Acumen Wealth Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1939202
Institutional-grade research for retail investors

13F Reported Value

$371.8M

Holdings

439

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Acumen Wealth Advisors, LLC disclosed 439 positions worth $371.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 54 new positions and exited 137 and a full exit from $ARLP. The portfolio is most concentrated in Other (34.7% of disclosed assets). All figures are sourced directly from Acumen Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1939202.

Sector Allocation

OtherTechnologyHealthcareFinancialsIndustrialsConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Acumen Wealth Advisors, LLC's 439 positions.

Showing top 10 of 439 holdings.

Sector Allocation

Other

$129.1M

Technology

$104.3M

Healthcare

$37.1M

Financials

$30.5M

Industrials

$24.4M

Consumer Discretionary

$19.2M

Consumer Staples

$10.6M

Materials

$5.6M

Full Holdings — Acumen Wealth Advisors, LLC (Q1 2026)

All 439 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ISHARES TR$49.9M13.4%+5%
2ISHARES TR$34.5M9.3%+2%
3MSFT$MSFTMICROSOFT CORP$13.9M3.7%+13%83.7
4AAPL$AAPLApple Inc.$12.9M3.5%+12%76.1
5GOOG$GOOGAlphabet Inc.$12.5M3.4%+2%80.2
6VANGUARD TAX-MANAGED FDS$11.7M3.1%+1612%
7ISHARES TR$10.6M2.9%+2132%
8META$METAMeta Platforms, Inc.$9.7M2.6%+4%80.9
9AMZN$AMZNAMAZON COM INC$9.1M2.5%+19%74.6
10JNJ$JNJJOHNSON & JOHNSON$8.7M2.3%-11%72.8
11BRK.B$BRK.BBERKSHIRE HATHAWAY INC$8.6M2.3%-30%64.5
12TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$8.6M2.3%-25%
13VANGUARD MUN BD FDS$8.3M2.2%+14%
14LRCX$LRCXLAM RESEARCH CORP$7.7M2.1%-29%82.4
15AVGO$AVGOBroadcom Inc.$7.7M2.1%+14%86.4
16NVDA$NVDANVIDIA CORP$6.9M1.8%+483%90.2
17TMO$TMOTHERMO FISHER SCIENTIFIC INC.$6.2M1.7%-15%63.7
18V$VVISA INC.$5.3M1.4%+9%83.5
19USB$USBUS BANCORP DE$4.9M1.3%-10%71.4
20CASS$CASSCASS INFORMATION SYSTEMS INC$4.7M1.3%-6%54.3
21ABT$ABTABBOTT LABORATORIES$4.6M1.2%-8%67
22LLY$LLYELI LILLY & Co$4.0M1.1%+3%89.3
23TXN$TXNTEXAS INSTRUMENTS INC$3.9M1.1%-28%70.4
24CRM$CRMSalesforce, Inc.$3.8M1.0%-9%75.2
25KO$KOCOCA COLA CO$3.7M1.0%-9%74
26HLT$HLTHilton Worldwide Holdings Inc.$3.6M1.0%-7%73.1
27TJX$TJXTJX COMPANIES INC /DE/$3.6M1.0%-5%70.7
28TSLA$TSLATesla, Inc.$3.5M0.9%+1638%50.1
29MRK$MRKMerck & Co., Inc.$3.3M0.9%-26%70.9
30UL$ULUNILEVER PLC$3.3M0.9%-9%
31PGIM ETF TR$3.2M0.9%+2725%
32KLAC$KLACKLA CORP$3.2M0.8%-16%84.4
33ISRG$ISRGINTUITIVE SURGICAL INC$3.1M0.8%-1%81.4
34UNH$UNHUNITEDHEALTH GROUP INC$3.0M0.8%-30%66.8
35HLN$HLNHaleon plc$2.9M0.8%-25%
36UBER$UBERUber Technologies, Inc$2.9M0.8%+22%79.3
37ISHARES TR$2.5M0.7%+110%
38CI$CICigna Group$2.5M0.7%-9%66.8
39DGX$DGXQUEST DIAGNOSTICS INC$2.5M0.7%+10%69.1
40NFLX$NFLXNETFLIX INC$2.4M0.7%+3252%86.7
41ACN$ACNAccenture plc$2.3M0.6%-35%
42STZ$STZCONSTELLATION BRANDS, INC.$2.1M0.6%-32%65
43SAP$SAPSAP SE$2.1M0.6%-35%
44JPM$JPMJPMORGAN CHASE & CO$2.1M0.6%+171%35.6
45ELV$ELVElevance Health, Inc.$2.0M0.6%-51%59.4
46RBB FUND TRUST$1.8M0.5%NEW
