Acumen Wealth Advisors, LLC
CIK: 0001939202Latest portfolio: $347.2M · Q4 2025
Holdings
525
Total Value
$347.2M
New Positions
520
Closed Positions
0
Top Holdings
View All 525 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 72,402 | $49.6M | 14.28% | |
| 2 | AGGISHARES TR | 342,659 | $34.2M | 9.86% | |
| 3 | MSFTMICROSOFT CORP | 33,339 | $16.1M | 4.64% | |
| 4 | GOOGLALPHABET INC | 42,575 | $13.3M | 3.84% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,621 | $12.9M | 3.71% | |
| 6 | AAPLAPPLE INC | 45,563 | $12.4M | 3.57% | |
| 7 | METAMETA PLATFORMS INC | 16,357 | $10.8M | 3.11% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 33,524 | $10.2M | 2.94% | |
| 9 | LRCXLAM RESEARCH CORP | 51,051 | $8.8M | 2.52% | |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 14,728 | $8.5M | 2.46% | |
| 11 | AMZNAMAZON COM INC | 36,869 | $8.5M | 2.45% | |
| 12 | JNJJOHNSON & JOHNSON | 40,284 | $8.3M | 2.40% | |
| 13 | AVGOBROADCOM INC | 21,772 | $7.5M | 2.17% | |
| 14 | VTEBVANGUARD MUN BD FDS | 146,149 | $7.3M | 2.12% | |
| 15 | ABTABBOTT LABS | 48,810 | $6.1M | 1.76% | |
| 16 | CRMSALESFORCE INC | 22,247 | $5.9M | 1.70% | |
| 17 | VVISA INC | 16,083 | $5.6M | 1.62% | |
| 18 | USBUS BANCORP DEL | 104,123 | $5.6M | 1.62% | |
| 19 | UNHUNITEDHEALTH GROUP INC | 15,979 | $5.3M | 1.52% | |
| 20 | ELVELEVANCE HEALTH INC FORMERLY | 14,292 | $5.0M | 1.44% | |
| 21 | ACNACCENTURE PLC IRELAND | 18,237 | $4.9M | 1.41% | |
| 22 | TXNTEXAS INSTRS INC | 27,990 | $4.9M | 1.40% | |
| 23 | CASSCASS INFORMATION SYS INC | 112,247 | $4.7M | 1.34% | |
| 24 | SAPSAP SE | 18,994 | $4.6M | 1.33% | |
| 25 | LLYELI LILLY & CO | 4,225 | $4.5M | 1.31% |
Sector Breakdown
Financial Services0.0% ($4.959134224734956e+245T)
Technology0.0% ($1.612212386102129e+157T)
Healthcare0.0% ($8.539833661145273e+103T)
Industrials0.0% ($4.660561325271192e+96T)
Consumer Cyclical0.0% ($8.509367135973232e+62T)
Consumer Defensive0.0% ($4.101376428991817e+41T)
Energy0.0% ($1.5414414313813414e+41T)
Unknown0.0% ($1.2878286270216191e+38T)
Utilities0.0% ($3.271481218762503e+26T)
Communication Services0.0% ($1.332510796102614e+26T)
Basic Materials0.0% ($53482825232120216.0T)
Real Estate0.0% ($382922201414121.0T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $347.2M | 564 |
Fund Information
Acumen Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $347.2M across 525 holdings. The largest position is ISHARES TR (IVV), representing 14.3% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.