Abacus Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.10B
Q ending 2026-03-31
Prior quarter
$1.02B
Q ending 2025-12-31
Change
+7.5% QoQ · +64.7% YoY
Positions
504
reported holdings
Largest positions
Top 100 of 504 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dfa Dimensional Glbl Sustainabilit | DFSB | Shares | $135.1M | 2.6M |
| Vert Global Sustainable Real Estat | VGSR | Shares | $130.7M | 12.7M |
| Dimensional U S Targeted Value Etf | DFAT | Shares | $84.8M | 1.4M |
| Figure Technology Soluti Class | FIGR | Shares | $65.2M | 1.9M |
| Nuveen Esg Small-Cap Etf | NUSC | Shares | $64.6M | 1.4M |
| Adasina Social Justice All Cap Glo | JSTC | Shares | $56.2M | 2.9M |
| Dimensional Us Sustainability Core | DFSU | Shares | $52.7M | 1.3M |
| Nuveen Esg Mid-Cap Value Etf | NUMV | Shares | $39.2M | 1.0M |
| Dimensional Intl Sustainability Co | DFSI | Shares | $24.9M | 586K |
| Nuveen Esg Emerging Markets Equity | NUEM | Shares | $22.3M | 608K |
| Nvidia Corp | NVDA | Shares | $19.4M | 111K |
| Apple Inc | AAPL | Shares | $19.1M | 75K |
| Dimensional Emg Mkts Sustainabilit | DFSE | Shares | $14.4M | 340K |
| Microsoft Corp | MSFT | Shares | $10.5M | 28K |
| Dimensional Intern Small Cap Vl Et | DISV | Shares | $10.3M | 260K |
| Taiwan Semiconductor M F Sponsored | TSM | Shares | $7.5M | 22K |
| Spdr S&P 500 Etf Iv | SPY | Shares | $6.7M | 10K |
| Dfa Dimensional Us Marketwide Valu | DFUV | Shares | $6.6M | 135K |
| Dimensional U S Core Equity 2 Etf | DFAC | Shares | $5.8M | 149K |
| Alphabet Inc Class A | GOOGL | Shares | $5.1M | 18K |
| Johnson & Johnson | JNJ | Shares | $5.0M | 20K |
| Amazon.Com Inc | AMZN | Shares | $4.6M | 22K |
| Wheaton Precious Metal F | WPM | Shares | $4.1M | 31K |
| Alphabet Inc Class C | GOOG | Shares | $3.4M | 12K |
| Oracle Corp | ORCL | Shares | $3.4M | 23K |
| Broadcom Inc | AVGO | Shares | $3.4M | 11K |
| Dfa Dimensional Us Equity Market E | DFUS | Shares | $3.0M | 43K |
| Berkshire Hathaway Class B | BRK/B | Shares | $3.0M | 6K |
| Kb Finl Group Inc F Sponsored Adr | KB | Shares | $2.9M | 29K |
| Meta Platforms Inc Class A | META | Shares | $2.9M | 5K |
| Abbvie Inc | ABBV | Shares | $2.8M | 13K |
| Novartis Ag F Sponsored Adr | NVS | Shares | $2.8M | 18K |
| Tidal Etf Tr Sp Fds (S&P 500) | SPUS | Shares | $2.8M | 57K |
| Advanced Micro Device In | AMD | Shares | $2.7M | 13K |
| Amalgamated Finl Corp | AMAL | Shares | $2.7M | 69K |
| Tesla Inc | TSLA | Shares | $2.5M | 7K |
| Eli Lilly And Co | LLY | Shares | $2.5M | 3K |
| Woori Finl Group Inc F Unsponsored | WF | Shares | $2.3M | 35K |
| Jpmorgan Chase & Co | JPM | Shares | $2.3M | 8K |
| Asml Hldg N V F Sponsored Adr | Shares | $2.2M | 2K | |
| Berkshire Hathaway I A | BRK/A | Shares | $2.2M | 3 |
| Hartford Finl Svcs Group | HIG | Shares | $2.0M | 15K |
| Tim Sa Adr F Sponsored Adr | TIMB | Shares | $2.0M | 74K |
| Merck & Co. Inc. | MRK | Shares | $1.9M | 16K |
| Cisco Sys Inc | CSCO | Shares | $1.8M | 24K |
| Gilead Sciences Inc | GILD | Shares | $1.8M | 13K |
