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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 21 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ARKB ARK 21SHARES BITCOIN ETF Financial Services 172.0 $4K 0.00% NEW $22.49 -7.2%
402 ESNT ESSENT GROUP LTD Financial Services 66.0 $4K 0.00% $58.45 -0.0%
403 AIZ ASSURANT INC Financial Services 17.0 $4K 0.00% $217.82 +19.3%
404 INGERSOLL RAND INC 46.0 $4K 0.00% $80.13
405 ITW ILLINOIS TOOL WKS INC Industrials 14.0 $4K 0.00% -368.0 -96.3% $261.93 +0.8%
406 HAE HAEMONETICS CORP MASS Healthcare 62.0 $3K 0.00% -205.0 -76.8% $56.37 +31.6%
407 TD TORONTO DOMINION BK ONT Financial Services 36.0 $3K 0.00% $93.33 +27.8%
408 FSBC FIVE STAR BANCORP Financial Services 88.0 $3K 0.00% -491.0 -84.8% $37.73 +18.9%
409 HON HONEYWELL INTL INC Industrials 14.0 $3K 0.00% $226.07 +1.3%
410 BLD TOPBUILD COR Industrials 9.0 $3K 0.00% $351.33 +21.4%
411 RACE FERRARI N V Consumer Cyclical 9.0 $3K 0.00% -9.0 -50.0% $338.56 +7.0%
412 INOD INNODATA INC Technology 77.0 $3K 0.00% -180.0 -70.0% $38.62 +147.3%
413 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 138.0 $3K 0.00% -45.0 -24.6% $21.46 +33.1%
414 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 63.0 $3K 0.00% $46.19 -10.0%
415 DOX AMDOCS LTD Technology 39.0 $3K 0.00% -222.0 -85.1% $65.85 -21.8%
416 POR PORTLAND GEN ELEC CO Utilities 47.0 $3K 0.00% -64.0 -57.7% $53.30 -5.8%
417 BAX BAXTER INTL INC Healthcare 142.0 $2K 0.00% -41.0 -22.4% $16.82 +18.3%
418 WFRD WEATHERFORD INTL PLC Energy 24.0 $2K 0.00% $94.58 -3.1%
419 CLSK CLEANSPARK INC Technology 265.0 $2K 0.00% -797.0 -75.0% $8.51 +102.5%
420 VO VANGUARD INDEX FDS 7.0 $2K 0.00% NEW $287.29 -72.1%
Page 21 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%