Abacus Planning Group, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $684 Million distributed in 266 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 $81.2M, Vanguard Total Stock Market Et with a value of $73.4M, Ishares Barclays 0 5 Year Tips with a value of $56.1M, Vanguard Small Cap Value ETF with a value of $44.3M, and Vanguard Star Fd Vanguard Tota with a value of $34.3M.
Examining the 13F form we can see an increase of $17.2M in the current position value, from $667M to 684M.
Below you can find more details about Abacus Planning Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$684 Million
ETFs: $459 Million
Technology: $56.2 Million
Financial Services: $42.4 Million
Industrials: $34 Million
Consumer Cyclical: $31.5 Million
Healthcare: $19.9 Million
Communication Services: $16 Million
Consumer Defensive: $12.3 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
