Abacus Planning Group, Inc.

Q3 2025 13F Holdings

  • Location
    columbia, SC
  • Num holdings

    262

  • Value ($000)

    $724,783

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001602730
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DSTL

ETF SER SOLUTIONS

DISTILLATE US
26922A321
$80.17M
11 %

1,383,274

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$72.81M
10 %

221,863

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$48.49M
7 %

469,165

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$44.41M
6 %

212,793

---

J P MORGAN EXCHANGE TRADED F

MORTGAGE BACKED
46654Q575
$33.95M
5 %

665,696

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$33.48M
5 %

455,731

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$33.25M
5 %

554,982

A
AMZN

AMAZON COM INC

COM
023135106
$20.40M
3 %

92,905

U
UNP

UNION PAC CORP

COM
907818108
$20.07M
3 %

84,919

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$18.99M
3 %

31,007

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