Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Abacus Wealth Partners, LLC (CIK 1978011) reported $1.10B across 503 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFSB ($135.1M, 12.33%), VGSR ($130.7M, 11.94%), DFAT ($84.8M, 7.74%), ($65.2M, 5.96%), NUSC ($64.6M, 5.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFSB | DFA Dimensional Glbl Sustainability Fx Inc ETF | $135.1M | 12.33% | 2.6M | Added |
| 2 | VGSR | Vert Global Sustainable Real Estate ETF | $130.7M | 11.94% | 12.7M | Added |
| 3 | DFAT | Dimensional U S Targeted Value ETF | $84.8M | 7.74% | 1.4M | Trimmed |
| 4 | Figure Technology Soluti Class A | $65.2M | 5.96% | 1.9M | New | |
| 5 | NUSC | Nuveen ESG Small-Cap ETF | $64.6M | 5.90% | 1.4M | Added |
| 6 | JSTC | Adasina Social Justice All Cap Global ETF | $56.2M | 5.13% | 2.9M | Added |
| 7 | DFSU | Dimensional US Sustainability Core 1 ETF | $52.7M | 4.81% | 1.3M | Added |
| 8 | NUMV | Nuveen ESG Mid-Cap Value ETF | $39.2M | 3.58% | 1.0M | Added |
| 9 | DFSI | Dimensional Intl Sustainability Core 1 ETF | $24.9M | 2.27% | 586,104 | Added |
| 10 | NUEM | Nuveen ESG Emerging Markets Equity ETF | $22.3M | 2.04% | 607,867 | Added |
| 11 | NVDA | Nvidia Corp | $19.4M | 1.77% | 111,306 | Trimmed |
| 12 | AAPL | Apple Inc | $19.1M | 1.74% | 75,238 | Added |
| 13 | DFSE | Dimensional Emg Mkts Sustainability Core 1 ETF | $14.4M | 1.32% | 340,438 | Trimmed |
| 14 | MSFT | Microsoft Corp | $10.5M | 0.96% | 28,330 | Trimmed |
| 15 | DISV | Dimensional Intern Small Cap VL ETF | $10.3M | 0.94% | 260,318 | Trimmed |
| 16 | TSM | Taiwan Semiconductor M F Sponsored ADR | $7.5M | 0.68% | 22,195 | Trimmed |
| 17 | SPY | SPDR S&P 500 ETF IV | $6.7M | 0.61% | 10,280 | Added |
| 18 | DFUV | DFA Dimensional US Marketwide Value ETF | $6.6M | 0.60% | 135,411 | Added |
| 19 | DFAC | Dimensional U S Core Equity 2 ETF | $5.8M | 0.53% | 149,383 | Trimmed |
| 20 | GOOGL | Alphabet Inc Class A | $5.1M | 0.46% | 17,707 | Added |
| 21 | JNJ | Johnson & Johnson | $5.0M | 0.45% | 20,267 | Added |
| 22 | AMZN | Amazon.Com Inc | $4.6M | 0.42% | 21,953 | Trimmed |
| 23 | WPM | Wheaton Precious Metal F | $4.1M | 0.38% | 31,485 | Trimmed |
| 24 | ORCL | Oracle Corp | $3.4M | 0.31% | 23,212 | Trimmed |
| 25 | AVGO | Broadcom Inc | $3.4M | 0.31% | 10,829 | Added |
Source: SEC Form 13F filings · as of 2026-03-31