Acumen Wealth Advisors, LLC
Sector Allocation
- Other38.6%$182.2M
- Technology31.8%$149.8M
- Financials6.2%$29.4M
- Consumer Discretionary5.7%$26.8M
- Healthcare5.6%$26.6M
- Industrials4.8%$22.4M
- Consumer Staples2.1%$10.1M
- Energy1.5%$7.0M
- Materials1.1%$5.3M
- Utilities1.1%$5.0M
AUM History
13fpro.ai/research/fund/acumen-wealth-advisors-llc-1939202
Conviction and streaks
Diversifying · top 10 = 42.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$34.6M
- ISHARES$25.3M
- RBB$23.6M
NVDA
$21.8M- AMERICAN$20.1M
- AMERICAN$16.2M
AAPL
$15.7MGOOGL
$15.4M- FIDELITY$15.2M
- VANGUARD$13.1M
MSFT
$12.4MAVGO
$11.0MAMZN
$10.9M- ISHARES$10.4M
MU
$10.2MLRCX
$10.2M- PGIM$8.3M
DELL
$7.6MTSM
$7.3MKLAC
$7.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/acumen-wealth-advisors-llc-1939202
Acumen Wealth Advisors, LLC 13F holdings — Q2 2026
$471.8M portfolio (+26.9% QoQ) · 493 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
- 1
ISHARES TR - CORE US AGGBD ET
$34.6M
7.3% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P500 ETF
$25.3M
5.4% of stocks
-56%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
RBB FUND TRUST - FIRS EAGL OV ETF
$23.6M
5.0% of stocks
+1147%This quarter—Since filed—HeldAIQuality—Est. buy— $21.8M
4.6% of stocks
+177%This quarter+4.5%Since filed3+ qtrsHeld- 5
AMERICAN CENTY ETF TR - US SML CP VALU
$20.1M
4.3% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 6
AMERICAN CENTY ETF TR - AVANTIS ALL INT
$16.2M
3.4% of stocks
+901%This quarter—Since filed—HeldAIQuality—Est. buy— $15.7M
3.3% of stocks
+7%This quarter+13.3%Since filed3+ qtrsHeld$15.4M
3.3% of stocks
-0.3%This quarter-15.7%Since filed3+ qtrsHeld- 9
FIDELITY COVINGTON TRUST - FUN SMA MID ETF
$15.2M
3.2% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 10
VANGUARD MUN BD FDS - TAX EXEMPT BD
$13.1M
2.8% of stocks
+55%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE US AGGBD ET | $34.6M | 7.3% | +0.4% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P500 ETF | $25.3M | 5.4% | -56% | — | — | — | — | |
| 3 | RBB FUND TRUST - FIRS EAGL OV ETF | $23.6M | 5.0% | +1147% | — | — | — | — | |
| 4 | $21.8M | 4.6% | +177% | +4.5% | 3+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | AMERICAN CENTY ETF TR - US SML CP VALU | $20.1M | 4.3% | New | — | New this quarter | — | — | |
| 6 | AMERICAN CENTY ETF TR - AVANTIS ALL INT | $16.2M | 3.4% | +901% | — | — | — | — | |
| 7 | $15.7M | 3.3% | +7% | +13.3% | 3+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $15.4M | 3.3% | -0.3% | -15.7% | 3+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | FIDELITY COVINGTON TRUST - FUN SMA MID ETF | $15.2M | 3.2% | New | — | New this quarter | — | — | |
| 10 | VANGUARD MUN BD FDS - TAX EXEMPT BD | $13.1M | 2.8% | +55% | — | — | — | — |
All holdings — Acumen Wealth Advisors, LLC (Q2 2026)
493 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $12.4M | 2.6% | 33K | -11% | 3+ qtrs | 79.8 | 13F | |
| 12 | Broadcom Inc. | Technology | $11.0M | 2.3% | 29K | +17% | 3+ qtrsAdded 2 qtrs in a row | 84.5 | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $10.9M | 2.3% | 46K | +4% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $10.4M | 2.2% | 126K | New | — | — | 13F |
| 15 | MICRON TECHNOLOGY INC | Technology | $10.2M | 2.2% | 8,831 | +165% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | LAM RESEARCH CORP | Technology | $10.2M | 2.2% | 23K | -35% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | PGIM ETF TR - PGIM ULTRA SH BDetf/fund | — | $8.3M | 1.8% | 167K | +158% | — | — | 13F |
