Arkolith/Funds/Abacus Planning Group, Inc.

Abacus Planning Group, Inc.

CIK 1602730
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Abacus Planning Group, Inc. holds a focused book of 258 stocks worth $808.9M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed Distillate US Fundamental ST. Their largest long position is Distillate US Fundamental ST at 11% of the equity book. They also disclosed $74K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +20% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Abacus Planning Group, Inc. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1602730/holdings"
Ask your agent
Use Arkolith to show Abacus Planning Group, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
68
new positions
Added to
95
existing
Trimmed
106
reduced
Sold out
24
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.4%
+13.4%/yr · since Feb '25
Their reported book
+22.9%
held from quarter-end
S&P 500
+25.4%
same window
$8K$9K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Abacus Planning Group, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +22.9%, a 2.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Abacus Planning Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
56%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Information Technology
9%
Financials
7%
Consumer Discretionary
5%
Industrials
5%
Health Care
2%
Materials
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Abacus Planning Group, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$577.9B
JPMORGAN CHASE & CO80 / 80$525.9B
UBS Group AG80 / 80$151.4B
Creative Planning80 / 80$64.3B
OSAIC HOLDINGS, INC.80 / 80$17.6B
Advisory Services Network, LLC80 / 80$2.2B
BANK OF AMERICA CORP /DE/79 / 80$430.7B
ROYAL BANK OF CANADA79 / 80$168.1B

Ranked by how many of Abacus Planning Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

