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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 6 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 209.0 $196K 0.04% +4.0 +1.9% $936.26 +2.5%
102 RSG REPUBLIC SVCS INC Industrials 900.0 $192K 0.04% $213.08 +3.7%
103 HLN HALEON PLC Healthcare 20,339.0 $190K 0.04% -271K -93.0% $9.33 +9.1%
104 SCHZ SCHWAB STRATEGIC TR 7,923.0 $183K 0.04% +1K +16.3% $23.13 -1.0%
105 TRV TRAVELERS COMPANIES INC Financial Services 536.0 $177K 0.04% NEW $330.12 +12.0%
106 IJH ISHARES TR 2,257.0 $174K 0.04% -206.0 -8.4% $77.11 -1.3%
107 PG PROCTER & GAMBLE CO Consumer Defensive 1,165.0 $171K 0.04% -219.0 -15.8% $146.64 -0.8%
108 AMD ADVANCED MICRO DEVICES INC Technology 288.0 $167K 0.04% $580.91 -17.5%
109 IWV ISHARES TR 372.0 $159K 0.03% -409.0 -52.4% $426.40 +2.3%
110 SNPS SYNOPSYS INC Technology 338.0 $151K 0.03% -3K -90.1% $446.07 -8.4%
111 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 372.0 $144K 0.03% -7K -94.6% $386.73 +3.1%
112 QCOM QUALCOMM INC Technology 767.0 $142K 0.03% $184.79 -13.1%
113 VRTX VERTEX PHARMACEUTICALS INC Healthcare 272.0 $135K 0.03% +18.0 +7.1% $496.73 +11.3%
114 IHE ISHARES TR 1,364.0 $135K 0.03% -116.0 -7.8% $99.01 +8.5%
115 DUK DUKE ENERGY CORP NEW Utilities 1,054.0 $133K 0.03% +6.0 +0.6% $126.59 -3.9%
116 JPIB J P MORGAN EXCHANGE TRADED F 2,746.0 $133K 0.03% NEW $48.35 -0.6%
117 RF REGIONS FINANCIAL CORP NEW Financial Services 4,025.0 $123K 0.03% $30.47 +0.5%
118 LOW LOWES COS INC Consumer Cyclical 551.0 $121K 0.03% $220.49 -2.7%
119 SCHB SCHWAB STRATEGIC TR 4,087.0 $118K 0.03% NEW $28.96 +2.2%
120 CVX CHEVRON CORPORATION Energy 682.0 $113K 0.02% -20.0 -2.9% $165.76 +20.6%
Page 6 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%