| 18 | Dell Technologies Inc. | Technology | $7.6M | 1.6% | 18K | +174% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $7.3M | 1.6% | 15K | -40% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | KLA CORP | Technology | $7.0M | 1.5% | 23K | +985% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Tesla, Inc. | Consumer Discretionary | $6.7M | 1.4% | 16K | +70% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPTetf/fund | — | $6.3M | 1.3% | 82K | +645% | — | — | 13F |
| 23 | Meta Platforms, Inc. | Technology | $6.2M | 1.3% | 11K | -35% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $5.6M | 1.2% | 22K | -38% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CASS INFORMATION SYSTEMS INC | Industrials | $5.4M | 1.1% | 106K | -0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $4.9M | 1.0% | 15K | +107% | |||
| 27 | $LLY | ELI LILLY & Co | Healthcare | $4.8M | 1.0% | 3,994 | -9% | |||
| 28 | $V | VISA INC. | Financials | $4.7M | 1.0% | 14K | -21% | |||
| 29 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.3M | 0.9% | 8,566 | -52% | |||
| 30 | $GEV | GE Vernova Inc. | Industrials | $4.2M | 0.9% | 3,550 | +173% | |||
| 31 | $USB | US BANCORP \DE\ | Financials | $3.9M | 0.8% | 64K | -31% | |||
| 32 | $ASML | ASML HOLDING NV | Technology | $3.8M | 0.8% | 1,918 | +173% | |||
| 33 | $ANET | Arista Networks, Inc. | Technology | $3.4M | 0.7% | 20K | +185% | |||
| 34 | $KO | COCA COLA CO | Consumer Staples | $3.4M | 0.7% | 41K | -16% | |||
| 35 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $3.4M | 0.7% | 10K | -14% | |||
| 36 | $ETN | Eaton Corp plc | Industrials | $3.3M | 0.7% | 7,696 | +150% | |||
| 37 | $VRT | Vertiv Holdings Co | Technology | $3.3M | 0.7% | 9,766 | +181% | |||
| 38 | $RTX | RTX Corp | Industrials | $3.2M | 0.7% | 17K | +159% | |||
| 39 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.0M | 0.6% | 20K | -10% | |||
| 40 | $C | CITIGROUP INC | Financials | $2.9M | 0.6% | 21K | +123% | |||
| 41 | $BLK | BlackRock, Inc. | Financials | $2.8M | 0.6% | 2,943 | +167% | |||
| 42 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $2.8M | 0.6% | 13K | +4% | |||
| 43 | $APH | AMPHENOL CORP /DE/ | Technology | $2.7M | 0.6% | 15K | +193% | |||
| 44 | $PH | Parker-Hannifin Corp | Industrials | $2.6M | 0.6% | 2,636 | +139% | |||
| 45 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.5M | 0.5% | 4,956 | -61% | |||
| 46 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.5M | 0.5% | 30K | +136% | |||
| 47 | $WMT | Walmart Inc. | Consumer Staples | $2.5M | 0.5% | 22K | +109% | |||
| 48 | $ABBV | AbbVie Inc. | Healthcare | $2.4M | 0.5% | 9,708 | +130% | |||
| 49 | $TRGP | Targa Resources Corp. | Energy | $2.4M | 0.5% | 8,977 | +171% | |||
| 50 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.2M | 0.5% | 5,621 | -18% | |||
| 51 | $NOW | ServiceNow, Inc. | Technology | $2.2M | 0.5% | 22K | +185% | |||
| 52 | $NEE | NEXTERA ENERGY INC | Utilities | $2.2M | 0.5% | 25K | +114% | |||
| 53 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $2.2M | 0.5% | 5,426 | +189% | |||
| 54 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $2.1M | 0.4% | 28K | +147% | |||
| 55 | $UBER | Uber Technologies, Inc | Technology | $2.1M | 0.4% | 29K | -28% | |||
| 56 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.0M | 0.4% | 16K | +151% | |||