258 positions
#SecurityValueShares% PortLast moveHistory
1ETF Ser Solutions
DISTILLATE US
$85.2M1.42M
10.5%
−0.8%
Reduced · −11K sh
2Vanguard Index FDS
TOTAL STK MKT
$82.7M223.4K
10.2%
+1.1%
Added · +2K sh
3Ishares TR
0-5 YR TIPS ETF
$72.1M705.4K
8.9%
+17%
Added · +103K sh
4Vanguard Index FDS
SM CP VAL ETF
$53.8M221.4K
6.7%
+4.2%
Added · +9K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$39.0M547.9K
4.8%
+3.7%
Added · +20K sh
6Vanguard Star FDS
VG TL INTL STK F
$37.9M443.8K
4.7%
−0.6%
Reduced · −3K sh
7Union Pac Corp
COM
$22.3M81.9K
2.8%
−3.6%
Reduced · −3K sh
8Amazon Com Inc
COM
$22.2M93.2K
2.7%
−0.2%
Reduced · −214 sh
9Vanguard Index FDS
S&P 500 ETF SHS
$20.2M29.5K
2.5%
−4.7%
Reduced · −1K sh
10J P Morgan Exchange Traded F
MORTGAGE BACKED
$19.4M383.5K
2.4%
−18%
Reduced · −84K sh
11Dimensional ETF Trust
WORLD EQUITY ETF
$17.6M212.1K
2.2%
+0.1%
Added · +178 sh
12Apple Inc
COM
$14.9M51.5K
1.8%
−6.0%
Reduced · −3K sh
13Dimensional ETF Trust
INTL SMALL CAP E
$13.6M389.2K
1.7%
+4.0%
Added · +15K sh
14Ishares TR
CORE S&P500 ETF
$11.0M14.8K
1.4%
+2.0%
Added · +291 sh
15Sprott Asset Management LP
PHYSICAL SILVER
$10.7M565.3K
1.3%
Held
16Vanguard Index FDS
VALUE ETF
$10.2M46.7K
1.3%
+8.4%
Added · +4K sh
17Alphabet Inc
CAP STK CL C
$9.6M27.2K
1.2%
−0.6%
Reduced · −157 sh
18Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$9.5M159.6K
1.2%
+0.7%
Added · +1K sh
19Microsoft Corp
COM
$7.7M20.7K
1.0%
−3.7%
Reduced · −797 sh
20Schwab Strategic TR
SHT TM US TRES
$7.2M300.0K
0.9%
−0.2%
Reduced · −647 sh
21JPMorgan Chase & Co
COM
$7.1M21.7K
0.9%
+0.8%
Added · +166 sh
22Nvidia Corporation
COM
$6.9M34.6K
0.9%
−1.0%
Reduced · −338 sh
23Vanguard Index FDS
SMALL CP ETF
$6.5M21.3K
0.8%
−2.4%
Reduced · −524 sh
24State STR SPDR S&P 500 ETF T
TR UNIT
$5.3M7.1K
0.7%
−0.5%
Reduced · −39 sh
25Sprott Asset Management LP
PHYSICAL GOLD TR
$5.2M170.9K
0.6%
Held
26Vanguard Intl Equity Index F
ALLWRLD EX US
$4.2M49.8K
0.5%
+0.3%
Added · +133 sh
27Ishares TR
MSCI EMG MKT ETF
$3.8M55.8K
0.5%
−0.5%
Reduced · −275 sh
28Micron Technology Inc
COM
$3.8M3.3K
0.5%
−3.7%
Reduced · −126 sh
29Bank America Corp
COM
$3.7M64.6K
0.5%
−0.7%
Reduced · −435 sh
30Edwards Lifesciences Corp
COM
$3.6M39.7K
0.4%
−0.8%
Reduced · −302 sh
31M & T BK Corp
COM
$3.6M15.1K
0.4%
~0%
Reduced · −6 sh
32Listed FDS TR
HORIZON KINETICS
$3.6M71.4K
0.4%
+22%
Added · +13K sh
33Ishares TR
SP SMCP600VL ETF
$3.4M25.0K
0.4%
−1.7%
Reduced · −443 sh
34Alphabet Inc
CAP STK CL A
$3.4M9.5K
0.4%
+0.6%
Added · +55 sh
35Walmart Inc
COM
$3.2M28.3K
0.4%
−4.2%
Reduced · −1K sh
36Eli Lilly & Co
COM
$3.0M2.5K
0.4%
+2.3%
Added · +58 sh
37Dimensional ETF Trust
EMERGING MKTS CO
$3.0M73.7K
0.4%
+19%
Added · +12K sh
38Aramark
COM
$2.9M51.5K
0.4%
~0%
Added · +21 sh
39Caterpillar Inc
COM
$2.9M2.7K
0.4%
−7.5%
Reduced · −222 sh
40Schwab Strategic TR
INTL SCEQT ETF
$2.9M60.2K
0.4%
−0.3%
Reduced · −159 sh
41Ishares TR
EAFE SML CP ETF
$2.9M35.1K
0.4%
−2.9%
Reduced · −1K sh
42Ishares Bitcoin Trust ETF
SHS BEN INT
$2.8M83.5K
0.3%
−2.1%
Reduced · −2K sh
43Coca Cola Co
COM
$2.8M33.9K
0.3%
+0.6%
Added · +206 sh
44American Centy ETF TR
US SML CP VALU
$2.6M21.2K
0.3%
+4.7%
Added · +962 sh
45Berkshire Hathaway Inc Del
CL B NEW
$2.6M5.3K
0.3%
+8.2%
Added · +398 sh
46Grayscale Bitcoin Mini TR Et
SHS NEW
$2.6M99.2K
0.3%
~0%
Added · +19 sh
47Workiva Inc
COM CL A
$2.6M53.0K
0.3%
Held
48Johnson & Johnson
COM
$2.5M9.9K
0.3%
−1.3%
Reduced · −130 sh
49American Centy ETF TR
INTL EQT ETF
$2.4M27.2K
0.3%
−9.3%
Reduced · −3K sh
50Costco Wholesale Corporation
COM
$2.1M2.3K
0.3%
+1.7%
Added · +38 sh
Showing 50 of 258 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$74K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$74K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 2026259$808.9M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026264$742.9M13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026266$751.3M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025262$724.8M13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025248$672.5M13F-HR/A
Q1 2025Mar 31, 2025Apr 14, 2025236$570.9M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025223$568.6M13F-HR
Amended / restated
  • Q2 2025 · filed Jul 14, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.