Abacus Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationsanta monica, CA
- Num holdings
113
- Value ($000)
$655,439
- Date Filed07/14/2025
- Form type13F-HR
- CIK0001978011
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSR MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | $129.84M | 20 % | 12,413,063 | ||
DFSB DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $110.04M | 17 % | 2,098,846 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $79.44M | 12 % | 1,472,191 | ||
NUSC NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | $52.64M | 8 % | 1,291,976 | ||
TIDAL TRUST I | ADASINA SOCIAL | 886364876 | $48.46M | 7 % | 2,448,555 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $48.45M | 7 % | 1,234,428 | ||
NUMV NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 | $32.53M | 5 % | 902,286 | ||
DFSI DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $22.09M | 3 % | 560,620 | ||
NUEM NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | $19.42M | 3 % | 584,694 | ||
DFSE DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | $12.81M | 2 % | 336,694 |
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