Abacus Wealth Partners, LLC

13F filer · CIK 0001978011

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$952MU.S. long equity reported on 13F

Positions27215 new · 199 closed

Net flow last quarter-$245MBuys minus sells

Top 10 positions weight7.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026272 positions
AAPLApple Inc.	$17.6M	1.85%	0.00%	-19.2%	Q4 2020
NVDANvidia Corp	$15.4M	1.62%	0.00%	-30.7%	Q4 2020
MSFTMicrosoft Corp	$7.36M	0.77%	0.00%	-30.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.81M	0.72%	Not reported	-11.3%	Q4 2020
AMDAdvanced Micro Devices Inc	$5.59M	0.59%	0.00%	-27.8%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.74M	0.50%	0.00%	-55.3%	Q1 2024
JNJJohnson & Johnson	$4.52M	0.48%	0.00%	-12.1%	Q4 2020
GOOGLAlphabet Inc.	$4.09M	0.43%	0.00%	-35.3%	Q4 2020
ORCLOracle Corp	$3.02M	0.32%	0.00%	-11.2%	Q4 2020
AMATApplied Materials Inc	$2.89M	0.30%	0.00%	-20.0%	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.68M	0.28%	Not reported	-13.8%	Q4 2020
AMZNAmazon Com Inc	$2.65M	0.28%	0.00%	-49.4%	Q4 2020
GOOGAlphabet Inc.	$2.52M	0.27%	Not reported	-40.5%	Q4 2020
WPMWheaton Precious Metals Corp.	$2.31M	0.24%	0.00%	-34.6%	Q3 2025
KBKB Financial Group Inc.	$2.26M	0.24%	0.01%	-25.7%	Q4 2025
BRK.ABerkshire Hathaway Inc	$2.25M	0.24%	Not reported	Not reported	Q4 2020
AVGOBroadcom Inc.	$2.17M	0.23%	0.00%	-47.0%	Q4 2024
AMALAmalgamated Financial Corp.	$2.04M	0.21%	0.15%	-35.9%	Q4 2025
ABBVAbbVie Inc.	$2.02M	0.21%	0.00%	-38.1%	Q4 2020
LLYELI LILLY & Co	$1.81M	0.19%	0.00%	-44.2%	Q1 2024
ASXASE Technology Holding Co., Ltd.	$1.8M	0.19%	0.00%	-33.1%	Q2 2025
