Abacus Wealth Partners, LLC holds a focused book of 321 stocks worth $951.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Avantis Reps Intern Equi ETF and trimmed Vert GLB Sust Re ETF. Their largest long position is Dim GLB Sustain Fix Inc ETF at 16% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+17.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1978011/holdings"
Use Arkolith to show Abacus Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning Abacus Wealth Partners, LLC'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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
23% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Abacus Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $155.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.6B |
| MORGAN STANLEY | 79 / 80 | $525.9B |
| LPL Financial LLC | 79 / 80 | $67.2B |
| Allworth Financial LP | 79 / 80 | $6.1B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.5B |
| JPMORGAN CHASE & CO | 78 / 80 | $488.4B |
| CWM, LLC | 78 / 80 | $5.8B |
Ranked by how many of Abacus Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | DFA Dimensional Glbl Sustainability Fx Inc ETF ETF | $150.2M | 2.88M | 15.8% | ▲+10% Added · +273K sh | |
| 2 | Vert Global Sustainable Real Estate ETF ETF | $126.0M | 11.06M | 13.2% | ▼−13% Reduced · −1.6M sh | |
| 3 | Nuveen ESG Small-Cap ETF ETF | $80.6M | 1.55M | 8.5% | ▲+7.8% Added · +113K sh | |
| 4 | Dimensional U S Targeted Value ETF ETF | $71.6M | 1.02M | 7.5% | ▼−25% Reduced · −333K sh | |
| 5 | Adasina Social Justice All Cap Global ETF ETF | $67.4M | 2.94M | 7.1% | ▲+2.0% Added · +58K sh | |
| 6 | Dimensional US Sustainability Core 1 ETF ETF | $60.6M | 1.30M | 6.4% | ▲+1.5% Added · +19K sh | |
| 7 | Nuveen ESG Mid-Cap Value ETF ETF | $47.3M | 1.09M | 5.0% | ▲+7.3% Added · +74K sh | |
| 8 | Dimensional Intl Sustainability Core 1 ETF ETF | $27.3M | 605.3K | 2.9% | ▲+3.3% Added · +19K sh | |
| 9 | Nuveen ESG Emerging Markets Equity ETF ETF | $26.5M | 624.1K | 2.8% | ▲+2.7% Added · +16K sh | |
| 10 | Apple Inc Common Stock | $17.6M | 60.8K | 1.8% | ▼−19% Reduced · −14K sh | |
| 11 | Dimensional Emg Mkts Sustainability Core 1 ETF ETF | $15.5M | 317.9K | 1.6% | ▼−6.6% Reduced · −23K sh | |
| 12 | Nvidia Corp Common Stock | $15.4M | 77.2K | 1.6% | ▼−31% Reduced · −34K sh | |
| 13 | DFA Dimensional US Marketwide Value ETF ETF | $7.4M | 134.4K | 0.8% | ▼−0.7% Reduced · −1K sh | |
| 14 | Microsoft Corp Common Stock | $7.4M | 19.7K | 0.8% | ▼−30% Reduced · −9K sh | |
| 15 | SPDR S&P 500 ETF IV ETF | $6.8M | 9.1K | 0.7% | ▼−11% Reduced · −1K sh | |
| 16 | Dimensional U S Core Equity 2 ETF ETF | $6.6M | 148.4K | 0.7% | ▼−0.6% Reduced · −942 sh | |
| 17 | Dimensional Intern Small Cap VL ETF ETF | $6.5M | 162.8K | 0.7% | ▼−37% Reduced · −98K sh | |
| 18 | Advanced Micro Device In Common Stock | $5.6M | 9.6K | 0.6% | ▼−28% Reduced · −4K sh | |
| 19 | Taiwan Semiconductor M F Sponsored ADR Common Stock | $4.7M | 9.9K | 0.5% | ▼−55% Reduced · −12K sh | |
