0001765380-23-000240.txt : 20231113
0001765380-23-000240.hdr.sgml : 20231113
20231113143944
ACCESSION NUMBER: 0001765380-23-000240
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231113
DATE AS OF CHANGE: 20231113
EFFECTIVENESS DATE: 20231113
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Abacus Wealth Partners, LLC
CENTRAL INDEX KEY: 0001978011
IRS NUMBER: 651193184
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23279
FILM NUMBER: 231397850
BUSINESS ADDRESS:
STREET 1: 429 SANTA MONICA BLVD.
STREET 2: SUITE 500
CITY: SANTA MONICA
STATE: CA
ZIP: 90401
BUSINESS PHONE: 310-566-1888
MAIL ADDRESS:
STREET 1: 429 SANTA MONICA BLVD.
STREET 2: SUITE 500
CITY: SANTA MONICA
STATE: CA
ZIP: 90401
13F-HR
1
primary_doc.xml
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0001978011
XXXXXXXX
09-30-2023
09-30-2023
Abacus Wealth Partners, LLC
429 SANTA MONICA BLVD.
SUITE 500
SANTA MONICA
CA
90401
13F HOLDINGS REPORT
028-23279
N
Sonia Goforth
Compliance Consultant
5025402593
Sonia Goforth
Louisville
KY
11-13-2023
0
70
322967597
false
INFORMATION TABLE
2
abacus13fq3.xml
ABACUS Q3 2023 13F
ADVANCED MICRO DEVICES INC
COM
007903107
540730
5259
SH
SOLE
0
0
0
5259
ALPHABET INC
CAP STK CL C
02079K107
538871
4087
SH
SOLE
0
0
0
4087
ALPHABET INC
CAP STK CL A
02079K305
432100
3302
SH
SOLE
0
0
0
3302
AMAZON COM INC
COM
023135106
976282
7680
SH
SOLE
0
0
0
7680
AMGEN INC
COM
031162100
233236
868
SH
SOLE
0
0
0
868
APPLE INC
COM
037833100
3918985
22890
SH
SOLE
0
0
0
22890
BECTON DICKINSON & CO
COM
075887109
279471
1081
SH
SOLE
0
0
0
1081
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1560587
4455
SH
SOLE
0
0
0
4455
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
230373
3096
SH
SOLE
0
0
0
3096
CATERPILLAR INC
COM
149123101
412757
1512
SH
SOLE
0
0
0
1512
CHEVRON CORP NEW
COM
166764100
517939
3072
SH
SOLE
0
0
0
3072
CISCO SYS INC
COM
17275R102
348850
6489
SH
SOLE
0
0
0
6489
CONOCOPHILLIPS
COM
20825C104
543450
4536
SH
SOLE
0
0
0
4536
COSTCO WHSL CORP NEW
COM
22160K105
1063968
1883
SH
SOLE
0
0
0
1883
DANAHER CORPORATION
COM
235851102
650766
2623
SH
SOLE
0
0
0
2623
DEERE & CO
COM
244199105
248316
658
SH
SOLE
0
0
0
658
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
25434V716
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US CORE EQUITY 2
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DIMENSIONAL ETF TRUST
INTL SMALL CAP V
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303752
SH
SOLE
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303752
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
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13422
SH
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13422
DIMENSIONAL ETF TRUST
INTERNATIONAL
25434V690
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0
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DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
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SH
SOLE
0
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0
155225
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
1191187
25589
SH
SOLE
0
0
0
25589
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
521243
15979
SH
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15979
DIMENSIONAL ETF TRUST
GLOBAL REAL EST
25434V658
306871
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SH
SOLE
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13694
DIMENSIONAL ETF TRUST
EMERGING MARKETS
25434V682
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SH
SOLE
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DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
58736440
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SH
SOLE
0
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0
1285543
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
225974
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SH
SOLE
