Abacus Planning Group
$809M 13F equity value
281 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Abacus Planning Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DSTL | ETF SER SOLUTIONS | 1,421,934 | $85M | 10.5% |
| VTI | VANGUARD INDEX FDS | 223,439 | $83M | 10.2% |
| STIP | ISHARES TR | 705,445 | $72M | 8.9% |
| VBR | VANGUARD INDEX FDS | 221,445 | $54M | 6.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 547,917 | $39M | 4.8% |
| VXUS | VANGUARD STAR FDS | 443,771 | $38M | 4.7% |
| UNP | UNION PAC CORP | 81,881 | $22M | 2.8% |
| AMZN | AMAZON COM INC | 93,240 | $22M | 2.7% |
| VOO | VANGUARD INDEX FDS | 29,477 | $20M | 2.5% |
| JMTG | J P MORGAN EXCHANGE TRADED F | 383,519 | $19M | 2.4% |
Track Abacus Planning Group's 13F portfolio: $809M in reported holdings, 281 positions. Top holdings and quarterly changes on SentiSense.
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