JPMJPMorgan Chase & Co	$1.75M	0.18%	0.00%	-32.2%	Q4 2020
MUMicron Technology Inc	$1.74M	0.18%	0.00%	-38.8%	Q4 2025
MSMorgan Stanley	$1.69M	0.18%	0.00%	-13.0%	Q4 2025
DELLDell Technologies Inc.	$1.68M	0.18%	0.00%	-50.8%	Q4 2025
COSTCostco Wholesale Corp	$1.62M	0.17%	0.00%	-4.4%	Q4 2020
ASMLAsml Holding NV	$1.55M	0.16%	0.00%	-53.1%	Q3 2024
BMOBank of Montreal	$1.52M	0.16%	0.00%	-6.3%	Q4 2025
MRKMerck & Co., Inc.	$1.48M	0.16%	0.00%	-27.3%	Q4 2020
PHGKoninklijke Philips NV	$1.41M	0.15%	0.01%	+72.0%	Q4 2025
FLEXFlex Ltd.	$1.38M	0.14%	0.00%	-38.5%	Q4 2025
ETNEaton Corp plc	$1.36M	0.14%	0.00%	-13.4%	Q4 2020
TSLATesla, Inc.	$1.36M	0.14%	0.00%	-52.9%	Q4 2020
NVSNovartis AG	$1.35M	0.14%	0.00%	-53.1%	Q2 2025
GSGoldman Sachs Group Inc	$1.3M	0.14%	0.00%	-3.8%	Q4 2025
TMHCTaylor Morrison Home Corp	$1.27M	0.13%	0.02%	-31.5%	Q4 2025
CSCOCisco Systems, Inc.	$1.26M	0.13%	0.00%	-54.7%	Q4 2020
PWRQuanta Services, Inc.	$1.23M	0.13%	0.00%	-5.3%	Q4 2025
WFWoori Financial Group Inc.	$1.23M	0.13%	0.00%	-38.9%	Q1 2025
INGING Groep NV	$1.22M	0.13%	0.00%	-20.4%	Q4 2025
METAMeta Platforms, Inc.	$1.14M	0.12%	Not reported	-59.8%	Q4 2020
CBRECbre Group, Inc.	$1.11M	0.12%	0.00%	-36.9%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.11M	0.12%	Not reported	-2.3%	Q4 2020
XYLXylem Inc.	$1.08M	0.11%	0.00%	-37.2%	Q4 2025
UMCUnited Microelectronics Corp	$1.08M	0.11%	0.00%	-29.3%	Q2 2025
JCIJohnson Controls International plc	$1.05M	0.11%	0.00%	-30.7%	Q4 2025
BIIBBiogen Inc.	$1.04M	0.11%	0.00%	-47.5%	Q4 2025
AEMAgnico Eagle Mines Ltd	$1M	0.11%	0.00%	-23.3%	Q4 2025
CLSCelestica Inc	$981K	0.10%	0.00%	-31.5%	Q4 2025
CATCaterpillar Inc	$979K	0.10%	0.00%	+1.7%	Q1 2021

