Acumen Wealth Advisors, LLC
Acumen Wealth Advisors, LLC reported 493 positions worth $471.8M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: AGG (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $34.6M | 7.33% | 349,345 | — | — | |
| ▸ 2 | IVV | SH | $25.3M | 5.36% | 33,792 | — | — | |
| ▸ 3 | FEOE | SH | $23.6M | 5.01% | 442,679 | — | — | |
| ▸ 4 | NVDA | SH | $21.8M | 4.62% | 109,033 | — | — | |
| ▸ 5 | AVUV | SH | $20.1M | 4.26% | 161,159 | — | — | |
| ▸ 6 | AVNM | SH | $16.2M | 3.44% | 197,134 | — | — | |
| ▸ 7 | AAPL | SH | $15.7M | 3.33% | 54,217 | — | — | |
| ▸ 8 | GOOGL | SH | $15.4M | 3.27% | 43,174 | — | — | |
| ▸ 9 | FFSM | SH | $15.2M | 3.22% | 397,385 | — | — | |
| ▸ 10 | VTEB | SH | $13.1M | 2.77% | 258,536 | — | — |
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Frequently Asked Questions
What stocks does Acumen Wealth Advisors, LLC hold as of Q2 2026?
Acumen Wealth Advisors, LLC reported 493 positions worth $471.8M in its Q2 2026 13F filing. Largest positions: AGG (7.3%), IVV (5.4%), FEOE (5.0%), NVDA (4.6%) and AVUV (4.3%).
What did Acumen Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Acumen Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.