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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 22 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NGG NATIONAL GRID PLC Utilities 49.0 $4K 0.00% $82.88 -2.1%
422 SHOP SHOPIFY INC Technology 35.0 $4K 0.00% $114.20 +34.7%
423 TXNM ENERGY INC 68.0 $4K 0.00% $56.79
424 CLSK CLEANSPARK INC Technology 265.0 $4K 0.00% $14.55 -12.4%
425 RGR STURM RUGER & CO INC Industrials 100.0 $4K 0.00% $37.85 +1.4%
426 INGERSOLL RAND INC 46.0 $4K 0.00% $82.00
427 BITWISE FUNDS TRUST 148.0 $4K 0.00% -257.0 -63.5% $24.50
428 SPACE EXPLORATION TECHN CORP 18.0 $3K 0.00% NEW $170.89
429 BAX BAXTER INTL INC Healthcare 142.0 $3K 0.00% $21.33 +23.2%
430 MET METLIFE INC Financial Services 33.0 $3K 0.00% -211.0 -86.5% $84.64 +13.3%
431 VXUS VANGUARD STAR FDS 29.0 $2K 0.00% -652.0 -95.7% $85.59 +3.0%
432 POR PORTLAND GEN ELEC CO Utilities 47.0 $2K 0.00% $52.38 -4.9%
433 HDB HDFC BANK LTD Financial Services 91.0 $2K -101.0 -52.6% $25.84 -8.5%
434 VGSH VANGUARD SCOTTSDALE FDS 38.0 $2K NEW $58.21 -0.0%
435 OKLO OKLO INC Utilities 42.0 $2K +10.0 +31.2% $52.33 -15.4%
436 CANADIAN PACIFIC KANSAS CITY 24.0 $2K $86.88
437 DAL DELTA AIR LINES INC Industrials 22.0 $2K +3.0 +15.8% $93.68 -10.7%
438 WFRD WEATHERFORD INTL PLC Energy 24.0 $2K $81.50 +8.2%
439 HCA HCA HEALTHCARE INC Healthcare 5.0 $2K -11.0 -68.8% $390.00 +9.9%
440 RACE FERRARI N V Consumer Cyclical 5.0 $2K -4.0 -44.4% $372.40 +13.3%
Page 22 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%