47MA$MAMastercard Inc$1.5M0.4%+1818%81.7
48AMERICAN CENTY ETF TR$1.5M0.4%NEW
49SNPS$SNPSSYNOPSYS INC$1.3M0.4%NEW63.1
50WMT$WMTWalmart Inc.$1.3M0.3%+254%63.2
51RTX$RTXRTX Corp$1.2M0.3%+1089%70
52TW$TWTradeweb Markets Inc.$1.2M0.3%-27%80.9
53GOOGL$GOOGLAlphabet Inc.$1.2M0.3%+26%80.2
54DEO$DEODIAGEO PLC$1.1M0.3%-28%
55GEV$GEVGE Vernova Inc.$1.1M0.3%+473%70.1
56MU$MUMICRON TECHNOLOGY INC$1.1M0.3%+456%88.4
57ETN$ETNEaton Corp plc$1.1M0.3%+409%
58NEE$NEENEXTERA ENERGY INC$1.1M0.3%+186%71.7
59BLK$BLKBlackRock, Inc.$1.1M0.3%+919%70.3
60DELL$DELLDell Technologies Inc.$1.1M0.3%+682%76
61C$CCITIGROUP INC$1.0M0.3%+276%54.8
62WT$WTWisdomTree, Inc.$1.0M0.3%-70%62.9
63WFC$WFCWELLS FARGO & COMPANY/MN$1.0M0.3%-57%
64PH$PHParker-Hannifin Corp$989,2410.3%+750%73.8
65XOM$XOMEXXON MOBIL CORP$975,5460.3%+643%61.8
66ASML$ASMLASML HOLDING NV$928,5440.3%-77%
67ABBV$ABBVAbbVie Inc.$917,9390.3%+270%59.3
68GILD$GILDGILEAD SCIENCES, INC.$886,1150.2%+1582%77.8
69ISHARES TR$876,4470.2%+0%
70ANET$ANETArista Networks, Inc.$874,0720.2%+1611%86
71VRT$VRTVertiv Holdings Co$871,2680.2%+1548%82.7
72NVO$NVONOVO NORDISK A S$859,0570.2%-28%
73VANGUARD MUN BD FDS$844,0730.2%+4123%
74TRGP$TRGPTarga Resources Corp.$830,1680.2%+3146%70
75WMB$WMBWILLIAMS COMPANIES, INC.$828,0920.2%+623%72.8
76TMUS$TMUST-Mobile US, Inc.$817,6470.2%+2112%72.7
77NOW$NOWServiceNow, Inc.$813,2960.2%NEW76
78CAT$CATCATERPILLAR INC$695,0000.2%+0%67.8
79CEG$CEGConstellation Energy Corp$692,5410.2%+1622%62.5
80APH$APHAMPHENOL CORP /DE/$667,1940.2%NEW80.5
81LIN$LINLINDE PLC$659,8570.2%+965%
82EQIX$EQIXEQUINIX INC$654,8020.2%+4671%61.4
83RL$RLRALPH LAUREN CORP$647,3120.2%+1654%76.6
84FCX$FCXFREEPORT-MCMORAN INC$608,1970.2%+990%73.1
85AEM$AEMAGNICO EAGLE MINES LTD$606,7080.2%+1866%
86AMT$AMTAMERICAN TOWER CORP /MA/$552,4290.1%+1840%69.8
87HOOD$HOODRobinhood Markets, Inc.$494,8030.1%+5612%75.8
88FIDELITY COVINGTON TRUST$410,1510.1%+0%
89DE$DEDEERE & CO$369,4580.1%-6%57.4
90ISHARES TR$317,3240.1%+0%
91ISHARES TR$289,5020.1%+17%
92WM$WMWASTE MANAGEMENT INC$283,7910.1%+0%70.7
93HD$HDHOME DEPOT, INC.$275,2810.1%-11%69.2
94FHN$FHNFIRST HORIZON CORP$260,2440.1%+1%43.8
95GS$GSGOLDMAN SACHS GROUP INC$256,3350.1%+0%
96GLW$GLWCORNING INC /NY$241,6190.1%-1%72.7
97IAU$IAUISHARES GOLD TRUST$239,0900.1%+2%
98COST$COSTCOSTCO WHOLESALE CORP /NEW$204,4440.1%+3%67
99PG$PGPROCTER & GAMBLE Co$199,9050.1%-10%72.9
100RSG$RSGREPUBLIC SERVICES, INC.$197,1180.1%+0%72
101PM$PMPhilip Morris International Inc.$195,6690.1%-1%80.5
102SELECT SECTOR SPDR TR$185,6620.1%+1788%
103TRV$TRVTRAVELERS COMPANIES, INC.$184,0510.1%-3%71.5
104PNFP$PNFPPinnacle Financial Partners, Inc.$178,2240.1%NEW
105ISHARES TR$166,3270.0%+0%
106SCHWAB STRATEGIC TR$158,1750.0%+0%
107MPLX$MPLXMPLX LP$148,5540.0%+0%76.5
108CVX$CVXCHEVRON CORP$145,2440.0%-25%54.7
109T$TAT&T INC.$138,4280.0%-1%71.9
110DUK$DUKDuke Energy CORP$137,2320.0%+1%64
111ORCL$ORCLORACLE CORP$133,5760.0%-2%67.2
112LOW$LOWLOWES COMPANIES INC$130,1910.0%+0%63.5
113EXE$EXEEXPAND ENERGY Corp$129,1020.0%+0%83.9
114ISHARES TR$128,2870.0%+0%
