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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 15 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 616.0 $15K 0.00% $23.58 +7.7%
282 SCHX SCHWAB STRATEGIC TR 486.0 $14K 0.00% -972.0 -66.7% $29.44 +2.5%
283 WSBC WESBANCO INC Financial Services 358.0 $14K 0.00% $39.41 +2.4%
284 GTLS CHART INDS INC Industrials 66.0 $14K 0.00% -50.0 -43.1% $208.95 +0.5%
285 PCAR PACCAR INC Industrials 113.0 $14K 0.00% $120.12 +7.8%
286 SLB SLB LIMITED Energy 290.0 $14K 0.00% -4.0 -1.4% $46.73 +14.2%
287 ASTRANA HEALTH INC 290.0 $13K 0.00% +10.0 +3.6% $46.41
288 GRID FIRST TR EXCHANGE-TRADED FD 70.0 $13K 0.00% NEW $191.76 -5.9%
289 PAVE GLOBAL X FDS 227.0 $13K 0.00% NEW $59.03 -4.8%
290 VIKING HOLDINGS LTD 128.0 $13K 0.00% +18.0 +16.4% $104.67
291 IFS INTERCORP FINL SVCS INC Financial Services 234.0 $13K 0.00% $56.96 -3.7%
292 PANW PALO ALTO NETWORKS INC Technology 39.0 $13K 0.00% NEW $341.03 -0.8%
293 VYMI VANGUARD WHITEHALL FDS 135.0 $13K 0.00% $98.20 +7.7%
294 NVT NVENT ELEC PLC Industrials 78.0 $13K 0.00% $169.62 -8.6%
295 RRX REGAL REXNORD CORPORATION Industrials 55.0 $13K 0.00% $238.55 -30.8%
296 HUBS HUBSPOT INC Technology 71.0 $13K 0.00% +7.0 +10.9% $182.52 +28.8%
297 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 251.0 $13K 0.00% +110.0 +78.0% $49.86 +6.0%
298 ING ING GROEP N.V. Financial Services 398.0 $12K 0.00% $31.38 +13.2%
299 NPK INTERNATIONAL INC 777.0 $12K 0.00% +136.0 +21.2% $15.91
300 SBUX STARBUCKS CORP Consumer Cyclical 120.0 $12K 0.00% $102.19 +5.0%
Page 15 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%