Acumen Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Acumen Wealth Advisors, LLCInvestment ActivityAcumen Wealth Advisors, LLC has $546.18 million in total holdings as of September 30, 2026.Acumen Wealth Advisors, LLC owns shares of 698 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 25.23% of the portfolio was purchased this quarter.About 11.73% of the portfolio was sold this quarter.This quarter, Acumen Wealth Advisors, LLC has purchased 492 new stocks and bought additional shares in 202 stocks.Acumen Wealth Advisors, LLC sold shares of 100 stocks and completely divested from 44 stocks this quarter.Largest Holdings VANGUARD MALVERN FDS $34,044,082NVIDIA $26,256,047RBB FUND TRUST $26,118,025iShares Core S&P 500 ETF $25,578,142Avantis U.S. Small Cap Value ETF $20,147,683 Largest New Holdings this Quarter 922020755 - VANGUARD MALVERN FDS $34,044,082 Holding922907712 - VANGUARD MUN BD FDS $5,559,129 Holding922020730 - VANGUARD MALVERN FDS $4,720,603 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $3,964,428 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $3,581,750 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 459,993 shares (about $34.04M)J P MORGAN EXCHANGE TRADED F 289,828 shares (about $13.53M)VANGUARD MUN BD FDS 170,300 shares (about $12.67M)JPMorgan Income ETF 158,310 shares (about $7.11M)VANGUARD MUN BD FDS 77,674 shares (about $5.56M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 349,221 shares (about $33.02M)Dell Technologies 9,305 shares (about $5.01M)Gilead Sciences 12,908 shares (about $1.92M)LAM RESEARCH CORP 3,786 shares (about $1.24M)Micron Technology 1,077 shares (about $1.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAcumen Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVANGUARD MALVERN FDS$34,044,082$34,044,082 ▲New Holding459,9936.2%CORE-PLUS BD ETFNVDANVIDIA$26,256,047$1,328,966 ▲5.3%114,8464.8%TechnologyRBB FUND TRUST$26,118,025$2,315,175 ▲9.7%485,7364.8%FIRS EAGL OV ETFIVViShares Core S&P 500 ETF$25,578,142$301,748 ▼-1.2%33,3984.7%ETFAVUVAvantis U.S. Small Cap Value ETF$20,147,683$1,168,040 ▲6.2%171,0773.7%ETFVANGUARD MUN BD FDS$18,800,813$12,666,916 ▲206.5%252,7673.4%SHORT TAX EXEMPTAAPLApple$18,710,030$654,716 ▲3.6%56,1833.4%TechnologyMSFTMicrosoft$18,395,673$1,346,876 ▲7.9%35,8663.4%TechnologyAVNMAvantis All International Markets Equity ETF$17,734,082$1,362,103 ▲8.3%213,5353.2%ETFGOOGLAlphabet$16,441,175$1,585,865 ▲10.7%47,7833.0%Communication ServicesFIDELITY COVINGTON TRUST$16,045,367$2,601,832 ▲19.4%474,2942.9%FUN SMA MID ETFIEMGiShares Core MSCI Emerging Markets ETF$15,631,011$5,395,111 ▲52.7%192,5952.9%ETFJ P MORGAN EXCHANGE TRADED F$13,663,206$13,534,968 ▲10,554.6%292,5742.5%INTL BD OPP ETFPULSPGIM Ultra Short Bond ETF$13,489,194$5,194,653 ▲62.6%271,8042.5%ETFAMZNAmazon.com$11,758,386$388,674 ▲3.4%47,1942.2%Consumer DiscretionaryAVGOBroadcom$10,729,206$485,345 ▲4.7%30,5512.0%TechnologyMETAMeta Platforms$8,415,006$387,972 ▲4.8%11,6041.5%Communication ServicesMUMicron Technology$8,258,863$1,147,123 ▼-12.2%7,7541.5%TechnologyJPIEJPMorgan Income ETF$7,834,742$7,106,536 ▲975.9%174,5321.4%ETFTSMTaiwan Semiconductor Manufacturing$7,033,030$58,990 ▲0.8%15,3801.3%TechnologyLAM RESEARCH CORP$6,469,577$1,244,984 ▼-16.1%19,6741.2%COM NEWTSLATesla$5,644,673$19,515 ▲0.3%15,9091.0%Consumer DiscretionaryCASSCass Information Systems$5,589,600$34,613 ▼-0.6%104,9691.0%FinanceVANGUARD MUN BD FDS$5,559,129$5,559,129 ▲New Holding77,6741.0%CORE TAX EXEMPTJNJJohnson & Johnson$5,387,627$491,349 ▼-8.4%20,3511.0%HealthcareLLYEli Lilly and Company$5,138,593$517,215 ▲11.2%4,4410.9%HealthcareVVisa$5,125,484$179,665 ▲3.6%14,2640.9%FinanceJPMJPMorgan Chase & Co.$4,848,058$55,249 ▼-1.1%14,6540.9%FinanceVANGUARD MALVERN FDS$4,720,603$4,720,603 ▲New Holding63,2280.9%SHOR DURA BD ETFDELLDell Technologies$4,478,972$5,005,625 ▼-52.8%8,3260.8%TechnologyKLACKLA$4,184,368$347,755 ▼-7.7%21,4660.8%TechnologyBRK.BBerkshire Hathaway$4,018,457$246,983 ▼-5.8%8,0700.7%FinanceEXXONMOBIL HOLDINGS CORP$3,964,428$3,964,428 ▲New Holding24,3590.7%COM SHSKOCoca-Cola$3,699,391$137,618 ▲3.9%42,7150.7%Consumer StaplesBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,581,750$3,581,750 ▲New Holding39,0850.7%ETFASMLASML$3,559,932$85,149 ▲2.5%1,9650.7%TechnologyARISTA NETWORKS INC$3,505,413$622,985 ▼-15.1%17,2180.6%COM SHSBLACKROCK INC$3,459,551$345,003 ▲11.1%3,2690.6%COMUSBU.S. Bancorp$3,459,241$300,299 ▼-8.0%59,3360.6%FinanceABBVAbbVie$3,411,814$872,376 ▲34.4%13,0430.6%HealthcareETNEaton$3,390,412$83,364 ▲2.5%7,8900.6%IndustrialsTMOThermo Fisher Scientific$3,372,186$24,319 ▲0.7%4,9920.6%HealthcareCCitigroup$3,246,194$575,150 ▲21.5%25,0710.6%FinanceHLTHilton Worldwide$3,203,469$23,859 ▼-0.7%10,0700.6%Consumer DiscretionaryGE VERNOVA INC$3,122,360$251,880 ▼-7.5%3,2850.6%COMDGXQuest Diagnostics$3,097,268$67,823 ▲2.2%13,2890.6%HealthcareLMTLockheed Martin$3,019,344$1,606,175 ▲113.7%5,9290.6%IndustrialsRTXRTX$2,967,987$147,220 ▼-4.7%15,9870.5%IndustrialsCRMSalesforce$2,904,765$582,609 ▲25.1%12,6290.5%TechnologyJ P MORGAN EXCHANGE TRADED F$2,892,907$2,892,907 ▲New Holding57,2170.5%ULTRA SHT MUNCPLAPHAmphenol$2,866,417$1,561,658 ▲119.7%33,9530.5%TechnologyPMPhilip Morris International$2,799,712$926,813 ▲49.5%14,6720.5%Consumer StaplesNOWServiceNow$2,690,519$284,101 ▼-9.6%20,0770.5%TechnologyTJXTJX Companies$2,628,603$7,674 ▼-0.3%19,8670.5%Consumer DiscretionaryVRTVertiv$2,559,817$203,183 ▲8.6%10,6080.5%IndustrialsISRGIntuitive Surgical$2,494,269$208,601 ▲9.1%6,1340.5%HealthcareWFCWells Fargo & Company$2,426,956$19,852 ▲0.8%30,3180.4%FinanceTRGPTarga