115SCHWAB STRATEGIC TR$125,5110.0%+0%
116MCD$MCDMCDONALDS CORP$119,0330.0%-13%73.9
117VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$113,4220.0%+0%76.6
118GLD$GLDSPDR GOLD TRUST$113,1670.0%+5%
119J P MORGAN EXCHANGE TRADED F$112,7800.0%NEW
120LMT$LMTLOCKHEED MARTIN CORP$111,2080.0%-3%65
121ISHARES TR$110,9670.0%+0%
122FDX$FDXFEDEX CORP$107,3580.0%-22%60.3
123RF$RFREGIONS FINANCIAL CORP$106,6230.0%-28%
124ISHARES TR$106,4710.0%+20%
125FLS$FLSFLOWSERVE CORP$101,1580.0%-9%66.2
126QCOM$QCOMQUALCOMM INC/DE$98,7750.0%-22%81.9
127SELECT SECTOR SPDR TR$98,6270.0%+1123%
128MO$MOALTRIA GROUP, INC.$97,8260.0%+0%72.1
129BDX$BDXBECTON DICKINSON & CO$97,4830.0%+0%50.7
130LNT$LNTALLIANT ENERGY CORP$96,8760.0%+0%56.7
131PEP$PEPPEPSICO INC$91,9320.0%-2%62.7
132FIDELITY COVINGTON TRUST$89,9050.0%+0%
133EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$88,2810.0%-52%66.4
134DIS$DISWalt Disney Co$79,6100.0%-33%68.9
135GMO ETF TRUST$79,0530.0%-96%
136CSCO$CSCOCISCO SYSTEMS, INC.$74,0210.0%-4%72.3
137PFE$PFEPFIZER INC$73,6820.0%+0%69
138SCHWAB STRATEGIC TR$71,1580.0%+0%
139PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$70,7510.0%-6%70.9
140AMGN$AMGNAMGEN INC$70,3700.0%+0%79.5
141CIEN$CIENCIENA CORP$66,3880.0%+0%70.7
142SCHW$SCHWSCHWAB CHARLES CORP$66,0680.0%+8%77.2
143MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$61,4020.0%-4%71.5
144ISHARES TR$58,8300.0%+0%
145AMD$AMDADVANCED MICRO DEVICES INC$58,5880.0%-20%78.8
146VANGUARD INDEX FDS$58,0740.0%-11%
147VANGUARD STAR FDS$52,5150.0%-53%
148PLTR$PLTRPalantir Technologies Inc.$51,1980.0%-26%85.8
149BAC$BACBANK OF AMERICA CORP /DE/$49,3840.0%+0%68.4
150MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$48,8440.0%+0%
151SCHWAB STRATEGIC TR$48,4620.0%+0%
152BKR$BKRBaker Hughes Co$47,4360.0%+0%63.4
153PROFESIONALLY MANAGED PORTFO$45,5040.0%+0%
154ADP$ADPAUTOMATIC DATA PROCESSING INC$44,0500.0%-5%77.9
155MYRG$MYRGMYR GROUP INC.$43,7600.0%-3%61.3
156IBIT$IBITiShares Bitcoin Trust ETF$43,3000.0%+3%
157TEL$TELTE Connectivity plc$40,9680.0%-10%
158ISHARES INC$40,4710.0%+296%
159VANGUARD INDEX FDS$39,2930.0%+0%
160SCHWAB STRATEGIC TR$37,3900.0%-0%
161ED$EDCONSOLIDATED EDISON INC$37,1230.0%+0%71.6
162PLD$PLDPrologis, Inc.$36,8790.0%-8%67.5
163SCHWAB STRATEGIC TR$36,7960.0%-89%
164SLV$SLViShares Silver Trust$36,5240.0%-63%
165IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$36,3590.0%+0%66.7
166SPDR SERIES TRUST$36,0200.0%+3%
167FN$FNFabrinet$35,4640.0%-16%72.4
168CSX$CSXCSX CORP$34,6880.0%+0%66.4
169EOG$EOGEOG RESOURCES INC$34,2640.0%+0%71.1
170TTE$TTETotalEnergies SE$34,2090.0%-0%
171CME$CMECME GROUP INC.$33,3750.0%-7%74.5
172CMI$CMICUMMINS INC$33,3580.0%+0%58.9
173ASTS$ASTSAST SpaceMobile, Inc.$33,1480.0%+0%29.6
174KMI$KMIKINDER MORGAN, INC.$32,3900.0%-5%74.6
175SELECT SECTOR SPDR TR$32,1080.0%+196%
176DY$DYDYCOM INDUSTRIES INC$31,8500.0%-10%62.1
177ISHARES INC$31,7020.0%+57%
178AEP$AEPAMERICAN ELECTRIC POWER CO INC$30,9350.0%+0%75.4
179TPR$TPRTAPESTRY, INC.$30,7620.0%+0%76.4
