Abacus Wealth Partners, LLC
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,019,299
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 356.2 K | 34.9% | 0 | 328.7 K | -328.7 K |
| ETFs | 663 K | 65.0% | 652.7 K | 0 | 652.7 K |
| Debt | 59 | 0.0% | 59 | 0 | 59 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
1,019,299
Holdings
509
QoQ value change ($000)
324,043
(46.6%)
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.