Abacus Wealth Partners 13F annual report
By Ava Barnes
Abacus Wealth Partners is an investment fund managing more than $592 billion ran by Sonia Goforth. There are currently 56 companies in Mrs. Goforth’s portfolio. The largest investments include Manager Directed Portfolios and Dimensional Etf Trust, together worth $409 billion.
Limited to 30 biggest holdings
$592 billion Assets Under Management (AUM)
As of 6th February 2024, Abacus Wealth Partners’s top holding is 13,714,641 shares of Manager Directed Portfolios currently worth over $137 billion and making up 23.1% of the portfolio value.In addition, the fund holds 6,371,752 shares of Dimensional Etf Trust worth $272 billion. The third-largest holding is Nushares Etf Tr worth $99.9 billion and the next is Tidal Etf Tr worth $32 billion, with 1,879,336 shares owned.
Currently, Abacus Wealth Partners's portfolio is worth at least $592 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Abacus Wealth Partners
The Abacus Wealth Partners office and employees reside in Santa Monica, California. According to the last 13-F report filed with the SEC, Sonia Goforth serves as the Compliance Consultant at Abacus Wealth Partners.
