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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 14 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VST VISTRA CORP Utilities 108.0 $17K 0.00% NEW $158.64 -11.7%
262 GPOR GULFPORT ENERGY CORP Energy 100.0 $17K 0.00% +38.0 +61.3% $169.70 +2.6%
263 EGP EASTGROUP PPTYS INC Real Estate 83.0 $17K 0.00% +12.0 +16.9% $204.08 -1.6%
264 AHR AMERICAN HEALTHCARE REIT INC Real Estate 321.0 $17K 0.00% +71.0 +28.4% $52.40 +9.1%
265 APG API GROUP CORP Industrials 385.0 $16K 0.00% +45.0 +13.2% $42.35 -2.7%
266 SCHW SCHWAB CHARLES CORP Financial Services 176.0 $16K 0.00% -527.0 -75.0% $92.27 +18.6%
267 SPOT SPOTIFY TECHNOLOGY S A Communication Services 35.0 $16K 0.00% +5.0 +16.7% $459.14 +19.8%
268 SANM SANMINA CORP Technology 63.0 $16K 0.00% -28.0 -30.8% $253.10 -21.5%
269 SOUTHSTATE BK CORP 159.0 $16K 0.00% NEW $99.91
270 IBIT ISHARES BITCOIN TRUST ETF Financial Services 477.0 $16K 0.00% -650.0 -57.7% $33.29 +33.5%
271 SLV ISHARES SILVER TR Financial Services 295.0 $16K 0.00% -241.0 -45.0% $53.47 +15.2%
272 JEPQ J P MORGAN EXCHANGE TRADED F 255.0 $16K 0.00% -35.0 -12.1% $61.48 -2.7%
273 KTB KONTOOR BRANDS INC Consumer Cyclical 186.0 $16K 0.00% -31.0 -14.3% $83.34 -7.4%
274 GSK GSK PLC Healthcare 290.0 $15K 0.00% -14.0 -4.6% $52.88 -2.7%
275 PNTG PENNANT GROUP INC Healthcare 410.0 $15K 0.00% NEW $36.95 +3.6%
276 KRE SPDR SERIES TRUST 200.0 $15K 0.00% NEW $74.85 -0.4%
277 REGN REGENERON PHARMACEUTICALS Healthcare 24.0 $15K 0.00% $623.54 +30.7%
278 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,059.0 $15K 0.00% +904.0 +583.2% $14.13 +17.5%
279 BOOT BOOT BARN HLDGS INC Consumer Cyclical 91.0 $15K 0.00% +34.0 +59.6% $164.27 -2.8%
280 AVIV AMERICAN CENTY ETF TR 188.0 $15K 0.00% NEW $77.42 +7.9%
Page 14 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%