Abacus Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1978011 · latest 13F-HR filed 2026-04-24
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.
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AUM
$1.10B
Long-equity book
Holdings
504
Distinct positions
Period
2026-03-31
Filed 2026-04-24
Q/Q Activity
+60 / −65 / ↑179 / ↓167
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DFA Dimensional Glbl Sustainability Fx Inc ETF$9.1M +7.3%
- SPDR S&P 500 ETF IV$1.1M +20.7%
- Vanguard S&P 500 ETF$1.1M +160.2%
- DFA Dimensional US Equity Market ETF$971.8K +47.2%
- Berkshire Hathaway Class B$911.6K +44.2%
Top Trims
- Microsoft Corp-$3.4M -24.7%
- Nvidia Corp-$1.8M -8.3%
- Oracle Corp-$1.2M -25.4%
- Thomson Reuters Corp F-$833.5K -78.7%
- Wipro LTD F Sponsored ADR-$787.7K -51.7%
New Positions
- Figure Technology Soluti Class A$65.2M
- Berkshire Hathaway I A$2.2M
- Astrazeneca PLC Ord$1.3M
- Ciena Corp$563.3K
- Piper Sandler Cos$489.0K
Exited Positions
- Forge Global HLDGS Inc$2.8M
- Astrazeneca PLC F Sponsored ADR$1.2M
- Telefonica S A F Sponsored ADR$881.3K
- Avidity Biosciences Inc$610.7K
- Piper Sandler Companies$528.6K
All Holdings
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 | $135.1M | 12.33% | 2,610,181 | SH |
| 2 | Vert Global Sustainable Real Estate ETF | VGSR | 56170L695 | $130.7M | 11.94% | 12,658,314 | SH |
| 3 | Dimensional U S Targeted Value ETF | DFAT | 25434V609 | $84.8M | 7.74% | 1,357,119 | SH |
| 4 | Figure Technology Soluti Class A | FIGR | 349381103 | $65.2M | 5.96% | 1,921,617 | SH |
| 5 | Nuveen ESG Small-Cap ETF | NUSC | 67092P607 | $64.6M | 5.90% | 1,434,429 | SH |
| 6 | Adasina Social Justice All Cap Global ETF | JSTC | 886364876 | $56.2M | 5.13% | 2,885,672 | SH |
| 7 | Dimensional US Sustainability Core 1 ETF | DFSU | 25434V716 | $52.7M | 4.81% | 1,281,712 | SH |
| 8 | Nuveen ESG Mid-Cap Value ETF | NUMV | 67092P508 | $39.2M | 3.58% | 1,012,695 | SH |
| 9 | Dimensional Intl Sustainability Core 1 ETF | DFSI | 25434V690 | $24.9M | 2.27% | 586,104 | SH |
| 10 | Nuveen ESG Emerging Markets Equity ETF | NUEM | 67092P888 | $22.3M | 2.04% | 607,867 | SH |
| 11 | Nvidia Corp | NVDA | 67066G104 | $19.4M | 1.77% | 111,306 | SH |
| 12 | Apple Inc | AAPL | 037833100 | $19.1M | 1.74% | 75,238 | SH |
| 13 | Dimensional Emg Mkts Sustainability Core 1 ETF | DFSE | 25434V682 | $14.4M | 1.32% | 340,438 | SH |
| 14 | Microsoft Corp | MSFT | 594918104 | $10.5M | 0.96% | 28,330 | SH |
| 15 | Dimensional Intern Small Cap VL ETF | DISV | 25434V781 | $10.3M | 0.94% | 260,318 | SH |
| 16 | Taiwan Semiconductor M F Sponsored ADR | TSM | 874039100 | $7.5M | 0.68% | 22,195 | SH |
| 17 | SPDR S&P 500 ETF IV | SPY | 78462F103 | $6.7M | 0.61% | 10,280 | SH |
