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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PENNANT GROUP INC 227 $7K 0.00% SOLD
22 CPER UNITED STS COMMODITY INDEX F Financial Services 200 $7K 0.00% SOLD
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10 $7K 0.00% SOLD
24 AVAV AEROVIRONMENT INC Industrials 35 $6K 0.00% SOLD
25 TLTW ISHARES TR 279 $6K 0.00% SOLD
26 ON ON SEMICONDUCTOR CORP Technology 92 $6K 0.00% SOLD
27 XLG INVESCO EXCHANGE TRADED FD T 103 $6K 0.00% SOLD
28 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 75 $5K 0.00% SOLD
29 IBB ISHARES TR 30 $5K 0.00% SOLD
30 STNE STONECO LTD Technology 340 $5K 0.00% SOLD
31 XLC SELECT SECTOR SPDR TR 40 $4K 0.00% SOLD
32 ARKB ARK 21SHARES BITCOIN ETF Financial Services 172 $4K 0.00% SOLD
33 ITW ILLINOIS TOOL WKS INC Industrials 14 $4K 0.00% SOLD
34 HAE HAEMONETICS CORP MASS Healthcare 62 $3K 0.00% SOLD
35 HON HONEYWELL INTL INC Industrials 14 $3K 0.00% SOLD
36 BLD TOPBUILD COR Industrials 9 $3K 0.00% SOLD
37 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 63 $3K 0.00% SOLD
38 DOX AMDOCS LTD Technology 39 $3K 0.00% SOLD
39 VO VANGUARD INDEX FDS 7 $2K 0.00% SOLD
40 RDY DR REDDYS LABS LTD Healthcare 105 $1K SOLD
Page 2 of 3  ·  42 positions
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%