Abacus Wealth Partners, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity portfolio holdings as of the specified date.
The report lists 320 individual securities held by the firm. The largest position disclosed in the filing is the Vert Global Sustainable Real Estate ETF, which holds 8,597,854 shares. The second-largest holding is the DFA Dimensional Global Sustainability Fx Inc ETF, with 3,172,806 shares. The Nuveen ESG Small-Cap ETF is the third-largest holding, with 1,449,598 shares.
Among individual common stock holdings, Apple Inc. is the largest, with 57,978 shares. Other notable individual stock positions include Nvidia Corp. (76,801 shares), Microsoft Corp. (17,995 shares), and Advanced Micro Device Inc. (9,450 shares).
The filing also lists several exchange-traded funds (ETFs) that comprise a significant portion of the portfolio, including the Vanguard Total Stock Market ETF, the SPDR S&P 500 ETF, and the Vanguard Growth ETF. The report was signed by Sonia Goforth, the Compliance Consultant for the firm.
