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 101–150 of 266
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | 31K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 6K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| PFE | PFIZER INC | 27K | $500K+ | SH |
| R | RYDER SYS INC | 4K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| T | AT&T INC | 25K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| EE | EXCELERATE ENERGY INC | 21K | $500K+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| FISV | FISERV INC | 8K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| CI | THE CIGNA GROUP | 2K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| INTC | INTEL CORP | 15K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| IGSB | ISHARES TR | 10K | $500K+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 13K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 839 | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| VTRS | VIATRIS INC | 40K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 2K | $100K–$500K | SH |
| DFGR | DIMENSIONAL ETF TRUST | 18K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| EZBC | FRANKLIN TEMPLETON DIGITAL H | 9K | $100K–$500K | SH |
| IWB | ISHARES TR | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| CDW | CDW CORP | 3K | $100K–$500K | SH |
| JBL | JABIL INC | 2K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 4K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 422 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 6K | $100K–$500K | SH |