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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MFC MANULIFE FINL CORP Financial Services 149.0 $6K 0.00% -20.0 -11.8% $40.51 +6.6%
122 BLOK AMPLIFY ETF TR 89.0 $6K 0.00% -30.0 -25.2% $62.64 +3.0%
123 OTIS OTIS WORLDWIDE CORP Industrials 77.0 $6K 0.00% -163.0 -67.9% $71.61 -0.2%
124 INCY INCYTE CORP Healthcare 48.0 $5K 0.00% -30.0 -38.5% $113.38 +14.4%
125 ACN ACCENTURE PLC IRELAND Technology 43.0 $5K 0.00% -12K -99.6% $124.44 +50.2%
126 SRE SEMPRA Utilities 51.0 $5K 0.00% -85.0 -62.5% $93.37 -10.0%
127 DEO DIAGEO PLC Consumer Defensive 55.0 $4K 0.00% -15K -99.6% $80.38 +17.9%
128 QLTY GMO ETF TRUST 105.0 $4K 0.00% -2K -95.2% $41.70 +3.6%
129 BSOL BITWISE SOLANA STAKING ETF Financial Services 426.0 $4K 0.00% -429.0 -50.2% $10.01 +34.2%
130 TW TRADEWEB MKTS INC Financial Services 42.0 $4K 0.00% -10K -99.6% $99.67 +8.1%
131 BITWISE FUNDS TRUST 148.0 $4K 0.00% -257.0 -63.5% $24.50
132 MET METLIFE INC Financial Services 33.0 $3K 0.00% -211.0 -86.5% $84.64 +13.3%
133 VXUS VANGUARD STAR FDS 29.0 $2K 0.00% -652.0 -95.7% $85.59 +3.0%
134 HDB HDFC BANK LTD Financial Services 91.0 $2K -101.0 -52.6% $25.84 -8.5%
135 HCA HCA HEALTHCARE INC Healthcare 5.0 $2K -11.0 -68.8% $390.00 +9.9%
136 RACE FERRARI N V Consumer Cyclical 5.0 $2K -4.0 -44.4% $372.40 +13.3%
Page 7 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%