Abacus Wealth Partners, LLC
CIK
1978011
City
SANTA MONICA
State / Country
CA
Top Portfolio Positions
453 positions ·
$414,397,394 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
1,921,617 | $65,238,897 | 15.74% | |
| NVDA |
Nvidia Corp
Technology
|
111,306 | $19,411,766 | 4.68% | |
| AAPL |
Apple Inc.
Technology
|
75,238 | $19,094,652 | 4.61% | |
| MSFT |
Microsoft Corp
Technology
|
28,330 | $10,486,916 | 2.53% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
22,195 | $7,500,800 | 1.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,280 | $6,685,495 | 1.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,707 | $5,091,824 | 1.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
20,267 | $4,954,065 | 1.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,953 | $4,572,151 | 1.10% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
31,485 | $4,124,849 | 1.00% |
Portfolio Trend
22 quarters · across all stocks
Holdings in EZBC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,900 | 10,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $809,600 | 16,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $993,150 | 15,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $624,200 | 10,000 | Shares | Sole | 2025-07-14 | |
| No 13F history on record for this holder in this stock. | ||||||