Abacus Planning Group, Inc.
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$742.9M
Holdings
264
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DSTL
ETF SER SOLUTIONS
Held since at least Q1 2024
11.2%
02
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
9.5%
03
$STIP
ISHARES TR
Held since at least Q1 2024
8.4%
04
$VBR
VANGUARD INDEX FDS
Held since at least Q1 2024
6.2%
05
$VXUS
VANGUARD STAR FDS
Held since at least Q1 2024
4.6%
06
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
4.6%
07
$JMTG
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.2%
08
$UNP
UNION PAC CORP
Held since at least Q1 2024
2.8%
09
$AMZN
AMAZON COM INC
Q1 2026: Sold 64.5% (15.2k → 5.4k shares)
2.6%
10
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.