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Abacus Wealth Partners

Latest statistics and disclosures from Abacus Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFSB, VGSR, NUSC, DFAT, JSTC, and represent 52.10% of Abacus Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DFSB (+$14M), NUSC (+$5.9M), NUMV, JSTC, DFSU, DFSI, VUG, AVSD, NUEM, SCHB.
Started 22 new stock positions in Trekor Metals, AVSD, ICHR, SGOV, DVA, TXN, SCHB, VTEB, HRI, ALL. VECO, BOXX, GTM, VRRM, CCJ, SCHJ, HUBS, UCTT, EXC, VTIP, SNDK, EFOR.
Reduced shares in these 10 stocks: FIGR (-$65M), DFAT (-$23M), VGSR (-$18M), NVDA (-$6.8M), TSM (-$5.9M), AAPL, DISV, MSFT, AMZN, GOOGL.
Sold out of its positions in T, ACIW, ADBE, CVSA, WMS, AEIS, AVAV, AKAM, BABA, ABEV.
Abacus Wealth Partners was a net seller of stock by $-265M.
Abacus Wealth Partners has $952M in assets under management (AUM), dropping by -13.12%.
Central Index Key (CIK): 0001978011

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Portfolio Holdings for Abacus Wealth Partners

Abacus Wealth Partners holds 321 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
DFA Dimensional Glbl Sustainability Fx Inc ETF Etf (DFSB)	15.8	$150M	+10%	2.9M	52.11	View chart
Vert Global Sustainable Real Estate ETF Etf (VGSR)	13.2	$126M	-12%	11M	11.39	View chart
Nuveen ESG Small-Cap ETF Etf (NUSC)	8.5	$81M	+7%	1.5M	52.12	View chart
Dimensional U S Targeted Value ETF Etf (DFAT)	7.5	$72M	-24%	1.0M	69.90	View chart
Adasina Social Justice All Cap Global ETF Etf (JSTC)	7.1	$67M	+2%	2.9M	22.88	View chart
Dimensional US Sustainability Core 1 ETF Etf (DFSU)	6.4	$61M		1.3M	46.61	View chart
Nuveen ESG Mid-Cap Value ETF Etf (NUMV)	5.0	$47M	+7%	1.1M	43.49	View chart
Dimensional Intl Sustainability Core 1 ETF Etf (DFSI)	2.9	$27M	+3%	605k	45.10	View chart
Nuveen ESG Emerging Markets Equity ETF Etf (NUEM)	2.8	$27M	+2%	624k	42.43	View chart
Apple Common Stock (AAPL)	1.8	$18M	-19%	61k	289.36	View chart
Dimensional Emg Mkts Sustainability Core 1 ETF Etf (DFSE)	1.6	$16M	-6%	318k	48.87	View chart
Nvidia Corp Common Stock (NVDA)	1.6	$15M	-30%	77k	200.09	View chart
DFA Dimensional US Marketwide Value ETF Etf (DFUV)	0.8	$7.4M		134k	55.01	View chart
Microsoft Corp Common Stock (MSFT)	0.8	$7.4M	-30%	20k	373.02	View chart
Spdr S&p 500 Etf Iv Etf (SPY)	0.7	$6.8M	-11%	9.1k	746.73	View chart
Dimensional U S Core Equity 2 ETF Etf (DFAC)	0.7	$6.6M		148k	44.36	View chart
Dimensional Intern Small Cap VL ETF Etf (DISV)	0.7	$6.5M	-37%	163k	40.13	View chart
Advanced Micro Device In Common Stock (AMD)	0.6	$5.6M	-27%	9.6k	580.91	View chart
Taiwan Semiconductor M F Common Stock (TSM)	0.5	$4.7M	-55%	9.9k	477.57	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$4.5M	-12%	18k	253.97	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.4	$4.1M	-35%	12k	357.38	View chart
DFA Dimensional US Equity Market ETF Etf (DFUS)	0.4	$3.5M		43k	81.94	View chart
Tidal ETF TR SP FDS Etf (SPUS)	0.3	$3.3M		57k	57.50	View chart
Oracle Corp Common Stock (ORCL)	0.3	$3.0M	-11%	21k	146.55	View chart
Applied Matls Common Stock (AMAT)	0.3	$2.9M	-19%	4.0k	723.02	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.3	$2.7M	-13%	5.3k	500.39	View chart
Amazon.Com Common Stock (AMZN)	0.3	$2.6M	-49%	11k	238.34	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.3	$2.5M	-40%	7.1k	353.34	View chart
Wheaton Precious Metal F Common Stock (WPM)	0.2	$2.3M	-34%	21k	112.32	View chart
KB Finl Group Inc F Common Stock (KB)	0.2	$2.3M	-25%	22k	104.96	View chart
Berkshire Hathaway I A Common Stock (BRK.A)	0.2	$2.2M		3.00	748850.00	View chart
Broadcom Common Stock (AVGO)	0.2	$2.2M	-46%	5.7k	377.75	View chart
Amalgamated Finl Corp Common Stock (AMAL)	0.2	$2.0M	-35%	44k	45.90	View chart
Abbvie Common Stock (ABBV)	0.2	$2.0M	-38%	8.0k	251.64	View chart
Eli Lilly And Common Stock (LLY)	0.2	$1.8M	-44%	1.5k	1199.43	View chart
Ase Technology HLDG Co F Un Common Stock (ASX)	0.2	$1.8M	-33%	40k	45.12	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.2	$1.8M	-32%	5.4k	327.33	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.2	$1.8M	+50%	4.7k	370.05	View chart
Micron Technology Common Stock (MU)	0.2	$1.7M	-38%	1.5k	1154.29	View chart
Vanguard Intermediate Term Bond ETF Etf (BIV)	0.2	$1.7M		23k	76.70	View chart
Morgan Stanley Common Stock (MS)	0.2	$1.7M	-12%	8.1k	209.04	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.2	$1.7M	-50%	3.9k	431.46	View chart
Costco WHSL Corp Common Stock (COST)	0.2	$1.6M	-4%	1.7k	935.47	View chart
Asml HLDG N V F Common Stock (ASML)	0.2	$1.5M	-53%	777.00	1989.44	View chart
Bank Montreal Que F Common Stock (BMO)	0.2	$1.5M	-6%	8.6k	176.69	View chart
Dimensional SHRT DRT FXD Incm ETF Etf (DFSD)	0.2	$1.5M	+5%	31k	47.75	View chart
Merck & Co Common Stock (MRK)	0.2	$1.5M	-27%	12k	128.50	View chart
Koninklijke Philips N F Common Stock (PHG)	0.1	$1.4M	+71%	52k	27.19	View chart
Flex LTD F Common Stock (FLEX)	0.1	$1.4M	-38%	8.5k	162.08	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.1	$1.4M		5.8k	236.62	View chart
Eaton Corp PLC F Common Stock (ETN)	0.1	$1.4M	-13%	3.2k	426.12	View chart
Tesla Common Stock (TSLA)	0.1	$1.4M	-52%	3.2k	420.60	View chart
Novartis AG F Common Stock (NVS)	0.1	$1.3M	-53%	8.6k	156.72	View chart
iShares iBoxx Invt Grade Bond ETF IV Etf (LQD)	0.1	$1.3M		12k	109.07	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$1.3M	-3%	1.3k	1011.37	View chart
Taylor Morrison Home Cor Common Stock (TMHC)	0.1	$1.3M	-31%	18k	71.74	View chart
Cisco SYS Common Stock (CSCO)	0.1	$1.3M	-54%	11k	117.46	View chart
Quanta SVCS Common Stock (PWR)	0.1	$1.2M	-5%	1.7k	720.21	View chart
Woori Finl Group Inc F Un Common Stock (WF)	0.1	$1.2M	-38%	21k	57.40	View chart
ING Groep ADR Rep 1 Or F Common Stock (ING)	0.1	$1.2M	-20%	39k	31.38	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.1	$1.2M	+2%	17k	71.25	View chart
Meta Platforms Inc Class A Common Stock (META)	0.1	$1.1M	-59%	2.0k	563.29	View chart
Cbre Group Inc Class A Common Stock (CBRE)	0.1	$1.1M	-36%	8.2k	134.69	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	0.1	$1.1M	-2%	1.5k	736.40	View chart
Xylem Common Stock (XYL)	0.1	$1.1M	-37%	9.1k	118.21	View chart
Vanguard Growth ETF Etf (VUG)	0.1	$1.1M	+373%	13k	86.14	View chart
United Microelectronic F Common Stock (UMC)	0.1	$1.1M	-29%	40k	27.21	View chart
Johnson Controls Inter F Common Stock (JCI)	0.1	$1.1M	-30%	7.2k	146.11	View chart
Biogen Common Stock (BIIB)	0.1	$1.0M	-47%	4.8k	216.06	View chart
Dimensional U S Small Cap ETF Etf (DFAS)	0.1	$1.0M		12k	82.34	View chart
