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Sonia Goforth

Abacus Wealth Partners, Llc

Assets Managed
$951.579M
Holdings
321
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
-13.12%(2Q avg: -2.83%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Abacus Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 321 positions.

Assets under management

The assets under management (AUM) of Abacus Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 951.579M in assets, with a quarterly growth rate of -13.12% and a 2-quarter average growth rate of -2.83%. The portfolio is managed by Sonia Goforth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFSB
Dim Glb Sustain Fix Inc Etf
Recent Activity
Increased 10.46%
15.79%
$150.235M
2.883M shares@ $52.12 avg price
VGSR
Vert Glb Sust Re Etf
Recent Activity
Decreased -12.59%
13.24%
$125.978M
11.064M shares@ $11.39 avg price
NUSC
Nuveen Esg Small-cap Etf
Recent Activity
Increased 7.85%
8.48%
$80.626M
1.547M shares@ $52.12 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -24.53%
7.53%
$71.591M
1.024M shares@ $69.9 avg price
JSTC
Adasina Social Justice Glb
Recent Activity
Increased 2.01%
7.08%
$67.35M
2.944M shares@ $22.88 avg price
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
Increased 1.49%
6.38%
$60.633M
1.301M shares@ $46.62 avg price
NUMV
Nuveen Esg Mid-cap Value Etf
Recent Activity
Increased 7.34%
4.97%
$47.273M
1.087M shares@ $43.5 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Increased 3.28%
2.87%
$27.295M
605,285 shares@ $45.1 avg price
NUEM
Nuveen Esg Emerging Markets
Recent Activity
Increased 2.67%
2.79%
$26.481M
624,064 shares@ $42.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -19.23%
1.85%
$17.582M
60,763 shares@ $289.37 avg price

1-10 of 321