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Abacus Wealth Partners, LLC
Updated 2 days agoManaged by Abacus Wealth Partners, Llc • Latest filing Q3 2026
Portfolio value
$886.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $695.3M |
| Q4 2025 | $1B |
| Q1 2026 | $1.1B |
| Q2 2026 | $951.6M |
| Q3 2026 | $886.2M |
Top holdings
320 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DFA Dimensional Glbl Sustainability Fx Inc ETF | $157.2M | 3.17M | 17.74% | — |
| 2 | ? N/A Vert Global Sustainable Real Estate ETF | $91.3M | 8.60M | 10.31% | — |
| 3 | ? N/A Nuveen ESG Small-Cap ETF | $70.3M | 1.45M | 7.94% | — |
| 4 | $65M | 978.4K | 7.34% | — | |
| 5 | ? N/A Dimensional US Sustainability Core 1 ETF | $59.7M | 1.26M | 6.73% | — |
| 6 | ? N/A Adasina Social Justice All Cap Global ETF | $59.2M | 2.64M | 6.68% | — |
| 7 | ? N/A Nuveen ESG Mid-Cap Value ETF | $43.4M | 1.03M | 4.90% | — |
| 8 | ? N/A Dimensional Intl Sustainability Core 1 ETF | $27.7M | 614.3K | 3.13% | — |
| 9 | $19.3M | 58.0K | 2.18% | — | |
| 10 | ? N/A Nuveen ESG Emerging Markets Equity ETF | $19.1M | 449.3K | 2.16% | — |
| 11 | ? N/A Dimensional Emg Mkts Sustainability Core 1 ETF | $18.2M | 375.6K | 2.05% | — |
| 12 | $17.5M | 76.8K | 1.98% | — | |
| 13 | $9.2M | 18.0K | 1.04% | — | |
| 14 | ? N/A DFA Dimensional US Marketwide Value ETF | $7.2M | 131.0K | 0.81% | — |
| 15 | ? N/A Dimensional Intern Small Cap VL ETF | $6.9M | 160.0K | 0.78% | — |
| 16 | $6.8M | 8.9K | 0.76% | — | |
| 17 | ? N/A Dimensional U S Core Equity 2 ETF | $6.6M | 148.4K | 0.74% | — |
| 18 | $5.8M | 9.4K | 0.65% | — | |
| 19 | $4.6M | 17.2K | 0.52% | — | |
| 20 | $4.5M | 13.2K | 0.51% | — |