Abacus Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $695 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Manager Directed Portfolios with a value of $130B, Dimensional ETF Tr Dimensional with a value of $120B, Dimensional ETF Tr U S Target with a value of $83.9B, Nuveen Esg Small Cap ETF with a value of $59.4B, and Dimensional ETF Tr Dimen Us Su with a value of $52.8B.
Examining the 13F form we can see an increase of $39.8B in the current position value, from $655B to 695B.
Abacus Wealth Partners, LLC is based out at Santa Monica, CA
Below you can find more details about Abacus Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$695 Billion
ETFs: $298 Billion
Technology: $29.4 Billion
Industrials: $4.73 Billion
Financial Services: $4.54 Billion
Healthcare: $4.36 Billion
Consumer Cyclical: $3.14 Billion
Communication Services: $3.09 Billion
Consumer Defensive: $2.31 Billion
Other: $1.27 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
