Creative Planning »

Abacus Life shares owned by Creative Planning

Quarter-by-quarter ownership of Abacus Life (ABX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Abacus Life

Tip: Access up to 7 years of quarterly data

All positions including Abacus Life held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Abacus Life by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $151k 18k 8.55

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Abacus Life

BlackRock
Vanguard Group
Alyeska Investment Group
Mendon Capital Advisors Corp.
Royce & Associates
RMB Capital Management
Allspring Global Investments Holdings
Goldman Sachs Group
Citadel Advisors
Alta Fundamental Advisers
State of Wisconsin Investment Board
CSM Advisors
Geode Capital Management
State Street Corporation
QTR Family Wealth

View all funds holding Abacus Life