Abacus Wealth Partners, LLC

CIK: 0001978011SEC EDGAR →

Portfolio Value

$1.0B

Holdings

509

As of

Q4 2025

New Positions

9

Closed Positions

20

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Vert Global Sustainable Real Estate ETF

12,412,287$129.1M
12.67%
2

DFA Dimensional Glbl Sustainability Fx Inc ETF

2,430,920$125.9M
12.35%
3

Dimensional U S Targeted Value ETF

1,366,881$81.4M
7.98%
4

Nuveen ESG Small-Cap ETF

1,405,775$62.8M
6.16%
5

Adasina Social Justice All Cap Global ETF

2,804,540$56.9M
5.58%
6

Dimensional US Sustainability Core 1 ETF

1,243,200$54.0M
5.30%
7

Nuveen ESG Mid-Cap Value ETF

988,370$38.7M
3.79%
8

Dimensional Intl Sustainability Core 1 ETF

582,626$25.0M
2.45%
9

Nuveen ESG Emerging Markets Equity ETF

606,609$21.6M
2.12%
10

Nvidia Corp

113,471$21.2M
2.08%

Quarterly Changes

Top Buys

NVDA↑ Increased
$13.2M
AAPL↑ Increased
$11.8M
MSFT↑ Increased
$9.9M
TSM↑ Increased
$6.4M
DFSB↑ Increased
$5.9M

Top Sells

IXHLCLOSED
$116.1M
DFAT↓ Decreased
$2.5M
DFSI↓ Decreased
$850K
TNXPCLOSED
$362K
TYLCLOSED
$246K

New Positions (412)

$2.9M · 56K shares
$2.5M · 29K shares
$2.1M · 13K shares
$2.1M · 66K shares
$2.1M · 45K shares
$2.0M · 8K shares
$2.0M · 14K shares
$2.0M · 12K shares
$1.9M · 4K shares
$1.9M · 29K shares
$1.9M · 11K shares
$1.9M · 25K shares
$1.8M · 2K shares
$1.8M · 10K shares
$1.8M · 22K shares
$1.7M · 12K shares
$1.6M · 28K shares
$1.5M · 9K shares
$1.5M · 12K shares
$1.4M · 13K shares
$1.4M · 6K shares
$1.4M · 73K shares
$1.4M · 12K shares
$1.4M · 6K shares
$1.4M · 49K shares
$1.4M · 11K shares
$1.4M · 27K shares
$1.3M · 23K shares
$1.3M · 70K shares
$1.2M · 10K shares
$1.2M · 4K shares
$1.2M · 14K shares
$1.2M · 62K shares
$1.2M · 15K shares
$1.2M · 5K shares
$1.2M · 9K shares
$1.2M · 19K shares
$1.2M · 4K shares
$1.2M · 13K shares
$1.1M · 45K shares
$1.1M · 79K shares
$1.1M · 1K shares
$1.1M · 52K shares
$1.1M · 8K shares
$1.1M · 89K shares
$1.0M · 26K shares
$1.0M · 19K shares
$1.0M · 74K shares
$1.0M · 19K shares
$1.0M · 50K shares
$1.0M · 53K shares
$1.0M · 4K shares
$1.0M · 5K shares
$993K · 16K shares
$952K · 4K shares
$938K · 6K shares
$938K · 6K shares
$937K · 4K shares
$924K · 5K shares
$882K · 34K shares
$881K · 218K shares
$879K · 1K shares
$873K · 7K shares
$863K · 43K shares
$862K · 9K shares
$854K · 7K shares
$853K · 34K shares
$843K · 109K shares
$832K · 11K shares
$831K · 3K shares
$820K · 14K shares
$814K · 19K shares
$810K · 19K shares
$794K · 6K shares
$789K · 13K shares
$783K · 29K shares
$771K · 3K shares
$770K · 4K shares
$770K · 17K shares
$769K · 8K shares
$766K · 3K shares
$745K · 909 shares
$742K · 2K shares
$742K · 2K shares
$737K · 24K shares
$736K · 2K shares
$730K · 16K shares
$724K · 9K shares
$716K · 2K shares
$710K · 4K shares
$709K · 20K shares
$707K · 27K shares
$699K · 8K shares
$692K · 1K shares
$692K · 38K shares
$688K · 3K shares
$673K · 2K shares
$658K · 9K shares
$653K · 5K shares
$653K · 4K shares
$651K · 4K shares
$649K · 5K shares
$647K · 7K shares
$646K · 2K shares
$646K · 2K shares
$641K · 37K shares
$635K · 2K shares
$631K · 49K shares
$631K · 4K shares
$622K · 1K shares
$614K · 35K shares
$610K · 8K shares
$610K · 4K shares
$609K · 12K shares
$608K · 73K shares
$604K · 5K shares
$602K · 7K shares
$592K · 20K shares
$590K · 91K shares
$588K · 3K shares
$567K · 21K shares
$564K · 6K shares
$559K · 2K shares
$556K · 23K shares
$554K · 60K shares
$554K · 1K shares
$549K · 4K shares
$546K · 1K shares
$546K · 16K shares
$542K · 13K shares
$541K · 27K shares
$537K · 45K shares
$536K · 19K shares
$532K · 8K shares
$532K · 15K shares
$531K · 9K shares
$528K · 2K shares
$523K · 19K shares
$521K · 11K shares
$517K · 7K shares
$515K · 4K shares
$513K · 4K shares
$509K · 6K shares
$508K · 14K shares
$505K · 5K shares
$505K · 5K shares
$499K · 16K shares
$498K · 2K shares
$492K · 488 shares
$490K · 11K shares
$487K · 6K shares
$478K · 85K shares
$478K · 13K shares
$477K · 12K shares
$473K · 3K shares
$471K · 24K shares
$467K · 7K shares
$464K · 10K shares
$461K · 100K shares
$461K · 6K shares
$459K · 6K shares
$458K · 5K shares
$450K · 7K shares
$449K · 34K shares
$446K · 12K shares
$445K · 57K shares
$444K · 4K shares
$444K · 6K shares
$442K · 1K shares
$441K · 15K shares
$440K · 9K shares
$440K · 1K shares
$439K · 8K shares
$439K · 5K shares
$433K · 13K shares
$431K · 761 shares
$426K · 3K shares
$422K · 11K shares
$419K · 13K shares
$418K · 25K shares
$417K · 2K shares
$412K · 1K shares
$412K · 23K shares
$407K · 14K shares
$407K · 715 shares
$402K · 3K shares
$399K · 28K shares
$399K · 7K shares
$398K · 4K shares
$396K · 13K shares
$395K · 12K shares
$394K · 32K shares
$391K · 3K shares
$390K · 18K shares
$387K · 2K shares
$386K · 20K shares
$386K · 3K shares
$384K · 14K shares
$383K · 8K shares
$381K · 3K shares
$380K · 12K shares
$377K · 12K shares
$377K · 12K shares
$376K · 802 shares
$375K · 2K shares
$375K · 12K shares
$372K · 3K shares
$372K · 5K shares
$371K · 14K shares
$368K · 19K shares
$366K · 5K shares
$366K · 23K shares
$357K · 1K shares
$355K · 1K shares
$354K · 12K shares
$351K · 2K shares
$348K · 2K shares
$347K · 4K shares
$346K · 7K shares
$345K · 4K shares
$343K · 755 shares
$341K · 9K shares
$340K · 15K shares
$340K · 365 shares
$339K · 586 shares
$338K · 3K shares
$337K · 4K shares
$328K · 4K shares
$328K · 4K shares
$327K · 4K shares
$327K · 1K shares
$326K · 2K shares
$326K · 12K shares
$325K · 14K shares
$320K · 20K shares
$319K · 4K shares
$316K · 1K shares
$315K · 12K shares
$313K · 48K shares
$313K · 8K shares
$313K · 22K shares
$312K · 6K shares
$311K · 2K shares
$311K · 11K shares
$311K · 1K shares
$308K · 4K shares
$305K · 6K shares
$303K · 55K shares
$303K · 4K shares
$303K · 2K shares
$302K · 41K shares
$300K · 773 shares
$299K · 370 shares
$298K · 526 shares
$298K · 5K shares
$297K · 4K shares
$297K · 4K shares
$294K · 12K shares
$293K · 3K shares
$293K · 6K shares
$292K · 6K shares
$290K · 11K shares
$289K · 2K shares
$288K · 40K shares
$288K · 2K shares
$288K · 23K shares
$288K · 3K shares
$287K · 14K shares
$286K · 30K shares
$285K · 2K shares
$285K · 966 shares
$284K · 8K shares
$284K · 3K shares
$284K · 7K shares
$283K · 420 shares
$282K · 9K shares
$281K · 4K shares
$281K · 6K shares
$281K · 16K shares
$280K · 33K shares
$280K · 11K shares
$279K · 4K shares
$279K · 3K shares
$278K · 14K shares
$275K · 2K shares
$272K · 1K shares
$271K · 35K shares
$271K · 4K shares
$271K · 1K shares
$270K · 5K shares
$270K · 49K shares
$270K · 12K shares
$269K · 10K shares
$269K · 3K shares
$269K · 53K shares
$268K · 6K shares
$268K · 1K shares
$267K · 2K shares
$265K · 3K shares
$263K · 2K shares
$263K · 11K shares
$262K · 3K shares
$262K · 4K shares
$259K · 13K shares
$258K · 3K shares
$258K · 3K shares
$255K · 5K shares
$254K · 29K shares
$253K · 13K shares
$253K · 2K shares
$253K · 4K shares
$252K · 14K shares
$252K · 7K shares
$251K · 9K shares
$251K · 47 shares
$251K · 12K shares
$251K · 2K shares
$250K · 8K shares
$249K · 5K shares
$247K · 7K shares
$247K · 1K shares
$245K · 21K shares
$245K · 17K shares
$244K · 2K shares
$239K · 3K shares
$239K · 3K shares
$238K · 57K shares
$236K · 663 shares
$236K · 4K shares
$235K · 13K shares
$235K · 15K shares
$234K · 665 shares
$233K · 4K shares
$232K · 15K shares
$232K · 2K shares
$232K · 8K shares
$232K · 12K shares
$231K · 3K shares
$231K · 4K shares
$230K · 23K shares
$230K · 12K shares
$229K · 189 shares
$229K · 3K shares
$229K · 4K shares
$228K · 3K shares
$226K · 21K shares
$225K · 793 shares
$225K · 1K shares
$225K · 819 shares
$223K · 5K shares
$222K · 1K shares
$222K · 784 shares
$222K · 7K shares
$222K · 11K shares
$221K · 915 shares
$220K · 42K shares
$219K · 8K shares
$218K · 5K shares
$217K · 9K shares
$213K · 4K shares
$213K · 2K shares
$213K · 1K shares
$212K · 114K shares
$211K · 5K shares
$211K · 3K shares
$210K · 9K shares
$207K · 22K shares
$206K · 1K shares
$206K · 31K shares
$206K · 1K shares
$205K · 2K shares
$205K · 1K shares
$205K · 17K shares
$204K · 9K shares
$204K · 42K shares
$203K · 1K shares
$203K · 418 shares
$203K · 2K shares
$203K · 2K shares
$201K · 2K shares
$201K · 3K shares
$200K · 660 shares
$200K · 2K shares
$200K · 1K shares
$177K · 12K shares
$132K · 18K shares
$124K · 33K shares
$110K · 18K shares
$110K · 50K shares
$106K · 32K shares
$102K · 12K shares
$99K · 50K shares
$93K · 18K shares
$92K · 16K shares
$87K · 25K shares
$82K · 13K shares
$81K · 18K shares
$81K · 13K shares
$76K · 20K shares
$64K · 34K shares
$59K · 60K shares
$56K · 27K shares
$56K · 14K shares
$52K · 14K shares
$50K · 17K shares
$49K · 18K shares
$47K · 10K shares
$47K · 35K shares
$44K · 23K shares
$33K · 13K shares
$24K · 27K shares
$20K · 10K shares

Closed Positions (5)

$116.1M · 250K shares
$362K · 15K shares
$246K · 471 shares
$227K · 189 shares
$77K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services130$718.4M70.5%
Technology85$118.2M11.6%
Healthcare59$40.8M4.0%
Industrials67$31.4M3.1%
Consumer Cyclical44$28.1M2.8%
Unknown35$24.7M2.4%
Communication Services26$22.7M2.2%
Basic Materials12$9.8M1.0%
Consumer Defensive18$8.5M0.8%
Energy17$7.0M0.7%
Utilities12$5.6M0.5%
Real Estate4$3.9M0.4%