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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 20 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PODD INSULET CORP Healthcare 41.0 $6K 0.00% -73.0 -64.0% $152.27 -6.1%
382 BAP CREDICORP LTD Financial Services 16.0 $6K 0.00% $389.62 -1.6%
383 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 58.0 $6K 0.00% $106.26 +10.0%
384 SONY SONY GROUP CORP Technology 304.0 $6K 0.00% -167.0 -35.5% $20.06 +19.9%
385 MFC MANULIFE FINL CORP Financial Services 149.0 $6K 0.00% -20.0 -11.8% $40.51 +6.6%
386 LITE LUMENTUM HLDGS INC Technology 7.0 $6K 0.00% NEW $858.14 +3.2%
387 INOD INNODATA INC Technology 77.0 $6K 0.00% $75.58 -24.4%
388 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 3,000.0 $6K 0.00% $1.92 -6.8%
389 MAIN MAIN STR CAP CORP Financial Services 110.0 $6K 0.00% NEW $51.97 +12.6%
390 SOFI SOFI TECHNOLOGIES INC Financial Services 315.0 $6K 0.00% NEW $17.93 +6.0%
391 ABCB AMERIS BANCORP Financial Services 62.0 $6K 0.00% $90.47 -5.4%
392 BLOK AMPLIFY ETF TR 89.0 $6K 0.00% -30.0 -25.2% $62.64 +3.0%
393 OTIS OTIS WORLDWIDE CORP Industrials 77.0 $6K 0.00% -163.0 -67.9% $71.61 -0.2%
394 TIMB TIM S A Communication Services 253.0 $5K 0.00% $21.59 -15.4%
395 INCY INCYTE CORP Healthcare 48.0 $5K 0.00% -30.0 -38.5% $113.38 +14.4%
396 NUE NUCOR CORP Basic Materials 24.0 $5K 0.00% NEW $223.33 +10.8%
397 ACN ACCENTURE PLC IRELAND Technology 43.0 $5K 0.00% -12K -99.6% $124.44 +50.2%
398 DBMF LITMAN GREGORY FDS TR 173.0 $5K 0.00% NEW $30.61 +1.3%
399 URA GLOBAL X FDS 119.0 $5K 0.00% NEW $43.71 +10.1%
400 NKE NIKE INC Consumer Cyclical 125.0 $5K 0.00% $41.46 -4.8%
Page 20 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%