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 Core S&p 500 ETF (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 Core S&p 500 ETF	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 Com	4.6%	1.8%	109,033	+177.3%	$21.8M
AVUVAvantis US Small Cap Value ETF	4.3%	—	161,159	—	$20.1M
AVNMAmerican Centy ETF Tr	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 Tx Ex Bd	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 Com	2.3%	2.5%	45,634	+4.2%	$10.9M
IEMGIshares	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 Ultra Short Bond ETF	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 Com	1.4%	0.9%	15,854	+69.5%	$6.7M
VSDMVanguard Mun Bd Fds	1.3%	—	82,467	—	$6.3M
METAMeta Platforms Inc Class A	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
LLYLilly Eli & Co	1.0%	1.1%	3,994	-8.5%	$4.8M
VVisa Inc Com Cl A	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 Del	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 Holdings 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 Com	0.7%	—	16,780	—	$3.2M
TJXTjx Cos Inc New Com	0.6%	1.0%	19,925	-10.4%	$3.0M
CCitigroup Inc Com New	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 New	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 and rebuilt each quarter on the day the filing became public. 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 Core S&p 500 ETF (IVV) at 5.4%, Rbb Fund Trust (FEOE) at 5.0%, Nvidia Corporation Com (NVDA) at 4.6% and Avantis US Small Cap Value ETF (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 American Centy ETF Tr (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 Tax-Managed Fds (VEA), cut from its top 50 Ishares Core S&p Small Cap ETF (IJR), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Texas Instruments Inc (TXN), cut from its top 50 Salesforce Inc Com (CRM), Thermo Fisher Scientific Inc (TMO) (-60.5% shares), Ishares Core S&p 500 ETF (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.