Abacus Wealth Partners, LLC Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$1.0B

Holdings

509

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (509 positions)

#StockSharesValue% PortfolioType
1
VGSRVert Global Sustainable Real Estate ETF
12,412,287$129.1M12.67%
2
DFSBDFA Dimensional Glbl Sustainability Fx Inc ETF
2,430,920$125.9M12.35%
3
DFATDimensional U S Targeted Value ETF
1,366,881$81.4M7.98%
4
NUSCNuveen ESG Small-Cap ETF
1,405,775$62.8M6.16%
5
JSTCAdasina Social Justice All Cap Global ETF
2,804,540$56.9M5.58%
6
DFSUDimensional US Sustainability Core 1 ETF
1,243,200$54.0M5.30%
7
NUMVNuveen ESG Mid-Cap Value ETF
988,370$38.7M3.79%
8
DFSIDimensional Intl Sustainability Core 1 ETF
582,626$25.0M2.45%
9
NUEMNuveen ESG Emerging Markets Equity ETF
606,609$21.6M2.12%
10
NVDANvidia Corp
113,471$21.2M2.08%
11
AAPLApple Inc
69,153$18.8M1.84%
12
DFSEDimensional Emg Mkts Sustainability Core 1 ETF
341,471$14.2M1.39%
13
MSFTMicrosoft Corp
28,791$13.9M1.37%
14
DISVDimensional Intern Small Cap VL ETF
278,344$10.6M1.04%
15
TSMTaiwan Semiconductor M F Sponsored ADR
22,684$6.9M0.68%
16
DFACDimensional U S Core Equity 2 ETF
150,209$5.9M0.58%
17
DFUVDFA Dimensional US Marketwide Value ETF
124,630$5.8M0.57%
18
SPYSPDR S&P 500 ETF IV
8,120$5.5M0.54%
19
GOOGLAlphabet Inc Class A
17,548$5.5M0.54%
20
AMZNAmazon.Com Inc
22,477$5.2M0.51%
21
ORCLOracle Corp
23,482$4.6M0.45%
22
JNJJohnson & Johnson
19,638$4.1M0.40%
23
GOOGAlphabet Inc Class C
12,052$3.8M0.37%
24
WPMWheaton Precious Metal F
32,023$3.8M0.37%
25
AVGOBroadcom Inc
10,327$3.6M0.35%
26
METAMeta Platforms Inc Class A
4,956$3.3M0.32%
27
TSLATesla Inc
6,850$3.1M0.30%
28
ABBVAbbvie Inc
12,790$2.9M0.29%
29
LLYEli Lilly And Co
2,708$2.9M0.29%
30
SPUSTidal ETF TR SP FDS (S&P 500)
56,423$2.9M0.28%
31
AMDAdvanced Micro Device In
13,386$2.9M0.28%
32
FRGEForge Global HLDGS Inc
62,856$2.8M0.27%
33
JPMJPMorgan Chase & Co
8,090$2.6M0.26%
34
NVSNNovartis AG F Sponsored ADR
18,094$2.5M0.24%
35
KBIAKB Finl Group Inc F Sponsored ADR
28,759$2.5M0.24%
36
ABTAbbott Labs
17,769$2.2M0.22%
37
WFWoori Finl Group Inc F Unsponsored ADR
36,945$2.2M0.21%
38
CBRECbre Group Inc Class A
13,354$2.1M0.21%
39
AMALAmalgamated Finl Corp
65,566$2.1M0.21%
40
UBSUBS Group AG F
44,536$2.1M0.20%
41
BRK/BBerkshire Hathaway Class B
4,102$2.1M0.20%
42
DFUSDFA Dimensional US Equity Market ETF
27,741$2.1M0.20%
43
CRMSalesforce Inc
7,585$2.0M0.20%
44
HIGHartford Finl SVCS Group
14,305$2.0M0.19%
45
AEMAgnico Eagle Mines LTD F
11,533$2.0M0.19%
46
SPGIS&P Global Inc
3,682$1.9M0.19%
47
MTHMeritage Homes Corp
28,576$1.9M0.18%
48
DWDMorgan Stanley
10,543$1.9M0.18%
49
BNSBank Nova Scotia F
25,233$1.9M0.18%
50
ASMLAsml HLDG N V F Sponsored ADR
1,672$1.8M0.18%
51
BMIBadger Meter Inc
10,205$1.8M0.17%
52
OMCOmnicom Group Inc
21,695$1.8M0.17%
53
XYLXylem Inc
12,215$1.7M0.16%
54
BIVVanguard Intermediate Term Bond ETF
21,349$1.7M0.16%
55
TMHCTaylor Morrison Home Cor
27,537$1.6M0.16%
56
MRKMerck & Co. Inc.
15,037$1.6M0.16%
57
COSTCostco WHSL Corp New
1,797$1.5M0.15%
58
BIIBBiogen Inc
8,768$1.5M0.15%
59
GILDGilead Sciences Inc
12,486$1.5M0.15%
60
WITWipro LTD F Sponsored ADR
536,959$1.5M0.15%
61
MAMastercard Inc Class A
2,625$1.5M0.15%
62
CSCOCisco SYS Inc
18,931$1.5M0.14%
63
HNMOrmat Technologies Inc
13,051$1.4M0.14%
64
SAPSAP ADR Rep 1 Ord
5,886$1.4M0.14%
65
TIMBTim SA ADR F Sponsored ADR
73,228$1.4M0.14%
66
BKBank New York Mellon Cor
12,166$1.4M0.14%
67
VVisa Inc Class A
3,996$1.4M0.14%
68
DFSDDimensional SHRT DRT FXD Incm ETF
29,165$1.4M0.14%
69
G9NGrupo Aeroportuario De F Sponsored ADR
5,870$1.4M0.14%
70
INGING Groep ADR Rep 1 Or F Sponsored ADR
49,211$1.4M0.14%
71
STTState STR Corp
10,524$1.4M0.13%
72
NVONovo-Nordisk A S F Sponsored ADR
26,665$1.4M0.13%
73
VIGVanguard Dividend Appreciation ETF
6,099$1.3M0.13%
74
LQDiShares iBoxx Invt Grade Bond ETF IV
12,024$1.3M0.13%
75
KBHKB Home
22,503$1.3M0.12%
76
INFYInfosys LTD F Sponsored ADR
70,177$1.3M0.12%
77
JCIJohnson Controls Inter F
10,300$1.2M0.12%
78
CIThe CIGNA Group
4,464$1.2M0.12%
79
AXPAmerican Express Co
3,303$1.2M0.12%
80
NXTNextracker Inc Class A
13,970$1.2M0.12%
81
SMFGSumitomo Mitsui Finl G F Unsponsored ADR
62,224$1.2M0.12%
82
ETNEaton Corp PLC F
3,770$1.2M0.12%
83
HBC2HSBC HLDGS PLC F Sponsored ADR
15,214$1.2M0.12%
84
AMATApplied Matls Inc
4,612$1.2M0.12%
85
BMOBank Montreal Que F
9,121$1.2M0.12%
86
CIB1NGrupo Cibest SA Spon
18,581$1.2M0.12%
87
CLS1448917
3,960$1.2M0.11%
88
AZNAstrazeneca PLC F Sponsored ADR
12,636$1.2M0.11%
89
SONYSony Group Corp F Sponsored ADR
44,731$1.1M0.11%
90
RDYDR Reddys Labs LTD F Sponsored ADR
79,007$1.1M0.11%
91
GSGoldman Sachs Group Inc
1,261$1.1M0.11%
92
XPEVXpeng Inc ADR F Unsponsored ADR
52,272$1.1M0.10%
93
TRIThomson Reuters Corp F
8,030$1.1M0.10%
94
VUGVanguard Growth ETF
2,162$1.1M0.10%
95
VIVTelefonica Brasil S. ADR
88,602$1.1M0.10%
96
BACVerizon Communications I
25,612$1.0M0.10%
97
BACBank Of America Corp
18,974$1.0M0.10%
98
PSOPearson PLC F Sponsored ADR
73,662$1.0M0.10%
99
SHGShinhan Finl Group Co F Sponsored ADR
19,183$1.0M0.10%
100
BZHBeazer Homes USA Inc
50,429$1.0M0.10%
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