Q1 2026Reported Apr 24, 2026456 positions
FIGRFigure Technology Solutions, Inc.	$65.2M	5.96%	Not reported	New	Q1 2026
NVDANvidia Corp	$19.4M	1.77%	0.00%	-1.9%	Q4 2020
AAPLApple Inc.	$19.1M	1.74%	0.00%	+8.8%	Q4 2020
MSFTMicrosoft Corp	$10.5M	0.96%	0.00%	-1.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.5M	0.68%	0.00%	-2.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$6.69M	0.61%	Not reported	+26.6%	Q4 2020
GOOGLAlphabet Inc.	$5.09M	0.46%	0.00%	+0.9%	Q4 2020
JNJJohnson & Johnson	$4.95M	0.45%	0.00%	+3.2%	Q4 2020
AMZNAmazon Com Inc	$4.57M	0.42%	0.00%	-2.3%	Q4 2020
WPMWheaton Precious Metals Corp.	$4.12M	0.38%	0.01%	-1.7%	Q3 2025
GOOGAlphabet Inc.	$3.44M	0.31%	Not reported	-0.5%	Q4 2020
ORCLOracle Corp	$3.41M	0.31%	0.00%	-1.2%	Q4 2020
AVGOBroadcom Inc.	$3.35M	0.31%	0.00%	+4.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.97M	0.27%	Not reported	+51.3%	Q4 2020
KBKB Financial Group Inc.	$2.88M	0.26%	0.01%	+0.5%	Q4 2025
METAMeta Platforms, Inc.	$2.87M	0.26%	Not reported	+1.3%	Q4 2020
ABBVAbbVie Inc.	$2.82M	0.26%	0.00%	+1.3%	Q4 2020
NVSNovartis AG	$2.81M	0.26%	0.00%	+1.5%	Q2 2025
AMDAdvanced Micro Devices Inc	$2.71M	0.25%	0.00%	-0.4%	Q1 2022
AMALAmalgamated Financial Corp.	$2.69M	0.25%	0.23%	+5.7%	Q4 2025
TSLATesla, Inc.	$2.54M	0.23%	0.00%	-0.1%	Q4 2020
LLYELI LILLY & Co	$2.48M	0.23%	0.00%	-0.3%	Q1 2024
WFWoori Financial Group Inc.	$2.33M	0.21%	0.00%	-5.4%	Q1 2025
JPMJPMorgan Chase & Co	$2.32M	0.21%	0.00%	-2.4%	Q4 2020
ASMLAsml Holding NV	$2.19M	0.20%	0.00%	-1.0%	Q3 2024
BRK.ABerkshire Hathaway Inc	$2.15M	0.20%	Not reported	Not reported	Q4 2020
HIGHartford Insurance Group, Inc.	$1.98M	0.18%	0.01%	+2.6%	Q4 2025
TIMBTim S.A.	$1.96M	0.18%	0.00%	+1.0%	Q4 2025
MRKMerck & Co., Inc.	$1.9M	0.17%	0.00%	+5.3%	Q4 2020
CSCOCisco Systems, Inc.	$1.83M	0.17%	0.00%	+24.9%	Q4 2020
GILDGilead Sciences, Inc.	$1.82M	0.17%	0.00%	+4.4%	Q2 2025
NXTNextpower Inc.	$1.81M	0.17%	0.01%	+7.5%	Q4 2025
COSTCostco Wholesale Corp	$1.8M	0.16%	0.00%	+0.7%	Q4 2020
CBRECbre Group, Inc.	$1.77M	0.16%	0.00%	-2.1%	Q4 2025
BMIBadger Meter Inc	$1.74M	0.16%	0.04%	+12.0%	Q4 2025
XYLXylem Inc.	$1.74M	0.16%	0.01%	+19.0%	Q4 2025
AEMAgnico Eagle Mines Ltd	$1.71M	0.16%	0.00%	-26.9%	Q4 2025
AMATApplied Materials Inc	$1.71M	0.16%	0.00%	+8.3%	Q4 2025
ABTAbbott Laboratories	$1.7M	0.15%	0.00%	-7.1%	Q4 2020
BIIBBiogen Inc.	$1.68M	0.15%	0.01%	+4.4%	Q4 2025
CRMSalesforce, Inc.	$1.54M	0.14%	0.00%	+9.1%	Q4 2020
MSMorgan Stanley	$1.53M	0.14%	0.00%	-11.9%	Q4 2025
BNYBank of New York Mellon Corp	$1.51M	0.14%	0.00%	+4.8%	Q4 2025
VZVerizon Communications Inc	$1.51M	0.14%	0.00%	+17.5%	Q4 2025
TMHCTaylor Morrison Home Corp	$1.51M	0.14%	0.03%	-5.9%	Q4 2025
BNSBank of Nova Scotia	$1.48M	0.13%	0.00%	-15.5%	Q4 2025
UBSUBS Group AG	$1.46M	0.13%	0.00%	-16.1%	Q4 2025
PACPacific Airport Group	$1.45M	0.13%	Not reported	+0.7%	Q4 2025
OMCOmnicom Group Inc.	$1.45M	0.13%	0.01%	-11.4%	Q4 2025
CIBGrupo Cibest S.A.	$1.42M	0.13%	0.00%	+5.3%	Q4 2025