180WTS$WTSWATTS WATER TECHNOLOGIES INC$29,0290.0%+0%70.7
181SHEL$SHELShell plc$28,7370.0%+0%
182BA$BABOEING CO$28,6610.0%+0%51.8
183PGR$PGRPROGRESSIVE CORP/OH/$28,5470.0%+0%83.6
184ISHARES TR$28,5200.0%+6%
185NI$NINISOURCE INC.$28,4630.0%-8%61.7
186ADUS$ADUSAddus HomeCare Corp$28,0950.0%+13%66.7
187PPLT$PPLTabrdn Platinum ETF Trust$27,6260.0%+15%
188BPOP$BPOPPOPULAR, INC.$27,3890.0%-2%
189AZN$AZNASTRAZENECA PLC$27,0200.0%-49%
190HWM$HWMHowmet Aerospace Inc.$26,9640.0%-3%79.1
191HQY$HQYHEALTHEQUITY, INC.$26,8260.0%+9%72.3
192SAN$SANBanco Santander, S.A.$26,0350.0%+118%
193ISHARES INC$25,9060.0%+15%
194NXPI$NXPINXP Semiconductors N.V.$25,7240.0%+0%
195ISHARES TR$25,2000.0%+0%
196WAT$WATWATERS CORP /DE/$24,7180.0%+34%69.9
197EXEL$EXELEXELIXIS, INC.$24,2760.0%-16%79.4
198GTLS$GTLSCHART INDUSTRIES INC$23,9830.0%+76%60.6
199PODD$PODDINSULET CORP$23,9220.0%+5600%70.4
200TEMA ETF TRUST$23,9000.0%+0%
201RMBS$RMBSRAMBUS INC$23,6590.0%-0%75.2
202AZO$AZOAUTOZONE INC$23,6450.0%+0%66.5
203ETHA$ETHAiShares Ethereum Trust ETF$23,4450.0%+10%
204CTRE$CTRECareTrust REIT, Inc.$23,3360.0%+10%73.4
205CRS$CRSCARPENTER TECHNOLOGY CORP$23,2550.0%+23%69.9
206CPRX$CPRXCATALYST PHARMACEUTICALS, INC.$23,1760.0%+0%78.7
207ASX$ASXASE Technology Holding Co., Ltd.$23,0460.0%NEW
208VMC$VMCVulcan Materials CO$22,6010.0%+0%66.6
209PAYX$PAYXPAYCHEX INC$22,4780.0%-21%75.1
210AMERICAN CENTY ETF TR$22,2630.0%NEW
211TTMI$TTMITTM TECHNOLOGIES INC$22,1150.0%-17%59
212NET$NETCloudflare, Inc.$21,6660.0%+0%52.6
213VANGUARD INTL EQUITY INDEX F$21,6290.0%+3500%
214BIP$BIPBrookfield Infrastructure Partners L.P.$21,6000.0%-21%
215MOD$MODMODINE MANUFACTURING CO$20,8050.0%+1%48.8
216INTC$INTCINTEL CORP$20,7420.0%-20%41.5
217MRVL$MRVLMarvell Technology, Inc.$20,5040.0%+8%77.3
218ISHARES TR$20,4700.0%+178%
219GE$GEGENERAL ELECTRIC CO$20,1840.0%-7%74.8
220ONTO$ONTOONTO INNOVATION INC.$20,0970.0%+0%66.5
221GLOBAL X FDS$20,0880.0%+24%
222B$BBARRICK MINING CORP$19,7840.0%-3%
223WAL$WALWESTERN ALLIANCE BANCORPORATION$19,7680.0%+129%56.1
224LYG$LYGLloyds Banking Group plc$19,5320.0%+273%
225RKT$RKTRocket Companies, Inc.$19,4370.0%+0%
226RIO$RIORIO TINTO PLC$19,4060.0%+237%
227PFGC$PFGCPerformance Food Group Co$19,3600.0%+53%53.1
228OSIS$OSISOSI SYSTEMS INC$19,1170.0%-8%64.1
229USO$USOUnited States Oil Fund, LP$19,0880.0%+0%
230ENSG$ENSGENSIGN GROUP, INC$18,7460.0%+182%68
231AMERICAN CENTY ETF TR$18,6880.0%NEW
232REGN$REGNREGENERON PHARMACEUTICALS, INC.$18,5440.0%+0%75.1
233OTIS$OTISOtis Worldwide Corp$18,5000.0%+0%60.3
234FTAI$FTAIFTAI Aviation Ltd.$18,1300.0%-30%
235AROC$AROCArchrock, Inc.$18,0960.0%+0%72.3
236UMBF$UMBFUMB FINANCIAL CORP$17,8880.0%+1%
237DG$DGDOLLAR GENERAL CORP$17,6910.0%-4%60.4
238CRDO$CRDOCredo Technology Group Holding Ltd$17,6480.0%+7%
239MET$METMETLIFE INC$17,2560.0%-42%73.9
240GSK$GSKGSK plc$16,9260.0%+913%
241AEIS$AEISADVANCED ENERGY INDUSTRIES INC$16,7810.0%-15%61.9
242UBS$UBSUBS Group AG$16,7620.0%-9%
243NBTB$NBTBNBT BANCORP INC$16,6490.0%+23%34.6
244FERG$FERGFerguson Enterprises Inc. /DE/$16,3290.0%NEW58.9
245ISHARES TR$16,3070.0%+2214%
246ISHARES TR$16,1770.0%+4757%
247J P MORGAN EXCHANGE TRADED F$16,1050.0%+90%
248MTSI$MTSIMACOM Technology Solutions Holdings, Inc.$15,9900.0%+0%70.6
249FBNC$FBNCFIRST BANCORP /NC/$15,7330.0%+19%37.3
250HUBS$HUBSHUBSPOT INC$15,6230.0%+6300%58.1
251INTA$INTAIntapp, Inc.$15,4920.0%+17%47.5
252BX$BXBlackstone Inc.$15,4090.0%+0%68
253KTB$KTBKontoor Brands, Inc.$15,2530.0%+0%58.8
254ALNT$ALNTALLIENT INC$15,1940.0%+0%45.5
255SLB$SLBSLB LIMITED/NV$15,1900.0%+115%63.2
256SPOT$SPOTSpotify Technology S.A.$14,5480.0%+329%
257BCS$BCSBARCLAYS PLC$14,5370.0%-2%
258BSX$BSXBOSTON SCIENTIFIC CORP$14,1820.0%NEW79.9
259VIST$VISTVista Energy, S.A.B. de C.V.$13,9620.0%+0%
260FAST$FASTFASTENAL CO$13,8740.0%-33%73.5
261APG$APGAPi Group Corp$13,7770.0%+0%61.3
262PGNY$PGNYProgyny, Inc.$13,6860.0%+97%59
263PPL$PPLPPL Corp$13,5220.0%-18%70.3
264SITM$SITMSITIME Corp$13,4690.0%+26%44.6
265SSB$SSBSouthState Bank Corp$13,4160.0%+383%
266SRE$SRESEMPRA$13,3050.0%-36%47.6
267EGP$EGPEASTGROUP PROPERTIES INC$13,2520.0%+238%72.4
268IREN$IRENIREN Ltd$13,1300.0%+0%
269GPOR$GPORGULFPORT ENERGY CORP$13,1180.0%+288%64.3
270PCAR$PCARPACCAR INC$13,0520.0%+0%56.5
271IONQ$IONQIonQ, Inc.$13,0320.0%+126%32.8
272BE$BEBloom Energy Corp$12,8720.0%-12%54.4
273URBN$URBNURBAN OUTFITTERS INC$12,7340.0%NEW63.6
274VANGUARD WHITEHALL FDS$12,7230.0%NEW
275SELECT SECTOR SPDR TR$12,4540.0%-43%
276WSBC$WSBCWESBANCO INC$12,3480.0%NEW
277SMFG$SMFGSUMITOMO MITSUI FINANCIAL GROUP, INC.$12,1660.0%-1%
278BMY$BMYBRISTOL MYERS SQUIBB CO$12,1300.0%+0%70.1
279DASH$DASHDoorDash, Inc.$12,0120.0%-16%70.6
280CVLT$CVLTCOMMVAULT SYSTEMS INC$11,9960.0%NEW58.9
281XPRO$XPROEXPRO GROUP HOLDINGS N.V.$11,9610.0%+16%
282UNP$UNPUNION PACIFIC CORP$11,8890.0%-27%74
283AHR$AHRAmerican Healthcare REIT, Inc.$11,8530.0%-16%63.7
284SANM$SANMSANMINA CORP$11,7980.0%NEW61
285IFS$IFSIntercorp Financial Services Inc.$11,7470.0%-17%
286TEX$TEXTEREX CORP$11,5840.0%NEW49.9
287BTI$BTIBritish American Tobacco p.l.c.$11,5650.0%NEW
288SFM$SFMSprouts Farmers Market, Inc.$11,4930.0%-27%73.4
289COP$COPCONOCOPHILLIPS$11,4840.0%+0%74.8
290TSCO$TSCOTRACTOR SUPPLY CO /DE/$11,3250.0%-5%60.7
291CGNX$CGNXCOGNEX CORP$11,1210.0%NEW63.6
292ORA$ORAORMAT TECHNOLOGIES, INC.$11,0810.0%+30%53.5
293APD$APDAir Products & Chemicals, Inc.$11,0390.0%-67%41.2
294AR$ARANTERO RESOURCES Corp$11,0350.0%+0%80.1
295KB$KBKB Financial Group Inc.$10,9710.0%NEW
296SBUX$SBUXSTARBUCKS CORP$10,7510.0%-73%54.6
297STRL$STRLSTERLING INFRASTRUCTURE, INC.$10,5900.0%NEW73.3
298BBVA$BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A.$10,5490.0%NEW
299ISHARES INC$10,5330.0%-85%
300CCEP$CCEPCOCA-COLA EUROPACIFIC PARTNERS plc$10,4280.0%-22%
301ING$INGING GROEP NV$10,3680.0%+0%
302RRX$RRXREGAL REXNORD CORP$10,3190.0%NEW53.8
303PHG$PHGKONINKLIJKE PHILIPS NV$10,3030.0%NEW
304CDE$CDECoeur Mining, Inc.$10,2490.0%-53%78.1
305KTOS$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.$9,9420.0%+76%48
306PNR$PNRPENTAIR plc$9,8440.0%+0%
307SONY$SONYSony Group Corp$9,7500.0%+313%
