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Abacus Planning Group, Inc.

Q2 2026 13F Holdings

  • Location
    columbia, SC
  • Num holdings

    259

  • Value ($000)

    $808,939

  • Date Filed
    07/20/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DSTL

ETF SER SOLUTIONS

DISTILLATE US
26922A321
$85.17M
11 %

1,421,934

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$82.68M
10 %

223,439

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$72.07M
9 %

705,445

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$53.81M
7 %

221,445

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$39.04M
5 %

547,917

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$37.94M
5 %

443,771

U
UNP

UNION PAC CORP

COM
907818108
$22.27M
3 %

81,881

A
AMZN

AMAZON COM INC

COM
023135106
$22.22M
3 %

93,240

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$20.25M
3 %

29,477

---

J P MORGAN EXCHANGE TRADED F

MORTGAGE BACKED
46654Q575
$19.44M
2 %

383,519

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