Abacus Wealth Partners, LLC

CIK

1978011

Location

SANTA MONICA, CA

Portfolio Value

Small $413,774,486

Diversification

Diversified

Filing Date

Global Rank

#2,884 / 8,603 ▲ 333 · as of Mar 2026

Top Industry

Capital Markets 17.2%

3Y Alpha vs SPY

-5.2%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.3%

SPY

+76.5%

Annualised alpha

-5.3%

Max drawdown

−22.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

453 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.8%

+9.8 pts

Top 5

29.4%

+10.6 pts

Top 10

35.6%

+10.2 pts

HHI

327

Diversified+208

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	30.9%	$127,764,553	84
Technology	27.3%	$113,047,656	91
Healthcare	10.1%	$41,699,154	56
Industrials	8.0%	$32,903,108	70
Consumer Cyclical	6.5%	$26,956,813	46
Communication Services	5.2%	$21,345,457	30
Basic Materials	2.8%	$11,694,927	17
Consumer Defensive	2.6%	$10,868,652	22
Unclassified	2.3%	$9,376,913	6
Utilities	2.1%	$8,797,874	14
Energy	1.4%	$5,864,462	12
Real Estate	0.8%	$3,454,917	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SABR	Sabre Corp	+128,241	163,391	$236,916
PLUG	Plug Power Inc	+71,824	122,236	$276,253
CCO	Clear Channel Outdoor Holdings, Inc.	+68,596	118,805	$281,567
RNW	ReNew Energy Global plc	+37,650	193,124	$884,507
COMP	Compass, Inc.	+24,343	45,807	$334,849
BBD	Bank Bradesco	+21,098	53,220	$194,253
HPQ	Hp Inc	+17,209	34,719	$666,951
HBAN	Huntington Bancshares Inc /Md/	+13,829	30,025	$469,891
FITB	Fifth Third Bancorp	+11,341	20,741	$963,626
TKC	Turkcell Iletisim Hizmetleri A S	+11,090	60,518	$364,923
SHLS	Shoals Technologies Group, Inc.	+10,192	43,194	$284,216
CMCSA	Comcast Corp	+6,399	15,867	$455,541
PFE	Pfizer Inc	+6,292	40,584	$1,139,598
AAPL	Apple Inc.	+6,085	75,238	$19,094,652
SIVR	abrdn Silver ETF Trust	+5,900	9,400	$673,134
PAAS	Pan American Silver Corp	+5,733	10,548	$576,237
PIPR	Piper Sandler Companies	+4,832	6,388	$489,001
CSCO	Cisco Systems, Inc.	+4,705	23,636	$1,833,917
HL	Hecla Mining Co/De/	+4,496	16,621	$309,649
VZ	Verizon Communications Inc	+4,493	30,105	$1,511,271
CWT	California Water Service Group	+3,867	16,386	$742,941
AMAL	Amalgamated Financial Corp.	+3,743	69,309	$2,694,040
ASX	ASE Technology Holding Co., Ltd.	+3,611	59,475	$1,289,418
KE	Kimball Electronics, Inc.	+3,261	17,068	$404,340
KSS	KOHLS Corp	+3,216	15,908	$205,213
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−189,208	347,751	$737,232
PACB	Pacific Biosciences Of California, Inc.	−95,482	18,407	$24,297
IHRT	iHeartMedia, Inc.	−46,437	11,008	$32,143
GTN	Gray Media, Inc	−27,895	14,304	$62,079
INFY	Infosys Ltd	−24,880	45,297	$611,962
BTBT	Bit Digital, Inc	−23,390	10,663	$13,968
ACCO	ACCO BRANDS Corp	−22,154	11,267	$33,801
OSPN	OneSpan Inc.	−19,453	29,739	$313,151
RKT	Rocket Companies, Inc.	−17,441	35,172	$501,201