308IRDM$IRDMIridium Communications Inc.$9,6540.0%NEW59.2
309BABA$BABAAlibaba Group Holding Ltd$9,6420.0%+1%
310NVS$NVSNOVARTIS AG$9,6240.0%+80%
311SIMO$SIMOSilicon Motion Technology CORP$9,5450.0%NEW
312BSOL$BSOLBitwise Solana Staking ETF$9,4480.0%+12%
313SHG$SHGSHINHAN FINANCIAL GROUP CO LTD$9,3210.0%NEW
314MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$9,3170.0%NEW
315KEX$KEXKIRBY CORP$9,3020.0%NEW64.1
316NPKI$NPKINPK International Inc.$9,2890.0%+0%63.2
317NVT$NVTnVent Electric plc$9,2260.0%NEW
318AMERICAN CENTY ETF TR$9,0020.0%NEW
319PPG$PPGPPG INDUSTRIES INC$8,9780.0%-10%57.1
320RBB FUND TRUST$8,9300.0%NEW
321STAG$STAGSTAG Industrial, Inc.$8,8570.0%NEW67.8
322KRYS$KRYSKrystal Biotech, Inc.$8,7830.0%+0%75.9
323ARGX$ARGXARGENX SE$8,7630.0%+100%
324CLS$CLSCELESTICA INC$8,7330.0%+94%69
325NTES$NTESNetEase, Inc.$8,7320.0%+0%
326KBR$KBRKBR, INC.$8,6270.0%+0%64.7
327PRI$PRIPrimerica, Inc.$8,5170.0%-32%72.3
328MKSI$MKSIMKS INC$8,5030.0%+0%59.8
329SXT$SXTSENSIENT TECHNOLOGIES CORP$8,4720.0%+0%57.3
330FMX$FMXMEXICAN ECONOMIC DEVELOPMENT INC$8,4410.0%NEW
331VLO$VLOVALERO ENERGY CORP/TX$8,4010.0%+0%51.4
332SBS$SBSCOMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP$8,3710.0%+84%
333BOOT$BOOTBoot Barn Holdings, Inc.$8,3430.0%NEW73.5
334HSBC$HSBCHSBC HOLDINGS PLC$8,2310.0%+51%
335CPK$CPKCHESAPEAKE UTILITIES CORP$8,1320.0%+0%59.2
336VIK$VIKViking Holdings Ltd$8,0830.0%-30%
337IBN$IBNICICI BANK LTD$8,0290.0%+0%
338EAT$EATBRINKER INTERNATIONAL, INC$7,9960.0%NEW74.7
339OGS$OGSONE Gas, Inc.$7,9240.0%-25%
340SYNA$SYNASYNAPTICS Inc$7,8450.0%+0%45.3
341FFIV$FFIVF5, INC.$7,8120.0%+0%70
342EXLS$EXLSExlService Holdings, Inc.$7,6740.0%-18%68.2
343BITWISE FUNDS TRUST$7,6390.0%+9%
344BHP$BHPBHP Group Ltd$7,6380.0%+40%
345BUD$BUDAnheuser-Busch InBev SA/NV$7,6310.0%+36%
346HCA$HCAHCA Healthcare, Inc.$7,5720.0%+0%70.5
347TILE$TILEINTERFACE INC$7,5100.0%+0%62.2
348CX$CXCEMEX SAB DE CV$7,4710.0%+0%
349DLR$DLRDIGITAL REALTY TRUST, INC.$7,3890.0%+0%70.2
350INCY$INCYINCYTE CORP$7,3420.0%+0%81.2
351WHR$WHRWHIRLPOOL CORP /DE/$7,3130.0%+10%40.6
352SUNB$SUNBSunbelt Rentals Holdings, Inc.$7,2910.0%NEW
353YUMC$YUMCYum China Holdings, Inc.$7,2690.0%NEW65.2
354FTDR$FTDRFrontdoor, Inc.$7,2420.0%NEW68.4
355CRH$CRHCRH PUBLIC LTD CO$7,1750.0%-28%
356CVSA$CVSACovista Inc.$7,1460.0%-36%72.6
357VALE$VALEVale S.A.$7,1440.0%NEW
358CCJ$CCJCAMECO CORP$6,9520.0%NEW
359ITUB$ITUBItau Unibanco Holding S.A.$6,9280.0%+0%
360PNTG$PNTGPennant Group, Inc.$6,9190.0%-31%56.4
361CPER$CPERUnited States Commodity Index Funds Trust$6,8860.0%+0%
362SN$SNSharkNinja, Inc.$6,8840.0%NEW
363ASTH$ASTHAstrana Health, Inc.$6,8660.0%+0%56.8
364KNF$KNFKnife River Corp$6,8590.0%NEW45.8
365NKE$NKENIKE, Inc.$6,7020.0%-48%53.4
366TIMB$TIMBTIM S.A.$6,7020.0%NEW
367CMC$CMCCOMMERCIAL METALS Co$6,6960.0%NEW66
368CARG$CARGCarGurus, Inc.$6,5720.0%+302%66.8
369SPY$SPYSPDR S&P 500 ETF TRUST$6,5220.0%NEW
370AVAV$AVAVAeroVironment Inc$6,4070.0%+59%42.1
371ISHARES TR$6,3110.0%-29%
372AMPLIFY ETF TR$5,9280.0%-3%
373NU$NUNu Holdings Ltd.$5,8920.0%NEW