| 18 | DFA Dimensional US Marketwide Value ETF | DFUV | 25434V724 | $6.6M | 0.60% | 135,411 | SH |
| 19 | Dimensional U S Core Equity 2 ETF | DFAC | 25434V708 | $5.8M | 0.53% | 149,383 | SH |
| 20 | Alphabet Inc Class A | GOOGL | 02079K305 | $5.1M | 0.46% | 17,707 | SH |
| 21 | Johnson & Johnson | JNJ | 478160104 | $5.0M | 0.45% | 20,267 | SH |
| 22 | Amazon.Com Inc | AMZN | 023135106 | $4.6M | 0.42% | 21,953 | SH |
| 23 | Wheaton Precious Metal F | WPM | 962879102 | $4.1M | 0.38% | 31,485 | SH |
| 24 | Alphabet Inc Class C | GOOG | 02079K107 | $3.4M | 0.31% | 11,990 | SH |
| 25 | Oracle Corp | ORCL | 68389X105 | $3.4M | 0.31% | 23,212 | SH |
| 26 | Broadcom Inc | AVGO | 11135F101 | $3.4M | 0.31% | 10,829 | SH |
| 27 | DFA Dimensional US Equity Market ETF | DFUS | 25434V401 | $3.0M | 0.28% | 42,722 | SH |
| 28 | Berkshire Hathaway Class B | BRK.B | 084670702 | $3.0M | 0.27% | 6,205 | SH |
| 29 | KB Finl Group Inc F Sponsored ADR | KB | 48241A105 | $2.9M | 0.26% | 28,911 | SH |
| 30 | Meta Platforms Inc Class A | META | 30303M102 | $2.9M | 0.26% | 5,021 | SH |
| 31 | Abbvie Inc | ABBV | 00287Y109 | $2.8M | 0.26% | 12,961 | SH |
| 32 | Novartis AG F Sponsored ADR | NVS | 66987V109 | $2.8M | 0.26% | 18,370 | SH |
| 33 | Tidal ETF TR SP FDS (S&P 500) | SPUS | 886364801 | $2.8M | 0.25% | 57,313 | SH |
| 34 | Advanced Micro Device In | AMD | 007903107 | $2.7M | 0.25% | 13,331 | SH |
| 35 | Amalgamated Finl Corp | AMAL | 022671101 | $2.7M | 0.25% | 69,309 | SH |
| 36 | Tesla Inc | TSLA | 88160R101 | $2.5M | 0.23% | 6,843 | SH |
| 37 | Eli Lilly And Co | LLY | 532457108 | $2.5M | 0.23% | 2,701 | SH |
| 38 | Woori Finl Group Inc F Unsponsored ADR | WF | 981064108 | $2.3M | 0.21% | 34,967 | SH |
| 39 | JPMorgan Chase & Co | JPM | 46625H100 | $2.3M | 0.21% | 7,900 | SH |
| 40 | Asml HLDG N V F Sponsored ADR | ASML | N07059210 | $2.2M | 0.20% | 1,655 | SH |
| 41 | Berkshire Hathaway I A | BRK.A | 084670108 | $2.2M | 0.20% | 3 | SH |
| 42 | Hartford Finl SVCS Group | HIG | 416515104 | $2.0M | 0.18% | 14,673 | SH |
| 43 | Tim SA ADR F Sponsored ADR | TIMB | 88706T108 | $2.0M | 0.18% | 73,957 | SH |
| 44 | Merck & Co. Inc. | MRK | 58933Y105 | $1.9M | 0.17% | 15,829 | SH |
| 45 | Cisco SYS Inc | CSCO | 17275R102 | $1.8M | 0.17% | 23,636 | SH |
| 46 | Gilead Sciences Inc | GILD | 375558103 | $1.8M | 0.17% | 13,041 | SH |
| 47 | Nextracker Inc Class A | NXT | 65290E101 | $1.8M | 0.17% | 15,017 | SH |
| 48 | Costco WHSL Corp New | COST | 22160K105 | $1.8M | 0.16% | 1,810 | SH |
| 49 | Cbre Group Inc Class A | CBRE | 12504L109 | $1.8M | 0.16% | 13,070 | SH |
| 50 | Vanguard S&P 500 ETF | VOO | 922908363 | $1.7M | 0.16% | 2,926 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $1.10B | 504 | 0001765380-26-000123 |
| 2025-12-31 | 2026-02-05 | $1.02B | 509 | 0001765380-26-000063 |