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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 10 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BX BLACKSTONE INC Financial Services 279.0 $33K 0.01% +145.0 +108.2% $117.67 +21.9%
182 AEP AMERICAN ELEC PWR CO INC Utilities 238.0 $33K 0.01% +2.0 +0.8% $136.81 -10.3%
183 SAN BANCO SANTANDER SA Financial Services 2,348.0 $32K 0.01% +40.0 +1.7% $13.80 +6.0%
184 TPR TAPESTRY INC Consumer Cyclical 218.0 $32K 0.01% $146.38 -11.1%
185 IWM ISHARES TR 105.0 $32K 0.01% -10.0 -8.7% $300.46 -0.4%
186 HWM HOWMET AEROSPACE INC Industrials 117.0 $31K 0.01% $268.86 -1.8%
187 PGR PROGRESSIVE CORP Financial Services 144.0 $31K 0.01% $218.45 +1.7%
188 GE GE AEROSPACE Industrials 84.0 $31K 0.01% +13.0 +18.3% $373.74 -6.5%
189 ADP AUTOMATIC DATA PROCESSING IN Industrials 139.0 $31K 0.01% -76.0 -35.4% $225.65 +25.3%
190 BA BOEING CO Industrials 144.0 $31K 0.01% $216.47 -2.5%
191 WAT WATERS CORP Healthcare 83.0 $31K 0.01% $375.05 +10.5%
192 KMI KINDER MORGAN INC DEL Energy 966.0 $31K 0.01% $31.97 -3.2%
193 ADUS ADDUS HOMECARE CORP Healthcare 301.0 $30K 0.01% $100.47 +20.5%
194 UMBF UMB FINL CORP Financial Services 208.0 $30K 0.01% +50.0 +31.6% $143.09 +0.3%
195 BE BLOOM ENERGY CORP Industrials 98.0 $30K 0.01% +3.0 +3.2% $302.70 -28.2%
196 MOD MODINE MFG CO Consumer Cyclical 111.0 $30K 0.01% +15.0 +15.6% $267.03 -29.6%
197 RMBS RAMBUS INC DEL Technology 221.0 $29K 0.01% -54.0 -19.6% $132.74 -32.3%
198 TEMA ETF TRUST 698.0 $29K 0.01% $41.89
199 CRS CARPENTER TECHNOLOGY CORP Industrials 47.0 $29K 0.01% -12.0 -20.3% $616.85 -21.2%
200 CTRE CARETRUST REIT INC Real Estate 711.0 $29K 0.01% +81.0 +12.9% $40.74 -2.1%
Page 10 of 25  ·  493 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%