Abacus Wealth Partners, LLC
CIK 0001978011 · SANTA MONICA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$951.6M
2026 Q2
Positions
321
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFSB
DFA Dimensional Glbl Sustainability Fx Inc ETF
15.8%
VGSR
Vert Global Sustainable Real Estate ETF
13.2%
NUSC
Nuveen ESG Small-Cap ETF
8.5%
DFAT
Dimensional U S Targeted Value ETF
7.5%
JSTC
Adasina Social Justice All Cap Global ETF
7.1%
DFSU
Dimensional US Sustainability Core 1 ETF
6.4%
NUMV
Nuveen ESG Mid-Cap Value ETF
5.0%
DFSI
Dimensional Intl Sustainability Core 1 ETF
2.9%
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.