§ 13F · FUND PROFILE
Abacus Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $695.3T (13F)Positions · 102Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$216.7T 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 FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGSR | Vert Global Sustainable Real Estate ETF | 12.41M | $129.1T | 12.7% | +1% |
| 2 | DFSB | DFA Dimensional Glbl Sustainability Fx Inc ETF | 2.43M | $125.9T | 12.4% | +8% |
| 3 | DFAT | Dimensional U S Targeted Value ETF | 1.37M | $81.4T | 8.0% | −5% |
| 4 | NUSC | Nuveen ESG Small-Cap ETF | 1.41M | $62.8T | 6.2% | +4% |
| 5 | JSTC | Adasina Social Justice All Cap Global ETF | 2.80M | $56.9T | 5.6% | +9% |
| 6 | DFSU | Dimensional US Sustainability Core 1 ETF | 1.24M | $54.0T | 5.3% | ±0% |
| 7 | NUMV | Nuveen ESG Mid-Cap Value ETF | 988K | $38.7T | 3.8% | +5% |
| 8 | DFSI | Dimensional Intl Sustainability Core 1 ETF | 583K | $25.0T | 2.4% | −1% |
| 9 | NUEM | Nuveen ESG Emerging Markets Equity ETF | 607K | $21.6T | 2.1% | +5% |
| 10 | NVDA | Nvidia Corp | 113K | $21.2T | 2.1% | +165% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABACUS SIGNAL
AC read
Abacus Wealth Partners, LLC is a Other fund managing $695256.0 trillion in assets. The fund runs a portfolio of 102 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed