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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, DFAT, FIGR, NUSC, and represent 43.86% of Abacus Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FIGR (+$65M), DFSB (+$9.3M), VGSR, BRK.A, DFSU, JSTC, AAPL, SPY, NUSC, AZN.
Started 60 new stock positions in ESI, PRMB, RBBN, PANW, INCY, GLDM, CIEN, LNN, STM, PD.
Reduced shares in these 10 stocks: FRGE, AstraZeneca, TELFY, DISV, AEM, Avidity Biosciences Ord, DFAT, Piper Jaffray Companies, Comerica Incorporated, TRI.
Sold out of its positions in ADMA, ASGN, A, DCH, AMPX, APP, AstraZeneca, ADSK, Avidity Biosciences Ord, BBY.
Abacus Wealth Partners was a net buyer of stock by $88M.
Abacus Wealth Partners has $1.1B in assets under management (AUM), dropping by 7.46%.
Central Index Key (CIK): 0001978011

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Portfolio Holdings for Abacus Wealth Partners

Abacus Wealth Partners holds 504 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Abacus Wealth Partners has 504 total positions. Only the first 250 positions are shown.

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Download the Abacus Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
DFA Dimensional Glbl Sustainability Fx Inc ETF Etf (DFSB)	12.3	$135M	+7%	2.6M	51.74	View chart
Vert Global Sustainable Real Estate ETF Etf (VGSR)	11.9	$131M		13M	10.33	View chart
Dimensional U S Targeted Value ETF Etf (DFAT)	7.7	$85M		1.4M	62.45	View chart
Figure Technology Soluti Class A Common Stock (FIGR)	6.0	$65M	NEW	1.9M	33.95	View chart
Nuveen ESG Small-Cap ETF Etf (NUSC)	5.9	$65M	+2%	1.4M	45.04	View chart
Adasina Social Justice All Cap Global ETF Etf (JSTC)	5.1	$56M	+2%	2.9M	19.49	View chart
Dimensional US Sustainability Core 1 ETF Etf (DFSU)	4.8	$53M	+3%	1.3M	41.09	View chart
Nuveen ESG Mid-Cap Value ETF Etf (NUMV)	3.6	$39M	+2%	1.0M	38.76	View chart
Dimensional Intl Sustainability Core 1 ETF Etf (DFSI)	2.3	$25M		586k	42.40	View chart
Nuveen ESG Emerging Markets Equity ETF Etf (NUEM)	2.0	$22M		608k	36.70	View chart
Nvidia Corp Common Stock (NVDA)	1.8	$19M		111k	174.40	View chart
Apple Common Stock (AAPL)	1.7	$19M	+8%	75k	253.79	View chart
Dimensional Emg Mkts Sustainability Core 1 ETF Etf (DFSE)	1.3	$14M		340k	42.37	View chart
Microsoft Corp Common Stock (MSFT)	1.0	$11M		28k	370.17	View chart
Dimensional Intern Small Cap VL ETF Etf (DISV)	0.9	$10M	-6%	260k	39.44	View chart
Taiwan Semiconductor M F Common Stock (TSM)	0.7	$7.5M	-2%	22k	337.95	View chart
Spdr S&p 500 Etf Iv Etf (SPY)	0.6	$6.7M	+26%	10k	650.30	View chart
DFA Dimensional US Marketwide Value ETF Etf (DFUV)	0.6	$6.6M	+8%	135k	48.46	View chart
Dimensional U S Core Equity 2 ETF Etf (DFAC)	0.5	$5.8M		149k	38.86	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.5	$5.1M		18k	287.55	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$5.0M	+3%	20k	244.44	View chart
Amazon.Com Common Stock (AMZN)	0.4	$4.6M	-2%	22k	208.27	View chart
Wheaton Precious Metal F Common Stock (WPM)	0.4	$4.1M		32k	131.01	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.3	$3.4M		12k	286.87	View chart
Oracle Corp Common Stock (ORCL)	0.3	$3.4M		23k	147.11	View chart
Broadcom Common Stock (AVGO)	0.3	$3.4M	+4%	11k	309.51	View chart
DFA Dimensional US Equity Market ETF Etf (DFUS)	0.3	$3.0M	+54%	43k	70.91	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.3	$3.0M	+51%	6.2k	479.20	View chart
KB Finl Group Inc F Common Stock (KB)	0.3	$2.9M		29k	99.73	View chart
Meta Platforms Inc Class A Common Stock (META)	0.3	$2.9M		5.0k	572.13	View chart
Abbvie Common Stock (ABBV)	0.3	$2.8M		13k	217.49	View chart
Novartis AG F Common Stock (NVS)	0.3	$2.8M		18k	152.75	View chart
Tidal ETF TR SP FDS Etf (SPUS)	0.3	$2.8M		57k	48.16	View chart
Advanced Micro Device In Common Stock (AMD)	0.2	$2.7M		13k	203.43	View chart
Amalgamated Finl Corp Common Stock (AMAL)	0.2	$2.7M	+5%	69k	38.87	View chart
Tesla Common Stock (TSLA)	0.2	$2.5M		6.8k	371.75	View chart
Eli Lilly And Common Stock (LLY)	0.2	$2.5M		2.7k	919.77	View chart
Woori Finl Group Inc F Un Common Stock (WF)	0.2	$2.3M	-5%	35k	66.60	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.2	$2.3M	-2%	7.9k	294.16	View chart
Asml HLDG N V F Common Stock (ASML)	0.2	$2.2M		1.7k	1320.83	View chart
Berkshire Hathaway I A Common Stock (BRK.A)	0.2	$2.2M	NEW	3.00	718140.00	View chart
Hartford Finl SVCS Group Common Stock (HIG)	0.2	$2.0M	+2%	15k	135.23	View chart
Tim SA ADR F Common Stock (TIMB)	0.2	$2.0M		74k	26.49	View chart
Merck & Co Common Stock (MRK)	0.2	$1.9M	+5%	16k	120.29	View chart
Cisco SYS Common Stock (CSCO)	0.2	$1.8M	+24%	24k	77.59	View chart
Gilead Sciences Common Stock (GILD)	0.2	$1.8M	+4%	13k	139.37	View chart
Nextracker Inc Class A Common Stock (NXT)	0.2	$1.8M	+7%	15k	120.55	View chart
Costco WHSL Corp Common Stock (COST)	0.2	$1.8M		1.8k	996.43	View chart
Cbre Group Inc Class A Common Stock (CBRE)	0.2	$1.8M	-2%	13k	135.46	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.2	$1.7M	+173%	2.9k	597.64	View chart
Badger Meter Common Stock (BMI)	0.2	$1.7M	+11%	11k	152.35	View chart
Xylem Common Stock (XYL)	0.2	$1.7M	+19%	15k	119.50	View chart
Agnico Eagle Mines LTD F Common Stock (AEM)	0.2	$1.7M	-26%	8.4k	202.99	View chart
Vanguard Intermediate Term Bond ETF Etf (BIV)	0.2	$1.7M	+3%	22k	77.18	View chart
Applied Matls Common Stock (AMAT)	0.2	$1.7M	+8%	5.0k	341.80	View chart
Abbott Labs Common Stock (ABT)	0.2	$1.7M	-7%	17k	102.67	View chart
Biogen Common Stock (BIIB)	0.2	$1.7M	+4%	9.2k	183.33	View chart
Salesforce Common Stock (CRM)	0.1	$1.5M	+9%	8.3k	186.66	View chart
Morgan Stanley Common Stock (MS)	0.1	$1.5M	-11%	9.3k	164.57	View chart
Bank New York Mellon Cor Common Stock (BK)	0.1	$1.5M	+4%	13k	118.63	View chart
Verizon Communications I Common Stock (VZ)	0.1	$1.5M	+17%	30k	50.20	View chart
Taylor Morrison Home Cor Common Stock (TMHC)	0.1	$1.5M	-5%	26k	58.24	View chart
Bank Nova Scotia F Common Stock (BNS)	0.1	$1.5M	-15%	21k	69.31	View chart
UBS Group AG F Common Stock (UBS)	0.1	$1.5M	-16%	37k	39.07	View chart
Grupo Aeroportuario De F Common Stock (PAC)	0.1	$1.5M		5.9k	245.83	View chart
Omnicom Group Common Stock (OMC)	0.1	$1.4M	-11%	19k	75.31	View chart
Grupo Cibest SA Common Stock (CIB)	0.1	$1.4M	+5%	20k	72.81	View chart
Dimensional SHRT DRT FXD Incm ETF Etf (DFSD)	0.1	$1.4M		30k	47.88	View chart
Meritage Homes Corp Common Stock (MTH)	0.1	$1.4M	-19%	23k	61.84	View chart
Johnson Controls Inter F Common Stock (JCI)	0.1	$1.4M		10k	130.95	View chart
S&P Global Common Stock (SPGI)	0.1	$1.4M	-13%	3.2k	425.37	View chart
Ormat Technologies Common Stock (ORA)	0.1	$1.4M	-7%	12k	111.92	View chart
Eaton Corp PLC F Common Stock (ETN)	0.1	$1.3M	-2%	3.7k	357.67	View chart
State STR Corp Common Stock (STT)	0.1	$1.3M		10k	126.56	View chart
iShares iBoxx Invt Grade Bond ETF IV Etf (LQD)	0.1	$1.3M		12k	108.99	View chart
KB Home Common Stock (KBH)	0.1	$1.3M	+11%	25k	51.75	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.1	$1.3M	+16%	7.9k	164.13	View chart
Ase Technology HLDG Co F Un Common Stock (ASX)	0.1	$1.3M	+6%	60k	21.68	View chart
Astrazeneca PLC Ord Common Stock (AZN)	0.1	$1.3M	NEW	6.5k	197.22	View chart
ING Groep ADR Rep 1 Or F Common Stock (ING)	0.1	$1.3M		49k	26.05	View chart
HSBC HLDGS PLC F Common Stock (HSBC)	0.1	$1.3M		15k	82.49	View chart
Bank Montreal Que F Common Stock (BMO)	0.1	$1.2M		9.2k	135.34	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.1	$1.2M	-5%	5.8k	215.06	View chart
Mastercard Inc Class A Common Stock (MA)	0.1	$1.2M	-5%	2.5k	499.66	View chart
Shinhan Finl Group Co F Common Stock (SHG)	0.1	$1.2M	+4%	20k	61.32	View chart
Sumitomo Mitsui Finl G F Un Common Stock (SMFG)	0.1	$1.2M		62k	19.75	View chart
Telefonica Brasil S Common Stock (VIV)	0.1	$1.2M	-15%	75k	15.91	View chart
Vanguard Growth ETF Etf (VUG)	0.1	$1.2M	+22%	2.6k	436.79	View chart
Technipfmc PLC F Common Stock (FTI)	0.1	$1.1M		17k	69.13	View chart
Pfizer Common Stock (PFE)	0.1	$1.1M	+18%	41k	28.08	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$1.1M	+5%	1.3k	845.99	View chart
CIGNA Group Common Stock (CI)	0.1	$1.1M	-5%	4.2k	266.75	View chart
1448917 Common Stock (CLS)	0.1	$1.1M		3.9k	281.68	View chart
DR Reddys Labs LTD F Common Stock (RDY)	0.1	$1.1M		80k	13.85	View chart
Visa Inc Class A Common Stock (V)	0.1	$1.1M	-10%	3.6k	302.24	View chart
Toyota MTR Corp F Common Stock (TM)	0.1	$1.1M	+17%	5.1k	206.09	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.1	$1.0M	+2%	16k	64.08	View chart
Baker Hughes Co. Class A Common Stock (BKR)	0.1	$1.0M		17k	61.05	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$1.0M	+7%	3.2k	320.84	View chart
Quanta SVCS Common Stock (PWR)	0.1	$990k	+2%	1.8k	549.14	View chart
SAP ADR Rep 1 Ord Common Stock (SAP)	0.1	$989k		5.8k	171.21	View chart
Camden Natl Corp Common Stock (CAC)	0.1	$966k	+8%	20k	47.45	View chart
Fifth Third Bancorp Common Stock (FITB)	0.1	$964k	+120%	21k	46.46	View chart
MYR Group Inc Del Common Stock (MYRG)	0.1	$934k	-27%	3.3k	282.36	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.1	$933k	+5%	1.2k	772.64	View chart
Dimensional International Val ETF Etf (DFIV)	0.1	$920k	+22%	17k	52.78	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$918k		19k	48.75	View chart
American Express Common Stock (AXP)	0.1	$911k	-8%	3.0k	302.48	View chart
Pearson PLC F Common Stock (PSO)	0.1	$911k	-5%	69k	13.13	View chart
Associated Banc-Corp Common Stock (ASB)	0.1	$906k	+2%	35k	25.86	View chart
Flex LTD F Common Stock (FLEX)	0.1	$904k		14k	65.46	View chart
Kroger Common Stock (KR)	0.1	$897k		12k	72.36	View chart
Dimensional U S Small Cap ETF Etf (DFAS)	0.1	$891k	+48%	13k	71.13	View chart
Royal Bank Of Canada F Common Stock (RY)	0.1	$890k		5.5k	161.78	View chart
Credicorp LTD F Common Stock (BAP)	0.1	$890k	-2%	2.6k	339.18	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	0.1	$889k	+15%	1.5k	577.18	View chart
Renew Energy Global PL F Class A Common Stock (RNW)	0.1	$885k	+24%	193k	4.58	View chart
Sterling Infrastructure Common Stock (STRL)	0.1	$877k	+3%	2.2k	407.27	View chart
Bunge Common Stock (BG)	0.1	$866k		6.8k	127.20	View chart
Hudbay Minerals Inc F Common Stock (HBM)	0.1	$861k	-5%	41k	20.90	View chart
American WTR WKS Common Stock (AWK)	0.1	$858k	-5%	6.3k	136.08	View chart
Vanguard Small-Cap Etf (VB)	0.1	$838k	-11%	3.2k	261.92	View chart
Micron Technology Common Stock (MU)	0.1	$834k	+125%	2.5k	337.84	View chart
Koninklijke Philips N F Common Stock (PHG)	0.1	$829k	+4%	30k	27.40	View chart
Mckesson Corp Common Stock (MCK)	0.1	$826k	+4%	954.00	865.44	View chart
Alibaba Group HLDG LTD F Common Stock (BABA)	0.1	$816k		6.5k	125.46	View chart
SJW Group Common Stock (HTO)	0.1	$810k	+29%	14k	58.67	View chart
Beazer Homes USA Common Stock (BZH)	0.1	$803k	-17%	42k	19.24	View chart
Accenture PLC Ireland F Class A Common Stock (ACN)	0.1	$801k	+41%	4.0k	198.29	View chart
Aegon LTD ADR F Common Stock (AEG)	0.1	$800k		110k	7.26	View chart
Angold Ashanti Common Stock (AU)	0.1	$798k		8.2k	97.36	View chart
Sony Group Corp F Common Stock (SONY)	0.1	$796k	-14%	39k	20.70	View chart
Solaredge Technologies I Common Stock (SEDG)	0.1	$796k		16k	51.05	View chart
Xpeng Inc ADR F Un Common Stock (XPEV)	0.1	$796k	-11%	47k	17.11	View chart
Ziff Davis Common Stock (ZD)	0.1	$791k	-6%	19k	41.96	View chart
Edison Intl Common Stock (EIX)	0.1	$790k	+22%	11k	73.18	View chart
Wintrust Financial Common Stock (WTFC)	0.1	$790k		5.7k	138.94	View chart
Vertex Pharmaceuticals I Common Stock (VRTX)	0.1	$783k	+7%	1.8k	446.54	View chart
Hershey Common Stock (HSY)	0.1	$760k	+2%	3.7k	207.89	View chart
Arrow Electrs Common Stock (ARW)	0.1	$752k	+14%	5.2k	143.41	View chart
Nokia Corp F Common Stock (NOK)	0.1	$747k		93k	8.04	View chart
Amgen Common Stock (AMGN)	0.1	$743k	+6%	2.1k	351.85	View chart
California WTR SVC Group Common Stock (CWT)	0.1	$743k	+30%	16k	45.34	View chart
Wipro LTD F Common Stock (WIT)	0.1	$737k	-35%	348k	2.12	View chart
QCR HLDGS Common Stock (QCRH)	0.1	$737k		8.6k	85.45	View chart
Eversource Energy Common Stock (ES)	0.1	$729k	+33%	11k	69.28	View chart
Cardinal Health Common Stock (CAH)	0.1	$726k	-8%	3.4k	211.31	View chart
Stantec Inc F Common Stock (STN)	0.1	$725k	-8%	8.4k	86.40	View chart
WalMart Common Stock (WMT)	0.1	$713k	-2%	5.7k	124.28	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$712k	-11%	3.5k	203.18	View chart
Travelers Cos Common Stock (TRV)	0.1	$712k		2.4k	291.68	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$695k		2.6k	270.59	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.1	$691k		5.8k	118.62	View chart
United Nat Foods Common Stock (UNFI)	0.1	$691k	-5%	15k	45.06	View chart
IBM Corp Common Stock (IBM)	0.1	$689k		2.8k	242.39	View chart
Lowes Cos Common Stock (LOW)	0.1	$686k	+4%	2.9k	236.31	View chart
Abrdn Physical Silver Shares ETF Etf (SIVR)	0.1	$673k	+168%	9.4k	71.61	View chart
Nasdaq Common Stock (NDAQ)	0.1	$672k		7.9k	84.89	View chart
Jones Lang Lasalle Common Stock (JLL)	0.1	$668k		2.2k	304.30	View chart
HP Common Stock (HPQ)	0.1	$667k	+98%	35k	19.21	View chart
Novo-Nordisk A S F Common Stock (NVO)	0.1	$666k	-32%	18k	36.75	View chart
Byline Bancorp Common Stock (BY)	0.1	$666k	+3%	21k	31.57	View chart
Unum Group Common Stock (UNM)	0.1	$663k	-15%	9.1k	73.03	View chart
Cummins Common Stock (CMI)	0.1	$656k		1.2k	538.02	View chart
Modine MFG Common Stock (MOD)	0.1	$655k	+4%	3.0k	216.71	View chart
DFA Dimensional Global Real Estate ETF Etf (DFGR)	0.1	$653k	-9%	25k	26.58	View chart
Verisk Analytics Inc Class A Common Stock (VRSK)	0.1	$647k	-19%	3.4k	189.75	View chart
Illumina Common Stock (ILMN)	0.1	$646k	+5%	5.2k	123.26	View chart
Northern TR Corp Common Stock (NTRS)	0.1	$644k	+3%	4.6k	139.57	View chart
Caterpillar Common Stock (CAT)	0.1	$640k	-5%	904.00	708.46	View chart
First Solar Common Stock (FSLR)	0.1	$634k	+29%	3.2k	197.27	View chart
Intel Corp Common Stock (INTC)	0.1	$630k	+3%	14k	44.13	View chart
Invesco FTSE Rafi US 1000 ETF Etf (PRF)	0.1	$629k		13k	47.53	View chart
American STS WTR Common Stock (AWR)	0.1	$622k	+15%	8.2k	75.62	View chart
Vertiv HLDGS Co Class A Common Stock (VRT)	0.1	$614k	+5%	2.5k	250.58	View chart
Infosys LTD F Common Stock (INFY)	0.1	$612k	-35%	45k	13.51	View chart
Chart Inds Common Stock (GTLS)	0.1	$607k	+2%	2.9k	206.78	View chart
Precision Drilling Cor F Common Stock (PDS)	0.1	$600k	+17%	6.1k	98.40	View chart
Hewlett Packard Enterpri Common Stock (HPE)	0.1	$598k	+8%	25k	23.81	View chart
Credo Technology Group F Common Stock (CRDO)	0.1	$595k	+44%	6.3k	93.87	View chart
Western Digital Corp Common Stock (WDC)	0.1	$594k	+15%	2.2k	270.49	View chart
Expro Group HLDGS NV F Common Stock (XPRO)	0.1	$590k		34k	17.41	View chart
Procter & Gamble Common Stock (PG)	0.1	$590k	-4%	4.1k	144.44	View chart
Servicenow Common Stock (NOW)	0.1	$588k	+31%	5.6k	104.55	View chart
Nomura HLDGS Inc F Common Stock (NMR)	0.1	$585k	+2%	74k	7.89	View chart
Darling Ingredients Common Stock (DAR)	0.1	$584k	-28%	9.4k	61.85	View chart
Arista Networks Common Stock (ANET)	0.1	$583k	+2%	4.7k	122.78	View chart
Pan Amern Silver Corp F Common Stock (PAAS)	0.1	$576k	+119%	11k	54.63	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$573k	-2%	10k	56.31	View chart
Heritage Comm Corp Common Stock (HTBK)	0.1	$572k	+2%	46k	12.48	View chart
Grainger W W Common Stock (GWW)	0.1	$572k	+7%	524.00	1090.81	View chart
Acuity Brands Common Stock (AYI)	0.1	$570k	+8%	2.0k	280.22	View chart
Comfort SYS USA Common Stock (FIX)	0.1	$570k	+13%	413.00	1378.99	View chart
Enphase Energy Common Stock (ENPH)	0.1	$569k	+26%	15k	37.81	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$569k	+26%	9.4k	60.65	View chart
Wesco Intl Common Stock (WCC)	0.1	$566k	-26%	2.1k	273.57	View chart
Coca-Cola Europacific F Common Stock (CCEP)	0.1	$564k		6.2k	90.67	View chart
Middlesex WTR Common Stock (MSEX)	0.1	$564k	-10%	11k	52.05	View chart
Ciena Corp Common Stock (CIEN)	0.1	$563k	NEW	1.5k	388.23	View chart
Hca Healthcare Common Stock (HCA)	0.1	$563k		1.2k	473.24	View chart
Intuit Common Stock (INTU)	0.1	$556k	+23%	1.3k	432.38	View chart
Interface Common Stock (TILE)	0.1	$556k	+16%	22k	24.92	View chart
iShares S&P 100 ETF Etf (OEF)	0.0	$542k	+6%	1.7k	318.07	View chart
Trip Com Group LTD F Common Stock (TCOM)	0.0	$530k	+16%	11k	49.79	View chart
Sunrun Common Stock (RUN)	0.0	$527k	+3%	39k	13.56	View chart
Exxon Mobil Corp Common Stock (XOM)	0.0	$524k	-7%	3.1k	169.66	View chart
Advanced Drain SYS Inc D Common Stock (WMS)	0.0	$522k		3.8k	137.15	View chart
New Jersey Res Corp Common Stock (NJR)	0.0	$518k	+13%	9.4k	54.92	View chart
Marvell Technology Common Stock (MRVL)	0.0	$514k	+37%	5.2k	99.05	View chart
Planet Labs PBC Class A Common Stock (PL)	0.0	$507k	-24%	18k	27.95	View chart
CSX Corp Common Stock (CSX)	0.0	$506k		12k	41.05	View chart
Vipshop HLDGS LTD F Common Stock (VIPS)	0.0	$504k	-7%	32k	15.72	View chart
Granite Constr Common Stock (GVA)	0.0	$504k	-6%	4.2k	119.88	View chart
Fabrinet F Common Stock (FN)	0.0	$503k	+27%	965.00	521.52	View chart
United Microelectronic F Common Stock (UMC)	0.0	$502k		56k	8.98	View chart
Rocket Companies Class A Class A Common Stock (RKT)	0.0	$501k	-33%	35k	14.25	View chart
Teva Pharmaceutical In F Common Stock (TEVA)	0.0	$499k	+3%	17k	30.12	View chart
SPDR Long Term Treasury ETF Etf (SPTL)	0.0	$498k		19k	26.30	View chart
Sherwin-Williams Common Stock (SHW)	0.0	$497k		1.5k	320.55	View chart
Piper Sandler Cos Common Stock (PIPR)	0.0	$489k	NEW	6.4k	76.55	View chart
Williams Sonoma Common Stock (WSM)	0.0	$488k		2.7k	182.33	View chart
Canadian Imperial BK C F Common Stock (CM)	0.0	$488k	+16%	5.1k	94.75	View chart
Qualcomm Common Stock (QCOM)	0.0	$486k	-8%	3.8k	128.78	View chart
Deere & Co Common Stock (DE)	0.0	$486k	+5%	863.00	563.30	View chart
Medtronic PLC F Common Stock (MDT)	0.0	$485k	+6%	5.6k	86.65	View chart
Northrop Grumman Corp Common Stock (NOC)	0.0	$481k		705.00	681.80	View chart
Perimeter Solutions Common Stock (PRM)	0.0	$480k	+3%	20k	24.42	View chart
Tetra Tech Common Stock (TTEK)	0.0	$479k	+22%	16k	30.12	View chart
Archrock Common Stock (AROC)	0.0	$479k	-3%	14k	34.80	View chart
Stride Common Stock (LRN)	0.0	$476k	+17%	5.4k	88.17	View chart
Abercrombie & Fitch Co Class A Common Stock (ANF)	0.0	$475k		5.2k	91.37	View chart
Formfactor Common Stock (FORM)	0.0	$474k	NEW	4.9k	96.99	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$472k	-4%	1.6k	298.85	View chart
Huntington Bancshares In Common Stock (HBAN)	0.0	$470k	+85%	30k	15.65	View chart
Taseko Mines LTD F Common Stock (TGB)	0.0	$467k	-14%	72k	6.45	View chart
Rogers Communications F Class B Common Stock (RCI)	0.0	$466k	+8%	12k	38.45	View chart
eBay Common Stock (EBAY)	0.0	$464k		5.1k	91.02	View chart
KT Corp F Common Stock (KT)	0.0	$463k	+6%	22k	21.45	View chart
Fastenal Common Stock (FAST)	0.0	$463k	-19%	10k	46.40	View chart
General MTRS Common Stock (GM)	0.0	$463k	+9%	6.2k	74.50	View chart
Watts Water Technologies Class A Common Stock (WTS)	0.0	$460k	+22%	1.6k	290.29	View chart
Fiserv Common Stock (FISV)	0.0	$460k	+4%	8.2k	55.80	View chart
JD Com Inc F Common Stock (JD)	0.0	$457k	+24%	16k	29.57	View chart
iShares Russell 1000 ETF Etf (IWB)	0.0	$457k		1.3k	356.56	View chart
Comcast Corp New Class A Common Stock (CMCSA)	0.0	$456k	+67%	16k	28.71	View chart
Banco Santander Chile F Common Stock (BSAC)	0.0	$450k		14k	33.40	View chart
Huron Consulting Group I Common Stock (HURN)	0.0	$449k	-14%	3.5k	127.49	View chart
Peoples Bancorp Common Stock (PEBO)	0.0	$444k		14k	32.87	View chart
Commscope HLDG Common Stock (VISN)	0.0	$441k	+6%	24k	18.20	View chart
Halozyme Therapeutics In Common Stock (HALO)	0.0	$440k		6.8k	64.63	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 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
Abacus Wealth Partners 2021 Q2 filed May 31, 2023

View all past filings

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