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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 7 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CSCO CISCO SYS INC Technology 954.0 $112K 0.02% $117.46 -5.4%
122 MO ALTRIA GROUP INC Consumer Defensive 1,462.0 $107K 0.02% $73.06 -6.8%
123 XLY SELECT SECTOR SPDR TR 905.0 $106K 0.02% $117.28 +0.6%
124 LNT ALLIANT ENERGY CORP Utilities 1,350.0 $103K 0.02% $76.29 -10.4%
125 ORCL ORACLE CORP Technology 686.0 $101K 0.02% -222.0 -24.4% $146.55 -1.3%
126 T AT&T INC Communication Services 4,775.0 $99K 0.02% $20.70 +24.4%
127 FDX FEDEX CORP Industrials 300.0 $94K 0.02% $314.35 +6.2%
128 BDX BECTON DICKINSON & CO Healthcare 620.0 $94K 0.02% $151.33 +25.4%
129 OEF ISHARES TR 250.0 $91K 0.02% NEW $365.87 +3.4%
130 FLS FLOWSERVE CORP Industrials 1,222.0 $91K 0.02% -150.0 -10.9% $74.38 +8.3%
131 EWY ISHARES INC 450.0 $91K 0.02% +121.0 +36.8% $201.90 -10.8%
132 EXPAND ENERGY CORPORATION 976.0 $89K 0.02% -200.0 -17.0% $91.19
133 CIEN CIENA CORP Technology 171.0 $84K 0.02% $490.56 -21.0%
134 GLD SPDR GOLD TR Financial Services 226.0 $83K 0.02% -37.0 -14.1% $368.38 +16.2%
135 PEP PEPSICO INC Consumer Defensive 592.0 $80K 0.02% $135.40 +5.1%
136 DIS DISNEY WALT CO Communication Services 826.0 $80K 0.02% $96.48 +15.3%
137 PNC PNC FINL SVCS GROUP INC Financial Services 323.0 $79K 0.02% -17.0 -5.0% $245.86 -0.7%
138 MCD MCDONALDS CORP Consumer Cyclical 279.0 $75K 0.02% -104.0 -27.1% $270.31 -0.8%
139 MYRG MYR GROUP INC Industrials 149.0 $75K 0.02% -6.0 -3.9% $500.40 -40.8%
140 EPD ENTERPRISE PRODS PARTNERS L 1,933.0 $71K 0.01% -400.0 -17.1% $36.76
Page 7 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%