AI Portfolio Summary
In 2026 Q1, Abacus Wealth Partners, LLC maintained a portfolio of 569 distinct positions. The most significant new addition to the portfolio was Figure Technology So, which now represents 5.96% of the total fund value. They heavily accumulated shares in DFA Dimensional Glbl, increasing their position by 7.4%. The fund also reduced its exposure to Dimensional Intern S by 6.5%.
Total Positions
569
Quarter
2026 Q1
Top Holding
DFSB (12.3%)
Top 10 Concentration
61.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 569
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFSB
DFA Dimensional...
|
ETF | 12.33% | 12.35% |
#1
1
Prev: #2
|
8.0 | 179,261 | 7.4% |
P
S
|
2,610,181 | $135,058,027 |
$48.10
+7.8%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | ||
|
VGSR
Vert Global Sus...
|
ETF | 11.94% | 12.67% |
#2
1
Prev: #1
|
6.0 | 246,027 | 2.0% |
P
S
|
12,658,314 | $130,746,539 |
$9.25
+13.2%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | ||
|
DFAT
Dimensional U S...
|
ETF | 7.74% | 7.98% |
#3
Prev: #3
|
4.6 | -9,762 | -0.7% |
P
S
|
1,357,119 | $84,752,086 |
$44.50
+41.0%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | ||
|
FIGR
Figure Technolo...
|
Financial Services | 5.96% | — |
#4
Prev: #—
|
6.4 | 1,921,617 | no change |
NEW
|
1,921,617 | $65,238,897 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NUSC
Nuveen ESG Smal...
|
ETF | 5.90% | 6.16% |
#5
1
Prev: #4
|
3.4 | 28,654 | 2.0% |
P
S
|
1,434,429 | $64,600,181 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JSTC
Adasina Social ...
|
ETF | 5.13% | 5.58% |
#6
1
Prev: #5
|
2.6 | 81,132 | 2.9% |
P
S
|
2,885,672 | $56,241,716 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFSU
Dimensional US ...
|
ETF | 4.81% | 5.30% |
#7
1
Prev: #6
|
2.4 | 38,512 | 3.1% |
P
S
|
1,281,712 | $52,665,553 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NUMV
Nuveen ESG Mid-...
|
ETF | 3.58% | 3.79% |
#8
1
Prev: #7
|
1.9 | 24,325 | 2.5% |
P
S
|
1,012,695 | $39,248,570 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFSI
Dimensional Int...
|
ETF | 2.27% | 2.45% |
#9
1
Prev: #8
|
1.4 | 3,478 | 0.6% |
P
S
|
586,104 | $24,850,822 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NUEM
Nuveen ESG Emer...
|
ETF | 2.04% | 2.12% |
#10
1
Prev: #9
|
1.3 | 1,258 | 0.2% |
P
S
|
607,867 | $22,308,561 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
Nvidia Corp
|
Technology | 1.77% | 2.08% |
#11
1
Prev: #10
|
1.2 | -2,165 | -1.9% |
P
S
|
111,306 | $19,411,776 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
Apple Inc
|
Technology | 1.74% | 1.84% |
#12
1
Prev: #11
|
2.7 | 6,085 | 8.8% |
P
S
|
75,238 | $19,094,597 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFSE
Dimensional Emg...
|
ETF | 1.32% | 1.39% |
#13
1
Prev: #12
|
1.0 | -1,033 | -0.3% |
P
S
|
340,438 | $14,424,259 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
Microsoft Corp
|
Technology | 0.96% | 1.37% |
#14
1
Prev: #13
|
0.9 | -461 | -1.6% |
P
S
|
28,330 | $10,486,991 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DISV
Dimensional Int...
|
ETF | 0.94% | 1.04% |
#15
1
Prev: #14
|
0.9 | -18,026 | -6.5% |
P
S
|
260,318 | $10,266,925 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TSM
Taiwan Semicond...
|
Technology | 0.68% | 0.68% |
#16
1
Prev: #15
|
0.8 | -489 | -2.2% |
P
S
|
22,195 | $7,500,831 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.61% | 0.54% |
#17
1
Prev: #18
|
2.7 | 2,160 | 26.6% |
P
S
|
10,280 | $6,685,111 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFUV
DFA Dimensional...
|
ETF | 0.60% | 0.57% |
#18
1
Prev: #17
|
2.2 | 10,781 | 8.7% |
P
S
|
135,411 | $6,562,024 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFAC
Dimensional U S...
|
ETF | 0.53% | 0.58% |
#19
3
Prev: #16
|
0.7 | -826 | -0.5% |
P
S
|
149,383 | $5,805,010 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
Alphabet Inc Cl...
|
Communication Services | 0.46% | 0.54% |
#20
1
Prev: #19
|
0.7 | 159 | 0.9% |
P
S
|
17,707 | $5,091,687 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.45% | 0.40% |
#21
1
Prev: #22
|
0.7 | 629 | 3.2% |
P
S
|
20,267 | $4,954,143 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
Amazon.Com Inc
|
Consumer Cyclical | 0.42% | 0.51% |
#22
2
Prev: #20
|
0.7 | -524 | -2.3% |
P
S
|
21,953 | $4,572,151 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
WPM
Wheaton Preciou...
|
Basic Materials | 0.38% | 0.37% |
#23
1
Prev: #24
|
0.7 | -538 | -1.7% |
P
S
|
31,485 | $4,124,850 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOG
Alphabet Inc Cl...
