Abacus Wealth Partners, LLC
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,095,303
- Description
- —
- Website
- —
- 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 | 4/24/2026 | 504 | 1,095,303 | 13F-HR | Abacus Wealth Partners, LLC |
| Q4 2025 | 2/5/2026 | 509 | 1,019,299 | 13F-HR | Abacus Wealth Partners, LLC |
| Q3 2025 | 11/12/2025 | 102 | 695,256 | 13F-HR | Abacus Wealth Partners, LLC |
| Q2 2025 | 7/14/2025 | 113 | 655,439 | 13F-HR | Abacus Wealth Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 411.6 K | 37.6% | 55.36 K | 0 | 55.36 K |
| ETFs | 683.7 K | 62.4% | 20.71 K | 0 | 20.71 K |
| Debt | 0 | 0.0% | 0 | 59 | -59 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
1,095,303
Holdings
504
QoQ value change ($000)
76,004
(7.5%)
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.