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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 19 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CPER UNITED STS COMMODITY INDEX F Financial Services 200.0 $7K 0.00% $34.43 +12.9%
362 SN SHARKNINJA INC Consumer Cyclical 65.0 $7K 0.00% NEW $105.91 +33.0%
363 ASTRANA HEALTH INC 280.0 $7K 0.00% $24.52
364 KNF KNIFE RIVER CORP Basic Materials 84.0 $7K 0.00% NEW $81.65 +5.6%
365 NKE NIKE INC Consumer Cyclical 125.0 $7K 0.00% -116.0 -48.1% $53.62 -15.7%
366 TIMB TIM S A Communication Services 253.0 $7K 0.00% NEW $26.49 -21.8%
367 CMC COMMERCIAL METALS CO Basic Materials 109.0 $7K 0.00% NEW $61.43 +17.8%
368 CARG CARGURUS INC Consumer Cyclical 193.0 $7K 0.00% +145.0 +302.1% $34.05 -11.8%
369 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10.0 $7K 0.00% NEW $652.20 +14.5%
370 AVAV AEROVIRONMENT INC Industrials 35.0 $6K 0.00% +13.0 +59.1% $183.06 -7.3%
371 TLTW ISHARES TR 279.0 $6K 0.00% -116.0 -29.4% $22.62 -1.0%
372 BLOK AMPLIFY ETF TR 119.0 $6K 0.00% -4.0 -3.2% $49.82 +34.1%
373 NU NU HLDGS LTD Financial Services 410.0 $6K 0.00% NEW $14.37 -11.6%
374 MFC MANULIFE FINL CORP Financial Services 169.0 $6K 0.00% NEW $34.44 +17.9%
375 KT KT CORP Communication Services 270.0 $6K 0.00% NEW $21.45 -14.6%
376 ON ON SEMICONDUCTOR CORP Technology 92.0 $6K 0.00% +22.0 +31.4% $61.92 +96.4%
377 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 58.0 $6K 0.00% $97.55 +12.3%
378 XLG INVESCO EXCHANGE TRADED FD T 103.0 $6K 0.00% NEW $54.55 +13.2%
379 BAP CREDICORP LTD Financial Services 16.0 $5K 0.00% NEW $339.19 +12.8%
380 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 75.0 $5K 0.00% +21.0 +38.9% $71.19 -13.5%
Page 19 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%