Abacus Planning Group, Inc.
All 13F Filings
- Location
- Columbia, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 742,887
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 264 | 742,887 | 13F-HR | Abacus Planning Group, Inc. |
| Q4 2025 | 1/16/2026 | 266 | 751,251 | 13F-HR | Abacus Planning Group, Inc. |
| Q3 2025 | 10/22/2025 | 262 | 724,783 | 13F-HR | Abacus Planning Group, Inc. |
| Q2 2025 | 7/21/2025 | 248 | 672,458 | 13F-HR/A - RESTATEMENT | Abacus Planning Group, Inc. |
| Q2 2025 | 7/14/2025 | 50 | 295,903 | 13F-HR | Abacus Planning Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 235.3 K | 31.7% | 0 | 304.2 K | -304.2 K |
| ETFs | 507.5 K | 68.3% | 296.1 K | 0 | 296.1 K |
| Debt | 29 | 0.0% | 0 | 310 | -310 |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
742,887
Holdings
264
QoQ value change ($000)
-8,364
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.