Abacus Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1978011 · latest 13F-HR filed 2026-07-22
Abacus Wealth Partners, LLC manages $951.6M in 13F-reported U.S. long-equity assets across 322 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFSB (15.79%), VGSR (13.24%), NUSC (8.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions and exited 205; 84 existing positions rose in reported value and 187 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$951.6M
Long-equity book
Holdings
322
Distinct positions
Period
2026-06-30
Filed 2026-07-22
Q/Q Activity
+22 / −205 / ↑84 / ↓187
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26DFSB15.8% · +10%VGSR13.2% · -13%NUSC8.5% · +8%DFAT7.5% · -24%JSTC7.1% · +2%DFSU6.4% · +2%NUMV5.0% · +7%DFSI2.9% · +3%NUEM2.8% · +3%AAPL1.8% · -19%DFSE1.6% · -7%NVDA1.6% · -31%DFUV0.8% · -1%MSFT0.8% · -30%SPY0.7% · -11%DFAC0.7% · -1%DISV0.7% · -38%AMD0.6% · -28%TSM0.5% · -55%JNJ0.5% · -12%GOOGL0.4% · -35%DFUS0.4% · -0%SPUS0.3% · 0%ORCL0.3% · -11%AMAT0.3% · -20%BRK.B0.3% · -14%AMZN0.3% · -49%GOOG0.3% · -40%WPM0.2% · -34%KB0.2% · -26%BRK.A0.2% · 0%AVGO0.2% · -47%AMAL0.2% · -36%ABBV0.2% · -38%LLY0.2% · -44%ASX0.2% · -33%JPM0.2% · -32%VTI0.2% · +50%MU0.2% · -39%BIV0.2% · +2%MS0.2% · -13%DELL0.2% · -51%COST0.2% · -4%ASML0.2% · -53%BMO0.2% · -6%DFSD0.2% · +5%MRK0.2% · -27%PHG0.1% · +72%FLEX0.1% · -38%VIG0.1% · 0%ETN0.1% · -13%TSLA0.1% · -53%NVS0.1% · -53%LQD0.1% · 0%GS0.1% · -4%TMHC0.1% · -32%CSCO0.1% · -55%PWR0.1% · -5%WF0.1% · -39%ING0.1% · -20%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 70.9%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Sep 30, 2026.
Assets Under Management
$3.58B
Discretionary
$3.57B
Employees
65
Accounts
6,030
Address
429 SANTA MONICA BLVD.
SUITE 500
SANTA MONICA, CA 90401
SUITE 500
SANTA MONICA, CA 90401
Phone
(888) 422-2287
This firm reports 1 disclosure item on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ABACUS WEALTH MANAGEMENT, INC. Control | VOTING MEMBER since Jan 2004 | 25–50% | Domestic Entity |
| HUMMEL, NEELA, BUSHNELL Control | CO-CEO since Jan 2015 | Less than 5% | Individual |
| KESSEL, BRENTON, WARWICK Control | CO-FOUNDER since Jan 2004 | Less than 5% | Individual |
| SHERMAN FINANCIAL, INC. Control | VOTING MEMBER since Jan 2004 | 25–50% | Domestic Entity |
| SHERMAN, SPENCER, DAVID Control | CO-FOUNDER since Jan 2004 | Less than 5% | Individual |
| BRENNER, GABRIEL, STEPHEN | BOARD MEMBER / PARTNER since Jan 2015 | Less than 5% | Individual |
| Benedetto, Emily, Rose | BOARD MEMBER / PARTNER since Jan 2025 | Less than 5% | Individual |
| OLSON, SUSAN | BOARD MEMBER / PARTNER since Jan 2026 | Less than 5% | Individual |
| PORTER, BARRETT, SEAN | FINANCIAL ADVISOR AND PARTNER since Jan 2013 | Less than 5% | Individual |
