13F Insight
DOSSIER · 13F-HR · Q1 2026

Acumen Wealth Advisors, LLC

Acumen Wealth's pension fund based in Stamford, CT — $372M in tracked AUM across 513 positions as of Q1 2026.

AW
Acumen Wealth·Stamford, CT·Pension Fund
CIK 0001939202 · last filed Mar 31, 2026
Total AUM
$372M
▲ 16.7%
vs prior
Holdings
513
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Acumen Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$50M76K13.4%
02
AGG
ISHARES TR
$35M348K9.3%
03
MSFT
MICROSOFT CORP
$14M38K3.7%
04
AAPL
APPLE INC
$13M51K3.5%
05
GOOGL
ALPHABET INC
$12M43K3.3%
06
VEA
VANGUARD TAX-MANAGED FDS
$12M182K3.1%
07
IJR
ISHARES TR
$11M85K2.8%
08
META
META PLATFORMS INC
$10M17K2.6%
09
AMZN
AMAZON COM INC
$9M44K2.5%
10
JNJ
JOHNSON & JOHNSON
$9M36K2.3%

Filing history

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