| 20 | Johnson & Johnson Common Stock | $4.5M | 17.8K | 0.5% | ▼−12% Reduced · −2K sh | |
| 21 | Alphabet Inc Class A Common Stock | $4.1M | 11.5K | 0.4% | ▼−35% Reduced · −6K sh | |
| 22 | DFA Dimensional US Equity Market ETF ETF | $3.5M | 42.6K | 0.4% | ▼−0.3% Reduced · −122 sh | |
| 23 | Tidal ETF TR SP FDS (S&P 500) ETF | $3.3M | 57.3K | 0.3% | —Held | |
| 24 | Oracle Corp Common Stock | $3.0M | 20.6K | 0.3% | ▼−11% Reduced · −3K sh | |
| 25 | Applied Matls Inc Common Stock | $2.9M | 4.0K | 0.3% | ▼−20% Reduced · −998 sh | |
| 26 | Berkshire Hathaway Class B Common Stock | $2.7M | 5.3K | 0.3% | ▼−14% Reduced · −858 sh | |
| 27 | Amazon.Com Inc Common Stock | $2.6M | 11.1K | 0.3% | ▼−49% Reduced · −11K sh | |
| 28 | Alphabet Inc Class C Common Stock | $2.5M | 7.1K | 0.3% | ▼−40% Reduced · −5K sh | |
| 29 | Wheaton Precious Metal F Common Stock | $2.3M | 20.6K | 0.2% | ▼−35% Reduced · −11K sh | |
| 30 | KB Finl Group Inc F Sponsored ADR Common Stock | $2.3M | 21.5K | 0.2% | ▼−26% Reduced · −7K sh | |
| 31 | Berkshire Hathaway I A Common Stock | $2.2M | 3 | 0.2% | —Held | |
| 32 | Broadcom Inc Common Stock | $2.2M | 5.7K | 0.2% | ▼−47% Reduced · −5K sh | |
| 33 | Amalgamated Finl Corp Common Stock | $2.0M | 44.4K | 0.2% | ▼−36% Reduced · −25K sh | |
| 34 | Abbvie Inc Common Stock | $2.0M | 8.0K | 0.2% | ▼−38% Reduced · −5K sh | |
| 35 | Eli Lilly And Co Common Stock | $1.8M | 1.5K | 0.2% | ▼−44% Reduced · −1K sh | |
| 36 | Ase Technology HLDG Co F Unsponsored ADR Common Stock | $1.8M | 39.8K | 0.2% | ▼−33% Reduced · −20K sh | |
| 37 | JPMorgan Chase & Co Common Stock | $1.8M | 5.4K | 0.2% | ▼−32% Reduced · −3K sh | |
| 38 | Vanguard Total Stock Market ETF ETF | $1.8M | 4.7K | 0.2% | ▲+50% Added · +2K sh | |
| 39 | Micron Technology Inc Common Stock | $1.7M | 1.5K | 0.2% | ▼−39% Reduced · −956 sh | |
| 40 | Vanguard Intermediate Term Bond ETF ETF | $1.7M | 22.6K | 0.2% | ▲+1.7% Added · +385 sh | |
| 41 | Morgan Stanley Common Stock | $1.7M | 8.1K | 0.2% | ▼−13% Reduced · −1K sh | |
| 42 | Dell Technologies Inc Class C Common Stock | $1.7M | 3.9K | 0.2% | ▼−51% Reduced · −4K sh | |
| 43 | Costco WHSL Corp New Common Stock | $1.6M | 1.7K | 0.2% | ▼−4.4% Reduced · −80 sh | |
| 44 | Asml HLDG N V F Sponsored ADR Common Stock | $1.5M | 777 | 0.2% | ▼−53% Reduced · −878 sh | |
| 45 | Bank Montreal Que F Common Stock | $1.5M | 8.6K | 0.2% | ▼−6.3% Reduced · −581 sh | |
| 46 | Dimensional SHRT DRT FXD Incm ETF ETF | $1.5M | 31.2K | 0.2% | ▲+5.0% Added · +2K sh | |
| 47 | Merck & Co. Inc. Common Stock | $1.5M | 11.5K | 0.2% | ▼−27% Reduced · −4K sh | |
| 48 | Koninklijke Philips N F Sponsored ADR Common Stock | $1.4M | 52.0K | 0.1% | ▲+72% Added · +22K sh | |
| 49 | Flex LTD F Common Stock | $1.4M | 8.5K | 0.1% | ▼−39% Reduced · −5K sh | |
| 50 | Vanguard Dividend Appreciation ETF ETF | $1.4M | 5.8K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
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.