Q2 2026 13F · SEC CIK 1939202

Acumen Wealth Advisors, LLC

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $471.8M
Reported positions: 493
Holdings vs S&P 500, 3 yrs: —
Assets under management: $638.5M

Acumen Wealth Advisors, LLC is a wealth manager that reported 493 positions worth $471.8M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Ishares Tr (AGG, 7.3%), Ishares Tr (IVV, 5.4%), Rbb Fund Trust (FEOE, 5.0%).

Acumen Wealth Advisors, LLC holdings largest 50 of 493 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Acumen Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AGGIshares Tr	7.3%	9.3%	349,345	+0.4%	$34.6M
IVVIshares Tr	5.4%	13.4%	33,792	-55.7%	$25.3M
FEOERbb Fund Trust	5.0%	0.5%	442,679	+1147.4%	$23.6M
NVDANvidia Corporation	4.6%	1.8%	109,033	+177.3%	$21.8M
AVUVAmerican Centy ETF Tr	4.3%	—	161,159	—	$20.1M
AVNMAvantis All	3.4%	0.4%	197,134	+900.9%	$16.2M
AAPLApple Inc	3.3%	3.5%	54,217	+6.6%	$15.7M
GOOGLAlphabet Inc	3.3%	3.3%	43,174	-0.3%	$15.4M
FFSMFidelity Covington Trust	3.2%	—	397,385	—	$15.2M
VTEBVanguard Mun Bd Fds	2.8%	2.2%	258,536	+54.5%	$13.1M
MSFTMicrosoft Corp	2.6%	3.7%	33,240	-11.5%	$12.4M
AVGOBroadcom Inc	2.3%	2.1%	29,169	+17.3%	$11.0M
AMZNAmazon Com Inc	2.3%	2.5%	45,634	+4.2%	$10.9M
IEMGIshares Inc	2.2%	—	126,120	—	$10.4M
MUMicron Technology Inc	2.2%	—	8,831	—	$10.2M
LRCXLam Research Corp	2.2%	2.1%	23,460	-35.2%	$10.2M
PULSPgim ETF Tr	1.8%	0.9%	167,133	+157.7%	$8.3M
DELLDell Technologies Inc	1.6%	—	17,631	—	$7.6M
TSMTaiwan Semiconductor Manufac	1.5%	2.3%	15,251	-39.6%	$7.3M
KLACKla Corp	1.5%	0.8%	23,250	+985.4%	$7.0M
TSLATesla Inc	1.4%	0.9%	15,854	+69.5%	$6.7M
VSDMVanguard Mun Bd Fds	1.3%	—	82,467	—	$6.3M
METAMeta Platforms Inc	1.3%	2.6%	11,069	-34.8%	$6.2M
JNJJohnson & Johnson	1.2%	2.3%	22,207	-37.7%	$5.6M
CASSCass Information Sys Inc	1.1%	1.3%	105,619	-0.2%	$5.4M
JPMJpmorgan Chase & Co	1.0%	0.6%	14,821	+106.6%	$4.9M
LLYEli Lilly & Co	1.0%	1.1%	3,994	-8.5%	$4.8M
VVisa Inc	1.0%	1.4%	13,764	-21.2%	$4.7M
BRK-BBerkshire Hathaway Inc Del	0.9%	2.3%	8,566	-52.2%	$4.3M
GEVGe Vernova Inc	0.9%	—	3,550	—	$4.2M
USBUS Bancorp	0.8%	1.3%	64,487	-31.1%	$3.9M
ASMLAsml Hldg NV	0.8%	—	1,918	—	$3.8M
ANETArista Networks Inc	0.7%	—	20,278	—	$3.4M
KOCoca Cola Co	0.7%	1.0%	41,126	-15.9%	$3.4M
HLTHilton Worldwide Hldgs Inc	0.7%	1.0%	10,145	-14.4%	$3.4M
ETNEaton Corp PLC	0.7%	—	7,696	—	$3.3M
VRTVertiv Holdings Co	0.7%	—	9,766	—	$3.3M
RTXRtx Corporation	0.7%	—	16,780	—	$3.2M
TJXTjx Cos Inc New	0.6%	1.0%	19,925	-10.4%	$3.0M
CCitigroup Inc	0.6%	—	20,629	—	$2.9M
BLKBlackrock Inc	0.6%	—	2,943	—	$2.8M
DGXQuest Diagnostics Inc	0.6%	0.7%	12,998	+4.0%	$2.8M
APHAmphenol Corp	0.6%	—	15,455	—	$2.7M
PHParker-Hannifin Corp	0.5%	—	2,636	—	$2.6M
TMOThermo Fisher Scientific Inc	0.5%	1.7%	4,956	-60.5%	$2.5M
WFCWells Fargo & Co	0.5%	—	30,070	—	$2.5M
WMTWalmart Inc	0.5%	0.3%	21,818	+109.2%	$2.5M
ABBVAbbvie Inc	0.5%	—	9,708	—	$2.4M
TRGPTarga Res Corp	0.5%	—	8,977	—	$2.4M
ISRGIntuitive Surgical Inc	0.5%	0.8%	5,621	-17.5%	$2.2M

What Acumen Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$471.8M	493
Q1 2026	$371.8M	439
Q4 2025	$347.2M	525

Questions about Acumen Wealth Advisors, LLC's portfolio

What stocks does Acumen Wealth Advisors, LLC own?

Acumen Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 493 positions worth $471.8M. The largest are Ishares Tr (AGG) at 7.3%, Ishares Tr (IVV) at 5.4%, Rbb Fund Trust (FEOE) at 5.0%, Nvidia Corporation (NVDA) at 4.6% and American Centy ETF Tr (AVUV) at 4.3%.

What did Acumen Wealth Advisors, LLC buy last quarter?

In Q2 2026, Acumen Wealth Advisors, LLC added Rbb Fund Trust (FEOE) (+1147.4% shares), Kla Corp (KLAC) (+985.4% shares) and Avantis All (AVNM) (+900.9% shares), compared with its Q1 2026 filing.

What did Acumen Wealth Advisors, LLC sell last quarter?

In Q2 2026, Acumen Wealth Advisors, LLC cut from its top 50 Vanguard Ftse Developed Markets Index Fu (VEA), cut from its top 50 Ishares Tr (IJR), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Texas Instrs Inc (TXN), cut from its top 50 Salesforce Inc (CRM), Thermo Fisher Scientific Inc (TMO) (-60.5% shares), Ishares Tr (IVV) (-55.7% shares) and Berkshire Hathaway Inc Del (BRK-B) (-52.2% shares), compared with its Q1 2026 filing.

When is Acumen Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Acumen Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Acumen Wealth Advisors, LLC manage?

Acumen Wealth Advisors, LLC reported $638.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $471.8M.