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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBS UBS GROUP AG Financial Services 413.0 $20K 0.00% -16.0 -3.7% $49.56 +9.4%
82 STRL STERLING INFRASTRUCTURE INC Industrials 23.0 $19K 0.00% -3.0 -11.5% $839.39 -42.1%
83 INTC INTEL CORP Technology 138.0 $19K 0.00% -332.0 -70.6% $139.63 -37.3%
84 AROC ARCHROCK INC Energy 466.0 $19K 0.00% -54.0 -10.4% $40.71 -24.6%
85 SCHV SCHWAB STRATEGIC TR 530.0 $18K 0.00% -1K -66.7% $34.79 +0.3%
86 RKT ROCKET COS INC Financial Services 1,100.0 $17K 0.00% -264.0 -19.4% $15.75 -9.2%
87 SCHW SCHWAB CHARLES CORP Financial Services 176.0 $16K 0.00% -527.0 -75.0% $92.27 +21.7%
88 SANM SANMINA CORP Technology 63.0 $16K 0.00% -28.0 -30.8% $253.10 -24.5%
89 IBIT ISHARES BITCOIN TRUST ETF Financial Services 477.0 $16K 0.00% -650.0 -57.7% $33.29 +34.3%
90 SLV ISHARES SILVER TR Financial Services 295.0 $16K 0.00% -241.0 -45.0% $53.47 +16.5%
91 JEPQ J P MORGAN EXCHANGE TRADED F 255.0 $16K 0.00% -35.0 -12.1% $61.48 -2.8%
92 KTB KONTOOR BRANDS INC Consumer Cyclical 186.0 $16K 0.00% -31.0 -14.3% $83.34 -4.0%
93 GSK GSK PLC Healthcare 290.0 $15K 0.00% -14.0 -4.6% $52.88 -1.5%
94 SCHX SCHWAB STRATEGIC TR 486.0 $14K 0.00% -972.0 -66.7% $29.44 +2.6%
95 GTLS CHART INDS INC Industrials 66.0 $14K 0.00% -50.0 -43.1% $208.95 +0.5%
96 SLB SLB LIMITED Energy 290.0 $14K 0.00% -4.0 -1.4% $46.73 +14.0%
97 RING ISHARES INC 189.0 $12K 0.00% -139.0 -42.4% $64.60 +44.2%
98 USO UNITED STS OIL FD LP Financial Services 113.0 $12K 0.00% -37.0 -24.7% $106.44 +18.5%
99 MKSI MKS INC. Technology 27.0 $12K 0.00% -10.0 -27.0% $444.81 -39.2%
100 FAST FASTENAL CO Industrials 250.0 $12K 0.00% -49.0 -16.4% $48.03 +4.7%
Page 5 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%