| 57 | $CEG | Constellation Energy Corp | Utilities | $2.0M | 0.4% | 7,906 | +219% | |||
| 58 | $EQIX | EQUINIX INC | Real Estate | $1.9M | 0.4% | 1,823 | +173% | |||
| 59 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.4% | 13K | +132% | |||
| 60 | $NFLX | NETFLIX INC | Communication Services | $1.8M | 0.4% | 25K | +1.0% | |||
| 61 | $PM | Philip Morris International Inc. | Consumer Staples | $1.8M | 0.4% | 9,815 | +737% | |||
| 62 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.8M | 0.4% | 20K | -56% | |||
| 63 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.8M | 0.4% | 28K | +175% | |||
| 64 | $TMUS | T-Mobile US, Inc. | Communication Services | $1.7M | 0.4% | 10K | +164% | |||
| 65 | $CRM | Salesforce, Inc. | Technology | $1.6M | 0.3% | 10K | -50% | |||
| 66 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.5M | 0.3% | 10K | -88% | |||
| 67 | $LIN | LINDE PLC | Materials | $1.5M | 0.3% | 2,955 | +122% | |||
| 68 | $HSY | HERSHEY CO | Consumer Staples | $1.5M | 0.3% | 8,385 | New | |||
| 69 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.4M | 0.3% | 2,775 | +1408% | |||
| 70 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.3M | 0.3% | 4,381 | -78% | |||
| 71 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.3M | 0.3% | 7,882 | +146% | |||
| 72 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.3% | 3,580 | -13% | |||
| 73 | $AEM | AGNICO EAGLE MINES LTD | Materials | $1.2M | 0.3% | 7,946 | +166% | |||
| 74 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.1M | 0.2% | 16K | -91% | |||
| 75 | — | ISHARES TR - ESG MSCI KLD ETF | — | $1.0M | 0.2% | 7,232 | — | |||
| 76 | $MRK | Merck & Co., Inc. | Healthcare | $1.0M | 0.2% | 7,919 | -71% | |||
| 77 | $XYZ | Block, Inc. | Technology | $884K | 0.2% | 12K | New | |||
| 78 | $CAT | CATERPILLAR INC | Industrials | $857K | 0.2% | 805 | -18% | |||
| 79 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $747K | 0.2% | 16K | +563% | |||
| 80 | $HOOD | Robinhood Markets, Inc. | Financials | $653K | 0.1% | 6,512 | -9% | |||
| 81 | $SAP | SAP SE | Technology | $601K | 0.1% | 3,902 | -68% | |||
| 82 | — | ISHARES TR - TRS FLT RT BD | — | $512K | 0.1% | 10K | -79% | |||
| 83 | $GLW | CORNING INC /NY | Materials | $446K | 0.1% | 1,747 | -2% | |||
| 84 | $WT | WisdomTree, Inc. | Financials | $426K | 0.1% | 8,465 | -59% | |||
| 85 | $DE | DEERE & CO | Industrials | $394K | 0.1% | 619 | -5% | |||
| 86 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $375K | 0.1% | 1,314 | -33% | |||
| 87 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $367K | 0.1% | 882 | -92% | |||
| 88 | $EME | EMCOR Group, Inc. | Industrials | $357K | 0.1% | 430 | New | |||
| 89 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $351K | 0.1% | 3,460 | New | |||
| 90 | — | ISHARES TR - MSCI EAFE ETF | — | $339K | 0.1% | 3,267 | — | |||
| 91 | $GS | GOLDMAN SACHS GROUP INC | Financials | $299K | 0.1% | 296 | -2% | |||
| 92 | $FHN | FIRST HORIZON CORP | Financials | $293K | 0.1% | 11K | — | |||
| 93 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $287K | 0.1% | 815 | -3% | |||
| 94 | $WM | WASTE MANAGEMENT INC | Utilities | $275K | 0.1% | 1,235 | — | |||
| 95 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $272K | 0.1% | 1,429 | +2% | |||
| 96 | $CI | Cigna Group | Healthcare | $259K | 0.1% | 939 | -90% | |||
| 97 | — | ISHARES TR - GLOBAL TECH ETF | — | $237K | 0.1% | 1,639 | +48% | |||