Q4 2025Reported Feb 5, 2026463 positions
NVDANvidia Corp	$21.2M	2.08%	0.00%	+165.1%	Q4 2020
AAPLApple Inc.	$18.8M	1.84%	0.00%	+152.6%	Q4 2020
MSFTMicrosoft Corp	$13.9M	1.37%	0.00%	+268.3%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.89M	0.68%	0.00%	+1109.8%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$5.54M	0.54%	Not reported	-5.0%	Q4 2020
GOOGLAlphabet Inc.	$5.49M	0.54%	0.00%	+329.6%	Q4 2020
AMZNAmazon Com Inc	$5.19M	0.51%	0.00%	+262.0%	Q4 2020
ORCLOracle Corp	$4.58M	0.45%	0.00%	+23.6%	Q4 2020
JNJJohnson & Johnson	$4.06M	0.40%	0.00%	+284.5%	Q4 2020
GOOGAlphabet Inc.	$3.78M	0.37%	Not reported	+174.7%	Q4 2020
WPMWheaton Precious Metals Corp.	$3.76M	0.37%	0.01%	+1402.0%	Q3 2025
AVGOBroadcom Inc.	$3.57M	0.35%	0.00%	+354.7%	Q4 2024
METAMeta Platforms, Inc.	$3.27M	0.32%	Not reported	+546.2%	Q4 2020
TSLATesla, Inc.	$3.08M	0.30%	0.00%	+275.8%	Q4 2020
ABBVAbbVie Inc.	$2.92M	0.29%	0.00%	+162.9%	Q4 2020
LLYELI LILLY & Co	$2.91M	0.29%	0.00%	+572.0%	Q1 2024
AMDAdvanced Micro Devices Inc	$2.87M	0.28%	0.00%	+146.8%	Q1 2022
FRGEForge Global Holdings, Inc.	$2.8M	0.27%	0.46%	Not reported	Q3 2022
JPMJPMorgan Chase & Co	$2.61M	0.26%	0.00%	+167.4%	Q4 2020
NVSNovartis AG	$2.49M	0.24%	0.00%	+924.6%	Q2 2025
KBKB Financial Group Inc.	$2.47M	0.24%	0.01%	New	Q4 2025
ABTAbbott Laboratories	$2.23M	0.22%	0.00%	+222.5%	Q4 2020
WFWoori Financial Group Inc.	$2.17M	0.21%	0.01%	+456.2%	Q1 2025
CBRECbre Group, Inc.	$2.15M	0.21%	0.00%	New	Q4 2025
AMALAmalgamated Financial Corp.	$2.1M	0.21%	0.22%	New	Q4 2025
UBSUBS Group AG	$2.06M	0.20%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.06M	0.20%	Not reported	+5.2%	Q4 2020
CRMSalesforce, Inc.	$2.01M	0.20%	0.00%	Not reported	Q4 2020
HIGHartford Insurance Group, Inc.	$1.97M	0.19%	0.01%	New	Q4 2025
AEMAgnico Eagle Mines Ltd	$1.96M	0.19%	0.00%	New	Q4 2025
SPGIS&P Global Inc.	$1.92M	0.19%	0.00%	New	Q4 2025
MTHMeritage Homes CORP	$1.88M	0.18%	0.04%	New	Q4 2025
MSMorgan Stanley	$1.87M	0.18%	0.00%	New	Q4 2025
BNSBank of Nova Scotia	$1.86M	0.18%	0.00%	New	Q4 2025
ASMLAsml Holding NV	$1.79M	0.18%	0.00%	Not reported	Q3 2024
BMIBadger Meter Inc	$1.78M	0.17%	0.03%	New	Q4 2025
OMCOmnicom Group Inc.	$1.75M	0.17%	0.01%	New	Q4 2025
XYLXylem Inc.	$1.66M	0.16%	0.01%	New	Q4 2025
TMHCTaylor Morrison Home Corp	$1.62M	0.16%	0.03%	New	Q4 2025
MRKMerck & Co., Inc.	$1.58M	0.16%	0.00%	+64.8%	Q4 2020
COSTCostco Wholesale Corp	$1.55M	0.15%	0.00%	-3.2%	Q4 2020
BIIBBiogen Inc.	$1.54M	0.15%	0.01%	New	Q4 2025
GILDGilead Sciences, Inc.	$1.53M	0.15%	0.00%	Not reported	Q2 2025
WITWipro Ltd	$1.52M	0.15%	0.01%	+1845.1%	Q3 2024
MAMastercard Inc	$1.5M	0.15%	0.00%	+246.3%	Q4 2020
CSCOCisco Systems, Inc.	$1.46M	0.14%	0.00%	+232.0%	Q4 2020
ORAOrmat Technologies, Inc.	$1.44M	0.14%	0.02%	New	Q4 2025
SAPSap SE	$1.43M	0.14%	0.00%	New	Q4 2025
TIMBTim S.A.	$1.42M	0.14%	0.00%	New	Q4 2025
BNYBank of New York Mellon Corp	$1.41M	0.14%	0.00%	New	Q4 2025

