§ 13F · FUND PROFILE
Acumen Wealth Advisors, LLC.
AUM · $472M (13F)Positions · 493Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 349K | $35M | 7.3% | ±0% |
| 2 | IVV | ISHARES TR | 34K | $25M | 5.4% | −56% |
| 3 | FEOE | RBB FUND TRUST | 443K | $24M | 5.0% | +1147% |
| 4 | NVDA | NVIDIA CORPORATION | 109K | $22M | 4.6% | +177% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 161K | $20M | 4.3% | +79682% |
| 6 | AVNM | AMERICAN CENTY ETF TR | 197K | $16M | 3.4% | +901% |
| 7 | AAPL | APPLE INC | 54K | $16M | 3.3% | +7% |
| 8 | GOOGL | ALPHABET INC | 43K | $15M | 3.3% | ±0% |
| 9 | FFSM | FIDELITY COVINGTON TRUST | 397K | $15M | 3.2% | NEW |
| 10 | VTEB | VANGUARD MUN BD FDS | 259K | $13M | 2.8% | +55% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACUMEN SIGNAL
AC read
Acumen Wealth Advisors, LLC is a Other fund managing $472 million in assets. The fund runs a broad portfolio of 493 positions.
Read the full dossier →