Long-term investor
Abacus Wealth Partners, LLC @abacuswealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001978011).
Record
- Tracked since 2025-06-30 (448 days), 193 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V674 · 15.8% · long · since 2025-06-30
- 56170L695 · 13.2% · long · since 2025-06-30
- 67092P607 · 8.5% · long · since 2025-06-30
- 25434V609 · 7.5% · long · since 2025-06-30
- 886364876 · 7.1% · long · since 2025-06-30
- 25434V716 · 6.4% · long · since 2025-06-30
- 67092P508 · 5.0% · long · since 2025-06-30
- 25434V690 · 2.9% · long · since 2025-06-30
- 67092P888 · 2.8% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- 25434V682 · 1.6% · long · since 2025-06-30
- NVDA · 1.6% · long · since 2025-06-30