| 98 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $214K | 0.1% | 2,119 | +2% | |||
| 99 | $IAU | ISHARES GOLD TRUST | Financials | $205K | 0.0% | 2,712 | — | |||
| 100 | $UL | UNILEVER PLC | Consumer Staples | $198K | 0.0% | 3,288 | -94% | |||
| 101 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $196K | 0.0% | 209 | +2% | |||
| 102 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $192K | 0.0% | 900 | — | |||
| 103 | $HLN | Haleon plc | Consumer Staples | $190K | 0.0% | 20K | -93% | |||
| 104 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $183K | 0.0% | 7,923 | +16% | |||
| 105 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $177K | 0.0% | 536 | -15% | |||
| 106 | — | ISHARES TR - CORE S&P MCP ETF | — | $174K | 0.0% | 2,257 | -8% | |||
| 107 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $171K | 0.0% | 1,165 | -16% | |||
| 108 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $167K | 0.0% | 288 | — | |||
| 109 | — | ISHARES TR - RUSSELL 3000 ETF | — | $159K | 0.0% | 372 | -52% | |||
| 110 | $SNPS | SYNOPSYS INC | Technology | $151K | 0.0% | 338 | -90% | |||
| 111 | $ELV | Elevance Health, Inc. | Healthcare | $144K | 0.0% | 372 | -95% | |||
| 112 | $QCOM | QUALCOMM INC/DE | Technology | $142K | 0.0% | 767 | — | |||
| 113 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $135K | 0.0% | 272 | +7% | |||
| 114 | — | ISHARES TR - U.S. PHARMA ETF | — | $135K | 0.0% | 1,364 | -8% | |||
| 115 | $DUK | Duke Energy CORP | Utilities | $133K | 0.0% | 1,054 | +0.6% | |||
| 116 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | — | $133K | 0.0% | 2,746 | New | |||
| 117 | $RF | REGIONS FINANCIAL CORP | Financials | $123K | 0.0% | 4,025 | — | |||
| 118 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $121K | 0.0% | 551 | — | |||
| 119 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $118K | 0.0% | 4,087 | New | |||
| 120 | $CVX | CHEVRON CORP | Energy | $113K | 0.0% | 682 | -3% | |||
| 121 | $CSCO | CISCO SYSTEMS, INC. | Technology | $112K | 0.0% | 954 | — | |||
| 122 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $107K | 0.0% | 1,462 | +0.2% | |||
| 123 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $106K | 0.0% | 905 | — | |||
| 124 | $LNT | ALLIANT ENERGY CORP | Utilities | $103K | 0.0% | 1,350 | — | |||
| 125 | $ORCL | ORACLE CORP | Technology | $101K | 0.0% | 686 | -24% | |||
| 126 | $T | AT&T INC. | Communication Services | $99K | 0.0% | 4,775 | — | |||
| 127 | $FDX | FEDEX CORP | Industrials | $94K | 0.0% | 300 | — | |||
| 128 | $BDX | BECTON DICKINSON & CO | Healthcare | $94K | 0.0% | 620 | — | |||
| 129 | — | ISHARES TR - S&P 100 ETF | — | $91K | 0.0% | 250 | New | |||
| 130 | $FLS | FLOWSERVE CORP | Industrials | $91K | 0.0% | 1,222 | -11% | |||
| 131 | — | ISHARES INC - MSCI STH KOR ETF | — | $91K | 0.0% | 450 | +37% | |||
| 132 | $EXE | EXPAND ENERGY Corp | Energy | $89K | 0.0% | 976 | -17% | |||
| 133 | $CIEN | CIENA CORP | Technology | $84K | 0.0% | 171 | — | |||
| 134 | $GLD | SPDR GOLD TRUST | Financials | $83K | 0.0% | 226 | -14% | |||
| 135 | $PEP | PEPSICO INC | Consumer Staples | $80K | 0.0% | 592 | — | |||
| 136 | $DIS | Walt Disney Co | Communication Services | $80K | 0.0% | 826 | — | |||
| 137 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $79K | 0.0% | 323 | -5% | |||
| 138 | $MCD | MCDONALDS CORP | Consumer Discretionary | $75K | 0.0% | 279 | -27% | |||
