CIK 1602730
Abacus Planning Group, Inc.
Institutional 13F holdings & portfolio
Holdings
266
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 266
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DSTL | ETF SER SOLUTIONS | 1.4M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 223K | $1M+ | SH |
| STIP | ISHARES TR | 546K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 216K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 458K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 541K | $1M+ | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 547K | $1M+ | SH |
| AMZN | AMAZON COM INC | 94K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| UNP | UNION PAC CORP | 85K | $1M+ | SH |
| AAPL | APPLE INC | 57K | $1M+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 206K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 354K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 58K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 21K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 436K | $1M+ | SH |
| IVV | ISHARES TR | 14K | $1M+ | SH |
| GOOG | ALPHABET INC | 29K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 158K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 312K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 38K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 21K | $1M+ | SH |
| IJS | ISHARES TR | 53K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 171K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| WK | WORKIVA INC | 53K | $1M+ | SH |
| DEA | EASTERLY GOVT PPTYS INC | 195K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 45K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 63K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 40K | $1M+ | SH |
| MTB | M & T BK CORP | 16K | $1M+ | SH |
| EEM | ISHARES TR | 58K | $1M+ | SH |
| WMT | WALMART INC | 28K | $1M+ | SH |
| GOOGL | ALPHABET INC | 10K | $1M+ | SH |
| SCZ | ISHARES TR | 38K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 38K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 56K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| INFL | LISTED FDS TR | 55K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 85K | $1M+ | SH |
| KO | COCA COLA CO | 32K | $1M+ | SH |
| ORCL | ORACLE CORP | 11K | $1M+ | SH |
| PEP | PEPSICO INC | 15K | $1M+ | SH |
| SHV | ISHARES TR | 19K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 20K | $1M+ | SH |
| INTU | INTUIT | 3K | $1M+ | SH |