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Holders — by stockHoldings — by fund

Abacus Wealth Partners, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001978011

$951.6M

disclosed book value

321

positions

15.8%

largest position share

Positions, as of 2026-06-30

top 100 of 321 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1DFSBDFA Dimensional Glbl Sustainability Fx Inc ETF2.9M$150.2M15.8%
2VGSRVert Global Sustainable Real Estate ETF11.1M$126.0M13.2%
3NUSCNuveen ESG Small-Cap ETF1.5M$80.6M8.5%
4DFATDimensional U S Targeted Value ETF1.0M$71.6M7.5%
5JSTCAdasina Social Justice All Cap Global ETF2.9M$67.4M7.1%
6DFSUDimensional US Sustainability Core 1 ETF1.3M$60.6M6.4%
7NUMVNuveen ESG Mid-Cap Value ETF1.1M$47.3M5%
8DFSIDimensional Intl Sustainability Core 1 ETF605,285$27.3M2.9%
9NUEMNuveen ESG Emerging Markets Equity ETF624,064$26.5M2.8%
10AAPLApple Inc60,763$17.6M1.8%
11DFSEDimensional Emg Mkts Sustainability Core 1 ETF317,897$15.5M1.6%
12NVDANvidia Corp77,166$15.4M1.6%
13DFUVDFA Dimensional US Marketwide Value ETF134,402$7.4M0.8%
14MSFTMicrosoft Corp19,735$7.4M0.8%
15SPYSPDR S&P 500 ETF IV9,122$6.8M0.7%
16DFACDimensional U S Core Equity 2 ETF148,441$6.6M0.7%
17DISVDimensional Intern Small Cap VL ETF162,777$6.5M0.7%
18AMDAdvanced Micro Device In9,627$5.6M0.6%
19TSMTaiwan Semiconductor M F Sponsored ADR9,928$4.7M0.5%
20JNJJohnson & Johnson17,810$4.5M0.5%
21GOOGLAlphabet Inc Class A11,458$4.1M0.4%
22DFUSDFA Dimensional US Equity Market ETF42,600$3.5M0.4%
23SPUSTidal ETF TR SP FDS (S&P 500)57,313$3.3M0.3%
24ORCLOracle Corp20,613$3.0M0.3%
25AMATApplied Matls Inc3,998$2.9M0.3%
26BRK/BBerkshire Hathaway Class B5,347$2.7M0.3%
27AMZNAmazon.Com Inc11,109$2.6M0.3%
28GOOGAlphabet Inc Class C7,140$2.5M0.3%
29WPMWheaton Precious Metal F20,608$2.3M0.2%
30KBKB Finl Group Inc F Sponsored ADR21,493$2.3M0.2%
31BRK/ABerkshire Hathaway I A3$2.2M0.2%
32AVGOBroadcom Inc5,744$2.2M0.2%
33AMALAmalgamated Finl Corp44,406$2.0M0.2%
34ABBVAbbvie Inc8,029$2.0M0.2%
35LLYEli Lilly And Co1,508$1.8M0.2%
36ASXAse Technology HLDG Co F Unsponsored ADR39,783$1.8M0.2%
37JPMJPMorgan Chase & Co5,356$1.8M0.2%
38VTIVanguard Total Stock Market ETF4,731$1.8M0.2%
39MUMicron Technology Inc1,511$1.7M0.2%
40BIVVanguard Intermediate Term Bond ETF22,554$1.7M0.2%
41MSMorgan Stanley8,086$1.7M0.2%
42DELLDell Technologies Inc Class C3,885$1.7M0.2%
43COSTCostco WHSL Corp New1,730$1.6M0.2%
44Asml HLDG N V F Sponsored ADR777$1.5M0.2%
45BMOBank Montreal Que F8,621$1.5M0.2%
46DFSDDimensional SHRT DRT FXD Incm ETF31,216$1.5M0.2%
47MRKMerck & Co. Inc.11,511$1.5M0.2%
48PHGKoninklijke Philips N F Sponsored ADR52,031$1.4M0.1%
49Flex LTD F8,490$1.4M0.1%
50VIGVanguard Dividend Appreciation ETF5,789$1.4M0.1%
51Eaton Corp PLC F3,198$1.4M0.1%
52TSLATesla Inc3,225$1.4M0.1%
53NVSNovartis AG F Sponsored ADR8,613$1.3M0.1%
54LQDiShares iBoxx Invt Grade Bond ETF IV12,024$1.3M0.1%
55GSGoldman Sachs Group Inc1,282$1.3M0.1%
56TMHC*Taylor Morrison Home Cor17,757$1.3M0.1%
57CSCOCisco SYS Inc10,715$1.3M0.1%
58PWRQuanta SVCS Inc1,707$1.2M0.1%
59WFWoori Finl Group Inc F Unsponsored ADR21,372$1.2M0.1%
60INGING Groep ADR Rep 1 Or F Sponsored ADR38,952$1.2M0.1%
61VEAVanguard FTSE Developed Markets ETF16,741$1.2M0.1%
62METAMeta Platforms Inc Class A2,019$1.1M0.1%
63CBRECbre Group Inc Class A8,248$1.1M0.1%
64QQQInvsc QQQ Trust SRS 1 ETF1,505$1.1M0.1%
65XYLXylem Inc9,130$1.1M0.1%
66VUGVanguard Growth ETF12,510$1.1M0.1%
67UMCUnited Microelectronic F Sponsored ADR39,510$1.1M0.1%
68Johnson Controls Inter F7,200$1.1M0.1%
69BIIBBiogen Inc4,808$1.0M0.1%
70DFASDimensional U S Small Cap ETF12,416$1.0M0.1%
71AEMAgnico Eagle Mines LTD F6,468$1.0M0.1%
72CLS14489172,689$980,9470.1%
73CATCaterpillar Inc919$978,6430.1%
74MYRGMYR Group Inc Del1,953$977,4890.1%
75TIMBTim SA ADR F Sponsored ADR45,489$974,3740.1%
76VBVanguard Small-Cap (index Fund)3,199$969,6810.1%
77INTCIntel Corp6,781$946,8310.1%
78DFIVDimensional International Val ETF17,434$941,7620.1%
79BMIBadger Meter Inc6,195$919,2140.1%
80WTFCWintrust Financial5,684$913,5320.1%
81UBS Group AG F18,122$898,1310.1%
82VOOVanguard S&P 500 ETF1,287$884,2400.1%
83ORAOrmat Technologies Inc8,075$879,3490.1%
84NXTNextracker Inc Class A7,078$843,2730.1%
85CIBGrupo Cibest SA Spon9,965$791,5200.1%
86CIThe CIGNA Group2,866$790,0990.1%
87AVSDAvantis Responsible International Equity ETF9,871$788,5390.1%
88MTHMeritage Homes Corp9,345$783,5950.1%
89STTState STR Corp4,585$777,6160.1%
90PSOPearson PLC F Sponsored ADR48,853$776,2740.1%
91GILDGilead Sciences Inc6,107$771,5580.1%
92OMCOmnicom Group Inc10,498$764,5690.1%
93HIGHartford Finl SVCS Group5,764$763,8450.1%
94NVONovo-Nordisk A S F Sponsored ADR15,818$758,2980.1%
95PDPagerduty Inc78,518$757,6990.1%
96Credo Technology Group F2,785$757,3810.1%
97ADPAutomatic Data Processin3,345$749,1130.1%
98ANETArista Networks Inc4,379$743,9050.1%
99TRVTravelers Cos Inc2,215$731,2160.1%
100AEGAegon LTD ADR F Sponsored ADR86,070$726,4330.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.