| 139 | $MYRG | MYR GROUP INC. | Energy | $75K | 0.0% | 149 | -4% | |||
| 140 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $71K | 0.0% | 1,933 | -17% | |||
| 141 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $71K | 0.0% | 2,548 | New | |||
| 142 | $MPLX | MPLX LP | Energy | $71K | 0.0% | 1,253 | -52% | |||
| 143 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $69K | 0.0% | 186 | +3% | |||
| 144 | — | ISHARES TR - U.S. FINLS ETF | — | $64K | 0.0% | 500 | — | |||
| 145 | $PFE | PFIZER INC | Healthcare | $63K | 0.0% | 2,624 | — | |||
| 146 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $58K | 0.0% | 1,013 | — | |||
| 147 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $56K | 0.0% | 79 | — | |||
| 148 | — | ISHARES TR - MSCI ACWI EX US | — | $55K | 0.0% | 724 | -53% | |||
| 149 | $TEL | TE Connectivity plc | Technology | $55K | 0.0% | 271 | +38% | |||
| 150 | $MA | Mastercard Inc | Financials | $54K | 0.0% | 105 | -97% |
What changed in Q2 2026
Against the previous quarter's 13F: 86 new, 127 added to, 142 trimmed, 33 sold out. Share-count changes; largest moves by dollar size first.
New positions (86)
- FIDELITY COVINGTON TRUST - FUN SMA MID ETF$15.2M
first bought this quarter
$HSYHERSHEY CO$1.5M
first bought this quarter
$XYZBlock, Inc.$884K
first bought this quarter
$EMEEMCOR Group, Inc.$357K
first bought this quarter
- VANGUARD WELLINGTON FD - SHORT TRM TAX EX$351K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF$133K
first bought this quarter
+80 more in the Excel export
Added to (127)
- RBB FUND TRUST - FIRS EAGL OV ETF+1147%
now $23.6M
- AMERICAN CENTY ETF TR - AVANTIS ALL INT+901%
now $16.2M
now $21.8M · held 3+ qtrs, 2 adds in a row
now $7.0M · held 3+ qtrs
now $10.2M · held 3+ qtrs, 2 adds in a row
- VANGUARD MUN BD FDS - SHORT TAX EXEMPT+645%
now $6.3M
+121 more in the Excel export
Trimmed (142)
- ISHARES TR - CORE S&P500 ETF-56%
now $25.3M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-91%
now $1.1M
- ISHARES TR - CORE S&P SCP ETF-88%
now $1.5M
now $10.2M · held 3+ qtrs, 2 trims in a row
now $7.3M · held 3+ qtrs, 2 trims in a row
$TXNTEXAS INSTRUMENTS INC-78%
now $1.3M · held 3+ qtrs, 2 trims in a row
+136 more in the Excel export
Sold out (33)
- PROFESIONALLY MANAGED PORTFOwas $46K
- SCHWAB STRATEGIC TRwas $37K
$NETCloudflare, Inc.was $22K
held 2+ qtrs
- ISHARES TRwas $16K
$BMYBRISTOL MYERS SQUIBB COwas $12K
$XPRO.R1575828EXPRO GROUP HOLDINGS N.V.was $12K
+27 more in the Excel export
Holdings by quarter
Every 13F Acumen Wealth Advisors, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Acumen Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Acumen Wealth Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.1%
Value-weighted move of the 10 largest stock positions
Turnover
31%
Last quarter
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Acumen Wealth Advisors, LLC disclosed 493 positions worth $471.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 86 new positions and exited 33. The portfolio is most concentrated in Other (38.6% of disclosed assets). All figures are sourced directly from Acumen Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1939202.
Funds like this
managers whose biggest positions overlap Acumen Wealth Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
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 an AI quality ranking built from its SEC filings (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.