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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 9 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CMI CUMMINS INC Industrials 62.0 $44K 0.01% $713.23 -19.7%
162 SCHD SCHWAB STRATEGIC TR 1,364.0 $43K 0.01% -3K -66.7% $31.71 +10.7%
163 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 158.0 $43K 0.01% -30.0 -16.0% $271.96 -16.7%
164 PLTR PALANTIR TECHNOLOGIES INC Technology 363.0 $42K 0.01% +13.0 +3.7% $116.67 +48.0%
165 IBM INTERNATIONAL BUSINESS MACHS Technology 150.0 $42K 0.01% $281.21 -16.7%
166 ASTS AST SPACEMOBILE INC Technology 462.0 $41K 0.01% +62.0 +15.5% $88.86 -30.2%
167 CSX CSX CORP Industrials 844.0 $40K 0.01% $47.53 +8.4%
168 FN FABRINET Technology 71.0 $40K 0.01% +3.0 +4.4% $562.08 -23.2%
169 WTS WATTS WATER TECHNOLOGIES INC Industrials 100.0 $39K 0.01% $391.45 -5.1%
170 DFSV DIMENSIONAL ETF TRUST 997.0 $39K 0.01% NEW $38.79 +3.0%
171 TTMI TTM TECHNOLOGIES INC Technology 205.0 $38K 0.01% -22.0 -9.7% $187.02 -40.0%
172 AZN ASTRAZENECA PLC Healthcare 196.0 $37K 0.01% +59.0 +43.1% $189.62 -10.5%
173 ONTO ONTO INNOVATION INC Technology 98.0 $37K 0.01% $378.46 -22.9%
174 ED CONSOLIDATED EDISON INC Utilities 328.0 $36K 0.01% $110.63 -3.2%
175 XLV SELECT SECTOR SPDR TR 219.0 $35K 0.01% $158.66 +10.5%
176 APPLIED AEROSPACE & DEFENSE 1,500.0 $34K 0.01% NEW $22.78
177 IONQ IONQ INC Technology 636.0 $34K 0.01% +184.0 +40.7% $53.26 -21.0%
178 HQY HEALTHEQUITY INC Healthcare 374.0 $34K 0.01% +53.0 +16.5% $90.32 +16.7%
179 BPOP POPULAR INC Financial Services 203.0 $33K 0.01% $164.93 +2.8%
180 FIDELITY COVINGTON TRUST 426.0 $33K 0.01% -852.0 -66.7% $77.25
Page 9 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%