Resources$2,425,492$1,081 ▼0.0%8,9730.4%EnergyWALMART INC$2,381,743$114,416 ▲5.0%22,9190.4%COMPHParker-Hannifin$2,380,907$137,581 ▼-5.5%2,4920.4%IndustrialsABTAbbott Laboratories$2,374,414$425,368 ▲21.8%24,0250.4%HealthcareBLOCK INC$2,346,416$1,490,894 ▲174.3%31,9110.4%CL ANFLXNetflix$2,326,686$553,509 ▲31.2%33,4390.4%Communication ServicesRLRalph Lauren$2,305,537$373,515 ▲19.3%6,4750.4%Consumer DiscretionaryCEGConstellation Energy$2,297,611$289,329 ▲14.4%9,0450.4%UtilitiesUBERUber Technologies$2,248,636$275,821 ▲14.0%32,8220.4%IndustrialsEQIXEquinix$2,085,878$241,768 ▲13.1%2,0620.4%Real EstateHSYHershey$2,032,381$710,821 ▲53.8%12,8950.4%Consumer StaplesTMUST-Mobile US$1,985,663$310,341 ▲18.5%12,1760.4%Communication ServicesFCXFreeport-McMoRan$1,984,220$6,720 ▼-0.3%28,3460.4%MaterialsWMBWilliams Companies$1,968,140$55,599 ▲2.9%28,9560.4%EnergyNEENextEra Energy$1,860,251$26,585 ▼-1.4%24,5610.3%UtilitiesORCLOracle$1,745,633$1,651,445 ▲1,753.4%12,7140.3%TechnologyAEMAgnico Eagle Mines$1,492,551$36,287 ▲2.5%8,1440.3%MaterialsLINDE PLC$1,482,807$80,216 ▲5.7%3,1240.3%SHSBKNGBooking$1,460,163$1,452,669 ▲19,384.8%8,9630.3%Consumer DiscretionaryISHARES TR$1,406,601$1,386,566 ▲6,920.6%13,9710.3%0-3 MTH TREASURYIJRiShares Core S&P Small-Cap ETF$1,368,563$48,566 ▼-3.4%10,0600.3%ETFCGMUCapital Group Municipal Income ETF$1,367,064$1,367,064 ▲New Holding52,7010.3%ETFGOOGAlphabet$1,267,556$47,704 ▲3.9%3,7200.2%Communication ServicesTXNTexas Instruments$1,173,578$53,497 ▼-4.4%4,1900.2%TechnologyVEAVanguard FTSE Developed Markets ETF$1,138,516$41,095 ▲3.7%16,1240.2%ETFMRKMerck & Co., Inc.$1,131,667$25,723 ▼-2.2%7,7430.2%HealthcareAMTAmerican Tower$1,093,967$210,321 ▼-16.1%6,6110.2%Real EstateVANGUARD INSTL INDEX FD$1,060,459$1,060,459 ▲New Holding14,0050.2%0 3 MO TR BI ETFDSIiShares ESG MSCI KLD 400 ETF$1,006,888$50,286 ▼-4.8%6,8880.2%ETFAMDAdvanced Micro Devices$835,053$658,866 ▲374.0%1,3650.2%TechnologySAPSAP$807,652$5,837 ▼-0.7%3,8740.1%TechnologyCATCaterpillar$664,038$11,351 ▲1.7%8190.1%IndustrialsGILDGilead Sciences$456,392$1,923,941 ▼-80.8%3,0620.1%HealthcareSPACE EXPLORATION TECHN CORP$447,300$444,585 ▲16,372.2%2,9650.1%CLASS A COM STKDEDeere & Company$409,288$7,405 ▼-1.8%6080.1%IndustrialsHOODRobinhood Markets$378,225$354,375 ▼-48.4%3,3620.1%FinanceEFAiShares MSCI EAFE ETF$342,318$2,909 ▲0.9%3,2950.1%ETFGOLDMAN SACHS ETF TR$340,020$340,020 ▲New Holding6,7760.1%ULT SHO MUN ETFEMEEMCOR Group$326,644$2,263 ▲0.7%4330.1%IndustrialsSPYSPDR S&P 500 ETF Trust$290,518$290,518 ▲New Holding3800.1%ETFGLWCorning$280,459$11,840 ▲4.4%1,8240.1%TechnologyXLKTechnology Select Sector SPDR Fund$276,595$3,132 ▼-1.1%1,4130.1%ETFGSThe Goldman Sachs Group$271,009$4,502 ▲1.7%3010.0%FinanceShowing largest 100 holdings. 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