Abacus Wealth Partners, LLC

RIA/Wealth

Abacus Wealth Partners, LLC is a RIA/Wealth based in Seattle, WA led by Neela Bushnell Hummel, reporting $3.3B in AUM as of Q3 2025 with 92% ETF concentration, 85% concentrated in top 10 holdings, 19% allocation to VGSR, and minimal technology exposure.

CEONeela Bushnell Hummel

Portfolio Value: $694.9M
Positions: 101
Top Holding: VGSR at 18.76%
Last Reported: Q3 2025

Address601 Union St., Suite 1450, Seattle, WA, 98101, United States

Top Holdings

Largest long holdings in Abacus Wealth Partners, LLC's portfolio (85.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 VGSR Vert Global Sustainable Real Estate VGSR	ETF ETF	$130.4M	18.76%	-$1.8M Sold	— 12.2M shares	Q4 2023 Held for 1y 11m
2 Dimensional Global Sustainability Fixed Income DFSB	ETF ETF	$120.1M	17.28%	+$8.2M Bought	— 2.3M shares	Q4 2022 Held for 2y 11m
3 Dimensional U.S. Targeted Value DFAT	ETF ETF	$83.9M	12.08%	-$1.8M Sold	— 1.4M shares	Q2 2021 Held for 4y 5m
4 Nuveen ESG Small-Cap NUSC	ETF ETF	$59.4M	8.54%	+$2.4M Bought	— 1.3M shares	Q4 2020 Held for 4y 11m
5 Dimensional US Sustainability Core 1 DFSU	ETF ETF	$52.8M	7.60%	+$363.5K Bought	— 1.2M shares	Q4 2022 Held for 2y 11m
6 Adasina Social Justice All Cap Global JSTC	ETF ETF	$52.3M	7.53%	+$2.5M Bought	— 2.6M shares	Q4 2020 Held for 4y 11m
7 NUMV Nuveen ESG Mid-Cap Value NUMV	ETF ETF	$36.5M	5.25%	+$1.6M Bought	— 942.4K shares	Q4 2020 Held for 4y 11m
8 Dimensional International Sustainability Core 1 DFSI	ETF ETF	$24.1M	3.47%	+$1.2M Bought	— 588.8K shares	Q4 2022 Held for 2y 11m
9 Nuveen ESG Emerging Markets Equity NUEM	ETF ETF	$20.7M	2.98%	-$154.2K Sold	— 580.4K shares	Q4 2020 Held for 4y 11m
10 Dimensional Emerging Markets Sustainability Core 1 DFSE	ETF ETF	$14.0M	2.01%	+$159.1K Bought	— 340.6K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Abacus Wealth Partners, LLC's latest filing

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Market Value

$694.9M

Prior: $655.0M

Q/Q Change

+6.1%

+$39.9M

Net Flows % of MV

+0.669%

Turnover Ratio

2.61%

New Purchases

7 stocks

$1.6M

Added To

41 stocks

+$18.6M

Sold Out Of

20 stocks

$6.2M

Reduced Holdings

39 stocks

-$9.4M

Increased Positions

Position	Shares Δ	Change
1 FISV Fiserv, Inc. Common Stock FISV	New	0 → 4.4K +$561.4K
2 Wheaton Precious Metals WPM	New	0 → 2.1K +$238.4K
3 Amprius Technologies AMPX	New	0 → 20.0K +$210.4K
4 iShares Russell 1000 Growth IWF	New	0 → 449.0 +$210.3K
5 Chubb CB	New	0 → 731.0 +$206.3K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Intermediate-Term Treasury VGIT	Sold	17.3K → 0 −$1.0M
2 Fiserv FI	Sold	4.6K → 0 −$794.1K
3 iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB	Sold	28.2K → 0 −$709.3K
4 Vanguard Long-Term Corporate Bond VCLT	Sold	6.5K → 0 −$495.6K
5 OWNS CCM Affordable Housing MBS OWNS	Sold	25.2K → 0 −$432.1K

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Analytics

Portfolio insights and performance metrics for Abacus Wealth Partners, LLC

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Sector Allocation

ETF

92.00%

Technology

4.30%

Industrials

0.70%

Financial Services

0.60%

Healthcare

0.60%

Consumer Cyclical

0.50%

Communication Services

0.40%

Consumer Defensive

0.30%

Energy

0.10%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

6.36%

Large Cap ($10B - $200B)

0.91%

Mid Cap ($2B - $10B)

0.04%

Small Cap ($300M - $2B)

0.04%

Micro Cap ($50M - $300M)

0.15%

N/A (ETF or Unknown)

92.49%

Portfolio Concentration

Top 10 Holdings %

85.49%

Top 20 Holdings %

93.56%

Top 50 Holdings %

97.72%

Top 100 Holdings %

99.99%