Abacus Planning Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 261 distinct positions held by the firm, managed by Marc McQueen, the firm's Chief Compliance Officer.
The portfolio is diversified across various sectors, including technology, healthcare, and consumer goods. Major holdings include Apple Inc., with 17,160,402 shares, and Microsoft Corporation, with 11,849,975 shares. Other significant positions include NVIDIA Corporation (7,922,469 shares), Amazon.com Inc. (23,265,876 shares), and Berkshire Hathaway Inc. Class B (2,629,186 shares).
The filing also lists a substantial number of exchange-traded funds (ETFs) within the portfolio. Notable ETFs include the iShares Core S&P 500 ETF (12,678,408 shares), the Dimensional ETF Trust World Equity ETF (16,214,588 shares), and the Schwab Strategic Trust US Broad Market ETF (1,878,850 shares). Additionally, the firm holds several Bitcoin-related trusts, including the Grayscale Bitcoin Trust (3,667,251 shares) and the Is Bitcoin Trust ETF (3,951,707 shares).
