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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	VUSB	VANGUARD BD INDEX FDS	—	21	$1K	—	SOLD
42	IWO	ISHARES TR	—	3	$942.0	—	SOLD

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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%