§ 13F · FUND PROFILE
Abacus Planning Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $672.5T (13F)Positions · 248Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DSTL | ETF SER SOLUTIONS | 1.42M | $83.6T | 11.1% | +3% |
| 2 | VTI | VANGUARD INDEX FDS | 223K | $74.6T | 9.9% | ±0% |
| 3 | STIP | ISHARES TR | 546K | $55.9T | 7.4% | +16% |
| 4 | VBR | VANGUARD INDEX FDS | 216K | $45.7T | 6.1% | +1% |
| 5 | VXUS | VANGUARD STAR FDS | 458K | $34.5T | 4.6% | ±0% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 541K | $33.8T | 4.5% | −3% |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | 547K | $28.0T | 3.7% | −18% |
| 8 | AMZN | AMAZON COM INC | 94K | $21.6T | 2.9% | +1% |
| 9 | VOO | VANGUARD INDEX FDS | 31K | $19.7T | 2.6% | +1% |
| 10 | UNP | UNION PAC CORP | 85K | $19.7T | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABACUS SIGNAL
AC read
Abacus Planning Group, Inc. is a Other fund managing $672457.9 trillion in assets. The fund runs a broad portfolio of 248 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed