Abacus Planning Group, Inc.
CIK 0001602730 · COLUMBIA, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$808.9M
2026 Q2
Positions
259
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DSTL
ETF SER SOLUTIONS
10.5%
VTI
VANGUARD INDEX FDS
10.2%
STIP
ISHARES TR
8.9%
VBR
VANGUARD INDEX FDS
6.7%
VEA
VANGUARD TAX-MANAGED FDS
4.8%
VXUS
VANGUARD STAR FDS
4.7%
UNP
UNION PAC CORP
2.8%
AMZN
AMAZON COM INC
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.