Abacus Planning Group, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $667 Million distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solution Distillate Us with a value of $80.2M, Vanguard Total Stock Market Et with a value of $72.8M, Ishares Barclays 0 5 Year Tips with a value of $48.5M, Vanguard Small Cap Value ETF with a value of $44.4M, and Vanguard Star Fd Vanguard Tota with a value of $33.5M.
Examining the 13F form we can see an increase of $64.8M in the current position value, from $602M to 667M.
Below you can find more details about Abacus Planning Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$667 Million
ETFs: $448 Million
Technology: $55 Million
Financial Services: $42.3 Million
Industrials: $34.4 Million
Consumer Cyclical: $29.7 Million
Communication Services: $18.6 Million
Healthcare: $17.1 Million
Consumer Defensive: $10.1 Million
Other: $12 Million
Stock Holdings Table Market Cap. of $200 Billions or more
