Abacus Planning Group, Inc.

All 13F Filings

Location
Columbia, SC
Most recent 13F
Q2 2026
Holdings value ($000)
808,939
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/20/2026 259 808,939 13F-HR Abacus Planning Group, Inc.
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)
Derivatives reported exposure ($000): 74 (0.0% of total reported value) · QoQ Δ: +74
Type Value ($000) Share % Inflow Outflow Net
Stocks 246.4 K 30.5% 11.05 K 0 11.05 K
ETFs 562.5 K 69.5% 54.92 K 0 54.92 K
Debt 34 0.0% 5 0 5
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Fund Snapshot

Q2 2026
Latest filed
7/20/2026
Total value ($000)
808,939
Holdings
259
QoQ value change ($000)
66,052 (8.9%)
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.