# EDGAR Filing Document

**Accession Number:** 0001978011
**File Stem:** 0001765380-25-000249
**Filing Date:** 2025-7
**Character Count:** 15163
**Document Hash:** fd8e5d20f8181187643925cebb8b351f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-25-000249.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001765380-25-000249

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250714

**DATE AS OF CHANGE**: 20250714

**EFFECTIVENESS DATE**: 20250714

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Abacus Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0001978011

**ORGANIZATION NAME:**
- **EIN:** 651193184
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23279
- **FILM NUMBER:** 251120686

**BUSINESS ADDRESS:**
- **STREET 1:** 429 SANTA MONICA BLVD.
- **STREET 2:** SUITE 500
- **CITY:** SANTA MONICA
- **STATE:** CA
- **ZIP:** 90401
- **BUSINESS PHONE:** 310-566-1888

**MAIL ADDRESS:**
- **STREET 1:** 429 SANTA MONICA BLVD.
- **STREET 2:** SUITE 500
- **CITY:** SANTA MONICA
- **STATE:** CA
- **ZIP:** 90401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Abacus Wealth Partners LLC<br>**Address:** 429 SANTA MONICA BLVD.<br>SUITE 500<br>SANTA MONICA, CA 90401

**Form 13F File Number:** 028-23279

**CRD Number (if applicable):** 000128590

**SEC File Number (if applicable):** 801-62557

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Sonia Goforth<br>**Title:** Compliance Consultant<br>**Phone:** 5025402593

**Signature, Place, and Date of Signing:**

Sonia Goforth  Louisville, KY  07-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $655439429

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 705046 | 5184 | SH |  | SOLE | 0 | 0 | 0 | 5184 |
| ABBVIE INC | COM | 00287Y109 |  | 865175 | 4661 | SH |  | SOLE | 0 | 0 | 0 | 4661 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 777470 | 5479 | SH |  | SOLE | 0 | 0 | 0 | 5479 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 980190 | 5526 | SH |  | SOLE | 0 | 0 | 0 | 5526 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 664389 | 3770 | SH |  | SOLE | 0 | 0 | 0 | 3770 |
| AMAZON COM INC | COM | 023135106 |  | 1322922 | 6030 | SH |  | SOLE | 0 | 0 | 0 | 6030 |
| AMBEV SA | SPONSORED ADR | 02319V103 |  | 25257 | 10480 | SH |  | SOLE | 0 | 0 | 0 | 10480 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 215150 | 2134 | SH |  | SOLE | 0 | 0 | 0 | 2134 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 231261 | 725 | SH |  | SOLE | 0 | 0 | 0 | 725 |
| APPLE INC | COM | 037833100 |  | 6273481 | 30577 | SH |  | SOLE | 0 | 0 | 0 | 30577 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 |  | 121698 | 11781 | SH |  | SOLE | 0 | 0 | 0 | 11781 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 232538 | 1350 | SH |  | SOLE | 0 | 0 | 0 | 1350 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1774518 | 3653 | SH |  | SOLE | 0 | 0 | 0 | 3653 |
| BROADCOM INC | COM | 11135F101 |  | 614424 | 2229 | SH |  | SOLE | 0 | 0 | 0 | 2229 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 235828 | 2975 | SH |  | SOLE | 0 | 0 | 0 | 2975 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 291443 | 3982 | SH |  | SOLE | 0 | 0 | 0 | 3982 |
| CATERPILLAR INC | COM | 149123101 |  | 670827 | 1728 | SH |  | SOLE | 0 | 0 | 0 | 1728 |
| CHEVRON CORP NEW | COM | 166764100 |  | 269627 | 1883 | SH |  | SOLE | 0 | 0 | 0 | 1883 |
| CISCO SYS INC | COM | 17275R102 |  | 403081 | 5810 | SH |  | SOLE | 0 | 0 | 0 | 5810 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1824564 | 1843 | SH |  | SOLE | 0 | 0 | 0 | 1843 |
| CRITICAL METALS CORP | PUBCO ORD SHS | G2662B103 |  | 179000 | 50000 | SH |  | SOLE | 0 | 0 | 0 | 50000 |
| DEERE  CO | COM | 244199105 |  | 377808 | 743 | SH |  | SOLE | 0 | 0 | 0 | 743 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 48451289 | 1234428 | SH |  | SOLE | 0 | 0 | 0 | 1234428 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 22094024 | 560620 | SH |  | SOLE | 0 | 0 | 0 | 560620 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 621823 | 14518 | SH |  | SOLE | 0 | 0 | 0 | 14518 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 1868211 | 27875 | SH |  | SOLE | 0 | 0 | 0 | 27875 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 5481161 | 152934 | SH |  | SOLE | 0 | 0 | 0 | 152934 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 1253781 | 26115 | SH |  | SOLE | 0 | 0 | 0 | 26115 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 611114 | 9592 | SH |  | SOLE | 0 | 0 | 0 | 9592 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 11732403 | 356500 | SH |  | SOLE | 0 | 0 | 0 | 356500 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 79439453 | 1472191 | SH |  | SOLE | 0 | 0 | 0 | 1472191 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 644899 | 24037 | SH |  | SOLE | 0 | 0 | 0 | 24037 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 5385900 | 127386 | SH |  | SOLE | 0 | 0 | 0 | 127386 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 12814563 | 336694 | SH |  | SOLE | 0 | 0 | 0 | 336694 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 110042517 | 2098846 | SH |  | SOLE | 0 | 0 | 0 | 2098846 |
| DISNEY WALT CO | COM | 254687106 |  | 260277 | 2099 | SH |  | SOLE | 0 | 0 | 0 | 2099 |
| DR REDDYS LABS LTD | ADR | 256135203 |  | 233190 | 15515 | SH |  | SOLE | 0 | 0 | 0 | 15515 |
| EASTERN BANKSHARES INC | COM | 27627N105 |  | 159312 | 10433 | SH |  | SOLE | 0 | 0 | 0 | 10433 |
| EATON CORP PLC | SHS | G29183103 |  | 1224476 | 3430 | SH |  | SOLE | 0 | 0 | 0 | 3430 |
| ELI LILLY  CO | COM | 532457108 |  | 314151 | 403 | SH |  | SOLE | 0 | 0 | 0 | 403 |
| EMERSON ELEC CO | COM | 291011104 |  | 278526 | 2089 | SH |  | SOLE | 0 | 0 | 0 | 2089 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 357788 | 3319 | SH |  | SOLE | 0 | 0 | 0 | 3319 |
| FASTENAL CO | COM | 311900104 |  | 538747 | 12827 | SH |  | SOLE | 0 | 0 | 0 | 12827 |
| FISERV INC | COM | 337738108 |  | 794120 | 4606 | SH |  | SOLE | 0 | 0 | 0 | 4606 |
| FORGE GLOBAL HOLDINGS INC | COM SHS | 34629L202 |  | 1196778 | 62856 | SH |  | SOLE | 0 | 0 | 0 | 62856 |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | 354921108 |  | 624200 | 10000 | SH |  | SOLE | 0 | 0 | 0 | 10000 |
| GERDAU SA | SPON ADR REP PFD | 373737105 |  | 66643 | 22823 | SH |  | SOLE | 0 | 0 | 0 | 22823 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 221407 | 1997 | SH |  | SOLE | 0 | 0 | 0 | 1997 |
| HOME DEPOT INC | COM | 437076102 |  | 219016 | 597 | SH |  | SOLE | 0 | 0 | 0 | 597 |
| HUBBELL INC | COM | 443510607 |  | 266692 | 653 | SH |  | SOLE | 0 | 0 | 0 | 653 |
| INFOSYS LTD | SPONSORED ADR | 456788108 |  | 195603 | 10556 | SH |  | SOLE | 0 | 0 | 0 | 10556 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 425391 | 1443 | SH |  | SOLE | 0 | 0 | 0 | 1443 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 235840 | 434 | SH |  | SOLE | 0 | 0 | 0 | 434 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 |  | 200745 | 9826 | SH |  | SOLE | 0 | 0 | 0 | 9826 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 916414 | 21680 | SH |  | SOLE | 0 | 0 | 0 | 21680 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 743059 | 1347 | SH |  | SOLE | 0 | 0 | 0 | 1347 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 206988 | 1880 | SH |  | SOLE | 0 | 0 | 0 | 1880 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 414615 | 1221 | SH |  | SOLE | 0 | 0 | 0 | 1221 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 266097 | 2873 | SH |  | SOLE | 0 | 0 | 0 | 2873 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 709291 | 28180 | SH |  | SOLE | 0 | 0 | 0 | 28180 |
