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CIK: 0001978011
Total reported value
$951.6M
$951.6M
509 檔
47.9%
The Q4 2025 SEC filing reveals that Abacus Wealth Partners, LLC held a total portfolio value of $951.6M, covering 509 public equity positions.
In Q4 2025, Abacus Wealth Partners, LLC displayed an active expansion posture, initiating 24 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 509 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 12.67% | +1.30% | +1.40% | |
| 2 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 12.35% | +3.46% | +7.87% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 7.98% | -0.22% | -5.19% | |
| 4 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 6.16% | +2.57% | +4.45% | |
| 5 | JSTC | Adasina Social Justice Glb | ETF-Other | 5.58% | +1.95% | +8.99% | |
| 6 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 5.30% | +1.56% | +0.02% | |
| 7 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-Other | 3.79% | +1.39% | +4.88% | |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 2.45% | +0.60% | -1.05% | |
| 9 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 2.12% | +0.74% | +4.52% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | -0.15% | +165.06% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.11% | +152.62% | |
| 12 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 1.39% | +0.31% | +0.27% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.19% | +268.27% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.04% | -0.25% | -5.23% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.68% | -0.18% | +1109.81% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | +0.16% | -0.86% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.57% | +0.18% | -2.12% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.11% | -4.95% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | -0.03% | +329.57% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.14% | +261.95% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.45% | +0.01% | +23.64% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.03% | +284.46% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.04% | +174.72% | |
| 24 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.37% | -0.14% | +1402.02% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | -0.08% | +354.73% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.14% | +546.15% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.09% | +275.75% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | -0.05% | +162.90% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | -0.04% | +571.96% | |
| 30 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 0.28% | +0.10% | — | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.28% | +0.34% | +146.75% | |
| 32 | FRGE | Forge Global Holdings Inc | Stock-Other | 0.27% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.03% | +167.35% | |
| 34 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.24% | -0.12% | +924.58% | |
| 35 | KB | Kb Financial Group Inc-adr | Stock-Financials | 0.24% | -0.02% | — | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.22% | -0.08% | +222.54% | |
| 37 | WF | Woori Financial-spon Adr | Stock-Other | 0.21% | -0.08% | +456.23% | |
| 38 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.21% | -0.04% | — | |
| 39 | AMAL | Amalgamated Financial CORP | Stock-Other | 0.21% | -0.04% | — | |
| 40 | UBS | UBS Group AG | Stock-Financials | 0.20% | -0.04% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | +0.01% | +5.15% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.20% | +0.09% | -0.48% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.20% | -0.09% | — | |
| 44 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.19% | -0.10% | — | |
| 45 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.19% | -0.05% | — | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.19% | -0.07% | — | |
| 47 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.18% | -0.05% | — | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.18% | +0.04% | — | |
| 49 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.18% | -0.06% | — | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.18% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +165.06% | Add |
| 2 | AAPL | Apple Inc | +0.8% | +152.62% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | +268.27% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +1109.81% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +329.57% | Add |
| 6 | WPM | Wheaton Precious Metals CORP | +0.3% | +1402.02% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | +261.95% | Add |
| 8 | JNJ | Johnson & Johnson | +0.3% | +284.46% | Add |
| 9 | LLY | Eli Lilly & Co | +0.3% | +571.96% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +354.73% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +546.15% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +174.72% | Add |
| 13 | NVS | Novartis Ag-sponsored Adr | +0.2% | +924.58% | Add |
| 14 | TSLA | Tesla Inc | +0.2% | +275.75% | Add |
| 15 | WF | Woori Financial-spon Adr | +0.2% | +456.23% | Add |
| 16 | AMD | Advanced Micro Devices | +0.2% | +146.75% | Add |
| 17 | WIT | Wipro Ltd-adr | +0.1% | +1845.08% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | +162.90% | Add |
| 19 | FRGE | Forge Global Holdings Inc | +0.1% | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +167.35% | Add |
| 21 | ABT | Abbott Laboratories | +0.1% | +222.54% | Add |
| 22 | NUMV | Nuveen Esg Mid-cap Value ETF | -1.5% | +4.88% | Add |
| 23 | JSTC | Adasina Social Justice Glb | -1.9% | +8.99% | Add |
| 24 | NUSC | Nuveen Esg Small-cap ETF | -2.4% | +4.45% | Add |
| 25 | DFAT | Dimensional US Target Value | -4.1% | -5.19% | Trim |
| 26 | DFSB | Dim Glb Sustain Fix Inc ETF | -4.9% | +7.87% | Add |
| 27 | SPUS | Sp Funds S&p Sharia Indu Exc | — | NEW | New buy |
| 28 | KB | Kb Financial Group Inc-adr | — | NEW | New buy |
| 29 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 30 | AMAL | Amalgamated Financial CORP | — | NEW | New buy |
| 31 | UBS | UBS Group AG | — | NEW | New buy |
| 32 | CRM | Salesforce Inc | — | NEW | New buy |
| 33 | HIG | Hartford Insurance Group Inc | — | NEW | New buy |
| 34 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 35 | SPGI | S&p Global Inc | — | NEW | New buy |
| 36 | MTH | Meritage Homes CORP | — | NEW | New buy |
| 37 | MS | Morgan Stanley | — | NEW | New buy |
| 38 | BNS | Bank Of Nova Scotia | — | NEW | New buy |
| 39 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 40 | BMI | Badger Meter Inc | — | NEW | New buy |
| 41 | OMC | Omnicom Group | — | NEW | New buy |
| 42 | XYL | Xylem Inc | — | NEW | New buy |
| 43 | TMHC | Taylor Morrison Home CORP | — | NEW | New buy |
| 44 | BIIB | Biogen Inc | — | NEW | New buy |
| 45 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 46 | ORA | Ormat Technologies Inc | — | NEW | New buy |
| 47 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 48 | TIMB | Tim Sa-adr | — | NEW | New buy |
| 49 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 50 | PAC | Grupo Aeroportuario Pac-adr | — | NEW | New buy |
According to official SEC Form 13F filings, Abacus Wealth Partners, LLC reported a total U.S. public equity portfolio value of $951.6M across 509 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSR, DFSB, DFAT) accounted for 47.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPUS
市值: $2.9M
Top Position Liquidated / Trimmed
DFAT
前期市值: $83.9M
During Q4 2025, Abacus Wealth Partners, LLC's top holdings by market value included VGSR (12.7%)、DFSB (12.3%)、DFAT (8.0%). The largest single position, VGSR, represented 12.7% of total portfolio value.
In Q4 2025, Abacus Wealth Partners, LLC made 49 total portfolio adjustments, initiating 24 new buys, adding to 24 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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