374MFC$MFCMANULIFE FINANCIAL CORP$5,8210.0%NEW
375KT$KTKT CORP$5,7920.0%NEW
376ON$ONON SEMICONDUCTOR CORP$5,6970.0%+31%42.4
377KOF$KOFCOCA COLA FEMSA SAB DE CV$5,6580.0%+0%
378IVZ$IVZInvesco Ltd.$5,6190.0%+472%
379BAP$BAPCREDICORP LTD$5,4270.0%NEW
380GEHC$GEHCGE HealthCare Technologies Inc.$5,3390.0%+39%58.2
381MFG$MFGMIZUHO FINANCIAL GROUP INC$5,3120.0%-37%
382LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$5,1780.0%-21%66.5
383NTR$NTRNutrien Ltd.$5,1690.0%+0%
384ISHARES TR$5,0660.0%+0%
385ABCB$ABCBAmeris Bancorp$4,8480.0%+0%
386STNE$STNEStoneCo Ltd.$4,8010.0%-47%
387HDB$HDBHDFC BANK LTD$4,7770.0%+0%
388ONC$ONCBeOne Medicines Ltd.$4,7520.0%+7%
389VICI$VICIVICI PROPERTIES INC.$4,5550.0%-68%76.2
390SELECT SECTOR SPDR TR$4,4350.0%-46%
391BKNG$BKNGBooking Holdings Inc.$4,2110.0%+0%55.3
392SSRM$SSRMSSR MINING INC.$4,2010.0%-46%61.9
393NAK$NAKNORTHERN DYNASTY MINERALS LTD$4,2000.0%+0%
394RGTI$RGTIRigetti Computing, Inc.$4,1980.0%+108%8.1
395SHOP$SHOPSHOPIFY INC.$4,1520.0%-19%
396NGG$NGGNATIONAL GRID PLC$4,1460.0%+0%
397CXW$CXWCoreCivic, Inc.$4,0470.0%-82%59
398RGR$RGRSTURM RUGER & CO INC$4,0090.0%+0%35.7
399TXNM$TXNMTXNM ENERGY INC$3,9760.0%-7%57.8
400BN$BNBROOKFIELD Corp /ON/$3,9260.0%+0%
401ARKB$ARKBArk 21Shares Bitcoin ETF$3,8690.0%NEW
402ESNT$ESNTEssent Group Ltd.$3,8580.0%+0%
403AIZ$AIZASSURANT, INC.$3,7030.0%+0%62.6
404IR$IRIngersoll Rand Inc.$3,6860.0%+0%55.4
405ITW$ITWILLINOIS TOOL WORKS INC$3,6670.0%-96%71.2
406HAE$HAEHAEMONETICS CORP$3,4950.0%-77%61.1
407TD$TDTORONTO DOMINION BANK$3,3600.0%+0%
408FSBC$FSBCFIVE STAR BANCORP$3,3200.0%-85%
409HON$HONHONEYWELL INTERNATIONAL INC$3,1650.0%+0%65.7
410BLD$BLDQXO Insulation, LLC$3,1620.0%+0%62
411RACE$RACEFerrari N.V.$3,0470.0%-50%
412INOD$INODINNODATA INC$2,9740.0%-70%70.6
413CON$CONConcentra Group Holdings Parent, Inc.$2,9610.0%-25%68.9
414AAAU$AAAUGoldman Sachs Physical Gold ETF$2,9100.0%+0%
415DOX$DOXAMDOCS LTD$2,5680.0%-85%
416POR$PORPORTLAND GENERAL ELECTRIC CO /OR/$2,5050.0%-58%59.2
417BAX$BAXBAXTER INTERNATIONAL INC$2,3880.0%-22%45.7
418WFRD$WFRDWeatherford International plc$2,2700.0%+0%
419CLSK$CLSKCLEANSPARK, INC.$2,2560.0%-75%40.6
420VANGUARD INDEX FDS$2,0110.0%-93%
421CELH$CELHCelsius Holdings, Inc.$1,9520.0%+0%63
422CP$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$1,8920.0%-47%
423OGN$OGNOrganon & Co.$1,8210.0%+0%55.1
424NIO$NIONIO Inc.$1,8090.0%+0%
425OKLO$OKLOOklo Inc.$1,5870.0%NEW
426RDY$RDYDR REDDYS LABORATORIES LTD$1,4550.0%-74%
427APPF$APPFAPPFOLIO INC$1,4210.0%-64%75.5
428INDI$INDIindie Semiconductor, Inc.$1,3210.0%+0%23.5
429ISHARES TR$1,2800.0%-57%
430DAL$DALDELTA AIR LINES, INC.$1,2640.0%-14%64.4
431VANGUARD BD INDEX FDS$1,0460.0%NEW
432ISHARES TR$9420.0%-96%
433TKO$TKOTKO Group Holdings, Inc.$8070.0%-56%73.1
434VRA$VRAVera Bradley, Inc.$3160.0%+0%21.5
435SG$SGSweetgreen, Inc.$1510.0%NEW49.2
436RIVN$RIVNRivian Automotive, Inc. / DE$760.0%+0%36
437LCID$LCIDLucid Group, Inc.$480.0%+0%30.1
438DKNG$DKNGDraftKings Inc.$220.0%-100%54
439WKHS$WKHSWorkhorse Group Inc.$40.0%NEW23

