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Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202
13F Portfolio $372M AUM 513 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New 119 Added 132 Reduced 158 Exited
Page 12 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SIL GLOBAL X FDS 223.0 $20K 0.01% +43.0 +23.9% $90.08 -7.1%
222 B BARRICK MNG CORP Basic Materials 485.0 $20K 0.01% -16.0 -3.2% $40.79 -1.1%
223 WAL WESTERN ALLIANCE BANCORP Financial Services 279.0 $20K 0.01% +157.0 +128.7% $70.85 +12.8%
224 LYG LLOYDS BANKING GROUP PLC Financial Services 3,883.0 $20K 0.01% +3K +273.4% $5.03 +10.1%
225 RKT ROCKET COS INC Financial Services 1,364.0 $19K 0.01% $14.25 +1.2%
226 RIO RIO TINTO PLC Basic Materials 202.0 $19K 0.01% +142.0 +236.7% $96.07 +4.2%
227 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 226.0 $19K 0.01% +78.0 +52.7% $85.66 +21.0%
228 OSIS OSI SYSTEMS INC Technology 72.0 $19K 0.01% -6.0 -7.7% $265.51 -16.1%
229 USO UNITED STS OIL FD LP Financial Services 150.0 $19K 0.01% $127.25 -9.7%
230 ENSG ENSIGN GROUP INC Healthcare 93.0 $19K 0.01% +60.0 +181.8% $201.57 -23.8%
231 AVDV AMERICAN CENTY ETF TR 187.0 $19K 0.01% NEW $99.94 +6.8%
232 REGN REGENERON PHARMACEUTICALS Healthcare 24.0 $19K 0.01% $772.67 -21.1%
233 OTIS OTIS WORLDWIDE CORP Industrials 240.0 $18K 0.01% $77.08 -4.9%
234 FTAI AVIATION LTD 74.0 $18K 0.01% -32.0 -30.2% $245.00
235 AROC ARCHROCK INC Energy 520.0 $18K 0.01% $34.80 +6.2%
236 UMBF UMB FINL CORP Financial Services 158.0 $18K 0.01% +2.0 +1.3% $113.22 +17.5%
237 DG DOLLAR GEN CORP Consumer Defensive 149.0 $18K 0.01% -7.0 -4.5% $118.73 -4.4%
238 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 188.0 $18K 0.01% +13.0 +7.4% $93.87 +189.6%
239 MET METLIFE INC Financial Services 244.0 $17K 0.01% -176.0 -41.9% $70.72 +21.0%
240 GSK GSK PLC Healthcare 304.0 $17K 0.01% +274.0 +913.3% $55.68 -9.0%
Page 12 of 22  ·  439 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 36.8%
Healthcare 20.3%
Communication Services 11.8%
Consumer Cyclical 9.3%
Financial Services 9.0%
Industrials 4.4%
Consumer Defensive 4.0%
Utilities 1.5%
Energy 1.4%
Basic Materials 0.9%