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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 3,580.0 $1.3M 0.27% -541.0 -13.1% $353.33
22 VEA VANGUARD TAX-MANAGED FDS 15,542.0 $1.1M 0.23% -166K -91.5% $71.25 +3.4%
23 MRK MERCK & CO INC Healthcare 7,919.0 $1.0M 0.22% -19K -70.9% $129.36 +20.3%
24 CAT CATERPILLAR INC Industrials 805.0 $857K 0.18% -176.0 -17.9% $1064.90 -23.9%
25 HOOD ROBINHOOD MKTS INC Financial Services 6,512.0 $653K 0.14% -628.0 -8.8% $100.28 +10.7%
26 SAP SAP SE Technology 3,902.0 $601K 0.13% -8K -68.5% $154.11 +40.2%
27 TFLO ISHARES TR 10,103.0 $512K 0.11% -39K -79.5% $50.63 -0.0%
28 GLW CORNING INC Technology 1,747.0 $446K 0.10% -30.0 -1.7% $255.43 -42.6%
29 USFR WISDOMTREE TR 8,465.0 $426K 0.09% -12K -58.8% $50.35 +0.3%
30 DE DEERE & CO Industrials 619.0 $394K 0.08% -35.0 -5.3% $635.95 -1.0%
31 FTEC FIDELITY COVINGTON TRUST 1,314.0 $375K 0.08% -657.0 -33.3% $285.65 -2.2%
32 UNH UNITEDHEALTH GROUP INC Healthcare 882.0 $367K 0.08% -10K -92.2% $415.63 -4.2%
33 GS GOLDMAN SACHS GROUP INC Financial Services 296.0 $299K 0.06% -7.0 -2.3% $1011.37 +4.3%
34 HD HOME DEPOT INC Consumer Cyclical 815.0 $287K 0.06% -22.0 -2.6% $352.68 -4.7%
35 CI THE CIGNA GROUP Healthcare 939.0 $259K 0.06% -8K -89.9% $275.68 +0.8%
36 UNILEVER PLC 3,288.0 $198K 0.04% -54K -94.2% $60.12
37 HLN HALEON PLC Healthcare 20,339.0 $190K 0.04% -271K -93.0% $9.33 +8.8%
38 IJH ISHARES TR 2,257.0 $174K 0.04% -206.0 -8.4% $77.11 -1.4%
39 PG PROCTER & GAMBLE CO Consumer Defensive 1,165.0 $171K 0.04% -219.0 -15.8% $146.64 -0.8%
40 IWV ISHARES TR 372.0 $159K 0.03% -409.0 -52.4% $426.40 +2.2%
Page 2 of 7  ·  136 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%