Abacus Wealth Partners, LLC

CIK
1978011
City
SANTA MONICA
State / Country
CA

Top Portfolio Positions

452 positions · $411,423,958 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
FIGR
Figure Technology Solutions, Inc.
Financial Services
1,921,617 $65,238,897 15.86%
NVDA
Nvidia Corp
Technology
111,306 $19,411,766 4.72%
AAPL
Apple Inc.
Technology
75,238 $19,094,652 4.64%
MSFT
Microsoft Corp
Technology
28,330 $10,486,916 2.55%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
22,195 $7,500,800 1.82%
SPY
Spdr S&P 500 Etf Trust
10,280 $6,685,495 1.62%
GOOGL
Alphabet Inc.
Communication Services
17,707 $5,091,824 1.24%
JNJ
Johnson & Johnson
Healthcare
20,267 $4,954,065 1.20%
AMZN
Amazon Com Inc
Consumer Cyclical
21,953 $4,572,151 1.11%
WPM
Wheaton Precious Metals Corp.
Basic Materials
31,485 $4,124,849 1.00%

Holdings in ES

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Report Date Value (USD) Shares
2026-03-31 $728,894 10,521