DOSSIER · 13F-HR · Q2 2026

Abacus Wealth Partners, LLC

$952M in tracked AUM across 322 positions as of Q2 2026.

AW
CIK 0001978011 · last filed Jun 30, 2026
Total AUM
$952M
as of Q2 2026
Holdings
322
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Abacus Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFSB
DFA Dimensional Glbl Sustainability Fx Inc ETF
$150M2.9M15.8%
02
VGSR
Vert Global Sustainable Real Estate ETF
$126M11.1M13.2%
03
NUSC
Nuveen ESG Small-Cap ETF
$81M1.5M8.5%
04
DFAT
Dimensional U S Targeted Value ETF
$72M1.0M7.5%
05
JSTC
Adasina Social Justice All Cap Global ETF
$67M2.9M7.1%
06
DFSU
Dimensional US Sustainability Core 1 ETF
$61M1.3M6.4%
07
NUMV
Nuveen ESG Mid-Cap Value ETF
$47M1.1M5.0%
08
DFSI
Dimensional Intl Sustainability Core 1 ETF
$27M605K2.9%
09
NUEM
Nuveen ESG Emerging Markets Equity ETF
$26M624K2.8%
10
AAPL
Apple Inc
$18M61K1.8%

Filing history

2026Q2Jun 30
$952M 13.1%
322 positionsView →
2026Q1Mar 31
$1.1B 7.5%
504 positionsView →
2025Q4Dec 31
$1.0B 46.6%
509 positionsView →
2025Q3Sep 30
$695M 6.1%
102 positionsView →
2025Q2Jun 30
$655M 1.4%
113 positionsLocked
2025Q1Mar 31
$665M 0.7%
91 positionsLocked
2024Q4Dec 31
$670M 0.4%
93 positionsLocked
2024Q3Sep 30
$667M 10.6%
93 positionsLocked
2024Q2Jun 30
$603M 1.2%
83 positionsLocked
2024Q1Mar 31
$596M 0.6%
89 positionsLocked
2023Q4Dec 31
$592M 83.4%
76 positionsLocked
2023Q3Sep 30
$323M 2.7%
70 positionsLocked
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