| ISHARES TR | S 100 ETF | 464287101 |  | 488177 | 1604 | SH |  | SOLE | 0 | 0 | 0 | 1604 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 1317951 | 12024 | SH |  | SOLE | 0 | 0 | 0 | 12024 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 267113 | 3312 | SH |  | SOLE | 0 | 0 | 0 | 3312 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 248420 | 1279 | SH |  | SOLE | 0 | 0 | 0 | 1279 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 383027 | 1775 | SH |  | SOLE | 0 | 0 | 0 | 1775 |
| ISHARES TR | CORE S ETF | 464287200 |  | 339011 | 546 | SH |  | SOLE | 0 | 0 | 0 | 546 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 699646 | 4580 | SH |  | SOLE | 0 | 0 | 0 | 4580 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 866831 | 2990 | SH |  | SOLE | 0 | 0 | 0 | 2990 |
| LOWES COS INC | COM | 548661107 |  | 571174 | 2574 | SH |  | SOLE | 0 | 0 | 0 | 2574 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 |  | 129840638 | 12413063 | SH |  | SOLE | 0 | 0 | 0 | 12413063 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 428198 | 762 | SH |  | SOLE | 0 | 0 | 0 | 762 |
| MERCK  CO INC | COM | 58933Y105 |  | 718852 | 9081 | SH |  | SOLE | 0 | 0 | 0 | 9081 |
| META PLATFORMS INC | CL A | 30303M102 |  | 577924 | 783 | SH |  | SOLE | 0 | 0 | 0 | 783 |
| MICROSOFT CORP | COM | 594918104 |  | 3797636 | 7635 | SH |  | SOLE | 0 | 0 | 0 | 7635 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 436437 | 1038 | SH |  | SOLE | 0 | 0 | 0 | 1038 |
| NETFLIX INC | COM | 64110L106 |  | 287913 | 215 | SH |  | SOLE | 0 | 0 | 0 | 215 |
| NOMURA HLDGS INC | SPONSORED ADR | 65535H208 |  | 73130 | 11114 | SH |  | SOLE | 0 | 0 | 0 | 11114 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 240931 | 1991 | SH |  | SOLE | 0 | 0 | 0 | 1991 |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 |  | 32527420 | 902286 | SH |  | SOLE | 0 | 0 | 0 | 902286 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 |  | 19417695 | 584694 | SH |  | SOLE | 0 | 0 | 0 | 584694 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 52635107 | 1291976 | SH |  | SOLE | 0 | 0 | 0 | 1291976 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6863560 | 43443 | SH |  | SOLE | 0 | 0 | 0 | 43443 |
| ORACLE CORP | COM | 68389X105 |  | 4099569 | 18751 | SH |  | SOLE | 0 | 0 | 0 | 18751 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 265142 | 1945 | SH |  | SOLE | 0 | 0 | 0 | 1945 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 399525 | 572 | SH |  | SOLE | 0 | 0 | 0 | 572 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 377384 | 2369 | SH |  | SOLE | 0 | 0 | 0 | 2369 |
| RENEW ENERGY GLOBAL PLC | CL A SHS | G7500M104 |  | 84751 | 12265 | SH |  | SOLE | 0 | 0 | 0 | 12265 |
| RTX CORPORATION | COM | 75513E101 |  | 221925 | 1520 | SH |  | SOLE | 0 | 0 | 0 | 1520 |
| RUBRIK INC. | CL A | 781154109 |  | 224423 | 2505 | SH |  | SOLE | 0 | 0 | 0 | 2505 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4937584 | 7992 | SH |  | SOLE | 0 | 0 | 0 | 7992 |
| SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 |  | 503691 | 18950 | SH |  | SOLE | 0 | 0 | 0 | 18950 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 452527 | 1998 | SH |  | SOLE | 0 | 0 | 0 | 1998 |
| TESLA INC | COM | 88160R101 |  | 462513 | 1456 | SH |  | SOLE | 0 | 0 | 0 | 1456 |
| TIDAL TRUST I | ADASINA SOCIAL | 886364876 |  | 48456905 | 2448555 | SH |  | SOLE | 0 | 0 | 0 | 2448555 |
| TIDAL TRUST III | AFFORDABLE HOUS | 74741A106 |  | 432123 | 25227 | SH |  | SOLE | 0 | 0 | 0 | 25227 |
| TMC THE METALS COMPANY INC | COM | 87261Y106 |  | 607200 | 92000 | SH |  | SOLE | 0 | 0 | 0 | 92000 |
| TYLER TECHNOLOGIES INC | COM | 902252105 |  | 285749 | 482 | SH |  | SOLE | 0 | 0 | 0 | 482 |
| UNION PAC CORP | COM | 907818108 |  | 378942 | 1647 | SH |  | SOLE | 0 | 0 | 0 | 1647 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 |  | 177243 | 23169 | SH |  | SOLE | 0 | 0 | 0 | 23169 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 1602098 | 20715 | SH |  | SOLE | 0 | 0 | 0 | 20715 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 775715 | 2552 | SH |  | SOLE | 0 | 0 | 0 | 2552 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 751701 | 3172 | SH |  | SOLE | 0 | 0 | 0 | 3172 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 422307 | 743 | SH |  | SOLE | 0 | 0 | 0 | 743 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1128880 | 2575 | SH |  | SOLE | 0 | 0 | 0 | 2575 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 488148 | 1711 | SH |  | SOLE | 0 | 0 | 0 | 1711 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 495551 | 6529 | SH |  | SOLE | 0 | 0 | 0 | 6529 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 1035849 | 17319 | SH |  | SOLE | 0 | 0 | 0 | 17319 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1174806 | 5740 | SH |  | SOLE | 0 | 0 | 0 | 5740 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 246909 | 2252 | SH |  | SOLE | 0 | 0 | 0 | 2252 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 |  | 479479 | 10000 | SH | Call | SOLE | 0 | 0 | 0 | 10000 |
| VISA INC | COM CL A | 92826C839 |  | 401562 | 1131 | SH |  | SOLE | 0 | 0 | 0 | 1131 |
| WIPRO LTD | SPON ADR 1 SH | 97651M109 |  | 104803 | 34703 | SH |  | SOLE | 0 | 0 | 0 | 34703 |
| WOORI FINL GROUP INC | SPONSORED ADS | 981064108 |  | 371433 | 7469 | SH |  | SOLE | 0 | 0 | 0 | 7469 |

---