| Paganin, Jorge | CFO/CCO/COO PARTNER since Jan 2022 | Less than 5% | Individual |
| RAFKIND, LINDSEY, SHEA WOODWARD | CO-CIO/PARTNER since Jan 2022 | Less than 5% | Individual |
| RIVERA, MATTHEW, JOHN | CO-CIO/PARTNER since Jan 2022 | Less than 5% | Individual |
| WOLF, BARBARA, JACOBS | BOARD MEMBER / PARTNER since Jan 2018 | Less than 5% | Individual |
| YU, WALTER | BOARD MEMBER since Jan 2021 | Less than 5% | Individual |
| KESSEL, BRENTON, WARWICK Control Indirect owner via ABACUS WEALTH MANAGEMENT, INC. | SHAREHOLDER since Jan 1998 | 25–50% | Individual |
| SHERMAN, SPENCER, DAVID Control Indirect owner via SHERMAN FINANCIAL, INC. | SHAREHOLDER since Dec 1993 | 25–50% | Individual |
Ownership & leadership changes · 15 filings with changes since Mar 2, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 11, 2026 filing
- AddedBenedetto, Emily, Rose · BOARD MEMBER / PARTNER · Less than 5%
- Listed againOLSON, SUSAN · BOARD MEMBER / PARTNER · Less than 5%
- ChangedBRENNER, GABRIEL, STEPHEN · title BOARD MEMBER → BOARD MEMBER / PARTNER
- ChangedKESSEL, BRENTON, WARWICK · indirect via ABACUS WEALTH MANAGEMENT, INC.: ownership 75% or more → 25–50%
- ChangedSHERMAN, SPENCER, DAVID · indirect via SHERMAN FINANCIAL, INC.: ownership 75% or more → 25–50%
- ChangedWOLF, BARBARA, JACOBS · title BOARD MEMBER → BOARD MEMBER / PARTNER
May 28, 2025 filing
- No longer listedSTORJOHANN, MARY, ELIZABETH · CO-CEO · Less than 5% · control person · listed since Mar 2019
- ChangedPaganin, Jorge · title CFO/CCO/PARTNER → CFO/CCO/COO PARTNER
Dec 4, 2024 filing
- No longer listedLU-BUETOW, JESSICA · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jul 2013
- ChangedPaganin, Jorge · title CFO/PARTNER → CFO/CCO/PARTNER
Mar 26, 2024 filing
- No longer listedACHESON, KELLY, JAYNE · CLIENT SERVICE ASSOCIATE MANAGER & PARTNER · Less than 5% · listed since Jan 2018
- No longer listedALOIA, GREGORY, VINCENT · FINANCIAL ADVISOR AND PARTNER · Less than 5% · listed since Jan 2010
- No longer listedBRUCE, JONATHAN, DANIEL · PARTNER · Less than 5% · listed since Jan 2010
- No longer listedCANNING, BRIAN, EDWARD · BOARD MEMBER · Less than 5% · listed since Jan 2019
- No longer listedDAVIS, JANA, ELIZABETH · FINANCIAL ADVISOR AND PARTNER · Less than 5% · listed since Jan 2021
- No longer listedLAMB, LARA, GASTON · BOARD MEMBER · Less than 5% · listed since Jan 2017
- No longer listedOLSON, SUSAN · BOARD MEMBER · Less than 5% · listed since Dec 2022
- ChangedWOLF, BARBARA, JACOBS · title FINANCIAL ADVISOR & PARTNER → BOARD MEMBER
- ChangedYU, WALTER · title DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER → BOARD MEMBER
Mar 8, 2023 filing
- No longer listedGLOSSER, KARI, JEAN · FINANCIAL ADVISOR & PARTNER · Less than 5% · listed since Jan 2017
