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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 23 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 INDI INDIE SEMICONDUCTOR INC Technology 410.0 $2K $4.49 -11.8%
442 CELH CELSIUS HLDGS INC Consumer Defensive 55.0 $2K $29.29 +20.7%
443 HONEYWELL INTL INC 7.0 $2K NEW $224.00
444 HONEYWELL AEROSPACE INC 7.0 $2K NEW $221.14
445 NIO NIO INC Consumer Cyclical 300.0 $2K $5.06 -12.2%
446 APPF APPFOLIO INC Technology 9.0 $1K $160.44 +39.0%
447 SCHG SCHWAB STRATEGIC TR 40.0 $1K NEW $33.85 +4.3%
448 NOC NORTHROP GRUMMAN CORP Industrials 2.0 $1K NEW $509.50 +6.5%
449 IWF ISHARES TR 8.0 $994.0 +5.0 +166.7% $124.25 -1.9%
450 CAIE CALAMOS ETF TR 34.0 $920.0 NEW $27.06 +0.0%
451 LOAR LOAR HOLDINGS INC Industrials 10.0 $807.0 NEW $80.70 -9.4%
452 TKO TKO GROUP HOLDINGS INC Communication Services 4.0 $806.0 $201.50 -4.0%
453 UUUU ENERGY FUELS INC Energy 50.0 $725.0 NEW $14.50 +10.1%
454 MVST MICROVAST HOLDINGS INC Industrials 600.0 $702.0 NEW $1.17 -32.9%
455 CAGE CALAMOS ETF TR 25.0 $693.0 NEW $27.72 +3.8%
456 EEM ISHARES TR 10.0 $685.0 NEW $68.50 -1.8%
457 SERV SERVE ROBOTICS INC Industrials 100.0 $658.0 NEW $6.58 -25.8%
458 VZ VERIZON COMMUNICATIONS INC Communication Services 10.0 $424.0 NEW $42.40 +18.4%
459 VRA VERA BRADLEY INC Consumer Cyclical 100.0 $389.0 $3.89 -17.7%
460 SCHA SCHWAB STRATEGIC TR 10.0 $370.0 NEW $37.00 -6.5%
Page 23 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%