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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 22 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CELH CELSIUS HLDGS INC Consumer Defensive 55.0 $2K 0.00% $35.49 -13.2%
422 CANADIAN PACIFIC KANSAS CITY 24.0 $2K 0.00% -21.0 -46.7% $78.83
423 OGN ORGANON & CO Healthcare 304.0 $2K $5.99 +124.2%
424 NIO NIO INC Consumer Cyclical 300.0 $2K $6.03 -16.7%
425 OKLO OKLO INC Utilities 32.0 $2K NEW $49.59 +23.3%
426 RDY DR REDDYS LABS LTD Healthcare 105.0 $1K -295.0 -73.8% $13.86 -4.1%
427 APPF APPFOLIO INC Technology 9.0 $1K -16.0 -64.0% $157.89 -4.0%
428 INDI INDIE SEMICONDUCTOR INC Technology 410.0 $1K $3.22 +31.9%
429 IWF ISHARES TR 3.0 $1K NEW $426.67 -71.1%
430 DAL DELTA AIR LINES INC Industrials 19.0 $1K -3.0 -13.6% $66.53 +26.5%
431 VUSB VANGUARD BD INDEX FDS 21.0 $1K NEW $49.81 -0.2%
432 IWO ISHARES TR 3.0 $942.0 -65.0 -95.6% $314.00 +23.9%
433 TKO TKO GROUP HOLDINGS INC Communication Services 4.0 $807.0 -5.0 -55.6% $201.75 -1.5%
434 VRA VERA BRADLEY INC Consumer Cyclical 100.0 $316.0 $3.16 +23.4%
435 SG SWEETGREEN INC Consumer Cyclical 29.0 $151.0 NEW $5.21 +72.3%
436 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 5.0 $76.0 $15.20 +8.7%
437 LCID LUCID GROUP INC Consumer Cyclical 5.0 $48.0 $9.60 -44.2%
438 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1.0 $22.0 -619.0 -99.8% $22.00 +20.0%
439 WORKHORSE GROUP INC 1.0 $4.0 NEW $4.00
Page 22 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%