Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202

13F Portfolio $372M AUM 513 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 72 New 119 Added 132 Reduced 158 Exited

Page 4 of 6 · 119 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	XBI	SPDR SERIES TRUST	—	282.0	$36K	0.01%	+7.0	+2.5%	$127.73	+10.2%
62	XLV	SELECT SECTOR SPDR TR	—	219.0	$32K	0.01%	+145.0	+195.9%	$146.61	+1.9%
63	IWM	ISHARES TR	—	115.0	$29K	0.01%	+6.0	+5.5%	$248.00	+19.2%
64	ADUS	ADDUS HOMECARE CORP	Healthcare	300.0	$28K	0.01%	+34.0	+12.8%	$93.65	+0.6%
65	PPLT	ABRDN PLATINUM ETF TRUST	Financial Services	155.0	$28K	0.01%	+20.0	+14.8%	$178.23	-91.4%
66	HQY	HEALTHEQUITY INC	Healthcare	321.0	$27K	0.01%	+26.0	+8.8%	$83.57	+2.0%
67	SAN	BANCO SANTANDER SA	Financial Services	2,308.0	$26K	0.01%	+1K	+117.9%	$11.28	+19.7%
68	RING	ISHARES INC	—	328.0	$26K	0.01%	+43.0	+15.1%	$78.98	-9.7%
69	WAT	WATERS CORP	Healthcare	83.0	$25K	0.01%	+21.0	+33.9%	$297.81	+19.4%
70	GTLS	CHART INDS INC	Industrials	116.0	$24K	0.01%	+50.0	+75.8%	$206.75	+0.6%
71	PODD	INSULET CORP	Healthcare	114.0	$24K	0.01%	+112.0	+5600.0%	$209.84	-30.5%
72	ETHA	ISHARES ETHEREUM TR	Financial Services	1,481.0	$23K	0.01%	+140.0	+10.4%	$15.83	-18.6%
73	CTRE	CARETRUST REIT INC	Real Estate	630.0	$23K	0.01%	+58.0	+10.1%	$37.04	+0.1%
74	CRS	CARPENTER TECHNOLOGY CORP	Industrials	59.0	$23K	0.01%	+11.0	+22.9%	$394.15	+48.8%
75	MOD	MODINE MFG CO	Consumer Cyclical	96.0	$21K	0.01%	+1.0	+1.1%	$216.72	+37.2%
76	MRVL	MARVELL TECHNOLOGY INC	Technology	207.0	$21K	0.01%	+15.0	+7.8%	$99.05	+213.5%
77	INDA	ISHARES TR	—	437.0	$20K	0.01%	+280.0	+178.3%	$46.84	+5.8%
78	SIL	GLOBAL X FDS	—	223.0	$20K	0.01%	+43.0	+23.9%	$90.08	-7.1%
79	WAL	WESTERN ALLIANCE BANCORP	Financial Services	279.0	$20K	0.01%	+157.0	+128.7%	$70.85	+12.8%
80	LYG	LLOYDS BANKING GROUP PLC	Financial Services	3,883.0	$20K	0.01%	+3K	+273.4%	$5.03	+10.1%

Page 4 of 6 · 119 positions

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① 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 36.8%

Healthcare 20.3%

Communication Services 11.8%

Consumer Cyclical 9.3%

Financial Services 9.0%

Industrials 4.4%

Consumer Defensive 4.0%

Utilities 1.5%

Energy 1.4%

Basic Materials 0.9%