Abacus Planning Group, Inc. - Portfolio overview

Abacus Planning Group, Inc. has 287 reported holdings in this dataset, with the latest filing dated 2026-04-08.

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. DSTL - ETF SER SOLUTIONS, 11.05%
2. VTI - VANGUARD INDEX FDS, 9.44%
3. STIP - ISHARES TR, 8.30%

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

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