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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 21 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 URNM SPROTT FDS TR 98.0 $5K 0.00% NEW $52.59 +16.2%
402 MELI MERCADOLIBRE INC Consumer Cyclical 3.0 $5K 0.00% NEW $1697.67 +17.6%
403 SSRM SSR MINING IN Basic Materials 176.0 $5K 0.00% +33.0 +23.1% $28.28 +38.6%
404 SRE SEMPRA Utilities 51.0 $5K 0.00% -85.0 -62.5% $93.37 -10.0%
405 COMT ISHARES U S ETF TR 156.0 $5K 0.00% NEW $30.37 +11.9%
406 KT KT CORP Communication Services 270.0 $5K 0.00% $17.28 +11.3%
407 AIZ ASSURANT INC Financial Services 17.0 $5K 0.00% $268.59 +6.2%
408 BEONE MEDICINES LTD 16.0 $5K 0.00% $285.00
409 DEO DIAGEO PLC Consumer Defensive 55.0 $4K 0.00% -15K -99.6% $80.38 +17.9%
410 QLTY GMO ETF TRUST 105.0 $4K 0.00% -2K -95.2% $41.70 +3.6%
411 TD TORONTO DOMINION BK ONT Financial Services 36.0 $4K 0.00% $121.44 -2.0%
412 VICI VICI PPTYS INC Real Estate 164.0 $4K 0.00% $26.55 -1.0%
413 NTR NUTRIEN LTD Basic Materials 68.0 $4K 0.00% $63.50 +14.7%
414 FSBC FIVE STAR BANCORP Financial Services 88.0 $4K 0.00% $48.69 -7.8%
415 BSOL BITWISE SOLANA STAKING ETF Financial Services 426.0 $4K 0.00% -429.0 -50.2% $10.01 +34.2%
416 ESNT ESSENT GROUP LTD Financial Services 66.0 $4K 0.00% $64.29 +7.3%
417 TW TRADEWEB MKTS INC Financial Services 42.0 $4K 0.00% -10K -99.6% $99.67 +8.1%
418 BN BROOKFIELD CORP Financial Services 97.0 $4K 0.00% $42.60 -1.1%
419 OGN ORGANON & CO Healthcare 304.0 $4K 0.00% $13.54 +1.5%
420 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 138.0 $4K 0.00% $29.75 +16.9%
Page 21 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%