account_balance

Investment manager · 13F filer · SEC CIK 1602730

Abacus Planning Group, Inc.

Reported value$830Mas of Sep 30, 2026

Positions261 14 new, 11 sold out

Top 10 weight56.4%DSTL alone is 11%

FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DSTLETF Ser Solutions

10.9%

VTIVanguard Index FDS

10.0%

STIPiShares Tr

9.9%Added +17%

VBRVanguard Index FDS

6.2%

VEAVanguard Tax-Managed FDS

4.9%Added +4%

VXUSVanguard Star FDS

4.5%

AMZNAmazon.com Inc

2.8%

UNPUnion Pacific Corp

2.7%

VOOVanguard Index FDS

2.4%−5%

AAPLApple Inc.

2.1%

DFAWDimensional ETF Trust

2.0%−7%

DFISDimensional ETF Trust

1.8%

DSTLETF Ser Solutions

10.9%

VTIVanguard Index FDS

10.0%

STIPiShares Tr

9.9%Added +17%

VBRVanguard Index FDS

6.2%

VEAVanguard Tax-Managed FDS

4.9%

VXUSVanguard Star FDS

4.5%

AMZN2.8%UNP2.7%

VOO2.4%

AAPL

DFAW

DFIS

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DSTL ETF Ser Solutions 10.9% Held

VTI Vanguard Index FDS 10.0% Held

STIP iShares Tr 9.9% Added +17%

VBR Vanguard Index FDS 6.2% Held

VEA Vanguard Tax-Managed FDS 4.9% Added +4%

VXUS Vanguard Star FDS 4.5% Held

AMZN Amazon.com Inc 2.8% Held UNP Union Pacific Corp 2.7% Held

VOO Vanguard Index FDS 2.4% Trimmed −5%

AAPL Apple Inc. 2.1% Held

DFAW Dimensional ETF Trust 2.0% Trimmed −7%

DFIS Dimensional ETF Trust 1.8% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 20, 2026 filing

add_circleNew

AGG $1.43M
G $297K
CRWD $275K
CRM $253K

arrow_upwardAdded

DFGR +63%
IWM +22%
DFEM +17%
STIP +17%

arrow_downwardTrimmed

JMTG −41%
ARMK −10%
AVDE −8%
DFAW −7%

remove_circleSold out

EE $798K
ESGD $324K
INGR $248K
APP $235K

Abacus Planning Group, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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