account_balance

Investment manager · 13F filer · SEC CIK 1978011

Abacus Wealth Partners, LLC

Reported value$886Mas of Sep 30, 2026
Positions319 33 new, 35 sold out
Top 10 weight69.1%DFSB alone is 18%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFSB DFA Dimensional Glbl Sustainability Fx Inc ETF 17.7% Added +10%
VGSR Vert Global Sustainable Real Estate ETF 10.3% Trimmed −22%
NUSC Nuveen ESG Small-Cap ETF 7.9% Trimmed −6%
DFAT Dimensional U.S. Targeted Value ETF 7.3% Trimmed −4%
DFSU Dimensional US Sustainability Core 1 ETF 6.7% Trimmed −3%
JSTC Adasina Social Justice All Cap Global ETF 6.7% Trimmed −10%
NUMV Nuveen ESG Mid-Cap Value ETF 4.9% Trimmed −6%
DFSI Dimensional Intl Sustainability Core 1 ETF 3.1% Held
AAPL Apple Inc. 2.2% Trimmed −5%
NUEM Nuveen ESG Emerging Markets Equity ETF 2.2% Trimmed −28%
DFSE Dimensional Emg Mkts Sustainability Core 1 ETF 2.0% Added +18%
NVDA NVIDIA Corp 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 22, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • NUEM −28%
  • VGSR −22%
  • DFUS −20%
  • BRK-B −14%
remove_circleSold out
  • SPUS $3.3M
  • TMHC $1.27M
  • PAC $699K
  • SPTL $497K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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