13F Filings History of Abacus Wealth Partners, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$1,019,298,544
Signature - Title
Sonia Goforth - Compliance Consultant
Location
Santa Monica, CA
Summary
This page shows a list of all the recent 13F filings made by Abacus Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Abacus Wealth Partners, LLC reported 509 stock holdings with total value $1,019,298,544 as of Q4 2025. Top holdings included VGSR, DFSB, DFAT, NUSC, and JSTC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 509 $1,019,298,544 +$329,878,071 -$7,223,736 +$322,654,335 VGSR, DFSB, DFAT, NUSC, JSTC 13F-HR 05 Feb 2026, 14:37
Q3 2025 102 $695,255,982 +$20,498,253 -$14,859,585 +$5,638,668 VGSR, DFSB, DFAT, NUSC, DFSU 13F-HR 12 Nov 2025, 10:24
Q2 2025 112 $654,959,950 +$37,744,934 -$90,219,708 -$52,474,774 VGSR, DFSB, DFAT, NUSC, JSTC 13F-HR 14 Jul 2025, 12:06
Q1 2025 90 $664,730,220 +$13,111,133 -$5,866,529 +$7,244,604 VGSR, DFSB, DFAT, NUSC, JSTC 13F-HR 08 May 2025, 14:10
Q4 2024 93 $669,658,736 +$39,489,867 -$8,611,475 +$30,878,392 VGSR, DFSB, DFAT, NUSC, JSTC 13F-HR 16 Jan 2025, 15:52
Q3 2024 93 $667,049,811 +$17,882,675 -$7,697,457 +$10,185,218 VGSR, DFSB, DFAT, NUSC, JSTC 13F-HR 03 Oct 2024, 12:02
Q2 2024 83 $603,344,547 +$23,681,812 -$5,361,903 +$18,319,909 VGSR, DFSB, DFAT, NUSC, JSTC 13F-HR 11 Jul 2024, 10:46
Q1 2024 89 $596,111,991 +$26,896,353 -$39,339,239 -$12,442,886 VGSR, DFSB, DFAT, NUSC, JSTC 13F-HR 10 Apr 2024, 12:17
Q4 2023 76 $592,323,349 +$243,815,420 -$7,169,710 +$236,645,710 VGSR, DFSB, DFAT, NUSC, JSTC Restatement 13 Feb 2024, 11:16
Q3 2023 70 $322,950,603 +$21,890,000 -$19,223,968 +$2,666,032 DFAT, DFSB, NUSC, JSTC, NUEM 13F-HR 13 Nov 2023, 14:39
Q2 2023 85 $331,978,893 +$22,015,344 -$6,492,946 +$15,522,398 DFAT, NUSC, DFSB, JSTC, NUEM 13F-HR 25 Jul 2023, 10:31
Q1 2023 88 $301,556,721 +$25,327,339 -$11,599,912 +$13,727,427 DFAT, NUSC, DFSB, JSTC, NUEM 13F-HR 19 May 2023, 17:01
Q4 2022 82 $281,050,294 +$87,218,277 -$10,467,506 +$76,750,771 DFAT, DFSB, NUSC, JSTC, NUEM 13F-HR 31 May 2023, 17:34
Q3 2022 74 $188,700,509 +$17,433,553 -$10,022,218 +$7,411,335 DFAT, NUSC, JSTC, NUMV, NUEM 13F-HR 31 May 2023, 16:53
Q2 2022 79 $192,587,276 +$15,407,578 -$13,336,981 +$2,070,597 DFAT, NUSC, JSTC, NUEM, NUMV 13F-HR 31 May 2023, 16:50
Q1 2022 88 $224,997,003 +$6,614,696 -$56,021,382 -$49,406,686 DFAT, NUSC, JSTC, NUMV, NUEM 13F-HR 31 May 2023, 16:45
Q4 2021 123 $282,792,032 +$26,203,673 -$30,355,243 -$4,151,570 DFAT, JSTC, NUSC, NUMV, NUEM 13F-HR 31 May 2023, 16:40
Q3 2021 117 $271,576,461 +$28,172,857 -$6,441,582 +$21,731,275 DFAT, JSTC, NUSC, EMXC, NUEM 13F-HR 31 May 2023, 16:02
Q2 2021 114 $255,367,801 +$126,795,628 -$19,768,672 +$107,026,956 DFAT, NUSC, JSTC, EMXC, NUEM 13F-HR 31 May 2023, 15:54
Q1 2021 111 $140,543,208 +$23,736,540 -$4,567,077 +$19,169,463 NUSC, JSTC, NUEM, NUMV, DNMR 13F-HR 31 May 2023, 15:14
Q4 2020 92 $114,663,960 $0 $0 $0 NUSC, JSTC, NUEM, NUMV, AAPL 13F-HR 31 May 2023, 15:09