Agnico Eagle Mines LTD F Common Stock (AEM)	0.1	$1.0M	-23%	6.5k	155.14	View chart
1448917 Common Stock (CLS)	0.1	$981k	-31%	2.7k	364.80	View chart
Caterpillar Common Stock (CAT)	0.1	$979k		919.00	1064.90	View chart
MYR Group Inc Del Common Stock (MYRG)	0.1	$978k	-40%	2.0k	500.51	View chart
Tim SA ADR F Common Stock (TIMB)	0.1	$974k	-38%	46k	21.42	View chart
Vanguard Small-Cap Etf (VB)	0.1	$970k		3.2k	303.12	View chart
Intel Corp Common Stock (INTC)	0.1	$947k	-52%	6.8k	139.63	View chart
Dimensional International Val ETF Etf (DFIV)	0.1	$942k		17k	54.02	View chart
Badger Meter Common Stock (BMI)	0.1	$919k	-45%	6.2k	148.38	View chart
Wintrust Financial Common Stock (WTFC)	0.1	$914k		5.7k	160.72	View chart
UBS Group AG F Common Stock (UBS)	0.1	$898k	-51%	18k	49.56	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.1	$884k	-56%	1.3k	687.06	View chart
Ormat Technologies Common Stock (ORA)	0.1	$879k	-33%	8.1k	108.90	View chart
Nextracker Inc Class A Common Stock (NXT)	0.1	$843k	-52%	7.1k	119.14	View chart
Grupo Cibest SA Common Stock (CIB)	0.1	$792k	-49%	10k	79.43	View chart
CIGNA Group Common Stock (CI)	0.1	$790k	-32%	2.9k	275.68	View chart
Avantis Responsible International Equity ETF Etf (AVSD)	0.1	$789k	NEW	9.9k	79.88	View chart
Meritage Homes Corp Common Stock (MTH)	0.1	$784k	-59%	9.3k	83.85	View chart
State STR Corp Common Stock (STT)	0.1	$778k	-55%	4.6k	169.60	View chart
Pearson PLC F Common Stock (PSO)	0.1	$776k	-29%	49k	15.89	View chart
Gilead Sciences Common Stock (GILD)	0.1	$772k	-53%	6.1k	126.34	View chart
Omnicom Group Common Stock (OMC)	0.1	$765k	-45%	11k	72.83	View chart
Hartford Finl SVCS Group Common Stock (HIG)	0.1	$764k	-60%	5.8k	132.52	View chart
Novo-Nordisk A S F Common Stock (NVO)	0.1	$758k	-12%	16k	47.94	View chart
Pagerduty Common Stock (PD)	0.1	$758k	+65%	79k	9.65	View chart
Credo Technology Group F Common Stock (CRDO)	0.1	$757k	-56%	2.8k	271.95	View chart
Lam Research Corp Class Equity Common Stock (LRCX)	0.1	$754k	-13%	1.7k	433.33	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$749k	-4%	3.3k	223.95	View chart
Arista Networks Common Stock (ANET)	0.1	$744k	-7%	4.4k	169.88	View chart
Travelers Cos Common Stock (TRV)	0.1	$731k	-9%	2.2k	330.12	View chart
Aegon LTD ADR F Common Stock (AEG)	0.1	$726k	-21%	86k	8.44	View chart
Marvell Technology Common Stock (MRVL)	0.1	$722k	-53%	2.4k	297.89	View chart
SJW Group Common Stock (HTO)	0.1	$710k	-15%	12k	60.77	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$703k	+66%	5.1k	136.72	View chart
Abbott Labs Common Stock (ABT)	0.1	$703k	-53%	7.8k	90.74	View chart
Lowes Cos Common Stock (LOW)	0.1	$701k	+9%	3.2k	220.52	View chart
Grupo Aeroportuario De F Common Stock (PAC)	0.1	$699k	-40%	3.5k	198.78	View chart
Verizon Communications I Common Stock (VZ)	0.1	$697k	-45%	17k	42.34	View chart
Bank Nova Scotia F Common Stock (BNS)	0.1	$679k	-63%	7.8k	86.84	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.1	$674k	NEW	23k	28.96	View chart
GE Vernova Common Stock (GEV)	0.1	$672k	+51%	572.00	1174.86	View chart
Telefonica Brasil S Common Stock (VIV)	0.1	$668k	-31%	51k	13.16	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.1	$660k	-7%	12k	54.03	View chart
Arrow Electrs Common Stock (ARW)	0.1	$654k	-41%	3.1k	213.41	View chart
Bank New York Mellon Cor Common Stock (BNY)	0.1	$653k	-64%	4.5k	144.61	View chart
Sterling Infrastructure Common Stock (STRL)	0.1	$642k	-64%	765.00	839.36	View chart
Beazer Homes USA Common Stock (BZH)	0.1	$641k	-45%	23k	28.05	View chart
Pfizer Common Stock (PFE)	0.1	$637k	-34%	26k	24.08	View chart
Comfort SYS USA Common Stock (FIX)	0.1	$628k	-23%	317.00	1981.95	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$624k	-41%	1.5k	415.63	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$624k	-41%	11k	56.98	View chart
Ziff Davis Common Stock (ZD)	0.1	$618k	-37%	12k	52.37	View chart
Illumina Common Stock (ILMN)	0.1	$612k	-33%	3.5k	175.83	View chart
DFA Dimensional Global Real Estate ETF Etf (DFGR)	0.1	$607k	-14%	21k	28.97	View chart
Wesco Intl Common Stock (WCC)	0.1	$606k	-15%	1.8k	345.35	View chart
Procter & Gamble Common Stock (PG)	0.1	$605k		4.1k	146.64	View chart
HSBC HLDGS PLC F Common Stock (HSBC)	0.1	$601k	-58%	6.3k	95.09	View chart
American Express Common Stock (AXP)	0.1	$600k	-41%	1.8k	338.25	View chart
Sunrun Common Stock (RUN)	0.1	$589k	+13%	44k	13.38	View chart
CSX Corp Common Stock (CSX)	0.1	$585k		12k	47.53	View chart
Jones Lang Lasalle Common Stock (JLL)	0.1	$556k	-18%	1.8k	309.92	View chart
Shinhan Finl Group Co F Common Stock (SHG)	0.1	$554k	-56%	8.8k	63.25	View chart
Solaredge Technologies I Common Stock (SEDG)	0.1	$551k	-39%	9.4k	58.44	View chart
Kla Corp Common Stock (KLAC)	0.1	$547k	+687%	1.8k	301.71	View chart
Mastercard Inc Class A Common Stock (MA)	0.1	$547k	-57%	1.1k	513.60	View chart
iShares S&P 100 ETF Etf (OEF)	0.1	$539k	-13%	1.5k	365.87	View chart
Abrdn Physical Silver Shares ETF Etf (SIVR)	0.1	$529k		9.4k	56.22	View chart
Visa Inc Class A Common Stock (V)	0.1	$528k	-56%	1.5k	343.09	View chart
Deere & Co Common Stock (DE)	0.1	$527k	-3%	830.00	634.33	View chart
KB Home Common Stock (KBH)	0.1	$526k	-66%	8.4k	62.59	View chart
iShares Russell 1000 ETF Etf (IWB)	0.1	$525k		1.3k	409.50	View chart
Royal Bank Of Canada F Common Stock (RY)	0.1	$520k	-54%	2.5k	206.97	View chart
Vanguard Large Cap ETF Etf (VV)	0.1	$520k	-4%	1.5k	343.91	View chart
HP Common Stock (HPQ)	0.1	$517k	-32%	24k	21.94	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$511k		1.7k	300.45	View chart
Trane Technologies PLC F Common Stock (TT)	0.1	$507k	+37%	1.0k	491.12	View chart
Block H & R Common Stock (HRB)	0.1	$503k	+3%	13k	38.08	View chart
SPDR Long Term Treasury ETF Etf (SPTL)	0.1	$497k		19k	26.23	View chart
Fastenal Common Stock (FAST)	0.1	$483k		10k	48.03	View chart
Alpha Architect 1-3 Month Box ETF Etf (BOXX)	0.1	$480k	NEW	4.1k	117.09	View chart
Fifth Third Bancorp Common Stock (FITB)	0.1	$478k	-59%	8.5k	56.37	View chart
Kforce Common Stock (KFRC)	0.1	$477k	-18%	10k	46.92	View chart
Vanguard FTSE Emerging Mark ETF IV Etf (VWO)	0.1	$476k		8.0k	59.69	View chart
Hewlett Packard Enterpri Common Stock (HPE)	0.0	$476k	-58%	11k	45.11	View chart
Astrazeneca PLC Ord Common Stock (AZN)	0.0	$475k	-61%	2.5k	189.62	View chart
S&P Global Common Stock (SPGI)	0.0	$475k	-63%	1.2k	407.33	View chart
Acuity Brands Common Stock (AYI)	0.0	$469k	-38%	1.2k	376.66	View chart
Interface Common Stock (TILE)	0.0	$468k	-41%	13k	35.84	View chart
