Acumen Wealth Advisors, LLC
CIK 1939202
13F filing for Q2 2026・No. 4,038
- Holdings
- US$471.77M
- Quarter change
- +US$99.99M
- Entries
- 493
- Net bought (estimate)
- +US$49.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 93
- Sold out 42
- Cut 142
- Added 118
- Corporate actions 2
- Unchanged 137
Largest holdings
490 stocks worth US$471.77M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE US AGGBD ET | Added | 349,345 | US$34.58M | 7.33% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 33,792 | US$25.31M | 5.36% |
| RBB FUND TRUSTFIRS EAGL OV ETF | Added | 442,679 | US$23.64M | 5.01% |
| NVDANvidiaCOM | Added | 109,033 | US$21.82M | 4.62% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 161,159 | US$20.11M | 4.26% |
| AMERICAN CENTY ETF TRAVANTIS ALL INT | Added | 197,134 | US$16.24M | 3.44% |
| AAPLAppleCOM | Added | 54,217 | US$15.69M | 3.33% |
| GOOGLAlphabetCAP STK CL A | Cut | 43,174 | US$15.43M | 3.27% |
| FIDELITY COVINGTON TRUSTFUN SMA MID ETF | New | 397,385 | US$15.18M | 3.22% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 258,536 | US$13.08M | 2.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.