EdgeMarket › What Abacus Wealth Partners, Llc reported owning
What Abacus Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
504Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFSB Dimensional Global Sustainability Fixed Income | 135.1M | 12.3% | 2.6M | 50.72 | -3.6% |
| VGSR Vert Global Sustainable Real Estate ETF | 130.7M | 11.9% | 12.7M | 11.53 | +9.4% |
| DFAT Dimensional U.S. Targeted Value ETF | 84.8M | 7.7% | 1.4M | 71.67 | +26.9% |
| FIGR Figure Technology Solutions, Inc. | 65.2M | 6.0% | 1.9M | 39.10 | — |
| NUSC Nuveen ESG Small-Cap ETF | 64.6M | 5.9% | 1.4M | 51.96 | +23.9% |
| JSTC Adasina Social Justice All Cap Global ETF | 56.2M | 5.1% | 2.9M | 23.04 | +14.5% |
| DFSU Dimensional US Sustainability Core 1 ETF | 52.7M | 4.8% | 1.3M | 48.20 | +18.3% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 39.2M | 3.6% | 1.0M | 45.16 | +19.9% |
| DFSI Dimensional International Sustainability Core | 24.9M | 2.3% | 586.1K | 47.37 | +16.8% |
| NUEM Nuveen ESG Emerging Markets Equity ETF | 22.3M | 2.0% | 607.9K | 42.14 | +23.8% |
| NVDA NVIDIA CORP | 19.4M | 1.8% | 111.3K | 214.72 | +22.4% |
| AAPL Apple Inc. | 19.1M | 1.7% | 75.2K | 309.35 | +36.9% |
| DFSE Dimensional Emerging Markets Sustainability Co | 14.4M | 1.3% | 340.4K | 48.59 | +23.6% |
| MSFT MICROSOFT CORP | 10.5M | 1.0% | 28.3K | 483.24 | -4.4% |
| DISV Dimensional International Small Cap Value ETF | 10.3M | 0.9% | 260.3K | 44.49 | +28.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 7.5M | 0.7% | 22.2K | 418.95 | +83.3% |
| SPY SPDR S&P 500 ETF TRUST | 6.7M | 0.6% | 10.3K | 765.72 | +20.0% |
| DFUV Dimensional US Marketwide Value ETF | 6.6M | 0.6% | 135.4K | 57.43 | +31.9% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 5.8M | 0.5% | 149.4K | 45.61 | +22.8% |
| GOOGL Alphabet Inc. | 5.1M | 0.5% | 17.7K | 344.82 | +73.0% |
| JNJ JOHNSON & JOHNSON | 5.0M | 0.5% | 20.3K | 270.24 | +51.1% |
| AMZN AMAZON COM INC | 4.6M | 0.4% | 22.0K | 258.63 | +15.6% |
| WPM Wheaton Precious Metals Corp. | 4.1M | 0.4% | 31.5K | 157.78 | +69.2% |
| GOOG Alphabet Inc. | 3.4M | 0.3% | 12.0K | 341.75 | +70.7% |
| ORCL ORACLE CORP | 3.4M | 0.3% | 23.2K | 146.47 | -37.7% |
| AVGO Broadcom Inc. | 3.4M | 0.3% | 10.8K | 368.45 | +26.5% |
| DFUS Dimensional U.S. Equity Market ETF | 3.0M | 0.3% | 42.7K | 83.64 | +20.8% |
| unmapped CUSIP 084670702 | 3.0M | 0.3% | 6.2K | — | — |
| KB KB Financial Group Inc. | 2.9M | 0.3% | 28.9K | 117.96 | +50.6% |
| META Meta Platforms, Inc. | 2.9M | 0.3% | 5.0K | 549.90 | -26.5% |
| ABBV AbbVie Inc. | 2.8M | 0.3% | 13.0K | 264.96 | +26.7% |
| NVS NOVARTIS AG | 2.8M | 0.3% | 18.4K | 158.86 | +24.8% |
| SPUS SP Funds S&P 500 Sharia Industry Exclusions ET | 2.8M | 0.3% | 57.3K | 58.62 | +26.2% |
| AMD ADVANCED MICRO DEVICES INC | 2.7M | 0.2% | 13.3K | 473.25 | +186.5% |
| AMAL Amalgamated Financial Corp. | 2.7M | 0.2% | 69.3K | 48.76 | +71.3% |
| TSLA Tesla, Inc. | 2.5M | 0.2% | 6.8K | 362.86 | +12.0% |
| LLY ELI LILLY & Co | 2.5M | 0.2% | 2.7K | 1,255.40 | +78.0% |
| WF WOORI FINANCIAL GROUP INC. | 2.3M | 0.2% | 35.0K | 68.43 | +28.7% |
| JPM JPMORGAN CHASE & CO | 2.3M | 0.2% | 7.9K | 351.58 | +20.3% |
| ASML ASML HOLDING NV | 2.2M | 0.2% | 1.7K | 1,763.76 | +135.3% |
| unmapped CUSIP 084670108 | 2.2M | 0.2% | 3 | — | — |
| HIG HARTFORD INSURANCE GROUP, INC. | 2.0M | 0.2% | 14.7K | 136.10 | +1.6% |
| TIMB TIM S.A. | 2.0M | 0.2% | 74.0K | 17.84 | -12.6% |
| MRK Merck & Co., Inc. | 1.9M | 0.2% | 15.8K | 152.55 | +80.2% |
| CSCO CISCO SYSTEMS, INC. | 1.8M | 0.2% | 23.6K | 111.04 | +65.5% |
| GILD GILEAD SCIENCES, INC. | 1.8M | 0.2% | 13.0K | 146.12 | +23.1% |
| NXT Nextpower Inc. | 1.8M | 0.2% | 15.0K | 86.18 | +30.3% |
| COST COSTCO WHOLESALE CORP /NEW | 1.8M | 0.2% | 1.8K | 947.74 | -4.7% |
| CBRE CBRE GROUP, INC. | 1.8M | 0.2% | 13.1K | 152.10 | -5.4% |
| VOO Vanguard S&P 500 ETF | 1.7M | 0.2% | 2.9K | 703.71 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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