Progressive Corp Common Stock (PGR)	0.0	$468k		2.1k	218.45	View chart
Rocket Lab Corp Common Stock (RKLB)	0.0	$465k	-19%	4.6k	101.65	View chart
Credicorp LTD F Common Stock (BAP)	0.0	$462k	-54%	1.2k	389.58	View chart
Hca Healthcare Common Stock (HCA)	0.0	$454k	-2%	1.2k	389.89	View chart
Vipshop HLDGS LTD F Common Stock (VIPS)	0.0	$451k	+6%	34k	13.26	View chart
Brightsphere Invt Group Common Stock (AAMI)	0.0	$451k	-2%	6.3k	71.52	View chart
Salesforce Common Stock (CRM)	0.0	$446k	-65%	2.8k	156.65	View chart
Sumitomo Mitsui Finl G F Un Common Stock (SMFG)	0.0	$445k	-69%	19k	23.58	View chart
Renew Energy Global PL F Class A Common Stock (RNW)	0.0	$442k	-63%	71k	6.25	View chart
Cummins Common Stock (CMI)	0.0	$442k	-49%	620.00	713.21	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$442k	-40%	6.0k	73.35	View chart
Trekor Metals LTD F Common Stock	0.0	$442k	NEW	64k	6.88	View chart
Fortinet Common Stock (FTNT)	0.0	$439k	-13%	2.9k	153.62	View chart
WalMart Common Stock (WMT)	0.0	$437k	-32%	3.9k	113.27	View chart
Hudbay Minerals Inc F Common Stock (HBM)	0.0	$433k	-55%	18k	23.61	View chart
Associated Banc-Corp Common Stock (ASB)	0.0	$433k	-59%	14k	30.77	View chart
Rocket Companies Class A Class A Common Stock (RKT)	0.0	$431k	-22%	27k	15.75	View chart
Ciena Corp Common Stock (CIEN)	0.0	$430k	-39%	877.00	490.56	View chart
iShares Russell 1000 Value ETF IV Etf (IWD)	0.0	$430k	-4%	1.8k	242.43	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.0	$427k	-43%	685.00	623.54	View chart
Bunge Common Stock (BG)	0.0	$423k	-41%	4.0k	106.73	View chart
Servicenow Common Stock (NOW)	0.0	$422k	-24%	4.2k	99.28	View chart
Byline Bancorp Common Stock (BY)	0.0	$421k	-47%	11k	37.66	View chart
Qualcomm Common Stock (QCOM)	0.0	$413k	-40%	2.2k	184.79	View chart
Sony Group Corp F Common Stock (SONY)	0.0	$413k	-46%	21k	20.06	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$412k	-28%	1.2k	341.02	View chart
iShares Core S&P 500 ETF IV Etf (IVV)	0.0	$407k	-9%	544.00	748.89	View chart
United Nat Foods Common Stock (UNFI)	0.0	$407k	-41%	8.9k	45.67	View chart
Formfactor Common Stock (FORM)	0.0	$405k	-48%	2.5k	159.93	View chart
Amgen Common Stock (AMGN)	0.0	$403k	-47%	1.1k	362.12	View chart
Seagate Technology HLD F Common Stock (STX)	0.0	$402k	-52%	417.00	965.00	View chart
Vertex Pharmaceuticals I Common Stock (VRTX)	0.0	$396k	-54%	798.00	496.73	View chart
Motorola Solutions Common Stock (MSI)	0.0	$392k		945.00	415.29	View chart
Mckesson Corp Common Stock (MCK)	0.0	$392k	-45%	519.00	755.73	View chart
Gen Digital Common Stock (GEN)	0.0	$391k	-24%	16k	24.89	View chart
Union Pac Corp Common Stock (UNP)	0.0	$389k	-16%	1.4k	272.00	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.0	$387k	+361%	3.1k	124.17	View chart
Veeco Instrs Inc Del Common Stock (VECO)	0.0	$386k	NEW	5.1k	75.80	View chart
Cadence Design SYS Common Stock (CDNS)	0.0	$385k	-11%	1.0k	375.23	View chart
Companhia Paranaense D F Common Stock (ELPC)	0.0	$383k	+6%	33k	11.65	View chart
Xpeng Inc ADR F Un Common Stock (XPEV)	0.0	$382k	-37%	29k	13.24	View chart
Pan Amern Silver Corp F Common Stock (PAAS)	0.0	$381k	-19%	8.5k	44.79	View chart
Ultra Clean HLDGS Common Stock (UCTT)	0.0	$380k	NEW	2.7k	142.59	View chart
Nomura HLDGS Inc F Common Stock (NMR)	0.0	$378k	-41%	43k	8.78	View chart
