Filed: 4/24/2026ACC: 0001765380-26-000123
📋 What this filing means
ABACUS WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 504 equity positions with a total reported market value of $1.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
504
Positions
$1.10B
Total AUM (reported)
34.34M
Total Shares
Allocation by class
ETF$683.24M62.4%
COMMON STOCK$412.07M37.6%
Portfolio Concentration
Top 3$350.56M32.0%
4–10$325.15M29.7%
11–25$125.83M11.5%
Rest$293.76M26.8%
Top 3 weight
32.0%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 34.34M
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
34.34M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole504
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings504
Rows:
DFA Dimensional Glbl Sustainability Fx Inc ETF
SOLEShares2.61M
TypeSH
Market value$135.06M
12.33%
Sole
0.00
Shared
0.00
None
2.61M
Vert Global Sustainable Real Estate ETF
SOLEShares12.66M
TypeSH
Market value$130.75M
11.94%
Sole
0.00
Shared
0.00
None
12.66M
Dimensional U S Targeted Value ETF
SOLEShares1.36M
TypeSH
Market value$84.75M
7.74%
Sole
0.00
Shared
0.00
None
1.36M
Figure Technology Soluti Class A
SOLEShares1.92M
TypeSH
Market value$65.24M
5.96%
Sole
0.00
Shared
0.00
None
1.92M
Nuveen ESG Small-Cap ETF
SOLEShares1.43M
TypeSH
Market value$64.60M
5.90%
Sole
0.00
Shared
0.00
None
1.43M
Adasina Social Justice All Cap Global ETF
SOLEShares2.89M
TypeSH
Market value$56.24M
5.13%
Sole
0.00
Shared
0.00
None
2.89M
Dimensional US Sustainability Core 1 ETF
SOLEShares1.28M
TypeSH
Market value$52.67M
4.81%
Sole
0.00
Shared
0.00
None
1.28M
Nuveen ESG Mid-Cap Value ETF
SOLEShares1.01M
TypeSH
Market value$39.25M
3.58%
Sole
0.00
Shared
0.00
None
1.01M
Dimensional Intl Sustainability Core 1 ETF
SOLEShares586.10K
TypeSH
Market value$24.85M
2.27%
Sole
0.00
Shared
0.00
None
586.10K
Nuveen ESG Emerging Markets Equity ETF
SOLEShares607.87K
TypeSH
Market value$22.31M
2.04%
Sole
0.00
Shared
0.00
None
607.87K
Nvidia Corp
SOLEShares111.31K
TypeSH
Market value$19.41M
1.77%
Sole
0.00
Shared
0.00
None
111.31K
Apple Inc
SOLEShares75.24K
TypeSH
Market value$19.09M
1.74%
Sole
0.00
Shared
0.00
None
75.24K
Dimensional Emg Mkts Sustainability Core 1 ETF
SOLEShares340.44K
TypeSH
Market value$14.42M
1.32%
Sole
0.00
Shared
0.00
None
340.44K
Microsoft Corp
SOLEShares28.33K
TypeSH
Market value$10.49M
0.96%
Sole
0.00
Shared
0.00
None
28.33K
Dimensional Intern Small Cap VL ETF
SOLEShares260.32K
TypeSH
Market value$10.27M
0.94%
Sole
0.00
Shared
0.00
None
260.32K
Taiwan Semiconductor M F Sponsored ADR
SOLEShares22.20K
TypeSH
Market value$7.50M
0.68%
Sole
0.00
Shared
0.00
None
22.20K
SPDR S&P 500 ETF IV
SOLEShares10.28K
TypeSH
Market value$6.69M
0.61%
Sole
0.00
Shared
0.00
None
10.28K
DFA Dimensional US Marketwide Value ETF
SOLEShares135.41K
TypeSH
Market value$6.56M
0.60%
Sole
0.00
Shared
0.00
None
135.41K
Dimensional U S Core Equity 2 ETF
SOLEShares149.38K
TypeSH
Market value$5.81M
0.53%
Sole
0.00
Shared
0.00
None
149.38K
Alphabet Inc Class A
SOLEShares17.71K
TypeSH
Market value$5.09M
0.46%
Sole
0.00
Shared
0.00
None
17.71K
Johnson & Johnson
SOLEShares20.27K
TypeSH
Market value$4.95M
0.45%
Sole
0.00
Shared
0.00
None
20.27K
Amazon.Com Inc
SOLEShares21.95K
TypeSH
Market value$4.57M
0.42%
Sole
0.00
Shared
0.00
None
21.95K
Wheaton Precious Metal F
SOLEShares31.48K
TypeSH
Market value$4.12M
0.38%
Sole
0.00
Shared
0.00
None
31.48K
Alphabet Inc Class C
SOLEShares11.99K
TypeSH
Market value$3.44M
0.31%
Sole
0.00
Shared
0.00
None
11.99K
Oracle Corp
SOLEShares23.21K
TypeSH
Market value$3.41M
0.31%
Sole
0.00
Shared
0.00
None
23.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA Dimensional Glbl Sustainability Fx Inc ETFSOLE | ETF | 2.61M | SH | $135.06M 12.33% | 0.00 | 0.00 | 2.61M |
Vert Global Sustainable Real Estate ETFSOLE | ETF | 12.66M | SH | $130.75M 11.94% | 0.00 | 0.00 | 12.66M |
Dimensional U S Targeted Value ETFSOLE | ETF | 1.36M | SH | $84.75M 7.74% | 0.00 | 0.00 | 1.36M |
Figure Technology Soluti Class ASOLE | Common Stock | 1.92M | SH | $65.24M 5.96% | 0.00 | 0.00 | 1.92M |
Nuveen ESG Small-Cap ETFSOLE | ETF | 1.43M | SH | $64.60M 5.90% | 0.00 | 0.00 | 1.43M |
Adasina Social Justice All Cap Global ETFSOLE | ETF | 2.89M | SH | $56.24M 5.13% | 0.00 | 0.00 | 2.89M |
Dimensional US Sustainability Core 1 ETFSOLE | ETF | 1.28M | SH | $52.67M 4.81% | 0.00 | 0.00 | 1.28M |
Nuveen ESG Mid-Cap Value ETFSOLE | ETF | 1.01M | SH | $39.25M 3.58% | 0.00 | 0.00 | 1.01M |
Dimensional Intl Sustainability Core 1 ETFSOLE | ETF | 586.10K | SH | $24.85M 2.27% | 0.00 | 0.00 | 586.10K |
Nuveen ESG Emerging Markets Equity ETFSOLE | ETF | 607.87K | SH | $22.31M 2.04% | 0.00 | 0.00 | 607.87K |
Nvidia CorpSOLE | Common Stock | 111.31K | SH | $19.41M 1.77% | 0.00 | 0.00 | 111.31K |
Apple IncSOLE | Common Stock | 75.24K | SH | $19.09M 1.74% | 0.00 | 0.00 | 75.24K |
Dimensional Emg Mkts Sustainability Core 1 ETFSOLE | ETF | 340.44K | SH | $14.42M 1.32% | 0.00 | 0.00 | 340.44K |
Microsoft CorpSOLE | Common Stock | 28.33K | SH | $10.49M 0.96% | 0.00 | 0.00 | 28.33K |
Dimensional Intern Small Cap VL ETFSOLE | ETF | 260.32K | SH | $10.27M 0.94% | 0.00 | 0.00 | 260.32K |
Taiwan Semiconductor M F Sponsored ADRSOLE | Common Stock | 22.20K | SH | $7.50M 0.68% | 0.00 | 0.00 | 22.20K |
SPDR S&P 500 ETF IVSOLE | ETF | 10.28K | SH | $6.69M 0.61% | 0.00 | 0.00 | 10.28K |
DFA Dimensional US Marketwide Value ETFSOLE | ETF | 135.41K | SH | $6.56M 0.60% | 0.00 | 0.00 | 135.41K |
Dimensional U S Core Equity 2 ETFSOLE | ETF | 149.38K | SH | $5.81M 0.53% | 0.00 | 0.00 | 149.38K |
Alphabet Inc Class ASOLE | Common Stock | 17.71K | SH | $5.09M 0.46% | 0.00 | 0.00 | 17.71K |
Johnson & JohnsonSOLE | Common Stock | 20.27K | SH | $4.95M 0.45% | 0.00 | 0.00 | 20.27K |
Amazon.Com IncSOLE | Common Stock | 21.95K | SH | $4.57M 0.42% | 0.00 | 0.00 | 21.95K |
Wheaton Precious Metal FSOLE | Common Stock | 31.48K | SH | $4.12M 0.38% | 0.00 | 0.00 | 31.48K |
Alphabet Inc Class CSOLE | Common Stock | 11.99K | SH | $3.44M 0.31% | 0.00 | 0.00 | 11.99K |
Oracle CorpSOLE | Common Stock | 23.21K | SH | $3.41M 0.31% | 0.00 | 0.00 | 23.21K |
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