Acumen Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Acumen Wealth Advisors, LLC

Investment Activity

Acumen Wealth Advisors, LLC has $371.78 million in total holdings as of March 31, 2026.
Acumen Wealth Advisors, LLC owns shares of 439 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 21.52% of the portfolio was purchased this quarter.
About 10.76% of the portfolio was sold this quarter.
This quarter, Acumen Wealth Advisors, LLC has purchased 525 new stocks and bought additional shares in 120 stocks.
Acumen Wealth Advisors, LLC sold shares of 135 stocks and completely divested from 158 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $49,877,293
iShares Core U.S. Aggregate Bond ETF: $34,544,670
Microsoft: $13,897,294
Apple: $12,903,563
Alphabet: $12,450,486

Largest New Holdings this Quarter

75526L878 - RBB FUND TRUST: $1,790,775 Holding
025072174 - Avantis All International Markets Equity ETF: $1,500,245 Holding
871607107 - Synopsys: $1,349,619 Holding
00755E105 - RTX CORPORATION: $1,248,064 Holding
032095101 - Amphenol: $667,194 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 171,215 shares (about $10.97M)
iShares Core S&P Small-Cap ETF: 81,324 shares (about $10.11M)
NVIDIA: 32,574 shares (about $5.68M)
Tesla: 8,814 shares (about $3.28M)
PGIM Ultra Short Bond ETF: 62,562 shares (about $3.11M)

