Abacus Wealth Partners, LLC - Portfolio overview

Abacus Wealth Partners, LLC has 512 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFSB - DFA Dimensional Glbl Sustainability Fx Inc ETF, 12.30%
2. VGSR - Vert Global Sustainable Real Estate ETF, 11.91%
3. DFAT - Dimensional U S Targeted Value ETF, 7.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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