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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ROKU ROKU INC Communication Services 1.0 $139.0 NEW $139.00 +14.9%
82 ARKX ARK ETF TR 4.0 $137.0 NEW $34.25 -5.1%
83 CAIQ CALAMOS ETF TR 5.0 $135.0 NEW $27.00 -5.0%
84 ARKQ ARK ETF TR 1.0 $133.0 NEW $133.00 -7.7%
85 CTA SIMPLIFY EXCHANGE TRADED FUN 5.0 $130.0 NEW $26.00 +3.9%
86 LNSR LENSAR INC Healthcare 20.0 $115.0 NEW $5.75 +55.5%
87 UFO PROCURE ETF TRUST II 2.0 $102.0 NEW $51.00 -12.6%
88 F FORD MTR CO Consumer Cyclical 5.0 $70.0 NEW $14.00 -0.4%
89 XRX XEROX HOLDINGS CORP Technology 20.0 $64.0 NEW $3.20 -7.8%
90 GDOT GREEN DOT CORP Financial Services 4.0 $55.0 NEW $13.75 -2.5%
91 PYPL PAYPAL HLDGS INC Financial Services 1.0 $44.0 NEW $44.00 +41.5%
92 ARKF ARK ETF TR 1.0 $40.0 NEW $40.00 +16.6%
93 AAL AMERICAN AIRLINES GROUP INC Industrials 1.0 $19.0 NEW $19.00 -26.6%
94 PSKY PARAMOUNT SKYDANCE CORP Communication Services $5.0 NEW
95 DX DYNEX CAP INC Real Estate $1.0 NEW
96 NAD NUVEEN QUALITY MUNCP INCOME Financial Services $1.0 NEW
Page 5 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%