Largest Sales this Quarter

Berkshire Hathaway: 7,691 shares (about $3.69M)
ASML: 2,410 shares (about $3.18M)
LAM RESEARCH CORP: 14,866 shares (about $3.18M)
Taiwan Semiconductor Manufacturing: 8,283 shares (about $2.81M)
WisdomTree Floating Rate Treasury Fund: 47,935 shares (about $2.41M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$49,877,293	$2,583,453 â–²	5.5%	76,357	13.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$34,544,670	$528,911 â–²	1.6%	347,987	9.3%	Finance
MSFT Microsoft	$13,897,294	$1,556,195 â–²	12.6%	37,543	3.7%	Computer and Technology
AAPL Apple	$12,903,563	$1,340,023 â–²	11.6%	50,843	3.5%	Computer and Technology
GOOGL Alphabet	$12,450,486	$207,618 â–²	1.7%	43,297	3.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$11,652,244	$10,971,458 â–²	1,611.6%	181,839	3.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,583,505	$10,109,387 â–²	2,132.2%	85,138	2.8%	ETF
META Meta Platforms	$9,712,491	$354,149 â–²	3.8%	16,976	2.6%	Computer and Technology
AMZN Amazon.com	$9,117,020	$1,438,313 â–²	18.7%	43,775	2.5%	Retail/Wholesale
JNJ Johnson & Johnson	$8,717,375	$1,129,546 â–¼	-11.5%	35,663	2.3%	Medical
BRK.B Berkshire Hathaway	$8,592,057	$3,685,528 â–¼	-30.0%	17,930	2.3%	Finance
TSM Taiwan Semiconductor Manufacturing	$8,557,194	$2,808,099 â–¼	-24.7%	25,241	2.3%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$8,345,949	$1,054,575 â–²	14.5%	167,287	2.2%	ETF
LAM RESEARCH CORP	$7,741,234	$3,180,356 â–¼	-29.1%	36,185	2.1%	COM NEW
AVGO Broadcom	$7,698,133	$959,481 â–²	14.2%	24,872	2.1%	Computer and Technology
NVDA NVIDIA	$6,858,120	$5,681,062 â–²	482.6%	39,323	1.8%	Computer and Technology
TMO Thermo Fisher Scientific	$6,181,254	$1,065,801 â–¼	-14.7%	12,562	1.7%	Medical
V Visa	$5,279,227	$418,300 â–²	8.6%	17,467	1.4%	Business Services
USB U.S. Bancorp	$4,915,254	$554,235 â–¼	-10.1%	93,572	1.3%	Finance
CASS Cass Information Systems	$4,658,153	$282,961 â–¼	-5.7%	105,819	1.3%	Computer and Technology
ABT Abbott Laboratories	$4,618,223	$393,125 â–¼	-7.8%	44,981	1.2%	Medical
LLY Eli Lilly and Company	$4,015,717	$129,688 â–²	3.3%	4,366	1.1%	Medical
TXN Texas Instruments	$3,905,903	$1,528,076 â–¼	-28.1%	20,119	1.1%	Computer and Technology
CRM Salesforce	$3,776,335	$376,513 â–¼	-9.1%	20,230	1.0%	Computer and Technology
KO CocaCola	$3,746,319	$379,190 â–¼	-9.2%	48,905	1.0%	Consumer Staples
HLT Hilton Worldwide	$3,604,869	$282,186 â–¼	-7.3%	11,855	1.0%	Consumer Discretionary
TJX TJX Companies	$3,553,326	$186,849 â–¼	-5.0%	22,250	1.0%	Retail/Wholesale
TSLA Tesla	$3,476,607	$3,276,605 â–²	1,638.3%	9,352	0.9%	Auto/Tires/Trucks
MRK Merck & Co., Inc.	$3,303,477	$1,131,331 â–¼	-25.5%	27,226	0.9%	Medical
UNILEVER PLC	$3,274,779	$337,251 â–¼	-9.3%	56,863	0.9%	SPON ADR NEW
PULS PGIM Ultra Short Bond ETF	$3,221,145	$3,107,115 â–²	2,724.8%	64,858	0.9%	ETF
KLAC KLA	$3,153,903	$622,830 â–¼	-16.5%	2,142	0.8%	Computer and Technology
ISRG Intuitive Surgical	$3,142,109	$38,262 â–¼	-1.2%	6,816	0.8%	Medical
UNH UnitedHealth Group	$3,045,491	$1,278,267 â–¼	-29.6%	11,255	0.8%	Medical
HLN Haleon	$2,916,545	$993,573 â–¼	-25.4%	291,363	0.8%	Medical
UBER Uber Technologies	$2,877,417	$511,638 â–²	21.6%	40,003	0.8%	Computer and Technology
TFLO iShares Treasury Floating Rate Bond ETF	$2,493,123	$1,303,875 â–²	109.6%	49,242	0.7%	ETF
CI Cigna Group	$2,471,706	$237,408 â–¼	-8.8%	9,266	0.7%	Medical
DGX Quest Diagnostics	$2,450,535	$231,648 â–²	10.4%	12,504	0.7%	Medical
NFLX Netflix	$2,427,019	$2,354,618 â–²	3,252.2%	25,242	0.7%	Consumer Discretionary
ACN Accenture	$2,341,608	$1,274,609 â–¼	-35.2%	11,809	0.6%	Computer and Technology
STZ Constellation Brands	$2,133,900	$1,019,250 â–¼	-32.3%	14,226	0.6%	Consumer Staples
SAP SAP	$2,120,780	$1,131,185 â–¼	-34.8%	12,387	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,110,078	$1,331,411 â–²	171.0%	7,173	0.6%	Finance
ELV Elevance Health	$2,030,222	$2,153,763 â–¼	-51.5%	6,935	0.5%	Medical
RBB FUND TRUST	$1,790,775	$1,790,775 â–²	New Holding	35,489	0.5%	FIRST EAGLE OVER
MA Mastercard	$1,523,964	$1,444,518 â–²	1,818.2%	3,050	0.4%	Business Services
AVNM Avantis All International Markets Equity ETF	$1,500,245	$1,500,245 â–²	New Holding	19,696	0.4%	ETF
