Filed: 2/5/2026ACC: 0001765380-26-000063
📋 What this filing means
ABACUS WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 509 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
509
Positions
$1.02B
Total AUM (reported)
32.50M
Total Shares
Allocation by class
ETF$663.03M65.0%
COMMON STOCK$356.21M34.9%
BONDS$59.4K0.0%
Portfolio Concentration
Top 3$336.41M33.0%
4–10$280.05M27.5%
11–25$112.09M11.0%
Rest$290.75M28.5%
Top 3 weight
33.0%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 32.44M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
32.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole509
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings509
Rows:
Vert Global Sustainable Real Estate ETF
SOLEShares12.41M
TypeSH
Market value$129.10M
12.67%
Sole
0.00
Shared
0.00
None
12.41M
DFA Dimensional Glbl Sustainability Fx Inc ETF
SOLEShares2.43M
TypeSH
Market value$125.92M
12.35%
Sole
0.00
Shared
0.00
None
2.43M
Dimensional U S Targeted Value ETF
SOLEShares1.37M
TypeSH
Market value$81.38M
7.98%
Sole
0.00
Shared
0.00
None
1.37M
Nuveen ESG Small-Cap ETF
SOLEShares1.41M
TypeSH
Market value$62.79M
6.16%
Sole
0.00
Shared
0.00
None
1.41M
Adasina Social Justice All Cap Global ETF
SOLEShares2.80M
TypeSH
Market value$56.90M
5.58%
Sole
0.00
Shared
0.00
None
2.80M
Dimensional US Sustainability Core 1 ETF
SOLEShares1.24M
TypeSH
Market value$53.99M
5.30%
Sole
0.00
Shared
0.00
None
1.24M
Nuveen ESG Mid-Cap Value ETF
SOLEShares988.37K
TypeSH
Market value$38.65M
3.79%
Sole
0.00
Shared
0.00
None
988.37K
Dimensional Intl Sustainability Core 1 ETF
SOLEShares582.63K
TypeSH
Market value$24.96M
2.45%
Sole
0.00
Shared
0.00
None
582.63K
Nuveen ESG Emerging Markets Equity ETF
SOLEShares606.61K
TypeSH
Market value$21.59M
2.12%
Sole
0.00
Shared
0.00
None
606.61K
Nvidia Corp
SOLEShares113.47K
TypeSH
Market value$21.16M
2.08%
Sole
0.00
Shared
0.00
None
113.47K
Apple Inc
SOLEShares69.15K
TypeSH
Market value$18.80M
1.84%
Sole
0.00
Shared
0.00
None
69.15K
Dimensional Emg Mkts Sustainability Core 1 ETF
SOLEShares341.47K
TypeSH
Market value$14.16M
1.39%
Sole
0.00
Shared
0.00
None
341.47K
Microsoft Corp
SOLEShares28.79K
TypeSH
Market value$13.92M
1.37%
Sole
0.00
Shared
0.00
None
28.79K
Dimensional Intern Small Cap VL ETF
SOLEShares278.34K
TypeSH
Market value$10.58M
1.04%
Sole
0.00
Shared
0.00
None
278.34K
Taiwan Semiconductor M F Sponsored ADR
SOLEShares22.68K
TypeSH
Market value$6.89M
0.68%
Sole
0.00
Shared
0.00
None
22.68K
Dimensional U S Core Equity 2 ETF
SOLEShares150.21K
TypeSH
Market value$5.95M
0.58%
Sole
0.00
Shared
0.00
None
150.21K
DFA Dimensional US Marketwide Value ETF
SOLEShares124.63K
TypeSH
Market value$5.81M
0.57%
Sole
0.00
Shared
0.00
None
124.63K
SPDR S&P 500 ETF IV
SOLEShares8.12K
TypeSH
Market value$5.54M
0.54%
Sole
0.00
Shared
0.00
None
8.12K
Alphabet Inc Class A
SOLEShares17.55K
TypeSH
Market value$5.49M
0.54%
Sole
0.00
Shared
0.00
None
17.55K
Amazon.Com Inc
SOLEShares22.48K
TypeSH
Market value$5.19M
0.51%
Sole
0.00
Shared
0.00
None
22.48K
Oracle Corp
SOLEShares23.48K
TypeSH
Market value$4.58M
0.45%
Sole
0.00
Shared
0.00
None
23.48K
Johnson & Johnson
SOLEShares19.64K
TypeSH
Market value$4.06M
0.40%
Sole
0.00
Shared
0.00
None
19.64K
Alphabet Inc Class C
SOLEShares12.05K
TypeSH
Market value$3.78M
0.37%
Sole
0.00
Shared
0.00
None
12.05K
Wheaton Precious Metal F
SOLEShares32.02K
TypeSH
Market value$3.76M
0.37%
Sole
0.00
Shared
0.00
None
32.02K
Broadcom Inc
SOLEShares10.33K
TypeSH
Market value$3.57M
0.35%
Sole
0.00
Shared
0.00
None
10.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vert Global Sustainable Real Estate ETFSOLE | ETF | 12.41M | SH | $129.10M 12.67% | 0.00 | 0.00 | 12.41M |
DFA Dimensional Glbl Sustainability Fx Inc ETFSOLE | ETF | 2.43M | SH | $125.92M 12.35% | 0.00 | 0.00 | 2.43M |
Dimensional U S Targeted Value ETFSOLE | ETF | 1.37M | SH | $81.38M 7.98% | 0.00 | 0.00 | 1.37M |
Nuveen ESG Small-Cap ETFSOLE | ETF | 1.41M | SH | $62.79M 6.16% | 0.00 | 0.00 | 1.41M |
Adasina Social Justice All Cap Global ETFSOLE | ETF | 2.80M | SH | $56.90M 5.58% | 0.00 | 0.00 | 2.80M |
Dimensional US Sustainability Core 1 ETFSOLE | ETF | 1.24M | SH | $53.99M 5.30% | 0.00 | 0.00 | 1.24M |
Nuveen ESG Mid-Cap Value ETFSOLE | ETF | 988.37K | SH | $38.65M 3.79% | 0.00 | 0.00 | 988.37K |
Dimensional Intl Sustainability Core 1 ETFSOLE | ETF | 582.63K | SH | $24.96M 2.45% | 0.00 | 0.00 | 582.63K |
Nuveen ESG Emerging Markets Equity ETFSOLE | ETF | 606.61K | SH | $21.59M 2.12% | 0.00 | 0.00 | 606.61K |
Nvidia CorpSOLE | Common Stock | 113.47K | SH | $21.16M 2.08% | 0.00 | 0.00 | 113.47K |
Apple IncSOLE | Common Stock | 69.15K | SH | $18.80M 1.84% | 0.00 | 0.00 | 69.15K |
Dimensional Emg Mkts Sustainability Core 1 ETFSOLE | ETF | 341.47K | SH | $14.16M 1.39% | 0.00 | 0.00 | 341.47K |
Microsoft CorpSOLE | Common Stock | 28.79K | SH | $13.92M 1.37% | 0.00 | 0.00 | 28.79K |
Dimensional Intern Small Cap VL ETFSOLE | ETF | 278.34K | SH | $10.58M 1.04% | 0.00 | 0.00 | 278.34K |
Taiwan Semiconductor M F Sponsored ADRSOLE | Common Stock | 22.68K | SH | $6.89M 0.68% | 0.00 | 0.00 | 22.68K |
Dimensional U S Core Equity 2 ETFSOLE | ETF | 150.21K | SH | $5.95M 0.58% | 0.00 | 0.00 | 150.21K |
DFA Dimensional US Marketwide Value ETFSOLE | ETF | 124.63K | SH | $5.81M 0.57% | 0.00 | 0.00 | 124.63K |
SPDR S&P 500 ETF IVSOLE | ETF | 8.12K | SH | $5.54M 0.54% | 0.00 | 0.00 | 8.12K |
Alphabet Inc Class ASOLE | Common Stock | 17.55K | SH | $5.49M 0.54% | 0.00 | 0.00 | 17.55K |
Amazon.Com IncSOLE | Common Stock | 22.48K | SH | $5.19M 0.51% | 0.00 | 0.00 | 22.48K |
Oracle CorpSOLE | Common Stock | 23.48K | SH | $4.58M 0.45% | 0.00 | 0.00 | 23.48K |
Johnson & JohnsonSOLE | Common Stock | 19.64K | SH | $4.06M 0.40% | 0.00 | 0.00 | 19.64K |
Alphabet Inc Class CSOLE | Common Stock | 12.05K | SH | $3.78M 0.37% | 0.00 | 0.00 | 12.05K |
Wheaton Precious Metal FSOLE | Common Stock | 32.02K | SH | $3.76M 0.37% | 0.00 | 0.00 | 32.02K |
Broadcom IncSOLE | Common Stock | 10.33K | SH | $3.57M 0.35% | 0.00 | 0.00 | 10.33K |
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