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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 158.0 $43K 0.01% -30.0 -16.0% $271.96 -16.7%
62 TTMI TTM TECHNOLOGIES INC Technology 205.0 $38K 0.01% -22.0 -9.7% $187.02 -40.0%
63 FIDELITY COVINGTON TRUST 426.0 $33K 0.01% -852.0 -66.7% $77.25
64 IWM ISHARES TR 105.0 $32K 0.01% -10.0 -8.7% $300.46 -0.4%
65 ADP AUTOMATIC DATA PROCESSING IN Industrials 139.0 $31K 0.01% -76.0 -35.4% $225.65 +25.3%
66 RMBS RAMBUS INC DEL Technology 221.0 $29K 0.01% -54.0 -19.6% $132.74 -32.3%
67 CRS CARPENTER TECHNOLOGY CORP Industrials 47.0 $29K 0.01% -12.0 -20.3% $616.85 -21.2%
68 CPRX CATALYST PHARMACEUTICALS INC Healthcare 920.0 $29K 0.01% -16.0 -1.7% $31.43 +0.2%
69 SCHM SCHWAB STRATEGIC TR 766.0 $28K 0.01% -2K -66.7% $36.88 -2.8%
70 BKR BAKER HUGHES COMPANY Energy 462.0 $26K 0.01% -315.0 -40.5% $55.50 +11.4%
71 SITM SITIME CORP Technology 33.0 $25K 0.01% -6.0 -15.4% $745.58 -20.3%
72 NXPI NXP SEMICONDUCTORS N V Technology 85.0 $24K 0.01% -45.0 -34.6% $282.16 -20.3%
73 EXEL EXELIXIS INC Healthcare 440.0 $24K 0.01% -126.0 -22.3% $54.41 +4.2%
74 TOTALENERGIES SE 304.0 $24K 0.01% -68.0 -18.3% $78.73
75 EOG EOG RES INC Energy 182.0 $24K 0.01% -55.0 -23.2% $129.73 +13.2%
76 NI NISOURCE INC Utilities 491.0 $23K 0.01% -119.0 -19.5% $47.55 -14.5%
77 CME CME GROUP INC Financial Services 102.0 $23K 0.01% -11.0 -9.7% $220.83 +25.6%
78 PLD PROLOGIS INC. Real Estate 165.0 $22K 0.01% -114.0 -40.9% $135.47 +5.8%
79 ALNT ALLIENT INC Technology 205.0 $21K 0.00% -52.0 -20.2% $102.93 -9.6%
80 INDA ISHARES TR 424.0 $21K 0.00% -13.0 -3.0% $49.39 +1.7%
Page 4 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%