American WTR WKS Common Stock (AWK)	0.0	$376k	-54%	2.9k	131.56	View chart
Franklin Elec Common Stock (FELE)	0.0	$375k	-3%	3.5k	107.19	View chart
Metlife Common Stock (MET)	0.0	$375k	-26%	4.4k	84.61	View chart
Chevron Corp Common Stock (CVX)	0.0	$372k	+31%	2.2k	165.76	View chart
Canadian Imperial BK C F Common Stock (CM)	0.0	$370k	-37%	3.2k	115.00	View chart
Dimensional Intern Core EQT MKT ETF Etf (DFAI)	0.0	$369k		8.9k	41.25	View chart
Western Digital Corp Common Stock (WDC)	0.0	$367k	-73%	575.00	638.72	View chart
Granite Constr Common Stock (GVA)	0.0	$365k	-45%	2.3k	158.09	View chart
Hubbell Common Stock (HUBB)	0.0	$358k	+2%	684.00	523.20	View chart
Itt Common Stock (ITT)	0.0	$355k		1.8k	197.76	View chart
Williams Sonoma Common Stock (WSM)	0.0	$352k	-43%	1.5k	233.10	View chart
Synopsys Common Stock (SNPS)	0.0	$352k	-3%	788.00	446.07	View chart
KT Corp F Common Stock (KT)	0.0	$347k	-7%	20k	17.28	View chart
Organon & Co Common Stock (OGN)	0.0	$341k	-26%	25k	13.54	View chart
Franklin Bitcoin ETF Etf (EZBC)	0.0	$339k		10k	33.91	View chart
Cardinal Health Common Stock (CAH)	0.0	$338k	-58%	1.4k	237.56	View chart
Abercrombie & Fitch Co Class A Common Stock (ANF)	0.0	$336k	-28%	3.7k	90.01	View chart
IBM Corp Common Stock (IBM)	0.0	$334k	-58%	1.2k	281.21	View chart
QCR HLDGS Common Stock (QCRH)	0.0	$332k	-60%	3.4k	97.35	View chart
United Parks And Resorts Common Stock (PRKS)	0.0	$332k		6.9k	47.74	View chart
Kroger Common Stock (KR)	0.0	$331k	-51%	6.0k	55.53	View chart
Esco Technologies Common Stock (ESE)	0.0	$329k	-13%	941.00	350.04	View chart
First Solar Common Stock (FSLR)	0.0	$329k	-56%	1.4k	235.97	View chart
Regions Finl Corp Common Stock (RF)	0.0	$327k	-11%	11k	30.20	View chart
Acco Brands Corp Common Stock (ACCO)	0.0	$324k	+591%	78k	4.16	View chart
eBay Common Stock (EBAY)	0.0	$313k	-45%	2.8k	111.75	View chart
Lithia MTRS Common Stock (LAD)	0.0	$309k	-11%	1.1k	290.49	View chart
Huntington Bancshares In Common Stock (HBAN)	0.0	$304k	-42%	17k	17.73	View chart
Verra Mobility Corp Class A Common Stock (VRRM)	0.0	$304k	NEW	71k	4.25	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$303k	-43%	5.3k	57.62	View chart
Hershey Common Stock (HSY)	0.0	$303k	-52%	1.7k	175.45	View chart
TJX Cos Common Stock (TJX)	0.0	$302k		2.0k	151.50	View chart
Orix Corp F Common Stock (IX)	0.0	$301k		7.9k	38.04	View chart
Vanguard Esg US Stock ETF Etf (ESGV)	0.0	$298k		2.3k	132.24	View chart
Darling Ingredients Common Stock (DAR)	0.0	$297k	-42%	5.4k	54.62	View chart
Emerson Elec Common Stock (EMR)	0.0	$292k	-20%	2.0k	143.15	View chart
Kimball Electronics Common Stock (KE)	0.0	$289k	-33%	11k	25.60	View chart
Fiserv Common Stock (FISV)	0.0	$288k	-28%	5.9k	49.05	View chart
Parker-Hannifin Corp Common Stock (PH)	0.0	$288k	-23%	294.00	978.12	View chart
Sherwin-Williams Common Stock (SHW)	0.0	$287k	-46%	833.00	344.32	View chart
US Foods HLDG Corp Common Stock (USFD)	0.0	$287k	-29%	2.8k	102.25	View chart
Onespan Common Stock (OSPN)	0.0	$287k	-32%	20k	14.35	View chart
Ichor HLDGS LTD F Common Stock (ICHR)	0.0	$285k	NEW	2.5k	112.28	View chart
Dover Corp Common Stock (DOV)	0.0	$285k		1.3k	224.28	View chart
Ye Common Stock (YELP)	0.0	$284k	-5%	12k	24.52	View chart
Bancorp Inc Del Common Stock (TBBK)	0.0	$280k		4.5k	62.64	View chart
