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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 11 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DISV DIMENSIONAL ETF TRUST 721.0 $29K 0.01% NEW $40.12 +11.5%
202 CPRX CATALYST PHARMACEUTICALS INC Healthcare 920.0 $29K 0.01% -16.0 -1.7% $31.43 +0.2%
203 AVES AMERICAN CENTY ETF TR 434.0 $28K 0.01% +284.0 +189.3% $65.59 +0.8%
204 SIMO SILICON MOTION TECHNOLOGY CO Technology 85.0 $28K 0.01% $333.34 -27.5%
205 SCHM SCHWAB STRATEGIC TR 766.0 $28K 0.01% -2K -66.7% $36.88 -2.8%
206 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 72.0 $27K 0.01% $380.38 -30.0%
207 AVDV AMERICAN CENTY ETF TR 257.0 $26K 0.01% +70.0 +37.4% $102.86 +9.5%
208 IYC ISHARES TR 260.0 $26K 0.01% $101.10 +2.1%
209 BKR BAKER HUGHES COMPANY Energy 462.0 $26K 0.01% -315.0 -40.5% $55.50 +11.4%
210 HELO J P MORGAN EXCHANGE TRADED F 375.0 $25K 0.01% NEW $67.58 +2.8%
211 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 226.0 $25K 0.01% $111.79 -6.1%
212 SITM SITIME CORP Technology 33.0 $25K 0.01% -6.0 -15.4% $745.58 -20.3%
213 VMC VULCAN MATLS CO Basic Materials 83.0 $24K 0.01% $295.01 -7.1%
214 PGNY PROGYNY INC Healthcare 839.0 $24K 0.01% NEW $28.83 -10.4%
215 VEU VANGUARD INTL EQUITY INDEX F 288.0 $24K 0.01% $83.75 +2.8%
216 NXPI NXP SEMICONDUCTORS N V Technology 85.0 $24K 0.01% -45.0 -34.6% $282.16 -20.3%
217 SHEL SHELL PLC Energy 309.0 $24K 0.01% $77.54 +18.9%
218 EXEL EXELIXIS INC Healthcare 440.0 $24K 0.01% -126.0 -22.3% $54.41 +4.2%
219 TOTALENERGIES SE 304.0 $24K 0.01% -68.0 -18.3% $78.73
220 AEIS ADVANCED ENERGY INDS Industrials 64.0 $24K 0.01% +12.0 +23.1% $372.88 -26.1%
Page 11 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%