Abacus Planning Group, Inc.: 13F holdings
CIK 16027302026Q2
| Positions | 258 |
|---|---|
| Reported value | $808.9m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ETF SER SOLUTIONS | 1,421,934 | $85.2m | 10.5% |
| VTI VANGUARD INDEX FDS | 223,439 | $82.7m | 10.2% |
| STIP ISHARES TR | 705,445 | $72.1m | 8.9% |
| VBR VANGUARD INDEX FDS | 221,445 | $53.8m | 6.7% |
| VEA VANGUARD TAX-MANAGED FDS | 547,917 | $39.0m | 4.8% |
| VXUS VANGUARD STAR FDS | 443,771 | $37.9m | 4.7% |
| UNP UNION PAC CORP | 81,881 | $22.3m | 2.8% |
| AMZN AMAZON COM INC | 93,240 | $22.2m | 2.7% |
| VOO VANGUARD INDEX FDS | 29,477 | $20.2m | 2.5% |
| J P MORGAN EXCHANGE TRADED F | 383,519 | $19.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1602730")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.