Northern TR Corp Common Stock (NTRS)	0.0	$277k	-65%	1.6k	173.84	View chart
Toronto Dominion BK On F Common Stock (TD)	0.0	$277k	-47%	2.3k	121.43	View chart
Chubb LTD F Common Stock (CB)	0.0	$276k	-11%	809.00	340.74	View chart
Davita Common Stock (DVA)	0.0	$275k	NEW	1.2k	222.48	View chart
Lumentum HLDGS Common Stock (LITE)	0.0	$274k	-30%	319.00	858.06	View chart
Avantis US Equity ETF Etf (AVUS)	0.0	$273k		2.1k	128.08	View chart
Tetra Tech Common Stock (TTEK)	0.0	$272k	-40%	9.4k	28.89	View chart
Chart Inds Common Stock (GTLS)	0.0	$268k	-56%	1.3k	209.01	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	0.0	$268k	NEW	5.3k	50.58	View chart
Western Alliance Bancorp Common Stock (WAL)	0.0	$267k	-15%	3.3k	82.20	View chart
Lincoln Natl Corp Ind Common Stock (LNC)	0.0	$264k	-30%	7.5k	35.35	View chart
Halozyme Therapeutics In Common Stock (HALO)	0.0	$263k	-50%	3.4k	78.27	View chart
Texas Instrs Common Stock (TXN)	0.0	$263k	NEW	881.00	297.98	View chart
Canadian Pac Railway Common Stock (CP)	0.0	$260k		3.0k	86.65	View chart
Ceco Environmental Corp Common Stock (CECO)	0.0	$258k	-37%	2.8k	90.74	View chart
Sysco Corp Common Stock (SYY)	0.0	$256k	-3%	3.1k	83.58	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	0.0	$256k	-42%	3.1k	82.84	View chart
Modine MFG Common Stock (MOD)	0.0	$255k	-68%	954.00	267.02	View chart
DR Reddys Labs LTD F Common Stock (RDY)	0.0	$254k	-77%	18k	14.49	View chart
United Rentals Common Stock (URI)	0.0	$252k	-46%	222.00	1132.89	View chart
Howmet Aerospace Common Stock (HWM)	0.0	$250k	-25%	930.00	268.86	View chart
Piper Sandler Cos Common Stock (PIPR)	0.0	$249k	-46%	3.4k	72.34	View chart
Asgn Common Stock (EFOR)	0.0	$249k	NEW	14k	17.87	View chart
Dimensional WLD Ex US CR Eq 2 ETF Etf (DFAX)	0.0	$248k		6.7k	36.84	View chart
iShares 0 To 3 MNTH Treasury BND ETF Common Stock (SGOV)	0.0	$247k	NEW	2.5k	100.67	View chart
Herc HLDGS Common Stock (HRI)	0.0	$247k	NEW	1.7k	143.34	View chart
Avnet Common Stock (AVT)	0.0	$247k	-56%	2.8k	88.82	View chart
General Electric Common Stock (GE)	0.0	$246k	-38%	659.00	373.73	View chart
Planet Labs PBC Class A Common Stock (PL)	0.0	$245k	-59%	7.4k	33.13	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$245k	-7%	488.00	501.60	View chart
Upwork Common Stock (UPWK)	0.0	$239k	+9%	29k	8.36	View chart
SPDR Gold Minishares ETF Common Stock (GLDM)	0.0	$238k		3.0k	79.42	View chart
Keysight Technologies In Common Stock (KEYS)	0.0	$237k	-43%	678.00	350.07	View chart
Toyota MTR Corp F Common Stock (TM)	0.0	$237k	-72%	1.4k	168.42	View chart
Becton Dickinson & Co Common Stock (BDX)	0.0	$236k	-21%	1.6k	151.33	View chart
Matador Res Common Stock (MTDR)	0.0	$236k		4.7k	49.78	View chart
Wipro LTD F Common Stock (WIT)	0.0	$235k	-70%	104k	2.25	View chart
Aurinia Pharmaceutical F Class Equity Common Stock (AUPH)	0.0	$234k	-43%	14k	16.97	View chart
Tencent Music Entmt GR F Common Stock (TME)	0.0	$232k	-4%	28k	8.35	View chart
Buenaventura ADR Rep Common Stock (BVN)	0.0	$232k	+9%	7.9k	29.29	View chart
Vanguard SHRT Inf Prot Sec Index ETF Etf (VTIP)	0.0	$230k	NEW	4.6k	50.23	View chart
Twist Bioscience Corp Common Stock (TWST)	0.0	$230k	-59%	2.2k	102.88	View chart
Pepsico Common Stock (PEP)	0.0	$230k	+3%	1.7k	135.40	View chart