Q3 2025Reported Nov 12, 202566 positions
NVDANvidia Corp	$7.99M	1.15%	0.00%	-1.5%	Q4 2020
AAPLApple Inc.	$6.97M	1.00%	0.00%	-10.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$5.69M	0.82%	Not reported	+6.9%	Q4 2020
ORCLOracle Corp	$5.34M	0.77%	0.00%	+1.3%	Q4 2020
MSFTMicrosoft Corp	$4.05M	0.58%	0.00%	+2.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.96M	0.28%	Not reported	+6.8%	Q4 2020
COSTCostco Wholesale Corp	$1.72M	0.25%	0.00%	+0.8%	Q4 2020
AMZNAmazon Com Inc	$1.36M	0.20%	0.00%	+3.0%	Q4 2020
ETNEaton Corp plc	$1.26M	0.18%	0.00%	-2.0%	Q4 2020
ABBVAbbVie Inc.	$1.13M	0.16%	0.00%	+4.4%	Q4 2020
GOOGAlphabet Inc.	$1.07M	0.15%	Not reported	-20.6%	Q4 2020
FRGEForge Global Holdings, Inc.	$1.06M	0.15%	0.46%	Not reported	Q3 2022
EZBCFranklin Templeton Digital Holdings Trust	$993K	0.14%	0.16%	+50.0%	Q2 2025
GOOGLAlphabet Inc.	$993K	0.14%	0.00%	+8.4%	Q4 2020
JPMJPMorgan Chase & Co	$954K	0.14%	0.00%	+1.2%	Q4 2020
JNJJohnson & Johnson	$947K	0.14%	0.00%	+11.5%	Q4 2020
AMDAdvanced Micro Devices Inc	$878K	0.13%	0.00%	-1.0%	Q1 2022
TSLATesla, Inc.	$811K	0.12%	0.00%	+25.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$809K	0.12%	Not reported	Not reported	Q4 2020
MRKMerck & Co., Inc.	$766K	0.11%	0.00%	+0.5%	Q4 2020
AVGOBroadcom Inc.	$749K	0.11%	0.00%	+1.9%	Q4 2024
ABTAbbott Laboratories	$738K	0.11%	0.00%	+6.3%	Q4 2020
LOWLowes Companies Inc	$682K	0.10%	0.00%	+5.4%	Q4 2020
FASTFastenal Co	$615K	0.09%	0.00%	-2.3%	Q4 2020
METAMeta Platforms, Inc.	$563K	0.08%	Not reported	-2.0%	Q4 2020
FISVFiserv Inc	$561K	0.08%	0.00%	-5.5%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$524K	0.08%	0.00%	-6.2%	Q1 2024
MSIMotorola Solutions, Inc.	$469K	0.07%	0.00%	-1.2%	Q2 2021
PHParker-Hannifin Corp	$449K	0.06%	0.00%	+3.5%	Q1 2025
MAMastercard Inc	$431K	0.06%	0.00%	-0.5%	Q4 2020
UNPUnion Pacific Corp	$424K	0.06%	0.00%	+8.9%	Q4 2020
PLTRPalantir Technologies Inc.	$420K	0.06%	0.00%	+18.4%	Q2 2025
CATCaterpillar Inc	$418K	0.06%	0.00%	-49.3%	Q1 2021
CSCOCisco Systems, Inc.	$390K	0.06%	0.00%	-1.9%	Q4 2020
PGPROCTER & GAMBLE Co	$385K	0.06%	0.00%	+5.7%	Q4 2020
XOMExxonMobil Holdings Corp	$375K	0.05%	0.00%	+0.2%	Q1 2021
WFWoori Financial Group Inc.	$373K	0.05%	0.00%	-11.1%	Q1 2025
IBMInternational Business Machines Corp	$363K	0.05%	0.00%	-10.7%	Q4 2020
TNXPTonix Pharmaceuticals Holding Corp.	$362K	0.05%	0.15%	New	Q3 2025
VVisa Inc.	$342K	0.05%	0.00%	-11.5%	Q4 2020
DEDeere & Co	$326K	0.05%	0.00%	-4.2%	Q1 2021
LLYELI LILLY & Co	$307K	0.04%	0.00%	Not reported	Q1 2024
RTXRTX Corp	$288K	0.04%	0.00%	+13.4%	Q1 2021
HDHome Depot, Inc.	$279K	0.04%	0.00%	+15.2%	Q4 2020
AXPAmerican Express Co	$276K	0.04%	0.00%	+14.8%	Q2 2025
CVXChevron Corp	$274K	0.04%	0.00%	-6.2%	Q1 2021
HUBBHubbell Inc	$273K	0.04%	0.00%	-2.9%	Q2 2023
EMREmerson Electric Co	$256K	0.04%	0.00%	-6.7%	Q1 2022
TYLTyler Technologies Inc	$246K	0.04%	0.00%	-2.3%	Q4 2020
BDXBecton Dickinson & Co	$245K	0.04%	0.00%	-3.0%	Q4 2020

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