13F
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Abacus Wealth Partners, LLC

13F equity value
$1.1B
Positions
504
Top 10 concentration
61.7%
Quarters / total new picks
20 / 485
13F equity value over time
$0M$548M$1B2020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 20 quarters, returned +1.1% per quarter — versus +1.8% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -0.14, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.2%
t-stat
-0.14
Quarterly win rate
50%
Annualized excess
-2.7%
$1 → follow vs universe
$1.18 vs $1.34
Cumulative return: $1 invested in new picks vs universe
1.00 20210331: universe 1.00920210630: universe 1.09020210930: universe 0.97820211231: universe 0.83220220331: universe 0.89420220630: universe 0.82820220930: universe 0.88920221231: universe 0.82620230331: universe 0.87020230630: universe 0.83920230930: universe 0.95220231231: universe 0.99520240331: universe 1.01720240630: universe 1.11020240930: universe 1.10020241231: universe 1.02720250331: universe 1.11920250630: universe 1.15520250930: universe 1.29820251231: universe 1.343 20210331: follow 1.02020210630: follow 1.09320210930: follow 0.92020211231: follow 0.81020220331: follow 0.72820220630: follow 0.75520220930: follow 0.77320221231: follow 0.73520230331: follow 0.79120230630: follow 0.75620230930: follow 0.75320231231: follow 0.73620240331: follow 0.72920240630: follow 0.85120240930: follow 0.87920241231: follow 0.91720250331: follow 1.01820250630: follow 1.07720250930: follow 1.15820251231: follow 1.182 0.67 1.06 1.45 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 504 · 2026 Q1

Ticker Value Weight QoQ
DFSB $135M
12.3%
ADD
VGSR $131M
11.9%
HOLD
DFAT $85M
7.7%
HOLD
FIGR $65M
6.0%
NEW
NUSC $65M
5.9%
ADD
JSTC $56M
5.1%
ADD
DFSU $53M
4.8%
ADD
NUMV $39M
3.6%
ADD
DFSI $25M
2.3%
HOLD
NUEM $22M
2.0%
HOLD
NVDA $19M
1.8%
HOLD
AAPL $19M
1.7%
ADD
DFSE $14M
1.3%
HOLD
MSFT $10M
1.0%
HOLD
DISV $10M
0.9%
TRIM
TSM $8M
0.7%
TRIM
SPY $7M
0.6%
ADD
DFUV $7M
0.6%
ADD
DFAC $6M
0.5%
HOLD
GOOGL $5M
0.5%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AEISAPEIAPLDBGSBMBLBNDBRK/ABVNCIENCMFCSTMDFAIENRESEESIFETFIGRFORMFTDRGEVGLDMHRBIDCCIDEVIEMGINCYIRWDITLITELNN

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.