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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 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FFSM FIDELITY COVINGTON TRUST 397,385.0 $15.2M 3.22% NEW $38.21 -3.2%
2 RTX RTX CORPORATION Industrials 16,780.0 $3.2M 0.68% NEW $189.73 +10.4%
3 HSY HERSHEY CO Consumer Defensive 8,385.0 $1.5M 0.31% NEW $175.45 +6.2%
4 BLOCK INC 11,635.0 $884K 0.19% NEW $76.00
5 EME EMCOR GROUP INC Industrials 430.0 $357K 0.08% NEW $829.34 -9.5%
6 VTES VANGUARD WELLINGTON FD 3,460.0 $351K 0.07% NEW $101.31 -0.4%
7 TRV TRAVELERS COMPANIES INC Financial Services 536.0 $177K 0.04% NEW $330.12 +11.1%
8 JPIB J P MORGAN EXCHANGE TRADED F 2,746.0 $133K 0.03% NEW $48.35 -0.7%
9 SCHB SCHWAB STRATEGIC TR 4,087.0 $118K 0.03% NEW $28.96 +2.2%
10 OEF ISHARES TR 250.0 $91K 0.02% NEW $365.87 +3.3%
11 SCHF SCHWAB STRATEGIC TR 2,548.0 $71K 0.01% NEW $27.70 +2.9%
12 TEMA ETF TRUST 1,600.0 $49K 0.01% NEW $30.38
13 DFEM DIMENSIONAL ETF TRUST 1,094.0 $44K 0.01% NEW $40.66 -1.4%
14 DFSV DIMENSIONAL ETF TRUST 997.0 $39K 0.01% NEW $38.79 +2.9%
15 APPLIED AEROSPACE & DEFENSE 1,500.0 $34K 0.01% NEW $22.78
16 DISV DIMENSIONAL ETF TRUST 721.0 $29K 0.01% NEW $40.12 +11.3%
17 HELO J P MORGAN EXCHANGE TRADED F 375.0 $25K 0.01% NEW $67.58 +2.8%
18 PGNY PROGYNY INC Healthcare 839.0 $24K 0.01% NEW $28.83 -10.5%
19 FEDEX FGHT HLDG CO INC 150.0 $23K 0.01% NEW $151.00
20 JEPI J P MORGAN EXCHANGE TRADED F 382.0 $22K 0.01% NEW $56.48 +3.0%
Page 1 of 5  ·  96 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%