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0
0
10034
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
25434V674
40101758
804342
SH
SOLE
0
0
0
804342
EATON CORP PLC
SHS
G29183103
758424
3556
SH
SOLE
0
0
0
3556
ENGINE NO 1 ETF TRUST
TRANSFRM 500 ETF
29287L106
449319
9008
SH
SOLE
0
0
0
9008
EXXON MOBIL CORP
COM
30231G102
543063
4619
SH
SOLE
0
0
0
4619
FORGE GLOBAL HOLDINGS INC
COM
34629L103
923461
454907
SH
SOLE
0
0
0
454907
HUBBELL INC
COM
443510607
204030
651
SH
SOLE
0
0
0
651
INTERNATIONAL BUSINESS MACHS
COM
459200101
213719
1523
SH
SOLE
0
0
0
1523
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
286380
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SH
SOLE
0
0
0
9000
ISHARES TR
RUS 1000 ETF
464287622
290114
1235
SH
SOLE
0
0
0
1235
ISHARES TR
S&P 100 ETF
464287101
480934
2397
SH
SOLE
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0
0
2397
ISHARES TR
CORE S&P500 ETF
464287200
499674
1164
SH
SOLE
0
0
0
1164
ISHARES TR
RUSSELL 2000 ETF
464287655
358075
2026
SH
SOLE
0
0
0
2026
JOHNSON & JOHNSON
COM
478160104
700238
4496
SH
SOLE
0
0
0
4496
JPMORGAN CHASE & CO
COM
46625H100
428244
2953
SH
SOLE
0
0
0
2953
LOCKHEED MARTIN CORP
COM
539830109
237197
580
SH
SOLE
0
0
0
580
LOWES COS INC
COM
548661107
548773
2640
SH
SOLE
0
0
0
2640
MANHATTAN BRDG CAP INC
COM
562803106
16994
17709
SH
SOLE
0
0
0
17709
MEDTRONIC PLC
SHS
G5960L103
334519
4269
SH
SOLE
0
0
0
4269
MERCK & CO INC
COM
58933Y105
943331
9163
SH
SOLE
0
0
0
9163
MICROSOFT CORP
COM
594918104
3342086
10585
SH
SOLE
0
0
0
10585
MOTOROLA SOLUTIONS INC
COM NEW
620076307
282857
1039
SH
SOLE
0
0
0
1039
NIKE INC
CL B
654106103
1170493
12241
SH
SOLE
0
0
0
12241
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
39411616
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SH
SOLE
0
0
0
1131867
NUSHARES ETF TR
NUVEEN ESG MIDVL
67092P508
23220845
816773
SH
SOLE
0
0
0
816773
NUSHARES ETF TR
NUVEEN ESG EMRGN
67092P888
24528199
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SH
SOLE
0
0
0
935477
NVIDIA CORPORATION
COM
67066G104
1820637
4185
SH
SOLE
0
0
0
4185
ORACLE CORP
COM
68389X105
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19966
SH
SOLE
0
0
0
19966
PEPSICO INC
COM
713448108
401415
2369
SH
SOLE
0
0
0
2369
PHILLIPS 66
COM
718546104
273200
2274
SH
SOLE
0
0
0
2274
PROCTER AND GAMBLE CO
COM
742718109
635269
4355
SH
SOLE
0
0
0
4355
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1659754
3883
SH
SOLE
0
0
0
3883
TESLA INC
COM
88160R101
603781
2413
SH
SOLE
0
0
0
2413
TEXAS INSTRS INC
COM
882508104
293055
1843
SH
SOLE
0
0
0
1843
TIDAL ETF TR
ADASINA SOCIAL
886364876
31072207
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SH
SOLE
0
0
0
2019748
UNION PAC CORP
COM
907818108
1017743
4998
SH
SOLE
0
0
0
4998
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
359483
1837
SH
SOLE
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0
0
1837
VANGUARD INDEX FDS
GROWTH ETF
922908736
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SH
SOLE
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0
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VANGUARD INDEX FDS
TOTAL STK MKT
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3714
SH
SOLE
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0
3714
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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431192
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SH
SOLE
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0
0
10997
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
3518312
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SH
SOLE
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0
0
80363
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
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SH
SOLE
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WALMART INC
COM
931142103
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SH
SOLE
0
0
0
4772