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Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202
13F Portfolio $472M AUM 493 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 96 New 119 Added 136 Reduced 42 Exited
Page 1 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FEOE RBB FUND TRUST 442,679.0 $23.6M 5.01% +407K +1147.4% $53.40 +6.4%
2 NVDA NVIDIA CORPORATION Technology 109,033.0 $21.8M 4.62% +70K +177.3% $200.09 +6.1%
3 AVUV AMERICAN CENTY ETF TR 161,159.0 $20.1M 4.26% +161K +10000.0% $124.76 +0.5%
4 AVNM AMERICAN CENTY ETF TR 197,134.0 $16.2M 3.44% +177K +900.9% $82.38 +4.2%
5 AAPL APPLE INC Technology 54,217.0 $15.7M 3.33% +3K +6.6% $289.36 +7.1%
6 VTEB VANGUARD MUN BD FDS 258,536.0 $13.1M 2.77% +91K +54.5% $50.58 -1.9%
7 AVGO BROADCOM INC Technology 29,169.0 $11.0M 2.34% +4K +17.3% $377.75 -4.7%
8 AMZN AMAZON COM INC Consumer Cyclical 45,634.0 $10.9M 2.31% +2K +4.2% $238.34 +9.5%
9 IEMG ISHARES INC 126,120.0 $10.4M 2.21% +126K +10000.0% $82.84 -1.4%
10 MU MICRON TECHNOLOGY INC Technology 8,831.0 $10.2M 2.16% +5K +165.0% $1154.29 -19.4%
11 PULS PGIM ETF TR 167,133.0 $8.3M 1.76% +102K +157.7% $49.71 -0.1%
12 DELL DELL TECHNOLOGIES INC Technology 17,631.0 $7.6M 1.61% +11K +173.7% $431.46 +4.6%
13 KLAC KLA CORP Technology 23,250.0 $7.0M 1.49% +21K +985.4% $301.71 -39.4%
14 TSLA TESLA INC Consumer Cyclical 15,854.0 $6.7M 1.41% +7K +69.5% $420.60 -15.7%
15 VANGUARD MUN BD FDS 82,467.0 $6.3M 1.34% +71K +645.4% $76.63
16 JPM JPMORGAN CHASE & CO Financial Services 14,821.0 $4.9M 1.03% +8K +106.6% $327.34 +8.5%
17 GEV GE VERNOVA INC Utilities 3,550.0 $4.2M 0.88% +2K +172.9% $1175.35 -19.9%
18 ASML ASML HLDG NV Technology 1,918.0 $3.8M 0.81% +1K +172.8% $1989.44 -11.9%
19 ANET ARISTA NETWORKS INC Technology 20,278.0 $3.4M 0.73% +13K +184.8% $169.88 +11.7%
20 ETN EATON CORP PLC Industrials 7,696.0 $3.3M 0.69% +5K +150.3% $426.12 -3.0%
Page 1 of 6  ·  119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.6%
Healthcare 9.5%
Consumer Cyclical 9.5%
Communication Services 9.0%
Financial Services 8.7%
Industrials 7.8%
Consumer Defensive 3.5%
Utilities 3.1%
Energy 2.4%
Basic Materials 1.7%