| Nextracker Inc Class A | NXT | Shares | $1.8M | 15K |
| Costco Whsl Corp New | COST | Shares | $1.8M | 2K |
| Cbre Group Inc Class A | CBRE | Shares | $1.8M | 13K |
| Vanguard S&P 500 Etf | VOO | Shares | $1.7M | 3K |
| Badger Meter Inc | BMI | Shares | $1.7M | 11K |
| Xylem Inc | XYL | Shares | $1.7M | 15K |
| Agnico Eagle Mines Ltd F | AEM | Shares | $1.7M | 8K |
| Vanguard Intermediate Term Bond Et | BIV | Shares | $1.7M | 22K |
| Applied Matls Inc | AMAT | Shares | $1.7M | 5K |
| Abbott Labs | ABT | Shares | $1.7M | 17K |
| Biogen Inc | BIIB | Shares | $1.7M | 9K |
| Salesforce Inc | CRM | Shares | $1.5M | 8K |
| Morgan Stanley | MS | Shares | $1.5M | 9K |
| Bank New York Mellon Cor | BNY | Shares | $1.5M | 13K |
| Verizon Communications I | VZ | Shares | $1.5M | 30K |
| Taylor Morrison Home Cor | TMHC | Shares | $1.5M | 26K |
| Bank Nova Scotia F | BNS | Shares | $1.5M | 21K |
| Ubs Group Ag F | Shares | $1.5M | 37K | |
| Grupo Aeroportuario De F Sponsored | PAC | Shares | $1.5M | 6K |
| Omnicom Group Inc | OMC | Shares | $1.4M | 19K |
| Grupo Cibest Sa Spon | CIB | Shares | $1.4M | 20K |
| Dimensional Shrt Drt Fxd Incm Etf | DFSD | Shares | $1.4M | 30K |
| Meritage Homes Corp | MTH | Shares | $1.4M | 23K |
| Johnson Controls Inter F | Shares | $1.4M | 10K | |
| S&P Global Inc | SPGI | Shares | $1.4M | 3K |
| Ormat Technologies Inc | ORA | Shares | $1.4M | 12K |
| Eaton Corp Plc F | Shares | $1.3M | 4K | |
| State Str Corp | STT | Shares | $1.3M | 10K |
| Ishares Iboxx Invt Grade Bond Etf | LQD | Shares | $1.3M | 12K |
| Kb Home | KBH | Shares | $1.3M | 25K |
| Dell Technologies Inc Class C | DELL | Shares | $1.3M | 8K |
| Ase Technology Hldg Co F Unsponsor | ASX | Shares | $1.3M | 59K |
| Astrazeneca Plc Ord | Shares | $1.3M | 7K | |
| Ing Groep Adr Rep 1 Or F Sponsored | ING | Shares | $1.3M | 49K |
| Hsbc Hldgs Plc F Sponsored Adr | HSBC | Shares | $1.3M | 15K |
| Bank Montreal Que F | BMO | Shares | $1.2M | 9K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $1.2M | 6K |
| Mastercard Inc Class A | MA | Shares | $1.2M | 2K |
| Shinhan Finl Group Co F Sponsored | SHG | Shares | $1.2M | 20K |
| Sumitomo Mitsui Finl G F Unsponsor | SMFG | Shares | $1.2M | 62K |
| Telefonica Brasil S. Adr | VIV | Shares | $1.2M | 74K |
| Vanguard Growth Etf | VUG | Shares | $1.2M | 3K |
| Technipfmc Plc F | Shares | $1.1M | 17K | |
| Pfizer Inc | PFE | Shares | $1.1M | 41K |
| Goldman Sachs Group Inc | GS | Shares | $1.1M | 1K |
| The Cigna Group | CI | Shares | $1.1M | 4K |
| 1448917 | CLS | Shares | $1.1M | 4K |
| Dr Reddys Labs Ltd F Sponsored Adr | RDY | Shares | $1.1M | 80K |
| Visa Inc Class A | V | Shares | $1.1M | 4K |
| Toyota Mtr Corp F Sponsored Adr | TM | Shares | $1.1M | 5K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $1.0M | 16K |
| Baker Hughes Co. Class A | BKR | Shares | $1.0M | 17K |
| Vanguard Total Stock Market Etf | VTI | Shares | $1.0M | 3K |
| Quanta Svcs Inc | PWR | Shares | $990K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.