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Sonia Goforth

Abacus Wealth Partners, Llc

Assets Managed
$1.095B
Holdings
504
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
7.46%(2Q avg: 27.04%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Abacus Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 504 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.095B in assets, with a quarterly growth rate of 7.46% and a 2-quarter average growth rate of 27.04%. The portfolio is managed by Sonia Goforth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFSB
Dim Glb Sustain Fix Inc Etf
Recent Activity
Increased 7.38%
12.34%
$135.058M
2.61M shares@ $51.75 avg price
VGSR
Vert Glb Sust Re Etf
Recent Activity
Increased 1.99%
11.94%
$130.747M
12.658M shares@ $10.33 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.71%
7.74%
$84.752M
1.357M shares@ $62.46 avg price
FIGR
Figure Technology Solut-cl A
Recent Activity
New Position
5.96%
$65.239M
1.922M shares@ $33.95 avg price
NUSC
Nuveen Esg Small-cap Etf
Recent Activity
Increased 2.04%
5.9%
$64.6M
1.434M shares@ $45.04 avg price
JSTC
Adasina Social Justice Glb
Recent Activity
Increased 2.9%
5.14%
$56.242M
2.886M shares@ $19.49 avg price
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
Increased 3.1%
4.81%
$52.666M
1.282M shares@ $41.1 avg price
NUMV
Nuveen Esg Mid-cap Value Etf
Recent Activity
Increased 2.47%
3.59%
$39.249M
1.013M shares@ $38.76 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Increased 0.6%
2.27%
$24.851M
586,104 shares@ $42.41 avg price
NUEM
Nuveen Esg Emerging Markets
Recent Activity
Increased 0.21%
2.04%
$22.309M
607,867 shares@ $36.7 avg price

1-10 of 504