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Disclosery

13F-HR filed by Abacus Wealth Partners, LLC

Abacus Wealth Partners, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-16, with 93 holding rows worth $669,701,511.

Accession
0001765380-25-000002
Filer
CIK 1978011
Filed
2025-01-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 93 entries on the cover page, a total value of $669,701,511 stated on the cover page (in dollars after the unit check, H1), rows summing to $669,701,511 with VALUE read as dollars as filed, 13F file number 028-23279. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
MANAGER DIRECTED PORTFOLIOS56170L695VERT GLB SUST RE15,495,341$156,812,851dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA2,079,367$105,922,950dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU1,322,095$73,587,821dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP1,220,103$51,100,351dollars as filed
ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF886364876UIT EXCHANGE TRADED2,385,543$43,798,577dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY970,891$36,796,753dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN1,097,562$31,851,261dollars as filed
NUVEEN ESG MID-CAP VALUE ETF67092P508ETF909,082$31,645,161dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS1,035,882$27,523,394dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL531,985$17,475,713dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF520,527$17,245,748dollars as filed
Apple Inc037833100COM33,871$8,482,004dollars as filed
NVIDIA Corp67066G104COM45,089$6,055,062dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE140,975$5,768,689dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2156,942$5,428,630dollars as filed
Microsoft Corp594918104COM8,626$3,635,784dollars as filed
SPY78462F103SHS6,115$3,584,046dollars as filed
Oracle Corporation68389X105COM19,399$3,232,678dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF27,970$1,783,114dollars as filed
ISHARES TR46435G243COM71,816$1,773,855dollars as filed
Costco Wholesale Corporation22160K105COM1,837$1,683,285dollars as filed
Berkshire Hathaway Inc084670702COM3,538$1,603,705dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS26,342$1,527,836dollars as filed
Tesla Motors, Inc88160R101COM2,994$1,209,097dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,083$1,191,234dollars as filed
Amazon.com, Inc023135106COM5,373$1,178,782dollars as filed
Eaton Corp. PlcG29183103COM3,371$1,118,734dollars as filed
QUAKER INVT TR74741A106AFFORDABLE HOUS64,651$1,091,955dollars as filed
Merck & Co.,Inc.58933Y105COM10,123$1,007,036dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,129$976,747dollars as filed
Dimensional Global Real Estate ETF25434V658COM36,472$931,482dollars as filed
FORGE GLOBAL HOLDINGS INC34629L103COM942,866$877,714dollars as filed
Johnson & Johnson478160104COM5,812$840,579dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS9,695$724,507dollars as filed
VTI922908769COM2,479$718,520dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,662$693,273dollars as filed
JPMorgan Chase & Co46625H100COM2,798$670,709dollars as filed
Dimensional US Small Cap ETF25434V500COM10,293$669,876dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,330$657,642dollars as filed
Lowes Companies,Inc.548661107COM2,566$633,379dollars as filed
Caterpillar Inc.149123101COM1,744$632,653dollars as filed
Procter & Gamble Co742718109COM3,706$621,263dollars as filed
Advanced Micro Devices,Inc.007903107COM4,923$594,649dollars as filed
Union Pacific Corporation907818108COM2,482$565,995dollars as filed
Dimensional International Value ETF25434V807SHS14,472$513,481dollars as filed
Vanguard Growth922908736COM1,208$495,812dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,772$477,908dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,020$471,475dollars as filed
ISHARES TR464287101S&P 100 ETF1,604$463,315dollars as filed
Visa Inc92826C839COM1,435$453,517dollars as filed
iShares Russell 2000 ETF464287655SHS1,891$417,835dollars as filed
Texas Instruments Incorporated882508104COM2,160$404,969dollars as filed
Cisco Systems,Inc.17275R102COM6,759$400,118dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,221$393,357dollars as filed
EXXON MOBIL CORP30231G102COM3,350$360,374dollars as filed
Chevron Corporation166764100COM2,344$339,505dollars as filed
Eli Lilly and Company532457108COM431$332,732dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF8,230$331,998dollars as filed
Walt Disney Co254687106COM2,974$331,197dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS3,392$328,685dollars as filed
Deere & Company244199105COM756$320,317dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS507$298,461dollars as filed
International Business Machines Corporation459200101COM1,334$293,187dollars as filed
INVESCO QQQ TR46090E103COM562$287,311dollars as filed
META PLATFORMS INC CL A30303M102COM490$286,900dollars as filed
BECTON DICKINSON & CO075887109COM1,260$285,856dollars as filed
AbbVie,Inc.00287Y109COM1,605$285,209dollars as filed
HUBBELL INC COM443510607Stock677$283,589dollars as filed
FISERV INC337738108COM1,329$273,003dollars as filed
3M CO COM88579Y101Stock2,019$260,633dollars as filed
MasterCard, Inc57636Q104COM487$256,440dollars as filed
Coca-Cola Company191216100COM4,040$251,530dollars as filed
General Electric Company369604301COM1,474$245,848dollars as filed
Broadcom Inc.11135F101COM1,046$242,505dollars as filed
EMERSON ELEC CO COM291011104Stock1,943$240,796dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,279$236,781dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS2,252$236,212dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock3,452$235,634dollars as filed
Danaher Corporation235851102COM1,017$233,452dollars as filed
Thermo Fisher Scientific Inc.883556102COM417$216,936dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock2,955$213,853dollars as filed
Home Depot, Inc437076102COM542$210,972dollars as filed
Qualcomm Incorporated747525103COM1,357$208,462dollars as filed
Vanguard Real Estate922908553SHS2,331$207,689dollars as filed
iShares S&P 500 Growth ETF464287309SHS2,044$207,527dollars as filed
Raytheon Technologies Corporation75513E101COM1,789$206,988dollars as filed
Avantis US Equity ETF025072885SHS2,134$206,849dollars as filed
DR REDDYS LABS LTD ADR256135203ADR10,120$159,795dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR34,692$122,810dollars as filed
NOMURA HLDGS INC SPONSORED ADR65535H208ADR18,356$106,281dollars as filed
GERDAU SA SPON ADR REP PFD373737105ADR23,076$66,459dollars as filed
MANHATTAN BRDG CAP INC562803106COM42,775$42,775dollars as filed
TASEKO MINES LTD COM876511106Stock14,989$29,079dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-25-000002this filing2025-01-16acceptance time not in the bulk data set