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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 19 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SBS COMPANHIA DE SANEAMENTO BASI Utilities 1,355.0 $8K 0.00% +1K +400.0% $5.78 -17.0%
362 SIL GLOBAL X FDS 98.0 $8K 0.00% -125.0 -56.0% $77.57 +32.5%
363 BHP BHP BILLITON LIMITED Basic Materials 90.0 $7K 0.00% -15.0 -14.3% $83.31 +18.5%
364 ETHA ISHARES ETHEREUM TR Financial Services 612.0 $7K 0.00% -869.0 -58.7% $11.89 +56.4%
365 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 74.0 $7K 0.00% -3.0 -3.9% $97.04 +23.1%
366 PDBC INVESCO ACTVELY MNGD ETC FD 447.0 $7K 0.00% NEW $15.88 +14.4%
367 STZ CONSTELLATION BRANDS INC Consumer Defensive 50.0 $7K 0.00% -14K -99.7% $139.10 -2.9%
368 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 86.0 $7K 0.00% NEW $80.05 -8.1%
369 CMC COMMERCIAL METALS CO Basic Materials 109.0 $7K 0.00% $62.75 +6.5%
370 VALE VALE S A Basic Materials 449.0 $7K 0.00% NEW $15.04 +1.9%
371 LHX L3HARRIS TECHNOLOGIES INC Industrials 23.0 $7K 0.00% +8.0 +53.3% $292.22 -10.3%
372 ITUB ITAU UNIBANCO HLDG S A Financial Services 820.0 $7K 0.00% $8.17 -6.3%
373 YUMC YUM CHINA HLDGS INC Consumer Cyclical 164.0 $7K 0.00% +15.0 +10.1% $40.87 +18.8%
374 RGTI RIGETTI COMPUTING INC Technology 345.0 $7K 0.00% +46.0 +15.4% $19.32 -12.3%
375 CCJ CAMECO CORP Energy 64.0 $7K 0.00% $101.88 +5.0%
376 CXW CORECIVIC INC Real Estate 214.0 $7K 0.00% $30.38 +9.1%
377 AA ALCOA CORP Basic Materials 124.0 $6K 0.00% NEW $52.15 -1.7%
378 SE SEA LTD Consumer Cyclical 67.0 $6K 0.00% NEW $95.84 +28.5%
379 MFG MIZUHO FINANCIAL GROUP INC Financial Services 669.0 $6K 0.00% $9.58 +8.6%
380 NU NU HLDGS LTD Financial Services 479.0 $6K 0.00% +69.0 +16.8% $13.36 +13.3%
Page 19 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%