Abacus Wealth Partners, LLC
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 886,184
- Description
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 320 | 886,184 | 13F-HR | Abacus Wealth Partners, LLC |
| Q2 2026 | 7/22/2026 | 322 | 951,579 | 13F-HR | Abacus Wealth Partners, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 220.3 K | 24.9% | 1.881 K | 0 | 1.881 K |
| ETFs | 665.9 K | 75.1% | 0 | 67.27 K | -67.27 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
886,184
Holdings
320
QoQ value change ($000)
-65,395
(-6.9%)
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.