Institutional Manager · CIK 0001978011
Abacus Wealth Partners, LLC
SANTA MONICA, CA · File #028-23279
Latest AUM
$1.02B
Positions
509
Top-10 Concentration
78.3%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025509 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Sep 2025102 pos · $695.3M
- 13F HOLDINGS REPORTQ/E Jun 2025113 pos · $655.4M
- 13F HOLDINGS REPORTQ/E Mar 202591 pos · $665.0M
- 13F HOLDINGS REPORTQ/E Dec 202493 pos · $669.7M
- 13F HOLDINGS REPORTQ/E Sep 202493 pos · $667.0M
- 13F HOLDINGS REPORTQ/E Jun 202483 pos · $603.3M
- 13F HOLDINGS REPORTQ/E Mar 202489 pos · $596.1M
- 13F HOLDINGS REPORTQ/E Dec 202370 pos · $323.0M
- 13F HOLDINGS REPORTQ/E Sep 202385 pos · $332.0M
- 13F HOLDINGS REPORTQ/E Jun 202382 pos · $281.1M
- 13F HOLDINGS REPORTQ/E Jun 2023111 pos · $140.5M
- 13F HOLDINGS REPORTQ/E Jun 2023123 pos · $283.0M
- 13F HOLDINGS REPORTQ/E Jun 202379 pos · $192.6M
- 13F HOLDINGS REPORTQ/E Jun 202374 pos · $188.7M
- 13F HOLDINGS REPORTQ/E Jun 202392 pos · $114.7M
- 13F HOLDINGS REPORTQ/E Jun 202388 pos · $225.0M
- 13F HOLDINGS REPORTQ/E Jun 2023114 pos · $255.4M
- 13F HOLDINGS REPORTQ/E Jun 2023117 pos · $271.6M
- 13F HOLDINGS REPORTQ/E Jun 202388 pos · $302.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Vert Global Sustainable Real Estate ETF | 56170L695 | 12,412,287 | $129.1M | 16.41% |
| 2 | DFA Dimensional Glbl Sustainability Fx Inc ETF | 25434V674 | 2,430,920 | $125.9M | 16.00% |
| 3 | Dimensional U S Targeted Value ETF | 25434V609 | 1,366,881 | $81.4M | 10.34% |
| 4 | Nuveen ESG Small-Cap ETF | NU | 1,405,775 | $62.8M | 7.98% |
| 5 | Adasina Social Justice All Cap Global ETF | 886364876 | 2,804,540 | $56.9M | 7.23% |
| 6 | Dimensional US Sustainability Core 1 ETF | 25434V716 | 1,243,200 | $54.0M | 6.86% |
| 7 | Nuveen ESG Mid-Cap Value ETF | NU | 988,370 | $38.7M | 4.91% |
| 8 | Dimensional Intl Sustainability Core 1 ETF | 25434V690 | 582,626 | $25.0M | 3.17% |
| 9 | Nuveen ESG Emerging Markets Equity ETF | NU | 606,609 | $21.6M | 2.74% |
| 10 | Nvidia Corp | NVDA | 113,471 | $21.2M | 2.69% |
| 11 | Apple Inc | AAPL | 69,153 | $18.8M | 2.39% |
| 12 | Dimensional Emg Mkts Sustainability Core 1 ETF | 25434V682 | 341,471 | $14.2M | 1.80% |
| 13 | Microsoft Corp | MSFT | 28,791 | $13.9M | 1.77% |
| 14 | Dimensional Intern Small Cap VL ETF | 25434V781 | 278,344 | $10.6M | 1.34% |
| 15 | Taiwan Semiconductor M F Sponsored ADR | 874039100 | 22,684 | $6.9M | 0.88% |
| 16 | Dimensional U S Core Equity 2 ETF | 25434V708 | 150,209 | $5.9M | 0.76% |
| 17 | DFA Dimensional US Marketwide Value ETF | 25434V724 | 124,630 | $5.8M | 0.74% |
| 18 | SPDR S&P 500 ETF IV | SPY | 8,120 | $5.5M | 0.70% |
| 19 | Alphabet Inc Class A | GOOG | 17,548 | $5.5M | 0.70% |
| 20 | Amazon.Com Inc | AMZN | 22,477 | $5.2M | 0.66% |