Abacus Planning Group, Inc. Portfolio Holdings
Abacus Planning Group, Inc.
- $684 Million
- Q4 2025
Abacus Planning Group, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $684 Million distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solution Distillate Us with a value of $81.2M, Vanguard Total Stock Market Et with a value of $73.4M, Ishares Barclays 0 5 Year Tips with a value of $56.1M, Vanguard Small Cap Value ETF with a value of $44.3M, and Vanguard Star Fd Vanguard Tota with a value of $34.3M.
Examining the 13F form we can see an increase of $17.2M in the current position value, from $667M to 684M.
Below you can find more details about Abacus Planning Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 266
- Current Value $684 Million
- Prior Value $667 Million
- Filing
- Period Q4 2025
- Filing Date January 16, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 17 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 74 stocks