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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 12 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EOG EOG RES INC Energy 182.0 $24K 0.01% -55.0 -23.2% $129.73 +13.2%
222 NI NISOURCE INC Utilities 491.0 $23K 0.01% -119.0 -19.5% $47.55 -14.5%
223 FTAI AVIATION LTD 86.0 $23K 0.01% +12.0 +16.2% $270.53
224 XLI SELECT SECTOR SPDR TR 125.0 $23K 0.01% +48.0 +62.3% $185.23 -3.7%
225 WAL WESTERN ALLIANCE BANCORP Financial Services 279.0 $23K 0.01% $82.20 -3.1%
226 CVSA COVISTA INC Consumer Cyclical 182.0 $23K 0.01% +120.0 +193.6% $124.66 +9.4%
227 FEDEX FGHT HLDG CO INC 150.0 $23K 0.01% NEW $151.00
228 LYG LLOYDS BANKING GROUP PLC Financial Services 3,883.0 $23K 0.01% $5.83 +4.3%
229 CME CME GROUP INC Financial Services 102.0 $23K 0.01% -11.0 -9.7% $220.83 +25.6%
230 AZO AUTOZONE INC Consumer Cyclical 7.0 $22K 0.01% $3196.00 -5.3%
231 PLD PROLOGIS INC. Real Estate 165.0 $22K 0.01% -114.0 -40.9% $135.47 +5.8%
232 CVLT COMMVAULT SYS INC Technology 154.0 $22K 0.01% $141.73 -7.5%
233 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 598.0 $22K 0.01% $36.49 +6.7%
234 FBNC FIRST BANCORP N C Financial Services 338.0 $22K 0.01% +60.0 +21.6% $64.17 -0.3%
235 JEPI J P MORGAN EXCHANGE TRADED F 382.0 $22K 0.01% NEW $56.48 +2.9%
236 ENSG ENSIGN GROUP INC Healthcare 133.0 $21K 0.01% +40.0 +43.0% $160.37 +11.6%
237 ALNT ALLIENT INC Technology 205.0 $21K 0.00% -52.0 -20.2% $102.93 -9.6%
238 INDA ISHARES TR 424.0 $21K 0.00% -13.0 -3.0% $49.39 +1.7%
239 UBS UBS GROUP AG Financial Services 413.0 $20K 0.00% -16.0 -3.7% $49.56 +9.4%
240 AVLV AMERICAN CENTY ETF TR 220.0 $20K 0.00% NEW $91.21 +3.5%
Page 12 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%