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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 13 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AEIS ADVANCED ENERGY INDS Industrials 52.0 $17K 0.01% -9.0 -14.8% $322.71 +15.5%
242 UBS UBS GROUP AG Financial Services 429.0 $17K 0.01% -43.0 -9.1% $39.07 +30.0%
243 NBTB NBT BANCORP INC Financial Services 391.0 $17K 0.00% +74.0 +23.3% $42.58 +9.6%
244 FERG FERGUSON ENTERPRISES INC Industrials 70.0 $16K 0.00% NEW $233.27 +2.2%
245 SGOV ISHARES TR 162.0 $16K 0.00% +155.0 +2214.3% $100.66 -0.1%
246 ISHARES TR 340.0 $16K 0.00% NEW $47.58
247 JEPQ J P MORGAN EXCHANGE TRADED F 290.0 $16K 0.00% +137.0 +89.5% $55.53 +10.5%
248 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 72.0 $16K 0.00% $222.08 +76.2%
249 FBNC FIRST BANCORP N C Financial Services 278.0 $16K 0.00% +45.0 +19.3% $56.59 +7.4%
250 HUBS HUBSPOT INC Technology 64.0 $16K 0.00% +63.0 +6300.0% $244.11 -27.9%
251 INTA INTAPP INC Technology 603.0 $15K 0.00% +88.0 +17.1% $25.69 -14.2%
252 BX BLACKSTONE INC Financial Services 134.0 $15K 0.00% $114.99 +7.7%
253 KTB KONTOOR BRANDS INC Consumer Cyclical 217.0 $15K 0.00% $70.29 +11.2%
254 ALNT ALLIENT INC Technology 257.0 $15K 0.00% $59.12 +62.1%
255 SLB SLB LIMITED Energy 294.0 $15K 0.00% +157.0 +114.6% $51.67 -6.9%
256 SPOT SPOTIFY TECHNOLOGY S A Communication Services 30.0 $15K 0.00% +23.0 +328.6% $484.93 -3.5%
257 BARCLAYS PLC 687.0 $15K 0.00% NEW $21.16
258 BSX BOSTON SCIENTIFIC CORP Healthcare 226.0 $14K 0.00% NEW $62.75 -27.8%
259 VIST VISTA ENERGY S.A.B. DE C.V. Energy 185.0 $14K 0.00% $75.47 -9.2%
260 FAST FASTENAL CO Industrials 299.0 $14K 0.00% -146.0 -32.8% $46.40 -1.1%
Page 13 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%