- AddedOLSON, SUSAN · BOARD MEMBER · Less than 5%
- AddedPaganin, Jorge · CFO/PARTNER · Less than 5%
- AddedRAFKIND, LINDSEY, SHEA WOODWARD · CO-CIO/PARTNER · Less than 5%
- AddedRIVERA, MATTHEW, JOHN · CO-CIO/PARTNER · Less than 5%
- ChangedBRENNER, GABRIEL, STEPHEN · title FINANCIAL ADVISOR AND PARTNER → BOARD MEMBER
- ChangedBRUCE, JONATHAN, DANIEL · title PRESIDENT → PARTNER; no longer a control person
- ChangedCANNING, BRIAN, EDWARD · title FINANCIAL ADVISOR AND PARTNER → BOARD MEMBER
- ChangedHUMMEL, NEELA, BUSHNELL · title FINANCIAL ADVISOR AND PARTNER → CO-CEO; now a control person
- ChangedKESSEL, BRENTON, WARWICK · title CO-CEO → CO-FOUNDER
- ChangedLAMB, LARA, GASTON · title FINANCIAL ADVISOR & PARTNER → BOARD MEMBER
- ChangedSHERMAN, SPENCER, DAVID · title CO-CEO → CO-FOUNDER
- ChangedSTORJOHANN, MARY, ELIZABETH · title CHIEF MARKETING OFFICER → CO-CEO; now a control person
Mar 30, 2022 filing
- No longer listedDEWOLF, DAVID, ALLEN · CFO AND PARTNER · 10–25% · control person · listed since Jan 2012
- No longer listedEING, JOHN, DAH-JI · FINANCIAL ADVISOR AND PARTNER · Less than 5% · listed since Jan 2019
- No longer listedFREIBURGER, EILEEN, SEEMAN · FINACIAL ADVISOR AND PARTNER · Less than 5% · listed since Oct 2015
- No longer listedGAGNE, DARIUS, GEISER · CIO AND PARTNER · 10–25% · control person · listed since Jan 2012
- No longer listedGREULICH, ELIZABETH, JAMES · FINANCIAL ADVISOR AND PARTNER · Less than 5% · listed since Jan 2020
- No longer listedHEADLEY, WENDE, MATTSON · FINANCIAL ADVISOR AND PARTNER · Less than 5% · listed since Jan 2020
- AddedDAVIS, JANA, ELIZABETH · FINANCIAL ADVISOR AND PARTNER · Less than 5%
- AddedYU, WALTER · DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER · Less than 5%
Mar 31, 2021 filing
- AddedGREULICH, ELIZABETH, JAMES · FINANCIAL ADVISOR AND PARTNER · Less than 5%
- AddedHEADLEY, WENDE, MATTSON · FINANCIAL ADVISOR AND PARTNER · Less than 5%
Mar 31, 2020 filing
- No longer listedCOLE, JASON, M · FINANCIAL ADVISOR AND PARTNER · Less than 5% · listed since Jan 2004
- AddedCANNING, BRIAN, EDWARD · FINANCIAL ADVISOR AND PARTNER · Less than 5%
- AddedEING, JOHN, DAH-JI · FINANCIAL ADVISOR AND PARTNER · Less than 5%
- AddedSTORJOHANN, MARY, ELIZABETH · CHIEF MARKETING OFFICER · Less than 5%
Mar 31, 2019 filing
- AddedACHESON, KELLY, JAYNE · CLIENT SERVICE ASSOCIATE MANAGER & PARTNER · Less than 5%
- AddedWOLF, BARBARA, JACOBS · FINANCIAL ADVISOR & PARTNER · Less than 5%
- ChangedKESSEL, BRENTON, WARWICK · indirect via ABACUS WEALTH MANAGEMENT, INC.: title CO-CEO → SHAREHOLDER
- ChangedLU-BUETOW, JESSICA · title CHIEF COMPLIANCE OFFICER & CONTROLLER → CHIEF COMPLIANCE OFFICER
- ChangedSHERMAN, SPENCER, DAVID · indirect via SHERMAN FINANCIAL, INC.: title CO-CEO → SHAREHOLDER
Mar 19, 2018 filing
- AddedGLOSSER, KARI, JEAN · FINANCIAL ADVISOR & PARTNER · Less than 5%
- AddedLAMB, LARA, GASTON · FINANCIAL ADVISOR & PARTNER · Less than 5%
Older changes (6 more filings)
Mar 30, 2016 filing
- AddedFREIBURGER, EILEEN, SEEMAN · FINACIAL ADVISOR AND PARTNER · Less than 5%
- ChangedLU-BUETOW, JESSICA · no longer a control person
Mar 30, 2015 filing
- AddedBRENNER, GABRIEL, STEPHEN · FINANCIAL ADVISOR AND PARTNER · Less than 5%
- AddedHUMMEL, NEELA, BUSHNELL · FINANCIAL ADVISOR AND PARTNER · Less than 5%
- ChangedCOLE, JASON, M · title VICE PRESIDENT → FINANCIAL ADVISOR AND PARTNER
Jul 22, 2013 filing
- No longer listedHELLER, MICHAEL, DAVID · CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL · Less than 5% · control person · listed since Apr 2012
- AddedLU-BUETOW, JESSICA · CHIEF COMPLIANCE OFFICER & CONTROLLER · Less than 5% · control person
Mar 27, 2013 filing
- AddedALOIA, GREGORY, VINCENT · FINANCIAL ADVISOR AND PARTNER · Less than 5%
- AddedDEWOLF, DAVID, ALLEN · CFO AND PARTNER · 10–25% · control person
- AddedGAGNE, DARIUS, GEISER · CIO AND PARTNER · 10–25% · control person
- AddedPORTER, BARRETT, SEAN · FINANCIAL ADVISOR AND PARTNER · Less than 5%
- ChangedBRUCE, JONATHAN, DANIEL · title MANAGING DIRECTOR → PRESIDENT
- ChangedCOLE, JASON, M · ownership 5–10% → Less than 5%
- ChangedKESSEL, BRENTON, WARWICK · indirect via ABACUS WEALTH MANAGEMENT, INC.: title PRESIDENT → CO-CEO
- ChangedSHERMAN, SPENCER, DAVID · indirect via SHERMAN FINANCIAL, INC.: title PRESIDENT → CO-CEO
May 4, 2012 filing
- AddedHELLER, MICHAEL, DAVID · CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL · Less than 5% · control person
- ChangedBRUCE, JONATHAN, DANIEL · title CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR → MANAGING DIRECTOR
Mar 2, 2012 filing (earliest on record)
- ListedABACUS WEALTH MANAGEMENT, INC. · VOTING MEMBER · 25–50% · control person
- ListedBRUCE, JONATHAN, DANIEL · CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR · Less than 5% · control person
- ListedCOLE, JASON, M · VICE PRESIDENT · 5–10%
- ListedKESSEL, BRENTON, WARWICK · CO-CEO · Less than 5% · control person
- ListedKESSEL, BRENTON, WARWICK · PRESIDENT · 75% or more · indirect via ABACUS WEALTH MANAGEMENT, INC. · control person
- ListedSHERMAN FINANCIAL, INC. · VOTING MEMBER · 25–50% · control person
- ListedSHERMAN, SPENCER, DAVID · CO-CEO · Less than 5% · control person
- ListedSHERMAN, SPENCER, DAVID · PRESIDENT · 75% or more · indirect via SHERMAN FINANCIAL, INC. · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Nuveen ESG Small-Cap ETF$16.0M +24.8%
- DFA Dimensional Glbl Sustainability Fx Inc ETF$15.2M +11.2%
- Adasina Social Justice All Cap Global ETF$11.1M +19.8%
- Nuveen ESG Mid-Cap Value ETF$8.0M +20.4%
- Dimensional US Sustainability Core 1 ETF$8.0M +15.1%
Top Trims
- Dimensional U S Targeted Value ETF-$13.2M -15.5%
- Nvidia Corp-$4.0M -20.5%
- Dimensional Intern Small Cap VL ETF-$3.7M -36.4%
- Microsoft Corp-$3.1M -29.8%
- Taiwan Semiconductor M F Sponsored ADR-$2.8M -36.8%
New Positions
- Avantis Responsible International Equity ETF$788.5K
- Schwab US Broad Market ETF$673.6K
- Alpha Architect 1-3 Month Box ETF$480.0K
- Trekor Metals LTD F$441.7K
- Veeco Instrs Inc Del$386.4K
Exited Positions
- Figure Technology Soluti Class A$65.2M
- Technipfmc PLC F$1.1M
- Baker Hughes Co. Class A$1.0M
- Camden Natl Corp$966.0K
- Alibaba Group HLDG LTD F Sponsored ADR$816.0K
Abacus Wealth Partners, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DFA Dimensional Glbl Sustainability Fx Inc ETF | DFSB | 25434V674 | $150.2M | 15.79% | 2,882,992 | SH |
| 2 | Vert Global Sustainable Real Estate ETF | VGSR | 56170L695 | $126.0M | 13.24% | 11,063,945 | SH |
| 3 | Nuveen ESG Small-Cap ETF | NUSC | 67092P607 | $80.6M | 8.47% | 1,546,982 | SH |
| 4 | Dimensional U S Targeted Value ETF | DFAT | 25434V609 | $71.6M | 7.52% | 1,024,195 | SH |
| 5 | Adasina Social Justice All Cap Global ETF | JSTC | 886364876 | $67.4M | 7.08% | 2,943,646 | SH |
| 6 | Dimensional US Sustainability Core 1 ETF | DFSU | 25434V716 | $60.6M | 6.37% | 1,300,763 | SH |
| 7 | Nuveen ESG Mid-Cap Value ETF | NUMV | 67092P508 | $47.3M | 4.97% | 1,086,988 | SH |
| 8 | Dimensional Intl Sustainability Core 1 ETF | DFSI | 25434V690 | $27.3M | 2.87% | 605,285 | SH |
| 9 | Nuveen ESG Emerging Markets Equity ETF | NUEM | 67092P888 | $26.5M | 2.78% | 624,064 | SH |
| 10 | Apple Inc | AAPL | 037833100 | $17.6M | 1.85% | 60,763 | SH |
| 11 | Dimensional Emg Mkts Sustainability Core 1 ETF | DFSE | 25434V682 | $15.5M | 1.63% | 317,897 | SH |
| 12 | Nvidia Corp | NVDA | 67066G104 | $15.4M | 1.62% | 77,166 | SH |
| 13 | DFA Dimensional US Marketwide Value ETF | DFUV | 25434V724 | $7.4M | 0.78% | 134,402 | SH |
| 14 | Microsoft Corp | MSFT | 594918104 | $7.4M | 0.77% | 19,735 | SH |
| 15 | SPDR S&P 500 ETF IV | SPY | 78462F103 | $6.8M | 0.72% | 9,122 | SH |
| 16 | Dimensional U S Core Equity 2 ETF | DFAC | 25434V708 | $6.6M | 0.69% | 148,441 | SH |
| 17 | Dimensional Intern Small Cap VL ETF | DISV | 25434V781 | $6.5M | 0.69% | 162,777 | SH |
| 18 | Advanced Micro Device In | AMD | 007903107 | $5.6M | 0.59% | 9,627 | SH |
| 19 | Taiwan Semiconductor M F Sponsored ADR | TSM | 874039100 | $4.7M | 0.50% | 9,928 | SH |
| 20 | Johnson & Johnson | JNJ | 478160104 | $4.5M | 0.48% | 17,810 | SH |
| 21 | Alphabet Inc Class A | GOOGL | 02079K305 | $4.1M | 0.43% | 11,458 | SH |
