Abacus Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    santa monica, CA
  • Num holdings

    102

  • Value ($000)

    $695,256

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001978011
  • 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
V
VGSR

MANAGER DIRECTED PORTFOLIOS

VERT GLB SUST RE
56170L695
$130.36M
19 %

12,240,750

D
DFSB

DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA
25434V674
$120.05M
17 %

2,253,647

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$83.92M
12 %

1,441,668

N
NUSC

NUSHARES ETF TR

NUVEEN ESG SMLCP
67092P607
$59.36M
9 %

1,345,941

D
DFSU

DIMENSIONAL ETF TRUST

US SUSTAINABILTY
25434V716
$52.79M
8 %

1,242,986

---

TIDAL TRUST I

ADASINA SOCIAL
886364876
$52.31M
8 %

2,573,231

N
NUMV

NUSHARES ETF TR

NUVEEN ESG MIDVL
67092P508
$36.46M
5 %

942,418

D
DFSI

DIMENSIONAL ETF TRUST

INTERNATIONAL
25434V690
$24.11M
4 %

588,810

N
NUEM

NUSHARES ETF TR

NUVEEN ESG EMRGN
67092P888
$20.71M
3 %

580,374

D
DFSE

DIMENSIONAL ETF TRUST

EMERGING MARKETS
25434V682
$13.99M
2 %

340,567

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