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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOAR LOAR HOLDINGS INC Industrials 10.0 $807.0 NEW $80.70 -9.4%
62 UUUU ENERGY FUELS INC Energy 50.0 $725.0 NEW $14.50 +10.1%
63 MVST MICROVAST HOLDINGS INC Industrials 600.0 $702.0 NEW $1.17 -32.9%
64 CAGE CALAMOS ETF TR 25.0 $693.0 NEW $27.72 +3.8%
65 EEM ISHARES TR 10.0 $685.0 NEW $68.50 -1.8%
66 SERV SERVE ROBOTICS INC Industrials 100.0 $658.0 NEW $6.58 -25.8%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 10.0 $424.0 NEW $42.40 +18.5%
68 SCHA SCHWAB STRATEGIC TR 10.0 $370.0 NEW $37.00 -6.5%
69 FIDELITY COVINGTON TRUST 7.0 $306.0 NEW $43.71
70 CHWY CHEWY INC Consumer Cyclical 15.0 $295.0 NEW $19.67 +25.5%
71 SMCI SUPER MICRO COMPUTER INC Technology 10.0 $294.0 NEW $29.40 +30.8%
72 CSGP COSTAR GROUP INC Real Estate 10.0 $284.0 NEW $28.40 +15.5%
73 ARGT GLOBAL X FDS 3.0 $275.0 NEW $91.67 +4.2%
74 AWK AMERICAN WTR WKS CO INC NEW Utilities 2.0 $264.0 NEW $132.00 +4.2%
75 WDAY WORKDAY INC Technology 2.0 $245.0 NEW $122.50 +58.7%
76 BLBD BLUE BIRD CORP Consumer Cyclical 3.0 $237.0 NEW $79.00 -25.8%
77 CODA CODA OCTOPUS GROUP INC Industrials 20.0 $196.0 NEW $9.80 +2.4%
78 ORN ORION GROUP HLDGS INC Industrials 10.0 $169.0 NEW $16.90 -44.8%
79 ARKK ARK ETF TR 2.0 $162.0 NEW $81.00 +6.6%
80 XEL XCEL ENERGY INC Utilities 2.0 $161.0 NEW $80.50 -4.1%
Page 4 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%