SAP ADR Rep 1 Ord Common Stock (SAP)	0.0	$229k	-74%	1.5k	154.11	View chart
Unum Group Common Stock (UNM)	0.0	$228k	-71%	2.6k	89.40	View chart
Tempur Sealy Intl Common Stock (SGI)	0.0	$227k		2.9k	78.40	View chart
Allstate Corp Common Stock (ALL)	0.0	$226k	NEW	950.00	237.87	View chart
Comcast Corp New Class A Common Stock (CMCSA)	0.0	$226k	-42%	9.2k	24.55	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.0	$224k	-17%	1.6k	137.53	View chart
Axon Enterprise Common Stock (AXON)	0.0	$224k	-48%	399.00	560.61	View chart
RPM Intl Common Stock (RPM)	0.0	$221k	-4%	2.0k	111.17	View chart
Infosys LTD F Common Stock (INFY)	0.0	$220k	-53%	21k	10.49	View chart
Energy Vault HLDGS Common Stock (NRGV)	0.0	$219k	-51%	46k	4.71	View chart
Disney Walt Common Stock (DIS)	0.0	$218k	-10%	2.3k	96.24	View chart
Mizuho Finl Group Inc F Common Stock (MFG)	0.0	$218k	-47%	23k	9.58	View chart
Univest Finl Corp Common Stock (UVSP)	0.0	$216k	-57%	4.9k	43.75	View chart
Banco Bilbao Vizcaya A F Common Stock (BBVA)	0.0	$216k	-37%	8.6k	25.06	View chart
Hubspot Common Stock (HUBS)	0.0	$210k	NEW	1.2k	182.51	View chart
Victorias Secret & Co Common Stock (VSXY)	0.0	$209k	-57%	2.5k	83.48	View chart
Cameco Corp F Common Stock (CCJ)	0.0	$209k	NEW	2.0k	101.86	View chart
Trip Com Group LTD F Common Stock (TCOM)	0.0	$207k	-51%	5.2k	39.84	View chart
Exelon Corp Common Stock (EXC)	0.0	$205k	NEW	4.4k	46.62	View chart
Sandisk Corp Common Stock (SNDK)	0.0	$205k	NEW	90.00	2273.73	View chart
Home Depot Common Stock (HD)	0.0	$204k	-13%	577.00	352.90	View chart
United Therapeutics Corp Common Stock (UTHR)	0.0	$203k	-11%	375.00	541.83	View chart
Schwab 1 5 Year Corp Bond ETF Common Stock (SCHJ)	0.0	$201k	NEW	8.2k	24.66	View chart
Rogers Communications F Class B Common Stock (RCI)	0.0	$201k	-49%	6.2k	32.50	View chart
Caleres Common Stock (CAL)	0.0	$126k	-61%	10k	12.37	View chart
Ribbon Communications In Common Stock (RBBN)	0.0	$61k		26k	2.34	View chart
Bumble Inc Class A Common Stock (BMBL)	0.0	$34k		11k	3.20	View chart
Zoominfo Technologies In Common Stock (GTM)	0.0	$33k	NEW	11k	2.93	View chart
Sabre Corp Common Stock (SABR)	0.0	$28k	-91%	14k	2.09	View chart
Companhia Energetica D F Common Stock (CIG)	0.0	$21k		10k	2.10	View chart

Past Filings by Abacus Wealth Partners

SEC 13F filings are viewable for Abacus Wealth Partners going back to 2023

Abacus Wealth Partners 2026 Q2 filed July 22, 2026
Abacus Wealth Partners 2026 Q1 filed April 24, 2026
Abacus Wealth Partners 2025 Q4 filed Feb. 5, 2026
Abacus Wealth Partners 2025 Q3 filed Nov. 12, 2025
Abacus Wealth Partners 2025 Q2 filed July 14, 2025
Abacus Wealth Partners 2025 Q1 filed May 8, 2025
Abacus Wealth Partners 2024 Q4 filed Jan. 16, 2025
Abacus Wealth Partners 2024 Q3 filed Oct. 3, 2024
Abacus Wealth Partners 2024 Q2 filed July 11, 2024
Abacus Wealth Partners 2024 Q1 filed April 10, 2024
Abacus Wealth Partners 2023 Q4 filed Feb. 7, 2024
Abacus Wealth Partners 2023 Q3 filed Nov. 13, 2023
Abacus Wealth Partners 2023 Q2 filed July 25, 2023
Abacus Wealth Partners 2022 Q4 filed June 1, 2023
Abacus Wealth Partners 2020 Q4 filed May 31, 2023
Abacus Wealth Partners 2021 Q1 filed May 31, 2023

View all past filings

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