CORPLKQ24,048$726,2500.12%
113ASML HOLDING N VASMLF673$720,0170.12%
114ALICO INCALCO19,473$708,4290.12%
115EASTERLY GOVT PPTYS INC27616P30132,448$687,5810.12%
116TARGET CORPTGT6,983$682,6060.12%
117AUTOMATIC DATA PROCESSING INADP2,622$674,4610.11%
118LYONDELLBASELL INDUSTRIES NLYB15,434$668,2830.11%
119FISERV INCFISV9,794$657,8650.11%
120SPDR SERIES TRUST78464A8547,752$621,8650.10%
121TOYOTA MOTOR CORPTOYOF2,443$522,9480.09%
122MOSAIC CO NEWMOS21,343$514,1550.09%
123MICRON TECHNOLOGY INCMU1,800$513,7380.09%
124WISDOMTREE TRWT14,552$486,7630.08%
125ALLIANCEBERNSTEIN GLOBAL HIGAWF45,382$485,1340.08%
126ISHARES TR46429B6633,860$469,4140.08%
127GRANITE PT MTG TR INC38741L107191,011$458,4300.08%
128ISHARES TR4642876221,007$376,0550.06%
129BOEING COBA-PA1,689$366,7160.06%
130CROWDSTRIKE HLDGS INCCRWD782$366,5700.06%
131BRANDYWINE RLTY TR105368203118,666$346,5040.06%
132GLOBAL X FDS37954Y6326,756$343,6100.06%
133WELLS FARGO CO NEW9497461013,680$342,9760.06%
134BANK NEW YORK MELLON CORP0640581002,952$342,6980.06%
135ISHARES TR4642871502,303$342,4340.06%
136SHOPIFY INCSHOP2,010$323,5500.05%
137INTEL CORPINTC8,586$316,8260.05%
138ADVANCED MICRO DEVICES INCAMD1,476$316,0990.05%
139VERTEX PHARMACEUTICALS INCVRTX663$300,5760.05%
140TORTOISE ENERGY INFRA CORPTYG7,081$289,6140.05%
141UNIFIED SER TRUFI6,636$274,6640.05%
142IREN LIMITEDIREN7,000$264,3900.04%
143PNC FINL SVCS GROUP INC6934751051,250$260,9130.04%
144ISHARES TR4642874992,698$259,7370.04%
145EXXON MOBIL CORPXOM2,131$256,4450.04%
146SONY GROUP CORPSNEJF9,902$253,4910.04%
147CIPHER MINING INC17253J10617,000$250,9200.04%
148ISHARES TR46435G5162,630$250,0860.04%
149FIRST SOLAR INCFSLR942$246,0790.04%
150MERCK & CO INCMRK2,333$245,5570.04%
151HERSHEY COHSY1,333$242,5790.04%
152ISHARES INC4642863197,671$239,0300.04%
153INTERCONTINENTAL HOTELS GROU45857P8061,675$235,8890.04%
154SPOTIFY TECHNOLOGY S ASPOT400$232,2840.04%
155RIO TINTO PLCRTNTF2,856$228,5660.04%
156SPDR GOLD TRGLD552$218,7640.04%
157APPLIED MATLS INC038222105834$214,3300.04%
158NOVO-NORDISK A SNONOF4,007$203,8750.03%
159CIA ENERGETICA DE MINAS GERA20440960168,157$136,3140.02%
160PURECYCLE TECHNOLOGIES INCPCTTW10,050$97,5320.02%
161PELOTON INTERACTIVE INCPTON11,327$69,7750.01%
162BTQ TECHNOLOGIES CORPBTQ12,000$61,4400.01%
163STRIVE INCSATA62,000$45,7560.01%