Acumen Wealth Advisors, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$347K
Holdings
525
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (525 positions)
| Stock | Value |
|---|---|
AGGISHARES TR | $34.2M |
MSFTMICROSOFT CORP | $16.1M |
GOOGLALPHABET INC | $13.3M |
AAPLAPPLE INC | $12.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $10.2M |
LRCXLAM RESEARCH CORP | $8.8M |
AMZNAMAZON COM INC | $8.5M |
JNJJOHNSON & JOHNSON | $8.3M |
AVGOBROADCOM INC | $7.5M |
VTEBVANGUARD MUN BD FDS | $7.3M |
ABTABBOTT LABS | $6.1M |
CRMSALESFORCE INC | $5.9M |
VVISA INC | $5.6M |
USBUS BANCORP DEL | $5.6M |
UNHUNITEDHEALTH GROUP INC | $5.3M |
ELVELEVANCE HEALTH INC FORMERLY | $5.0M |
ACNACCENTURE PLC IRELAND | $4.9M |
TXNTEXAS INSTRS INC | $4.9M |
CASSCASS INFORMATION SYS INC | $4.7M |
SAPSAP SE | $4.6M |
ULUNILEVER PLC | $4.1M |
HLNHALEON PLC | $3.9M |
MRKMERCK & CO INC | $3.9M |
KOCOCA COLA CO | $3.8M |
HLTHILTON WORLDWIDE HLDGS INC | $3.7M |
TJXTJX COS INC NEW | $3.6M |
USFRWISDOMTREE TR | $3.4M |
STZCONSTELLATION BRANDS INC | $2.9M |
WFCWELLS FARGO CO NEW | $2.8M |
CITHE CIGNA GROUP | $2.8M |
UBERUBER TECHNOLOGIES INC | $2.7M |
QLTYGMO ETF TRUST | $2.1M |
DGXQUEST DIAGNOSTICS INC | $2.0M |
DEODIAGEO PLC | $1.8M |
NVONOVO-NORDISK A S | $1.6M |
TWTRADEWEB MKTS INC | $1.5M |
IWBISHARES TR | $1.4M |
NVDANVIDIA CORPORATION | $1.3M |
TFLOISHARES TR | $1.2M |
GOOGALPHABET INC | $1.0M |
DSIISHARES TR | $931K |
JPMJPMORGAN CHASE & CO. | $852K |
VEAVANGUARD TAX-MANAGED FDS | $663K |
IJRISHARES TR | $458K |
FTECFIDELITY COVINGTON TRUST | $442K |
WMTWALMART INC | $327K |
NEENEXTERA ENERGY INC | $327K |
DEDEERE & CO | $325K |
HDHOME DEPOT INC | $323K |
EFAISHARES TR | $313K |
TRVCCITIGROUP INC | $286K |
WMWASTE MGMT INC DEL | $271K |
FT2FIRST HORIZON CORPORATION | $270K |
ABBVABBVIE INC | $260K |
IWVISHARES TR | $257K |
TSLATESLA INC | $241K |
PGPROCTER AND GAMBLE CO | $221K |
IAU*ISHARES GOLD TR | $216K |
ETNEATON CORP PLC | $192K |
4I1PHILIP MORRIS INTL INC | $190K |
RSGREPUBLIC SVCS INC | $190K |
TRVTRAVELERS COMPANIES INC | $189K |
ORCLORACLE CORP | $180K |
MUMICRON TECHNOLOGY INC | $170K |
QCOMQUALCOMM INC | $167K |
IJHISHARES TR | $162K |
SCHZSCHWAB STRATEGIC TR | $159K |
GLWCORNING INC | $157K |
EPDENTERPRISE PRODS PARTNERS L | $154K |
RFREGIONS FINANCIAL CORP NEW | $153K |
ARLPALLIANCE RESOURCE PARTNERS L | $144K |
CVXCHEVRON CORP NEW | $143K |
DISDISNEY WALT CO | $140K |
MPLXMPLX LP | $138K |
MCDMCDONALDS CORP | $134K |
ETENERGY TRANSFER L P | $134K |
LOWLOWES COS INC | $132K |
EXEEXPAND ENERGY CORPORATION | $129K |
IHEISHARES TR | $125K |
DUKDUKE ENERGY CORP NEW | $121K |
BDXBECTON DICKINSON & CO | $120K |
TAT&T INC | $119K |
IXNISHARES TR | $116K |
VRTXVERTEX PHARMACEUTICALS INC | $114K |
PULSPGIM ETF TR | $114K |
SCHDSCHWAB STRATEGIC TR | $112K |
FDXFEDEX CORP | $111K |
VXUSVANGUARD STAR FDS | $108K |
FLSFLOWSERVE CORP | $105K |
DELLDELL TECHNOLOGIES INC | $103K |
RTXRTX CORPORATION | $99K |
GQ9SPDR GOLD TR | $99K |
ITWILLINOIS TOOL WKS INC | $94K |
WMBWILLIAMS COS INC | $94K |
FHLCFIDELITY COVINGTON TRUST | $94K |
SLVISHARES SILVER TR | $94K |
XOMEXXON MOBIL CORP | $93K |
LMTLOCKHEED MARTIN CORP | $91K |
PEPPEPSICO INC | $88K |
LNTALLIANT ENERGY CORP | $87K |
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