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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 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SNPS SYNOPSYS INC Technology 338.0 $151K 0.03% -3K -90.1% $446.07 -8.4%
42 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 372.0 $144K 0.03% -7K -94.6% $386.73 +3.1%
43 IHE ISHARES TR 1,364.0 $135K 0.03% -116.0 -7.8% $99.01 +8.5%
44 CVX CHEVRON CORPORATION Energy 682.0 $113K 0.02% -20.0 -2.9% $165.76 +20.6%
45 ORCL ORACLE CORP Technology 686.0 $101K 0.02% -222.0 -24.4% $146.55 -1.3%
46 FLS FLOWSERVE CORP Industrials 1,222.0 $91K 0.02% -150.0 -10.9% $74.38 +8.3%
47 EXPAND ENERGY CORPORATION 976.0 $89K 0.02% -200.0 -17.0% $91.19
48 GLD SPDR GOLD TR Financial Services 226.0 $83K 0.02% -37.0 -14.1% $368.38 +16.2%
49 PNC PNC FINL SVCS GROUP INC Financial Services 323.0 $79K 0.02% -17.0 -5.0% $245.86 -0.7%
50 MCD MCDONALDS CORP Consumer Cyclical 279.0 $75K 0.02% -104.0 -27.1% $270.31 -0.8%
51 MYRG MYR GROUP INC Industrials 149.0 $75K 0.02% -6.0 -3.9% $500.40 -40.8%
52 EPD ENTERPRISE PRODS PARTNERS L 1,933.0 $71K 0.01% -400.0 -17.1% $36.76
53 MPLX MPLX LP Energy 1,253.0 $71K 0.01% -1K -51.9% $56.33 +3.6%
54 ACWX ISHARES TR 724.0 $55K 0.01% -831.0 -53.4% $76.11 +2.8%
55 MA MASTERCARD INCORPORATED Financial Services 105.0 $54K 0.01% -3K -96.6% $513.60 +16.7%
56 MRVL MARVELL TECHNOLOGY INC Technology 169.0 $50K 0.01% -38.0 -18.4% $297.89 -19.3%
57 MRSH MARSH & MCLENNAN COS INC Financial Services 300.0 $50K 0.01% -54.0 -15.2% $166.67 +16.0%
58 AMGN AMGEN INC Healthcare 137.0 $50K 0.01% -63.0 -31.5% $362.12 +22.1%
59 EWT ISHARES INC 427.0 $46K 0.01% -20.0 -4.5% $108.61 -3.0%
60 SCHD SCHWAB STRATEGIC TR 1,364.0 $43K 0.01% -3K -66.7% $31.71 +10.7%
Page 3 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%