BUR	Burford Capital Ltd	−17,256	11,328	$51,202
VIV	Telefonica Brasil S.A.	−14,150	74,452	$1,184,531
TGB	Trekor Metals Ltd	−12,184	72,381	$466,857
KFRC	Kforce Inc	−11,371	12,497	$365,412
CUZ	Cousins Properties Inc	−11,364	16,074	$362,790
BZH	Beazer Homes USA Inc	−8,674	41,755	$803,366
NVO	Novo Nordisk A S	−8,533	18,132	$666,351
TME	Tencent Music Entertainment Group	−7,618	28,949	$268,646
UBS	UBS Group AG	−7,167	37,369	$1,460,006
ARRY	Array Technologies, Inc.	−7,140	52,961	$382,908
SONY	Sony Group Corp	−6,273	38,458	$796,080
CAL	Caleres Inc	−6,151	26,300	$277,202
EZBC	Franklin Templeton Digital Holdings Trust	−6,000	10,000	$391,900
OGN	Organon & Co.	−5,802	34,450	$206,355
PL	Planet Labs PBC	−5,771	18,136	$506,901
XPEV	Xpeng Inc.	−5,768	46,504	$795,683
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FIGR	Figure Technology Solutions, Inc.	1,921,617	$65,238,897
AZN	Astrazeneca PLC	6,508	$1,283,507
CIEN	Ciena Corp	1,451	$563,321
FORM	Formfactor Inc	4,889	$474,184
HRB	H&R Block Inc	12,774	$405,446
ORKA	Oruka Therapeutics, Inc.	7,802	$382,688
GEV	GE Vernova Inc.	378	$329,956
LITE	Lumentum Holdings Inc.	457	$321,161
TPC	Tutor Perini Corp	4,043	$312,079
TEX	Terex Corp	5,269	$311,397
ESE	Esco Technologies Inc	1,084	$305,005
YELP	Yelp Inc	12,240	$302,817
MTDR	Matador Resources Co	4,698	$296,819
PD	PagerDuty, Inc.	47,306	$293,770
OII	Oceaneering International Inc	8,091	$286,987
GLDM	World Gold Trust	3,000	$278,070
IT	Gartner Inc	1,756	$278,045
APEI	American Public Education Inc	4,763	$270,919
PANW	Palo Alto Networks Inc	1,688	$270,620
TWST	Twist Bioscience Corp	5,545	$263,498
NICE	NICE Ltd.	2,381	$262,529
BVN	Buenaventura Mining Co Inc	7,232	$260,641
SKM	Sk Telecom Co Ltd	8,671	$253,973
ENR	Energizer Holdings, Inc.	15,408	$252,999
CSTM	Constellium SE	10,092	$248,061
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	7,000	$450,940
VITL	Vital Farms, Inc.	11,818	$377,466
C	Citigroup Inc	3,195	$372,824
QFIN	Qfin Holdings, Inc.	19,125	$368,538
HRI	Herc Holdings Inc	2,370	$351,660
MOMO	Hello Group Inc.	47,911	$313,817
KROS	Keros Therapeutics, Inc.	14,109	$287,259
ADSK	Autodesk, Inc.	966	$285,945
APP	AppLovin Corp	420	$283,004
PGNY	Progyny, Inc.	10,907	$280,091
WPP	WPP plc	12,030	$270,193
HNI	Hni Corp	6,397	$268,929
LNTH	Lantheus Holdings, Inc.	3,938	$262,073
ADMA	Adma Biologics, Inc.	13,848	$252,587
PCB	Pcb Bancorp	11,594	$251,010
GMAB	Genmab A/S	8,126	$250,280
DXC	DXC Technology Co	16,726	$245,035
CUBI	Customers Bancorp, Inc.	3,279	$239,760
URBN	Urban Outfitters Inc	3,184	$239,627
REAL	TheRealReal, Inc.	14,900	$235,122
GH	Guardant Health, Inc.	2,273	$232,164
CTSH	Cognizant Technology Solutions Corp	2,788	$231,404
ICFI	ICF International, Inc.	2,676	$228,262
PODD	Insulet Corp	793	$225,402
IRTC	iRhythm Holdings, Inc.	1,269	$225,171
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

