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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 5 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SAP SAP SE Technology 3,902.0 $601K 0.13% -8K -68.5% $154.11 +40.2%
82 TFLO ISHARES TR 10,103.0 $512K 0.11% -39K -79.5% $50.63 -0.0%
83 GLW CORNING INC Technology 1,747.0 $446K 0.10% -30.0 -1.7% $255.43 -42.6%
84 USFR WISDOMTREE TR 8,465.0 $426K 0.09% -12K -58.8% $50.35 +0.3%
85 DE DEERE & CO Industrials 619.0 $394K 0.08% -35.0 -5.3% $635.95 -1.0%
86 FTEC FIDELITY COVINGTON TRUST 1,314.0 $375K 0.08% -657.0 -33.3% $285.65 -2.2%
87 UNH UNITEDHEALTH GROUP INC Healthcare 882.0 $367K 0.08% -10K -92.2% $415.63 -4.2%
88 EME EMCOR GROUP INC Industrials 430.0 $357K 0.08% NEW $829.34 -10.7%
89 VTES VANGUARD WELLINGTON FD 3,460.0 $351K 0.07% NEW $101.31 -0.4%
90 EFA ISHARES TR 3,267.0 $339K 0.07% $103.88 +4.5%
91 GS GOLDMAN SACHS GROUP INC Financial Services 296.0 $299K 0.06% -7.0 -2.3% $1011.37 +4.3%
92 FHN FIRST HORIZON CORPORATION Financial Services 11,350.0 $293K 0.06% $25.81 -5.2%
93 HD HOME DEPOT INC Consumer Cyclical 815.0 $287K 0.06% -22.0 -2.6% $352.68 -4.7%
94 WM WASTE MGMT INC DEL Industrials 1,235.0 $275K 0.06% $222.88 +0.2%
95 XLK SELECT SECTOR SPDR TR 1,429.0 $272K 0.06% +32.0 +2.3% $190.52 -4.9%
96 CI THE CIGNA GROUP Healthcare 939.0 $259K 0.06% -8K -89.9% $275.68 +0.8%
97 IXN ISHARES TR 1,639.0 $237K 0.05% +529.0 +47.7% $144.48 -4.6%
98 PINNACLE FINL PARTNERS INC 2,119.0 $214K 0.04% +50.0 +2.4% $100.88
99 IAU ISHARES GOLD TR Financial Services 2,712.0 $205K 0.04% $75.51 +15.6%
100 UNILEVER PLC 3,288.0 $198K 0.04% -54K -94.2% $60.12
Page 5 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%