Abacus Wealth Partners, LLC
Annual return '25
+13.0%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$1.1B
Holdings
503
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFSB
DFA Dimensional Glbl Sustainability Fx Inc ETF
Held since at least Q1 2024
12.3%
02
$VGSR
Vert Global Sustainable Real Estate ETF
Held since at least Q1 2024
11.9%
03
$DFAT
Dimensional U S Targeted Value ETF
Held since at least Q1 2024
7.7%
04
$FIGR
Figure Technology Soluti Class A
Held since at least Q1 2024
6.0%
05
$NUSC
Nuveen ESG Small-Cap ETF
Held since at least Q1 2024
5.9%
06
$JSTC
Adasina Social Justice All Cap Global ETF
Held since at least Q1 2024
5.1%
07
$DFSU
Dimensional US Sustainability Core 1 ETF
Held since at least Q1 2024
4.8%
08
$NUMV
Nuveen ESG Mid-Cap Value ETF
Held since at least Q1 2024
3.6%
09
$DFSI
Dimensional Intl Sustainability Core 1 ETF
Held since at least Q1 2024
2.3%
10
$NUEM
Nuveen ESG Emerging Markets Equity ETF
Held since at least Q1 2024
2.0%
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 08:30 UTC.