453 positions · $413,774,486 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 453 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FIGR	Figure Technology Solutions, Inc. Financial Services	NEW	1,921,617	NEW	$65,238,897	NEW	15.77%
NVDA	Nvidia Corp Technology	Reduced	111,306	-2,165	$19,411,766	−8.3%	4.69%
AAPL	Apple Inc. Technology	Added	75,238	+6,085	$19,094,652	+1.6%	4.61%
MSFT	Microsoft Corp Technology	Reduced	28,330	-461	$10,486,916	−24.7%	2.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	22,195	-489	$7,500,800	+8.8%	1.81%
SPY	Spdr S&P 500 ETF Trust	Added	10,280	+2,160	$6,685,495	+20.7%	1.62%
GOOGL	Alphabet Inc. Communication Services	Added	17,707	+159	$5,091,824	−7.3%	1.23%
JNJ	Johnson & Johnson Healthcare	Added	20,267	+629	$4,954,065	+21.9%	1.20%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,953	-524	$4,572,151	−11.9%	1.10%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	31,485	-538	$4,124,849	+9.6%	1.00%
ORCL	Oracle Corp Technology	Reduced	23,212	-270	$3,414,717	−25.4%	0.83%
AVGO	Broadcom Inc. Technology	Added	10,829	+502	$3,351,683	−6.2%	0.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,205	+2,103	$2,973,436	+44.2%	0.72%
KB	KB Financial Group Inc. Financial Services	Added	28,911	+152	$2,883,294	+16.5%	0.70%
META	Meta Platforms, Inc. Communication Services	Added	5,021	+65	$2,872,664	−12.2%	0.69%
ABBV	AbbVie Inc. Healthcare	Added	12,961	+171	$2,818,887	−3.5%	0.68%
NVS	Novartis AG Healthcare	Added	18,370	+276	$2,806,017	+12.5%	0.68%
AMD	Advanced Micro Devices Inc Technology	Reduced	13,331	-55	$2,711,925	−5.4%	0.66%
AMAL	Amalgamated Financial Corp. Financial Services	Added	69,309	+3,743	$2,694,040	+28.3%	0.65%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,843	-7	$2,543,885	−17.4%	0.61%
LLY	ELI LILLY & Co Healthcare	Reduced	2,701	-7	$2,484,298	−14.6%	0.60%
WF	Woori Financial Group Inc. Financial Services	Reduced	34,967	-1,978	$2,328,802	+7.2%	0.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,900	-190	$2,323,864	−10.9%	0.56%
ASML	Asml Holding NV Technology	Reduced	1,655	-17	$2,185,973	+22.2%	0.53%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	14,673	+368	$1,984,229	+0.7%	0.48%
TIMB	Tim S.A. Communication Services	Added	73,957	+729	$1,959,120	+37.6%	0.47%
MRK	Merck & Co., Inc. Healthcare	Added	15,829	+792	$1,904,070	+20.3%	0.46%
CSCO	Cisco Systems, Inc. Technology	Added	23,636	+4,705	$1,833,917	+25.8%	0.44%
GILD	Gilead Sciences, Inc. Healthcare	Added	13,041	+555	$1,817,524	+18.6%	0.44%
NXT	Nextpower Inc. Technology	Added	15,017	+1,047	$1,810,299	+48.8%	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,810	+13	$1,803,538	+16.4%	0.44%
CBRE	Cbre Group, Inc. Real Estate	Reduced	13,070	-284	$1,770,462	−17.5%	0.43%
BMI	Badger Meter Inc Technology	Added	11,426	+1,221	$1,740,751	−2.2%	0.42%
XYL	Xylem Inc. Industrials	Added	14,538	+2,323	$1,737,291	+4.4%	0.42%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	8,436	-3,097	$1,712,339	−12.4%	0.41%
AMAT	Applied Materials Inc /De Technology	Added	4,996	+384	$1,707,582	+44.1%	0.41%
ABT	Abbott Laboratories Healthcare	Reduced	16,515	-1,254	$1,695,595	−23.8%	0.41%
BIIB	Biogen Inc. Healthcare	Added	9,153	+385	$1,678,019	+8.7%	0.41%
CRM	Salesforce, Inc. Technology	Added	8,274	+689	$1,544,507	−23.1%	0.37%
MS	Morgan Stanley Financial Services	Reduced	9,289	-1,254	$1,528,690	−18.3%	0.37%
BNY	Bank of New York Mellon Corp Financial Services	Added	12,752	+586	$1,512,769	+7.1%	0.37%
VZ	Verizon Communications Inc Communication Services	Added	30,105	+4,493	$1,511,271	+44.9%	0.37%
TMHC	Taylor Morrison Home Corp Consumer Cyclical	Reduced	25,923	-1,614	$1,509,755	−6.9%	0.36%
BNS	Bank Of Nova Scotia Financial Services	Reduced	21,318	-3,915	$1,477,550	−20.5%	0.36%
UBS	UBS Group AG Financial Services	Reduced	37,369	-7,167	$1,460,006	−29.2%	0.35%
PAC	Pacific Airport Group Industrials	Added	5,910	+40	$1,459,001	−5.7%	0.35%
OMC	Omnicom Group Inc. Communication Services	Reduced	19,218	-2,477	$1,447,307	−17.4%	0.35%
CIB	Grupo Cibest S.A. Financial Services	Added	19,570	+989	$1,424,891	+20.6%	0.34%
MTH	Meritage Homes CORP Consumer Cyclical	Reduced	22,870	-5,706	$1,414,280	−24.8%	0.34%
JCI	Johnson Controls International plc Industrials	Added	10,396	+96	$1,361,356	+10.4%	0.33%