New Positions (54)

RBB FUND TRUST$1.8M
AMERICAN CENTY ETF TR$1.5M
SNPS$SNPS SYNOPSYS INC$1.3M
APH$APH AMPHENOL CORP /DE/$667,194
PNFP$PNFP Pinnacle Financial Partners, Inc.$178,224
ASX$ASX ASE Technology Holding Co., Ltd.$23,046
AMERICAN CENTY ETF TR$22,263
AMERICAN CENTY ETF TR$18,688
FERG$FERG Ferguson Enterprises Inc. /DE/$16,329
BSX$BSX BOSTON SCIENTIFIC CORP$14,182
URBN$URBN URBAN OUTFITTERS INC$12,734
VANGUARD WHITEHALL FDS$12,723
WSBC$WSBC WESBANCO INC$12,348
CVLT$CVLT COMMVAULT SYSTEMS INC$11,996
SANM$SANM SANMINA CORP$11,798

Exited Positions (137)

ARLP$ARLP ALLIANCE RESOURCE PARTNERS LP
ET$ET Energy Transfer LP
SO$SO SOUTHERN CO
MICC$MICC Magnum Ice Cream Co N.V.
MDT$MDT Medtronic plc
IOT$IOT Samsara Inc.
ADBE$ADBE ADOBE INC.
LH$LH LABCORP HOLDINGS INC.
CCZ$CCZ COMCAST CORP
AEE$AEE AMEREN CORP
CTVA$CTVA Corteva, Inc.
REV GROUP INC
APP$APP AppLovin Corp
URI$URI UNITED RENTALS, INC.
WTW$WTW WILLIS TOWERS WATSON PLC

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Acumen Wealth Advisors, LLC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Acumen Wealth Advisors, LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Acumen Wealth Advisors, LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Acumen Wealth Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Acumen Wealth Advisors, LLC (SEC CIK: 1939202), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Acumen Wealth Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.