§ 13F · FUND PROFILE
Acumen Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 564Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$347.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 72K | $49.6T | 14.3% | NEW |
| 2 | AGG | ISHARES TR | 343K | $34.2T | 9.9% | NEW |
| 3 | MSFT | MICROSOFT CORP | 29K | $14.1T | 4.0% | NEW |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 26K | $12.9T | 3.7% | NEW |
| 5 | GOOGL | ALPHABET INC | 37K | $11.5T | 3.3% | NEW |
| 6 | META | META PLATFORMS INC | 15K | $10.2T | 2.9% | NEW |
| 7 | AAPL | APPLE INC | 37K | $10.0T | 2.9% | NEW |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 32K | $9.7T | 2.8% | NEW |
| 9 | LRCX | LAM RESEARCH CORP | 51K | $8.7T | 2.5% | NEW |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 14K | $8.2T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACUMEN SIGNAL
AC read
Acumen Wealth Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed