Abacus Wealth Partners, LLC

Est. AUM

$1.10B

13F long equity only

Positions

504

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DFA Dimensional Glbl Sustainability Fx Inc ETF	ETF	$135.1M	2,610,181	12.33%	SOLE
2	Vert Global Sustainable Real Estate ETF	ETF	$130.7M	12,658,314	11.94%	SOLE
3	Dimensional U S Targeted Value ETF	ETF	$84.8M	1,357,119	7.74%	SOLE
4	Figure Technology Soluti Class A	Common Stock	$65.2M	1,921,617	5.96%	SOLE
5	Nuveen ESG Small-Cap ETF	ETF	$64.6M	1,434,429	5.90%	SOLE
6	Adasina Social Justice All Cap Global ETF	ETF	$56.2M	2,885,672	5.13%	SOLE
7	Dimensional US Sustainability Core 1 ETF	ETF	$52.7M	1,281,712	4.81%	SOLE
8	Nuveen ESG Mid-Cap Value ETF	ETF	$39.2M	1,012,695	3.58%	SOLE
9	Dimensional Intl Sustainability Core 1 ETF	ETF	$24.9M	586,104	2.27%	SOLE
10	Nuveen ESG Emerging Markets Equity ETF	ETF	$22.3M	607,867	2.04%	SOLE
11	Nvidia Corp	Common Stock	$19.4M	111,306	1.77%	SOLE
12	Apple Inc	Common Stock	$19.1M	75,238	1.74%	SOLE
13	Dimensional Emg Mkts Sustainability Core 1 ETF	ETF	$14.4M	340,438	1.32%	SOLE
14	Microsoft Corp	Common Stock	$10.5M	28,330	0.96%	SOLE
15	Dimensional Intern Small Cap VL ETF	ETF	$10.3M	260,318	0.94%	SOLE
16	Taiwan Semiconductor M F Sponsored ADR	Common Stock	$7.5M	22,195	0.68%	SOLE
17	SPDR S&P 500 ETF IV	ETF	$6.7M	10,280	0.61%	SOLE
18	DFA Dimensional US Marketwide Value ETF	ETF	$6.6M	135,411	0.60%	SOLE
19	Dimensional U S Core Equity 2 ETF	ETF	$5.8M	149,383	0.53%	SOLE
20	Alphabet Inc Class A	Common Stock	$5.1M	17,707	0.46%	SOLE
21	Johnson & Johnson	Common Stock	$5.0M	20,267	0.45%	SOLE
22	Amazon.Com Inc	Common Stock	$4.6M	21,953	0.42%	SOLE
23	Wheaton Precious Metal F	Common Stock	$4.1M	31,485	0.38%	SOLE
24	Alphabet Inc Class C	Common Stock	$3.4M	11,990	0.31%	SOLE
25	Oracle Corp	Common Stock	$3.4M	23,212	0.31%	SOLE
26	Broadcom Inc	Common Stock	$3.4M	10,829	0.31%	SOLE
27	DFA Dimensional US Equity Market ETF	ETF	$3.0M	42,722	0.28%	SOLE
28	Berkshire Hathaway Class B	Common Stock	$3.0M	6,205	0.27%	SOLE
29	KB Finl Group Inc F Sponsored ADR	Common Stock	$2.9M	28,911	0.26%	SOLE
30	Meta Platforms Inc Class A	Common Stock	$2.9M	5,021	0.26%	SOLE
31	Abbvie Inc	Common Stock	$2.8M	12,961	0.26%	SOLE
32	Novartis AG F Sponsored ADR	Common Stock	$2.8M	18,370	0.26%	SOLE
33	Tidal ETF TR SP FDS (S&P 500)	ETF	$2.8M	57,313	0.25%	SOLE
34	Advanced Micro Device In	Common Stock	$2.7M	13,331	0.25%	SOLE
35	Amalgamated Finl Corp	Common Stock	$2.7M	69,309	0.25%	SOLE
36	Tesla Inc	Common Stock	$2.5M	6,843	0.23%	SOLE
37	Eli Lilly And Co	Common Stock	$2.5M	2,701	0.23%	SOLE
38	Woori Finl Group Inc F Unsponsored ADR	Common Stock	$2.3M	34,967	0.21%	SOLE
39	JPMorgan Chase & Co	Common Stock	$2.3M	7,900	0.21%	SOLE
40	Asml HLDG N V F Sponsored ADR	Common Stock	$2.2M	1,655	0.20%	SOLE
41	Berkshire Hathaway I A	Common Stock	$2.2M	3	0.20%	SOLE
42	Hartford Finl SVCS Group	Common Stock	$2.0M	14,673	0.18%	SOLE
43	Tim SA ADR F Sponsored ADR	Common Stock	$2.0M	73,957	0.18%	SOLE
44	Merck & Co. Inc.	Common Stock	$1.9M	15,829	0.17%	SOLE
45	Cisco SYS Inc	Common Stock	$1.8M	23,636	0.17%	SOLE
46	Gilead Sciences Inc	Common Stock	$1.8M	13,041	0.17%	SOLE
47	Nextracker Inc Class A	Common Stock	$1.8M	15,017	0.17%	SOLE
48	Costco WHSL Corp New	Common Stock	$1.8M	1,810	0.16%	SOLE
49	Cbre Group Inc Class A	Common Stock	$1.8M	13,070	0.16%	SOLE
50	Vanguard S&P 500 ETF	ETF	$1.7M	2,926	0.16%	SOLE

1–50 of 504

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.