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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Abacus Wealth Partners, LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001765380-25-000473

Total Value
$695.3M
Positions
102
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (102)

#IssuerTicker / CUSIPSharesValue% of Filing
1MANAGER DIRECTED PORTFOLIOS56170L69512,240,750$130.4M18.75%
2DIMENSIONAL ETF TRUST25434V6742,253,647$120.1M17.27%
3DIMENSIONAL ETF TRUST25434V6091,441,668$83.9M12.07%
4NUSHARES ETF TRNU1,345,941$59.4M8.54%
5DIMENSIONAL ETF TRUST25434V7161,242,986$52.8M7.59%
6TIDAL TRUST I8863648762,573,231$52.3M7.52%
7NUSHARES ETF TRNU942,418$36.5M5.24%
8DIMENSIONAL ETF TRUST25434V690588,810$24.1M3.47%
9NUSHARES ETF TRNU580,374$20.7M2.98%
10DIMENSIONAL ETF TRUST25434V682340,567$14.0M2.01%
11DIMENSIONAL ETF TRUST25434V781293,711$10.5M1.51%
12NVIDIA CORPORATIONNVDA42,810$8.0M1.15%
13APPLE INCAAPL27,374$7.0M1.00%
14DIMENSIONAL ETF TRUST25434V708151,516$5.8M0.84%
15SPDR S&P 500 ETF TRSPY8,543$5.7M0.82%
16DIMENSIONAL ETF TRUST25434V724127,324$5.7M0.82%
17ORACLE CORPORCL-PD18,993$5.3M0.77%
18MICROSOFT CORPMSFT7,818$4.0M0.58%
19DIMENSIONAL ETF TRUST25434V40127,875$2.0M0.29%
20BERKSHIRE HATHAWAY INC DELBRK-A3,901$2.0M0.28%
21COSTCO WHSL CORP NEW22160K1051,857$1.7M0.25%
22VANGUARD BD INDEX FDS92193781920,611$1.6M0.23%
23ISHARES TR46428724212,635$1.4M0.20%
24AMAZON COM INCAMZN6,210$1.4M0.20%
25DIMENSIONAL ETF TRUST25434V86427,331$1.3M0.19%
26VANGUARD SPECIALIZED FUNDS9219088446,068$1.3M0.19%
27EATON CORP PLCETN3,361$1.3M0.18%
28ABBVIE INCABBV4,865$1.1M0.16%
29ALPHABET INCGOOG4,387$1.1M0.15%
30FORGE GLOBAL HOLDINGS INC34629L20262,856$1.1M0.15%
31VANGUARD INDEX FDS9229087362,187$1.0M0.15%
32FRANKLIN TEMPLETON DIGITAL H35492110815,000$993,1500.14%
33ALPHABET INCGOOG4,085$993,1390.14%
34JPMORGAN CHASE & CO.VYLD3,026$954,4910.14%
35JOHNSON & JOHNSONJNJ5,108$947,1870.14%
36VANGUARD INDEX FDS9229087692,860$938,6590.14%
37ADVANCED MICRO DEVICES INCAMD5,425$877,7110.13%
38TESLA INCTSLA1,823$810,7250.12%
39INVESCO QQQ TRIVZ1,347$808,6980.12%
40MERCK & CO INCMRK9,124$765,7770.11%
41BROADCOM INCAVGO2,271$749,2260.11%
42ABBOTT LABSABLZF5,509$737,8460.11%
43DIMENSIONAL ETF TRUST25434V65826,829$732,6860.11%
44LOWES COS INC5486611072,713$681,8960.10%
45DIMENSIONAL ETF TRUST25434V80714,518$669,5880.10%
46DIMENSIONAL ETF TRUST25434V5009,592$656,6760.09%
47FASTENAL COFAST12,537$614,8300.09%
48INVESCO EXCHANGE TRADED FD TIVZ13,376$604,7290.09%
49META PLATFORMS INCMETA767$563,2690.08%
50FISERV INCFISV4,354$561,3610.08%
51VANGUARD INDEX FDS922908363882$540,4000.08%
52ISHARES TR4642871011,604$533,8750.08%
53TAIWAN SEMICONDUCTOR MFG LTD8740391001,875$523,6690.08%
54VANGUARD INDEX FDS9229086371,697$522,4380.08%
55SPDR SERIES TRUST78464A66418,950$510,7030.07%
56MOTOROLA SOLUTIONS INCMSI1,026$469,1800.07%
57ISHARES TR4642876221,246$455,3880.07%
58VANGUARD INDEX FDS9229087511,783$453,3810.07%
59PARKER-HANNIFIN CORPPH592$448,8250.06%
60ISHARES TR4642876551,811$438,1900.06%
61MASTERCARD INCORPORATEDMA758$431,1580.06%
62UNION PAC CORPUNP1,793$423,8110.06%
63PALANTIR TECHNOLOGIES INCPLTR2,303$420,1130.06%
64CATERPILLAR INCCAT877$418,4610.06%
65CISCO SYS INCCSCO5,702$390,1140.06%
66PROCTER AND GAMBLE CO7427181092,505$384,8490.06%
67EXXON MOBIL CORPXOM3,324$374,7810.05%
68WOORI FINL GROUP INC9810641086,642$372,9480.05%
69ISHARES TR464287200546$365,4380.05%
70INTERNATIONAL BUSINESS MACHSINTR1,288$363,4440.05%
71TONIX PHARMACEUTICALS HLDG CTNXP15,000$362,4000.05%
72VISA INCV1,001$341,7210.05%
73DEERE & CODE712$325,5690.05%
74ELI LILLY & COLLY403$307,4890.04%
75RTX CORPORATIONRTX1,724$288,4570.04%
76HOME DEPOT INCHD688$278,9160.04%
77AMERICAN EXPRESS COAXP832$276,3570.04%
78CHEVRON CORP NEWCVX1,766$274,2420.04%
79HUBBELL INCHUBB634$272,8170.04%
80VANGUARD WORLD FD9219107332,252$266,7270.04%
81ISHARES TR4642875981,279$260,3920.04%
82EMERSON ELEC COEMR1,949$255,6700.04%
83TYLER TECHNOLOGIES INCTYL471$246,4080.04%
84BECTON DICKINSON & COBDX1,310$245,1930.04%
85WHEATON PRECIOUS METALS CORPWPM2,132$238,4430.03%
86DISNEY WALT CO2546871062,050$234,7060.03%
87AMERICAN CENTY ETF TR0250728852,134$231,9660.03%
88NETFLIX INCNFLX189$226,5960.03%
89NOVARTIS AGNVSEF1,766$226,4720.03%
90CANADIAN PACIFIC KANSAS CITYCP3,012$224,3640.03%
91QUALCOMM INCQCOM1,336$222,2570.03%
92CARRIER GLOBAL CORPORATIONCARR3,535$211,0400.03%
93AMPRIUS TECHNOLOGIES INCAMPX-WT20,000$210,4000.03%
94ISHARES TR464287614449$210,3160.03%
95CHUBB LIMITEDCB731$206,3250.03%
96WALMART INCWMT2,001$206,2200.03%
97TMC THE METALS COMPANY INCTMCWW32,000$203,8400.03%
98ASE TECHNOLOGY HLDG CO LTDASX11,450$126,9810.02%
99INCANNEX HEALTHCARE INCIXHL250,000$116,0750.02%
100RENEW ENERGY GLOBAL PLCRNWWW12,877$99,1530.01%
101EMPIRE ST RLTY TR INC29210410610,016$76,7230.01%
102WIPRO LTDWIT27,606$72,6040.01%