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Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202
13F Portfolio $372M AUM 513 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New 119 Added 132 Reduced 158 Exited
Page 7 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IXN ISHARES TR 1,110.0 $111K 0.03% $99.97 +46.4%
122 FDX FEDEX CORP Industrials 300.0 $107K 0.03% -85.0 -22.1% $357.86 -8.8%
123 RF REGIONS FINANCIAL CORP NEW Financial Services 4,025.0 $107K 0.03% -2K -28.4% $26.49 +8.0%
124 ACWX ISHARES TR 1,555.0 $106K 0.03% +263.0 +20.4% $68.47 +12.6%
125 FLS FLOWSERVE CORP Industrials 1,372.0 $101K 0.03% -142.0 -9.4% $73.73 +10.8%
126 QCOM QUALCOMM INC Technology 767.0 $99K 0.03% -214.0 -21.8% $128.78 +75.6%
127 XLY SELECT SECTOR SPDR TR 905.0 $99K 0.03% NEW $108.98 +7.5%
128 MO ALTRIA GROUP INC Consumer Defensive 1,459.0 $98K 0.03% $67.05 +3.1%
129 BDX BECTON DICKINSON & CO Healthcare 620.0 $97K 0.03% $157.23 -8.4%
130 LNT ALLIANT ENERGY CORP Utilities 1,350.0 $97K 0.03% $71.76 +1.7%
131 PEP PEPSICO INC Consumer Defensive 592.0 $92K 0.03% -15.0 -2.5% $155.29 -8.5%
132 FIDELITY COVINGTON TRUST 1,278.0 $90K 0.02% $70.35
133 EPD ENTERPRISE PRODS PARTNERS L Energy 2,333.0 $88K 0.02% -2K -51.7% $37.84 -3.3%
134 DIS DISNEY WALT CO Communication Services 826.0 $80K 0.02% -403.0 -32.8% $96.38 +7.8%
135 QLTY GMO ETF TRUST 2,180.0 $79K 0.02% -52K -96.0% $36.26 +13.4%
136 CSCO CISCO SYS INC Technology 954.0 $74K 0.02% -35.0 -3.5% $77.59 +54.1%
137 PFE PFIZER INC Healthcare 2,624.0 $74K 0.02% $28.08 -10.2%
138 SCHM SCHWAB STRATEGIC TR 2,298.0 $71K 0.02% $30.97 +16.6%
139 PNC PNC FINL SVCS GROUP INC Financial Services 340.0 $71K 0.02% -20.0 -5.6% $208.09 +11.5%
140 AMGN AMGEN INC Healthcare 200.0 $70K 0.02% $351.85 -4.1%
Page 7 of 22  ·  439 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 36.8%
Healthcare 20.3%
Communication Services 11.8%
Consumer Cyclical 9.3%
Financial Services 9.0%
Industrials 4.4%
Consumer Defensive 4.0%
Utilities 1.5%
Energy 1.4%
Basic Materials 0.9%