| 22 | DFA Dimensional US Equity Market ETF | DFUS | 25434V401 | $3.5M | 0.37% | 42,600 | SH |
| 23 | Tidal ETF TR SP FDS (S&P 500) | SPUS | 886364801 | $3.3M | 0.35% | 57,313 | SH |
| 24 | Oracle Corp | ORCL | 68389X105 | $3.0M | 0.32% | 20,613 | SH |
| 25 | Applied Matls Inc | AMAT | 038222105 | $2.9M | 0.30% | 3,998 | SH |
| 26 | Berkshire Hathaway Class B | BRK.B | 084670702 | $2.7M | 0.28% | 5,347 | SH |
| 27 | Amazon.Com Inc | AMZN | 023135106 | $2.6M | 0.28% | 11,109 | SH |
| 28 | Alphabet Inc Class C | GOOG | 02079K107 | $2.5M | 0.27% | 7,140 | SH |
| 29 | Wheaton Precious Metal F | WPM | 962879102 | $2.3M | 0.24% | 20,608 | SH |
| 30 | KB Finl Group Inc F Sponsored ADR | KB | 48241A105 | $2.3M | 0.24% | 21,493 | SH |
| 31 | Berkshire Hathaway I A | BRK.A | 084670108 | $2.2M | 0.24% | 3 | SH |
| 32 | Broadcom Inc | AVGO | 11135F101 | $2.2M | 0.23% | 5,744 | SH |
| 33 | Amalgamated Finl Corp | AMAL | 022671101 | $2.0M | 0.21% | 44,406 | SH |
| 34 | Abbvie Inc | ABBV | 00287Y109 | $2.0M | 0.21% | 8,029 | SH |
| 35 | Eli Lilly And Co | LLY | 532457108 | $1.8M | 0.19% | 1,508 | SH |
| 36 | Ase Technology HLDG Co F Unsponsored ADR | ASX | 00215W100 | $1.8M | 0.19% | 39,783 | SH |
| 37 | JPMorgan Chase & Co | JPM | 46625H100 | $1.8M | 0.18% | 5,356 | SH |
| 38 | Vanguard Total Stock Market ETF | VTI | 922908769 | $1.8M | 0.18% | 4,731 | SH |
| 39 | Micron Technology Inc | MU | 595112103 | $1.7M | 0.18% | 1,511 | SH |
| 40 | Vanguard Intermediate Term Bond ETF | BIV | 921937819 | $1.7M | 0.18% | 22,554 | SH |
| 41 | Morgan Stanley | MS | 617446448 | $1.7M | 0.18% | 8,086 | SH |
| 42 | Dell Technologies Inc Class C | DELL | 24703L202 | $1.7M | 0.18% | 3,885 | SH |
| 43 | Costco WHSL Corp New | COST | 22160K105 | $1.6M | 0.17% | 1,730 | SH |
| 44 | Asml HLDG N V F Sponsored ADR | ASML | N07059210 | $1.5M | 0.16% | 777 | SH |
| 45 | Bank Montreal Que F | BMO | 063671101 | $1.5M | 0.16% | 8,621 | SH |
| 46 | Dimensional SHRT DRT FXD Incm ETF | DFSD | 25434V864 | $1.5M | 0.16% | 31,216 | SH |
| 47 | Merck & Co. Inc. | MRK | 58933Y105 | $1.5M | 0.16% | 11,511 | SH |
| 48 | Koninklijke Philips N F Sponsored ADR | PHG | 500472303 | $1.4M | 0.15% | 52,031 | SH |
| 49 | Flex LTD F | FLEX | Y2573F102 | $1.4M | 0.14% | 8,490 | SH |
| 50 | Vanguard Dividend Appreciation ETF | VIG | 921908844 | $1.4M | 0.14% | 5,789 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-22 | $951.6M | 322 | 0001765380-26-000223 |
| 2026-03-31 | 2026-04-24 | $1.10B | 504 | 0001765380-26-000123 |
| 2025-12-31 | 2026-02-05 | $1.02B | 509 | 0001765380-26-000063 |
Filer Information
Address
429 SANTA MONICA BLVD.SUITE 500
SANTA MONICA, CA 90401
Phone
(310) 566-1888
Filing Manager
Abacus Wealth Partners, LLC
SANTA MONICA, CA
Signatory
Sonia Goforth
Compliance Consultant