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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 9 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ED CONSOLIDATED EDISON INC Utilities 328.0 $37K 0.01% $113.18 -6.0%
162 PLD PROLOGIS INC. Real Estate 279.0 $37K 0.01% -23.0 -7.6% $132.18 +6.3%
163 FNDF SCHWAB STRATEGIC TR 752.0 $37K 0.01% NEW $48.93 +10.6%
164 SLV ISHARES SILVER TR Financial Services 536.0 $37K 0.01% -930.0 -63.4% $68.14 -12.7%
165 IBM INTERNATIONAL BUSINESS MACHS Technology 150.0 $36K 0.01% $242.39 +2.8%
166 XBI SPDR SERIES TRUST 282.0 $36K 0.01% +7.0 +2.5% $127.73 +10.2%
167 FN FABRINET Technology 68.0 $35K 0.01% -13.0 -16.1% $521.53 +10.0%
168 CSX CSX CORP Industrials 845.0 $35K 0.01% $41.05 +11.2%
169 EOG EOG RES INC Energy 237.0 $34K 0.01% $144.57 -10.1%
170 TOTALENERGIES SE 372.0 $34K 0.01% $91.96
171 CME CME GROUP INC Financial Services 113.0 $33K 0.01% -8.0 -6.6% $295.35 -16.6%
172 CMI CUMMINS INC Industrials 62.0 $33K 0.01% $538.03 +33.2%
173 ASTS AST SPACEMOBILE INC Technology 400.0 $33K 0.01% $82.87 -2.7%
174 KMI KINDER MORGAN INC DEL Energy 966.0 $32K 0.01% -55.0 -5.4% $33.53 -5.8%
175 XLV SELECT SECTOR SPDR TR 219.0 $32K 0.01% +145.0 +195.9% $146.61 +1.9%
176 DY DYCOM INDS INC Industrials 94.0 $32K 0.01% -10.0 -9.6% $338.83 +34.8%
177 EWT ISHARES INC 447.0 $32K 0.01% NEW $70.92 +55.1%
178 AEP AMERICAN ELEC PWR CO INC Utilities 236.0 $31K 0.01% $131.08 -2.6%
179 TPR TAPESTRY INC Consumer Cyclical 218.0 $31K 0.01% $141.11 +1.7%
180 WTS WATTS WATER TECHNOLOGIES INC Industrials 100.0 $29K 0.01% $290.29 +18.5%
Page 9 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%