Abacus Planning Group, Inc.

Portfolio Overview

Abacus Planning Group’s 13F for the quarter ending 2025-12-31 shows a materially larger, ETF-centric portfolio: total reported market value increased 153.6% q/q from $296.24M to $751.25M and contains 266 reported holdings. Despite the large number of holdings, the portfolio is top-heavy: the top 10 positions account for ~55.5% of the reported value and the portfolio’s largest single position represents 11.13% ($83.61M). ETFs constitute the largest explicit bucket at $366.13M...