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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 25 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 5.0 $87.0 $17.40 -3.3%
482 F FORD MTR CO Consumer Cyclical 5.0 $70.0 NEW $14.00 -0.2%
483 XRX XEROX HOLDINGS CORP Technology 20.0 $64.0 NEW $3.20 -11.4%
484 GDOT GREEN DOT CORP Financial Services 4.0 $55.0 NEW $13.75 -2.2%
485 PYPL PAYPAL HLDGS INC Financial Services 1.0 $44.0 NEW $44.00 +41.3%
486 ARKF ARK ETF TR 1.0 $40.0 NEW $40.00 +16.1%
487 LCID LUCID GROUP INC Consumer Cyclical 5.0 $34.0 $6.80 -22.9%
488 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1.0 $26.0 $26.00 +0.0%
489 AAL AMERICAN AIRLINES GROUP INC Industrials 1.0 $19.0 NEW $19.00 -27.5%
490 PSKY PARAMOUNT SKYDANCE CORP Communication Services $5.0 NEW
491 WORKHORSE GROUP INC 1.0 $4.0 $4.00
492 DX DYNEX CAP INC Real Estate $1.0 NEW
493 NAD NUVEEN QUALITY MUNCP INCOME Financial Services $1.0 NEW
Page 25 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%