SNPS Synopsys	$1,349,619	$1,349,619 â–²	New Holding	3,404	0.4%	Computer and Technology
WALMART INC	$1,298,229	$931,877 â–²	254.4%	10,429	0.3%	COM
RTX CORPORATION	$1,248,064	$1,248,064 â–²	New Holding	6,470	0.3%	COM
TW Tradeweb Markets	$1,182,366	$430,754 â–¼	-26.7%	10,049	0.3%	Finance
GOOG Alphabet	$1,182,151	$243,544 â–²	25.9%	4,121	0.3%	Computer and Technology
DEO Diageo	$1,136,778	$432,629 â–¼	-27.6%	15,269	0.3%	Consumer Staples
GE VERNOVA INC	$1,136,024	$937,809 â–²	473.1%	1,301	0.3%	COM
MU Micron Technology	$1,126,506	$924,053 â–²	456.4%	3,333	0.3%	Computer and Technology
ETN Eaton	$1,099,837	$883,804 â–²	409.1%	3,075	0.3%	Industrials
NEE NextEra Energy	$1,082,332	$703,288 â–²	185.5%	11,653	0.3%	Utilities
BLACKROCK INC	$1,058,843	$954,978 â–²	919.4%	1,101	0.3%	COM
DELL Dell Technologies	$1,057,327	$922,084 â–²	681.8%	6,442	0.3%	Computer and Technology
C Citigroup	$1,048,590	$769,715 â–²	276.0%	9,246	0.3%	Financial Services
USFR WisdomTree Floating Rate Treasury Fund	$1,034,437	$2,413,049 â–¼	-70.0%	20,549	0.3%	Finance
WFC Wells Fargo & Company	$1,014,471	$1,369,930 â–¼	-57.5%	12,743	0.3%	Finance
PH Parker-Hannifin	$989,241	$872,860 â–²	750.0%	1,105	0.3%	Industrials
XOM ExxonMobil	$975,546	$844,229 â–²	642.9%	5,750	0.3%	Energy
ASML ASML	$928,544	$3,183,202 â–¼	-77.4%	703	0.2%	Computer and Technology
ABBV AbbVie	$917,939	$670,024 â–²	270.3%	4,221	0.2%	Medical
GILD Gilead Sciences	$886,115	$833,433 â–²	1,582.0%	6,358	0.2%	Medical
DSI iShares ESG MSCI KLD 400 ETF	$876,447		0.0%	7,232	0.2%	ETF
ARISTA NETWORKS INC	$874,072	$822,995 â–²	1,611.3%	7,119	0.2%	COM SHS
VRT Vertiv	$871,268	$818,396 â–²	1,547.9%	3,477	0.2%	Computer and Technology
NVO Novo Nordisk A/S	$859,057	$341,131 â–¼	-28.4%	22,619	0.2%	Medical
VANGUARD MUN BD FDS	$844,073	$824,085 â–²	4,122.9%	11,064	0.2%	SHORT TAX EXEMPT
TRGP Targa Resources	$830,168	$804,594 â–²	3,146.1%	3,311	0.2%	Energy
WMB Williams Companies	$828,092	$713,536 â–²	622.9%	11,378	0.2%	Energy
TMUS T-Mobile US	$817,647	$780,682 â–²	2,111.9%	3,893	0.2%	Computer and Technology
NOW ServiceNow	$813,296	$807,546 â–²	14,043.6%	7,779	0.2%	Computer and Technology
CAT Caterpillar	$695,000		0.0%	981	0.2%	Industrials
CEG Constellation Energy	$692,541	$652,329 â–²	1,622.2%	2,480	0.2%	Energy
APH Amphenol	$667,194	$667,194 â–²	New Holding	5,272	0.2%	Computer and Technology
LINDE PLC	$659,857	$597,887 â–²	964.8%	1,331	0.2%	SHS
EQIX Equinix	$654,802	$641,079 â–²	4,671.4%	668	0.2%	Finance
RL Ralph Lauren	$647,312	$610,411 â–²	1,654.2%	1,877	0.2%	Consumer Discretionary
FCX Freeport-McMoRan	$608,197	$552,415 â–²	990.3%	10,347	0.2%	Basic Materials
AEM Agnico Eagle Mines	$606,708	$575,855 â–²	1,866.4%	2,989	0.2%	Basic Materials
AMT American Tower	$552,429	$523,953 â–²	1,840.0%	3,201	0.1%	Finance
HOOD Robinhood Markets	$494,803	$486,140 â–²	5,612.0%	7,140	0.1%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$410,151		0.0%	1,971	0.1%	ETF
DE Deere & Company	$369,458	$24,292 â–¼	-6.2%	654	0.1%	Industrials
EFA iShares MSCI EAFE ETF	$317,324		0.0%	3,267	0.1%	Finance
IWV iShares Russell 3000 ETF	$289,502	$42,999 â–²	17.4%	781	0.1%	ETF
WM Waste Management	$283,791		0.0%	1,235	0.1%	Business Services
HD Home Depot	$275,281	$33,547 â–¼	-10.9%	837	0.1%	Retail/Wholesale
FHN First Horizon	$260,244	$2,064 â–²	0.8%	11,350	0.1%	Finance
GS The Goldman Sachs Group	$256,335		0.0%	303	0.1%	Finance
GLW Corning	$241,619	$2,991 â–¼	-1.2%	1,777	0.1%	Computer and Technology
IAU iShares Gold Trust	$239,090	$4,055 â–²	1.7%	2,712	0.1%	Finance
COST Costco Wholesale	$204,444	$4,986 â–²	2.5%	205	0.1%	Retail/Wholesale
PG Procter & Gamble	$199,905	$23,255 â–¼	-10.4%	1,384	0.1%	Consumer Staples
RSG Republic Services	$197,118		0.0%	900	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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Acumen Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Acumen Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Acumen Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Acumen Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAcumen Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools