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Abacus Planning Group, Inc. - Portfolio Stock Holdings

Abacus Planning Group, Inc. disclosed 280 stock positions in a recent SEC 13F filing. $808,509,314 of stock holdings were filed, with the largest holdings including DSTL, VTI, and STIP. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,155,806,749 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

280

Est. Stock Holding Value:

$808,509,314

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Abacus Planning Group, Inc.

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Holdings (Shares)
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% of Portfolio
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% Change

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Portfolio Options Holdings - Abacus Planning Group, Inc.

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Type
Holdings (Contracts)
Holdings (USD)
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Note: Options holding values may be affected by fund filing errors.