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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 2025-09-30, filed 2025-11-12, with 102 holding rows worth $695,255,982.

Accession
0001765380-25-000473
Filer
CIK 1978011
Filed
2025-11-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 102 entries on the cover page, a total value of $695,255,982 stated on the cover page (in dollars after the unit check, H1), rows summing to $695,255,982 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 RE12,240,750$130,363,988dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA2,253,647$120,051,767dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU1,441,668$83,919,513dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP1,345,941$59,355,995dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY1,242,986$52,792,855dollars as filed
ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF886364876UIT EXCHANGE TRADED2,573,231$52,313,781dollars as filed
NUVEEN ESG MID-CAP VALUE ETF67092P508ETF942,418$36,461,787dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL588,810$24,111,809dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN580,374$20,713,531dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF340,567$13,993,912dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS293,711$10,482,533dollars as filed
NVIDIA Corp67066G104COM42,810$7,987,490dollars as filed
Apple Inc037833100COM27,374$6,970,270dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2151,516$5,843,979dollars as filed
SPY78462F103SHS8,543$5,690,881dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE127,324$5,690,103dollars as filed
Oracle Corporation68389X105COM18,993$5,341,640dollars as filed
Microsoft Corp594918104COM7,818$4,049,240dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF27,875$2,019,295dollars as filed
Berkshire Hathaway Inc084670702COM3,901$1,961,189dollars as filed
Costco Wholesale Corporation22160K105COM1,857$1,718,993dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS20,611$1,609,513dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS12,635$1,408,423dollars as filed
Amazon.com, Inc023135106COM6,210$1,363,530dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF27,331$1,317,081dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,068$1,309,414dollars as filed
Eaton Corp. PlcG29183103COM3,361$1,257,854dollars as filed
AbbVie,Inc.00287Y109COM4,865$1,126,442dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,387$1,068,352dollars as filed
FORGE GLOBAL HOLDINGS INC34629L202COM SHS62,856$1,062,266dollars as filed
Vanguard Growth922908736COM2,187$1,048,907dollars as filed
FRANKLIN TEMPLETON DIGITAL H354921108BITCOIN ETF SHS15,000$993,150dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,085$993,139dollars as filed
JPMorgan Chase & Co46625H100COM3,026$954,491dollars as filed
Johnson & Johnson478160104COM5,108$947,187dollars as filed
VTI922908769COM2,860$938,659dollars as filed
Advanced Micro Devices,Inc.007903107COM5,425$877,711dollars as filed
Tesla Motors, Inc88160R101COM1,823$810,725dollars as filed
INVESCO QQQ TR46090E103COM1,347$808,698dollars as filed
Merck & Co.,Inc.58933Y105COM9,124$765,777dollars as filed
Broadcom Inc.11135F101COM2,271$749,226dollars as filed
Abbott Laboratories002824100COM5,509$737,846dollars as filed
Dimensional Global Real Estate ETF25434V658COM26,829$732,686dollars as filed
Lowes Companies,Inc.548661107COM2,713$681,896dollars as filed
Dimensional International Value ETF25434V807SHS14,518$669,588dollars as filed
Dimensional US Small Cap ETF25434V500COM9,592$656,676dollars as filed
FASTENAL CO COM311900104Stock12,537$614,830dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF13,376$604,729dollars as filed
META PLATFORMS INC CL A30303M102COM767$563,269dollars as filed
FISERV INC337738108COM4,354$561,361dollars as filed
Vanguard S&P 500 ETF922908363COM882$540,400dollars as filed
ISHARES TR464287101S&P 100 ETF1,604$533,875dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,875$523,669dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,697$522,438dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS18,950$510,703dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,026$469,180dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,246$455,388dollars as filed
Vanguard Small-Cap ETF922908751SHS1,783$453,381dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock592$448,825dollars as filed
iShares Russell 2000 ETF464287655SHS1,811$438,190dollars as filed
MasterCard, Inc57636Q104COM758$431,158dollars as filed
Union Pacific Corporation907818108COM1,793$423,811dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,303$420,113dollars as filed
Caterpillar Inc.149123101COM877$418,461dollars as filed
Cisco Systems,Inc.17275R102COM5,702$390,114dollars as filed
Procter & Gamble Co742718109COM2,505$384,849dollars as filed
EXXON MOBIL CORP30231G102COM3,324$374,781dollars as filed
WOORI FINL GROUP INC SPONSORED ADS981064108ADR6,642$372,948dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS546$365,438dollars as filed
International Business Machines Corporation459200101COM1,288$363,444dollars as filed
TONIX PHARMACEUTICALS HOLDIN890260839COMMON STOCK15,000$362,400dollars as filed
Visa Inc92826C839COM1,001$341,721dollars as filed
Deere & Company244199105COM712$325,569dollars as filed
Eli Lilly and Company532457108COM403$307,489dollars as filed
Raytheon Technologies Corporation75513E101COM1,724$288,457dollars as filed
Home Depot, Inc437076102COM688$278,916dollars as filed
American Express Company025816109COM832$276,357dollars as filed
Chevron Corporation166764100COM1,766$274,242dollars as filed
HUBBELL INC COM443510607Stock634$272,817dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS2,252$266,727dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,279$260,392dollars as filed
EMERSON ELEC CO COM291011104Stock1,949$255,670dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock471$246,408dollars as filed
BECTON DICKINSON & CO075887109COM1,310$245,193dollars as filed
WHEATON PRECIOUS METALS CORP COM962879102Stock2,132$238,443dollars as filed
Walt Disney Co254687106COM2,050$234,706dollars as filed
Avantis US Equity ETF025072885SHS2,134$231,966dollars as filed
Netflix, Inc64110L106COM189$226,596dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR1,766$226,472dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock3,012$224,364dollars as filed
Qualcomm Incorporated747525103COM1,336$222,257dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock3,535$211,040dollars as filed
AMPRIUS TECHNOLOGIES INC COMMON STOCK03214Q108Stock20,000$210,400dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK449$210,316dollars as filed
Chubb LimitedH1467J104COM731$206,325dollars as filed
Walmart Inc.931142103COM2,001$206,220dollars as filed
TMC THE METALS CO INC87261Y106COMMON STOCK32,000$203,840dollars as filed
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS00215W100ADR11,450$126,981dollars as filed
INCANNEX HEALTHCARE INC45333F109EQUITY250,000$116,075dollars as filed
RENEW ENERGY GLOBAL PLC CL A SHSG7500M104Stock12,877$99,153dollars as filed
Empire State Realty Trust, Inc.292104106Class A Common Stock, $0.01 par value per share10,016$76,723dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR27,606$72,604dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-25-000473this filing2025-11-12acceptance time not in the bulk data set