|
Communication Services | 0.31% | 0.37% |
#24
1
Prev: #23
|
0.6 | -62 | -0.5% |
P
S
|
11,990 | $3,439,563 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ORCL
Oracle Corp
|
Technology | 0.31% | 0.45% |
#25
4
Prev: #21
|
0.6 | -270 | -1.1% |
P
S
|
23,212 | $3,414,743 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AVGO
Broadcom Inc
|
Technology | 0.31% | 0.35% |
#26
1
Prev: #25
|
0.6 | 502 | 4.9% |
P
S
|
10,829 | $3,351,692 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFUS
DFA Dimensional...
|
ETF | 0.28% | 0.20% |
#27
15
Prev: #42
|
3.1 | 14,981 | 54.0% |
P
S
|
42,722 | $3,029,402 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 0.27% | 0.20% |
#28
13
Prev: #41
|
3.1 | 2,103 | 51.3% |
P
S
|
6,205 | $2,973,436 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
KB
KB Finl Group I...
|
Financial Services | 0.26% | 0.24% |
#29
6
Prev: #35
|
0.6 | 152 | 0.5% |
P
S
|
28,911 | $2,883,294 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
META
Meta Platforms ...
|
Communication Services | 0.26% | 0.32% |
#30
4
Prev: #26
|
0.6 | 65 | 1.3% |
P
S
|
5,021 | $2,872,665 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ABBV
Abbvie Inc
|
Healthcare | 0.26% | 0.29% |
#31
3
Prev: #28
|
0.6 | 171 | 1.3% |
P
S
|
12,961 | $2,818,888 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVS
Novartis AG F S...
|
Healthcare | 0.26% | 0.24% |
#32
2
Prev: #34
|
0.6 | 276 | 1.5% |
P
S
|
18,370 | $2,806,018 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPUS
Tidal ETF TR SP...
|
ETF | 0.25% | 0.28% |
#33
3
Prev: #30
|
0.6 | 890 | 1.6% |
P
S
|
57,313 | $2,760,194 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMD
Advanced Micro ...
|
Technology | 0.25% | 0.28% |
#34
3
Prev: #31
|
0.6 | -55 | -0.4% |
P
S
|
13,331 | $2,711,925 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMAL
Amalgamated Fin...
|
Financial Services | 0.25% | 0.21% |
#35
4
Prev: #39
|
2.1 | 3,743 | 5.7% |
P
S
|
69,309 | $2,694,040 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TSLA
Tesla Inc
|
Consumer Cyclical | 0.23% | 0.30% |
#36
9
Prev: #27
|
0.6 | -7 | -0.1% |
P
S
|
6,843 | $2,543,885 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LLY
Eli Lilly And C...
|
Healthcare | 0.23% | 0.29% |
#37
8
Prev: #29
|
0.6 | -7 | -0.3% |
P
S
|
2,701 | $2,484,299 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
WF
Woori Finl Grou...
|
Financial Services | 0.21% | 0.21% |
#38
1
Prev: #37
|
0.6 | -1,978 | -5.4% |
P
S
|
34,967 | $2,328,835 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 0.21% | 0.26% |
#39
6
Prev: #33
|
0.6 | -190 | -2.3% |
P
S
|
7,900 | $2,323,864 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ASML
Asml HLDG N V F...
|
Technology | 0.20% | 0.18% |
#40
10
Prev: #50
|
0.6 | -17 | -1.0% |
P
S
|
1,655 | $2,185,974 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BRK/A
Berkshire Hatha...
|
Financial Services | 0.20% | — |
#41
Prev: #—
|
3.6 | 3 | no change |
NEW
|
3 | $2,154,420 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HIG
Hartford Finl S...
|
Financial Services | 0.18% | 0.19% |
#42
2
Prev: #44
|
0.6 | 368 | 2.6% |
P
S
|
14,673 | $1,984,230 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TIMB
Tim SA ADR F Sp...
|
Communication Services | 0.18% | 0.14% |
#43
22
Prev: #65
|
0.6 | 729 | 1.0% |
P
S
|
73,957 | $1,959,121 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MRK
Merck & Co. Inc...
|
Healthcare | 0.17% | 0.16% |
#44
12
Prev: #56
|
2.1 | 792 | 5.3% |
P
S
|
15,829 | $1,904,095 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CSCO
Cisco SYS Inc
|
Technology | 0.17% | 0.14% |
#45
17
Prev: #62
|
2.6 | 4,705 | 24.9% |
P
S
|
23,636 | $1,833,898 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GILD
Gilead Sciences...
|
Healthcare | 0.17% | 0.15% |
#46
13
Prev: #59
|
0.6 | 555 | 4.4% |
P
S
|
13,041 | $1,817,524 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NXT
Nextracker Inc ...
|
Technology | 0.17% | 0.12% |
#47
33
Prev: #80
|
2.1 | 1,047 | 7.5% |
P
S
|
15,017 | $1,810,299 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
COST
Costco WHSL Cor...
|
Consumer Defensive | 0.16% | 0.15% |
#48
9
Prev: #57
|
0.6 | 13 | 0.7% |
P
S
|
1,810 | $1,803,542 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CBRE
Cbre Group Inc ...
|
Real Estate | 0.16% | 0.21% |
#49
11
Prev: #38
|
0.6 | -284 | -2.1% |
P
S
|
13,070 | $1,770,462 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 0.16% | 0.07% |
#50
109
Prev: #159
|
3.1 | 1,855 | 173.2% |
P
S
|
2,926 | $1,748,687 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 569 holdings