Abacus Wealth Partners, LLC: 13F holdings
CIK 19780112026Q2
| Positions | 321 |
|---|
| Reported value | $951.6m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 321 (-183 vs prior quarter) |
|---|
| Reported value | $951.6m (-13.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFSB DFA Dimensional Glbl Sustainability Fx Inc ETF | 2,882,992 | $150.2m | 15.8% |
| VGSR Vert Global Sustainable Real Estate ETF | 11,063,945 | $126.0m | 13.2% |
| NUSC Nuveen ESG Small-Cap ETF | 1,546,982 | $80.6m | 8.5% |
| Dimensional U S Targeted Value ETF | 1,024,195 | $71.6m | 7.5% |
| Adasina Social Justice All Cap Global ETF | 2,943,646 | $67.4m | 7.1% |
| DFSU Dimensional US Sustainability Core 1 ETF | 1,300,763 | $60.6m | 6.4% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 1,086,988 | $47.3m | 5.0% |
| DFSI Dimensional Intl Sustainability Core 1 ETF | 605,285 | $27.3m | 2.9% |
| NUEM Nuveen ESG Emerging Markets Equity ETF | 624,064 | $26.5m | 2.8% |
| AAPL Apple Inc | 60,763 | $17.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1978011")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples